Group 1 - Onto Innovation Inc. shares increased over 4% in pre-market trading after Jefferies upgraded the stock to Buy from Hold and raised its price target to $170 from $100 [1] - Jefferies expressed improved confidence in Onto's ability to regain lost CoWoS market share following recent management meetings [1] - Revenue is expected to bottom in the first quarter of 2026 before reaccelerating in the second half of the year, driven by ongoing accelerator builds and tightening memory markets [1] Group 2 - Jefferies raised its earnings forecasts to $5.55 for 2026 and $7.08 for 2027, applying a 24x multiple on 2027 EPS to derive the new target [2]