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On Holding added to Conviction List as top 2024 pick at Needham

On Holding added to Conviction List as top 2024 pick at Needham

Needham analyst Anna Andreeva added On Holding (ONON) the firm’s Conviction List as a top pick for 2024, replacing Chewy (CHWY). On shares have not participated in the recent rally, falling 30% since August, with the stock not reflecting the company’s’ “unique” growth profile while short interest is up 25% in the last six months, the analyst tells investors in a research note. Needham thinks On 2024 consensus estimates are “in the right place” and keeps a Buy rating on the shares with a $40 price target.

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