Ticker brief
ONON ON HOLDING AG-CLASS A
Consumer, Cyclical · Apparel
last close
$32.51
1 day
-4.4%
14 days
-7.4%
mkt cap
$12.3B
signals 14d
30
authors 14d
25
crowd 14d
+1.0σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 55% mid · 67 pctile own 1y | IV/HV 1.21× |
| Skew — 25Δ RR 30d | -0.016 66 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +0.35 normal | 5-session Δ +0.30 (as of 2026-07-16) |
| OI alarm | quiet | last alarm 2026-05-12 (z=2.9) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-04 → 2026-10-16 · now +0.40 (−1 bearish … +1 bullish)
Who spoke25
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @zohmbastic | C | -2.94 | 4 | +0.21 |
| @thisisorlando | C | -0.83 | 3 | +0.47 |
| @qualityequities | A | +0.65 | 1 | +0.30 |
| @GetPursa | C | +0.10 | 1 | +0.35 |
| @BarbarianCap | B | +1.97 | 1 | +0.45 |
| @HyenukChu | C | -0.63 | 1 | +0.35 |
| @cybertradingu | C | +0.32 | 1 | +0.35 |
| @OptionsHawk | B | -1.11 | 1 | +0.70 |
| @MinervaCap | C | -1.56 | 1 | +0.40 |
| @TheWiseAdapter | C | -0.31 | 1 | +0.50 |
| @maxwiethe | C | · | 1 | -0.70 |
| @Source_options | C | +0.67 | 1 | +0.35 |
| @joinyellowbrick | C | -0.23 | 1 | +0.25 |
| @_TP888 | C | +0.93 | 1 | -0.40 |
| @TinyToothDDS | C | -0.96 | 1 | +0.40 |
| @ElliotWaveBull | C | +1.05 | 1 | +0.55 |
| @FluentInQuality | B | -0.55 | 1 | +0.40 |
| @MattJMcClintock | A | +0.71 | 1 | +0.10 |
| @Ross__Hendricks | A | -0.23 | 1 | +0.70 |
| @holzzak777 | C | +0.49 | 1 | +0.70 |
| @TheValueTrade | C | +0.35 | 1 | +0.25 |
| @MMatters22596 | C | -0.73 | 1 | +0.65 |
| @cnfinancewatch | B | -1.23 | 1 | +0.60 |
| @bboczeng | B | -1.08 | 1 | +0.60 |
| @MrsZ_Flow | C | +0.96 | 1 | +0.25 |
Recent signals30of 30 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @zohmbastic | +0.40 | Raymond James raised ONON's target to $42 from $38 and retained Outperform. | -6.4% | tweet ↗ |
| 2026-10-14 | @thisisorlando | +0.55 | Sees capital rotating from crowded AI into beaten-down consumer names with improving relative strength. | -8.4% | tweet ↗ |
| 2026-10-14 | @MrsZ_Flow | +0.25 | Watch-list observation for LEAPS around a possible 33 retest. | -8.4% | tweet ↗ |
| 2026-10-13 | @bboczeng | +0.60 | Already bought NKE and may add ONON. — Discloses a NKE purchase and explicitly considers adding ONON. | -8.4% | tweet ↗ |
| 2026-10-13 | @cnfinancewatch | +0.60 | Calls athletic apparel deeply oversold and predicts a major rebound as selling pressure weakens. | -8.4% | tweet ↗ |
| 2026-10-13 | @MMatters22596 | +0.65 | Argues oversold sportswear stocks are nearing a major bottom and eventual comeback. | -8.4% | tweet ↗ |
| 2026-10-13 | @TheValueTrade | +0.25 | Playfully favors ONON over NKE while asking whether ONON is a buy. | -8.4% | tweet ↗ |
| 2026-10-13 | @holzzak777 | +0.70 | Argues On is taking Nike's crown and offers superior China-driven upside | -8.4% | tweet ↗ |
| 2026-10-12 | @Ross__Hendricks | +0.70 | Calls ONON the best buy in its comparison group; BBY appears only as a name pun. | -8.0% | tweet ↗ |
| 2026-10-12 | @thisisorlando | +0.25 | Take some profits on recent winners such as ONON. — Advises profit-taking after ONON's ninth consecutive positive session. | -8.0% | tweet ↗ |
| 2026-10-12 | @MattJMcClintock | +0.10 | Detailed thesis says Nike's restructuring does not solve weak growth, inventory, and premium valuation. | -8.0% | tweet ↗ |
| 2026-10-12 | @FluentInQuality | +0.40 | Says ONON's footwear growth is less volatile than Nike's. | -8.0% | tweet ↗ |
| 2026-10-10 | @ElliotWaveBull | +0.55 | Identifies ONON as the only currently bullish name in the referenced comparison. | -7.4% | tweet ↗ |
| 2026-10-10 | @TinyToothDDS | +0.40 | Argues Nike and Under Armour are losing relevance while On and Deckers brands gain consumer mindshare. | -7.4% | tweet ↗ |
| 2026-10-09 | @_TP888 | -0.40 | Reports $225,000 in ONON puts near the stock's current price. | -7.4% | tweet ↗ |
| 2026-10-09 | @joinyellowbrick | +0.25 | Promotes paid write-ups from investors about six recent purchases. | -7.4% | tweet ↗ |
| 2026-10-09 | @zohmbastic | +0.25 | Highlights $35 as today's relevant level, with details in attached media. | -7.4% | tweet ↗ |
| 2026-10-09 | @thisisorlando | +0.60 | Reports Mbappé leaving Nike for On as ONON heads for its best week of the year | -7.4% | tweet ↗ |
| 2026-10-08 | @zohmbastic | +0.20 | Reports that roughly one-third of the ONON position was trimmed. | -4.5% | tweet ↗ |
| 2026-10-07 | @Source_options | +0.35 | Presents five stocks as a two-year portfolio watchlist at current prices. | -2.1% | tweet ↗ |
| 2026-10-07 | @maxwiethe | -0.70 | Gives a strongly negative consumer and endorsement assessment of On Holding. | -2.1% | tweet ↗ |
| 2026-10-07 | @TheWiseAdapter | +0.50 | Reports ONON rising another 17%. | -2.1% | tweet ↗ |
| 2026-10-06 | @MinervaCap | +0.40 | Reports an unbroken October green streak and lists leading movers. | -1.9% | tweet ↗ |
| 2026-10-06 | @OptionsHawk | +0.70 | Recaps ONON rising more than 25% after previously observed options flow. | -1.9% | tweet ↗ |
| 2026-10-06 | @cybertradingu | +0.35 | Examines whether ONON's buyback could echo value effects associated with Nvidia's $150B program. | -1.9% | tweet ↗ |
| 2026-10-06 | @zohmbastic | +0.00 | Notes ONON touched the $33 level. | -1.9% | tweet ↗ |
| 2026-10-05 | @HyenukChu | +0.35 | Closed the final ONON short early because the move invalidated the bearish setup. | +2.0% | tweet ↗ |
| 2026-10-04 | @BarbarianCap | +0.45 | Treats prominent media coverage and product popularity as positive for On Holding. | +5.4% | tweet ↗ |
| 2026-10-04 | @GetPursa | +0.35 | On names Kylian Mbappé as ambassador to expand in the roughly $30B football market. | +5.4% | tweet ↗ |
| 2026-10-04 | @qualityequities | +0.30 | Argues Nike damaged its moat through distribution and product mistakes while On and Hoka captured shelf space. | +5.4% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.