FormFactor (FORM) Resumen de Acciones
FormFactor, Inc. diseña, fabrica y vende tarjetas de sonda, sondas analíticas, estaciones de sonda, sistemas térmicos, sistemas criogénicos y servicios relacionados en Estados Unidos, Corea del Sur, Taiwán, China, Japón, Singapur, Europa, Malasia y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
FORM Community Fair Values
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Analyst Price Targets
Competidores de FormFactor, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$114.16 |
| Máximo en las últimas 52 semanas | US$160.27 |
| Mínimo de 52 semanas | US$27.81 |
| Beta | 1.25 |
| Cambio en 1 mes | 9.73% |
| Variación en 3 meses | -11.50% |
| Cambio de 1 año | 291.50% |
| Variación en 3 años | 265.31% |
| Variación en 5 años | 190.85% |
| Variación desde la OPV | 549.37% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 15
FORM: Strong Q2 And AI Tailwinds Will Likely Face Visibility Headwinds
The analyst price target for FormFactor has been cut by $13.62 to $64.00, as analysts factor in recently lowered Street targets alongside mixed views that balance solid execution and AI related tailwinds with more cautious commentary on near term visibility. Analyst Commentary Recent Street research on FormFactor shows a split view.Seeking Alpha • Jul 31
FormFactor Q2 Review: If You Haven't Sold On The Way Down, Don't Sell On The Way Up
Summary FormFactor, Inc. delivered a stellar Q2, with revenues up 32% y/y and profitability surging, driven by AI-related demand for HBM, DRAM, and Co-Packaged Optics. FORM’s gross margins expanded sharply, with company-wide margins rising 1340bps y/y to 50.7%, and cash flow generation was robust as capex needs moderate. Management’s Q3 guidance for revenue and EPS is well above consensus, supporting a strong relief rally and dispelling fears that AI-driven growth has peaked. While FORM stock’s valuation is now less attractive after a rapid share price surge, I recommend holding for the next leg up as fundamentals and growth drivers remain intact. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Aug 15
FORM: Strong Q2 And AI Tailwinds Will Likely Face Visibility Headwinds
The analyst price target for FormFactor has been cut by $13.62 to $64.00, as analysts factor in recently lowered Street targets alongside mixed views that balance solid execution and AI related tailwinds with more cautious commentary on near term visibility. Analyst Commentary Recent Street research on FormFactor shows a split view.Seeking Alpha • Jul 31
FormFactor Q2 Review: If You Haven't Sold On The Way Down, Don't Sell On The Way Up
Summary FormFactor, Inc. delivered a stellar Q2, with revenues up 32% y/y and profitability surging, driven by AI-related demand for HBM, DRAM, and Co-Packaged Optics. FORM’s gross margins expanded sharply, with company-wide margins rising 1340bps y/y to 50.7%, and cash flow generation was robust as capex needs moderate. Management’s Q3 guidance for revenue and EPS is well above consensus, supporting a strong relief rally and dispelling fears that AI-driven growth has peaked. While FORM stock’s valuation is now less attractive after a rapid share price surge, I recommend holding for the next leg up as fundamentals and growth drivers remain intact. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 31
FORM: AI Demand And Record Margins Will Drive Future Return Potential
Analysts have trimmed the consolidated fair value for FormFactor to about $139 from roughly $145, reflecting lower Street price targets, even as they point to factors like AI demand, record gross margin guidance around 51%, and execution against long term goals as key parts of their updated rationale. Analyst Commentary Recent Street research on FormFactor highlights a mix of optimism around AI exposure and execution, alongside a more cautious stance on near term visibility and valuation.Actualización de narrativa • Jul 03
FORM: Future Returns Will Rely On AI Hardware Demand Outweighing Execution Risks
The analyst price target for FormFactor has increased from $101.56 to $144.67, as analysts cite expectations of stronger revenue growth, wider profit margins, and AI-related demand as reasons for assigning a lower future P/E multiple than before. Analyst Commentary Recent research on FormFactor highlights a mix of optimism around growth drivers such as AI demand, alongside some caution around valuation and guidance clarity.
