Adverse Mix And Tariffs Will Erode Semiconductor Margins

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Jun 25

Updated

19 May 26

Views

19

19 May

US$128.99

AnalystLowTarget's Fair Value

US$77.62

66.2% overvalued

1Y

324.7%

7D

2.2%

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1Y

324.7%

7D

2.2%

You can edit this narrative until May 20 7:10 PM. Then, changes will post as Updates.

Author's Valuation

US$77.6266.2% overvalued

AnalystLowTarget Fair Value

Shared on 19 May 26

Fair value Increased 21%

FORM: Record Q2 Guidance And Mixed Messaging Will Likely Trigger Downside Repricing

FormFactor signals its next quarter could be a record, but Wall Street sounds split, with some praising the outlook while others worry the stock already prices in a lot of good news and management’s guidance is hard to read. New partnerships and niche products add momentum, yet the mixed messaging raises the chance the market rethinks expectations if results don’t match the excitement.

1 view

Shared on 16 Feb 26

Fair value Increased 178%

FORM: Elevated Earnings Expectations Will Likely Expose Downside Risk

Analysts have lifted their consensus view on FormFactor, raising the implied fair value estimate from $23.00 to $64.00. This change is supported by updated assumptions around revenue growth, profit margins and future P/E that are broadly consistent with the series of higher price targets published across major firms in recent research.

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Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$77.62

66.2% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

14.90%

Historical revenue growth rate

0.55%

Semiconductors revenue growth rate

1.32%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.97%

Calculation

US$187.64m

Earnings '29

x

45.18x

PE Ratio '29

=

US$8.48b

Market Cap '29

US$8.48b

Market Cap '29

/

80.53m

No. shares '29

=

US$105.26

Share Price '29

US$105.26 Share Price '29

Discounted to 2026 @ 10.93% p.a.

=

US$77.11

Fair Value '26