Ticker archive
What was said about On Holding
This is the TubeRank file on ONON. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
ONONOn Holding
$29.39as of 11h ago
The record, in brief
4 calls from 1 channel are on file for ONON. None have resolved yet, so there is no hit rate to report. None are still pending. The record leans bullish: 4 bullish and 0 bearish.
- On file
- 4
- Hit rate
- —
- Pending
- 0
- Channels
- 1
recorded calls
nothing resolved yet
none waiting
4 bullish · 0 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Asymmetric Investing by Travis Hoium4 callsStrongly BullishTravis Hoium views On Holding as a phenomenal long-term compounder trading at a below-market valuation, citing raised medium-term guidance (high-teens revenue CAGR through 2029, 65%+ gross margins, 22% adjusted EBITDA margin), a new $1 billion buyback that could retire ~10% of shares, and expansion into soccer and golf as growth catalysts. He believes the combination of continued revenue growth, margin expansion, share count reduction, and potential multiple expansion make this an attractive long-term investment despite a rough 2026 stock performance.
Travis Hoium views On Holding as a phenomenal long-term compounder trading at a below-market valuation, citing raised medium-term guidance (high-teens revenue CAGR through 2029, 65%+ gross margins, 22% adjusted EBITDA margin), a new $1 billion buyback that could retire ~10% of shares, and expansion into soccer and golf as growth catalysts. He believes the combination of continued revenue growth, margin expansion, share count reduction, and potential multiple expansion make this an attractive long-term investment despite a rough 2026 stock performance.
Earlier thesis (1)
Travis argues On Holding's stock slump is a strategic tradeoff between growth and premium positioning, not a fundamental breakdown. He believes management's refusal to discount products protects long-term margin potential, and the recent selloff has made the stock more attractive on valuation.
“I think this is a phenomenal company and a phenomenal stock for investors who have a long-term view of the company.”
“If this is a stock that goes to a 30 price to earnings multiple... this could be a 10x stock over the next decade.”
“Is this a buying opportunity? is one of that's at least on my short list to buy for the asymmetric portfolio over the next couple of months.”
“Sometimes the negative reactions like we had this week make a lot of sense short term but long-term the stock is actually more attractive t…”