Actualización de narrativa • Jun 18
FORM: AI Compute Intensity Tailwinds Will Support Margins And Earnings Multiple
Analysts keep the FormFactor price target steady at $175 while adjusting model inputs, such as a slightly higher discount rate and revised growth and profitability assumptions, supported by recent upgrades that cite AI related demand and stronger execution as key drivers for a higher earnings multiple. Analyst Commentary Recent research on FormFactor highlights a mix of views, but several bullish analysts are emphasizing supportive factors that feed into valuation, execution and long term growth expectations, particularly around AI related opportunities.Artículo de análisis • Jun 18
FormFactor (FORM) Stock Could Be 38% Overvalued After AI Driven Analyst Upgrades
FormFactor (FORM) stock has been in focus after recent analyst upgrades related to its exposure to artificial intelligence and high bandwidth memory, along with higher earnings estimates and a top Zacks Rank. See our latest analysis for FormFactor. FormFactor’s recent analyst upgrades and AI related enthusiasm come on top of strong momentum, with a 7 day share price return of 20.84% and a 1 year total shareholder return of 320.40% that hint at a sharp shift in sentiment around the stock’s...Actualización de narrativa • Jun 04
FORM: AI And High Bandwidth Memory Demand Will Support Margins Into 2026
The analyst fair value estimate for FormFactor has shifted from $100.00 to $175.00, with the change supported by higher Street price targets and updated assumptions for revenue growth, profit margin, and future P/E multiples cited by analysts. Analyst Commentary Recent Street research on FormFactor presents a mixed picture, but the fair value reset to $175.00 sits firmly on the more optimistic side of that range.Actualización de narrativa • May 19
FORM: Record Q2 Guidance And Mixed Messaging Will Likely Trigger Downside Repricing
FormFactor's analyst fair value estimate has been updated from $64.00 to $77.62. Analysts point to higher modeled revenue growth, slightly stronger profit margins, a modestly lower future P/E multiple, and a higher discount rate following a series of recent price target revisions, both upward and downward, across the Street.Artículo de análisis • May 13
FormFactor's (NASDAQ:FORM) Performance Is Even Better Than Its Earnings Suggest
The subdued stock price reaction suggests that FormFactor, Inc.'s ( NASDAQ:FORM ) strong earnings didn't offer any...Actualización de narrativa • Apr 29
FORM: Future Returns Will Depend On Rich Multiples Despite Rising Execution Concerns
FormFactor's analyst fair value estimate has been revised from $86.89 to $101.56. This change reflects updated assumptions on growth and profitability as analysts respond to a wave of recent price target changes across the Street.Actualización de narrativa • Apr 13
FORM: Future Returns Will Depend On Sustaining High Multiples Despite Execution Risks
Analysts have raised the implied fair value estimate for FormFactor by about $3 to $86.89. This reflects a slightly lower discount rate and a higher future P/E assumption, even as opinions on the stock's rating and price targets have recently been mixed across firms.Actualización de narrativa • Mar 30
FORM: High Bandwidth Memory And New Partnerships Will Support Margins Into 2026
FormFactor's fair value estimate has increased from $88.00 to $100.00 as analysts raise price targets following broader Street research updates on the stock. Analyst Commentary Recent Street research on FormFactor has been largely supportive, with a series of bullish analysts lifting price targets across multiple firms.Actualización de narrativa • Mar 16
FORM: Future Returns Will Depend On Executing Quantum Roadmap And Margin Assumptions
Analysts have lifted their average price targets on FormFactor by double digit dollar amounts, citing refreshed models that incorporate the recent series of target increases from firms including B. Riley, Northland, Craig-Hallum, Evercore ISI, Stifel, TD Cowen and Citi.Actualización de narrativa • Mar 02
FORM: Future Returns Will Rely On Delivering Margin Assumptions Despite Hype
Analysts have lifted their price targets on FormFactor, supporting an increase in our fair value estimate from $67.88 to $84.11. They attribute this change to updated assumptions around revenue growth, profit margins and future P/E expectations.Actualización de narrativa • Feb 16
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.Artículo de análisis • Feb 07
Results: FormFactor, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Shareholders will be ecstatic, with their stake up 28% over the past week following FormFactor, Inc. 's ( NASDAQ:FORM...Actualización de narrativa • Feb 02
FORM: Future Returns Will Depend On Facility Ramp And Margin Execution
Narrative Update on FormFactor Our analyst price target for FormFactor has moved from US$56.88 to US$67.88. This reflects updated assumptions around revenue growth, profit margins and future P/E expectations that are broadly consistent with recent analyst research on the name.Actualización de narrativa • Jan 19
FORM: High Bandwidth Memory Upside Will Support Stronger Margins Into 2026
Analysts have lifted their price targets on FormFactor, supporting a fair value move from $78.00 to $88.00. They point to faster margin improvement and potential upside tied to high bandwidth memory and graphics processing unit related demand.Artículo de análisis • Jan 13
There's Reason For Concern Over FormFactor, Inc.'s (NASDAQ:FORM) Massive 32% Price Jump
Despite an already strong run, FormFactor, Inc. ( NASDAQ:FORM ) shares have been powering on, with a gain of 32% in the...Actualización de narrativa • Jan 05
