The recent dip in On Holding (ONON 2.69%) shares following its 2026 guidance may be a great gift for long-term investors. Wall Street was disappointed in a conservative revenue outlook, but the underlying fundamentals tell a story of a premium brand in its prime.
Revenue growth continues to compound at a 20%+ rate, margins are higher than expected, and the value looks too good to pass up. I dig into everything you need to know, including how currencies complicate analyzing the business, in this video.
*Stock prices used were end-of-day prices of March 4, 2026. The video was published on March 5, 2026.