FORM: High Bandwidth Memory Upside Will Drive Stronger Margins Into 2026
Analysts have raised their price target on FormFactor significantly, highlighting the company's recent beat-and-raise quarter, faster-than-expected margin improvement, and growing exposure to high bandwidth memory and graphics processing units demand into 2026. Analyst Commentary Bullish analysts are increasingly confident that FormFactor's recent operating momentum can be sustained, pointing to a favorable setup into 2026 driven by secular demand for advanced semiconductor testing solutions.Actualización de narrativa • Dec 21
FORM: High Bandwidth Memory Demand Will Drive Stronger Margins Ahead
Analysts have significantly raised their price target on FormFactor from approximately $45 to $78. They cite stronger than expected margin improvement, high bandwidth memory demand, and long term upside from graphics processing units exposure as key drivers.Actualización de narrativa • Dec 07
FORM: Future Returns Will Depend On Memory Demand And Margin Expansion
Analysts have raised their price target on FormFactor to $62 from $31, citing a "beat and raise" Q3, faster than expected margin improvement, and growing exposure to high bandwidth memory and graphics processing units demand into 2026. Analyst Commentary Analyst commentary remains largely constructive, with the latest upgrade framed around a stronger earnings trajectory and improving end-market visibility into 2026.Actualización de narrativa • Nov 23
FORM: Future Returns Will Depend On Sustained Margin Expansion Momentum
FormFactor’s analyst price target has been raised from $54.29 to $56.88. Analysts cite stronger margin improvements and optimism in high bandwidth memory and graphics processing units as key factors behind the upgrade.Actualización de narrativa • Nov 08
FORM: Future Performance Will Depend On Margin Gains And End Market Recovery
FormFactor's analyst price target jumped significantly from $35.25 to $54.29. Analysts point to stronger margins and high bandwidth memory prospects as factors driving renewed optimism for future growth.Artículo de análisis • Nov 03
Revenues Not Telling The Story For FormFactor, Inc. (NASDAQ:FORM) After Shares Rise 38%
FormFactor, Inc. ( NASDAQ:FORM ) shares have continued their recent momentum with a 38% gain in the last month alone...Actualización de narrativa • Oct 25
Artificial Intelligence Demand Will Outweigh Smartphone And PC Market Weakness
Narrative Update on FormFactor Analysts have raised FormFactor's price target modestly from $34.75 to $35.25, citing continued benefits from advanced packaging demand. However, headwinds in smartphone and PC markets are tempering overall growth outlooks.Actualización de narrativa • Oct 10
Generative AI And Texas Capacity Will Transform Semiconductor Testing
Analysts have modestly raised their price target for FormFactor from $33.13 to $34.75, citing ongoing demand in advanced packaging, while noting softness in broader smartphone and PC markets. Analyst Commentary The latest Street research highlights a mix of confidence in FormFactor's positioning within advanced packaging, along with concerns about market headwinds that could weigh on near-term performance.Artículo de análisis • Sep 19
FormFactor, Inc. (NASDAQ:FORM) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
FormFactor, Inc. ( NASDAQ:FORM ) shareholders would be excited to see that the share price has had a great month...Rentabilidad de los accionistas
| FORM | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | -13.3% | -5.5% | -1.5% |
| 1Y | 291.5% | 55.8% | 17.8% |
Rentabilidad vs. Industria: FORM superó a la industria US Semiconductor, que obtuvo un rendimiento del 55.8% el año pasado.
Rentabilidad vs. Mercado: FORM superó al mercado US, que obtuvo un rendimiento del 17.8% el año pasado.
Volatilidad de los precios
| FORM volatility | |
|---|---|
| FORM Average Weekly Movement | 16.5% |
| Semiconductor Industry Average Movement | 12.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: El precio de las acciones de FORM ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de FORM(17%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1993 | 2,153 | Mike Slessor | www.formfactor.com |
FormFactor, Inc. diseña, fabrica y vende tarjetas de sonda, sondas analíticas, estaciones de sonda, sistemas térmicos, sistemas criogénicos y servicios relacionados en Estados Unidos, Corea del Sur, Taiwán, China, Japón, Singapur, Europa, Malasia y a escala internacional. La empresa opera en dos segmentos: Tarjetas de Sondas y Segmentos de Sistemas. La empresa suministra tarjetas de sonda para probar diversos tipos de dispositivos semiconductores, incluidos productos de sistemas en chip, como unidades gráficas, centrales, de procesamiento digital y otras unidades de procesamiento personalizadas para aplicaciones específicas; procesadores de aplicaciones móviles, microprocesadores y microcontroladores; dispositivos de red, que incluyen conmutadores y unidades de procesamiento de red; memoria dinámica de acceso aleatorio; amplificadores y filtros de radiofrecuencia; dispositivos de antena en paquete; circuitos integrados analógicos y de señal mixta; sensores de imagen; circuitos integrados ópticos en paquete; memoria flash NAND; memoria flash NOR; y dispositivos de procesador informático cuántico.
Resumen de fundamentos de FormFactor, Inc.
| Estadísticas fundamentales de FORM | |
|---|---|
| Capitalización bursátil | US$8.92b |
| Beneficios(TTM) | US$115.47m |
| Ingresos (TTM) | US$902.23m |
77.2x
Ratio precio-beneficio (PE)9.9x
Ratio precio-ventas (PS)¿Está FORM sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de FORM | |
|---|---|
| Ingresos | US$902.23m |
| Coste de los ingresos | US$485.56m |
| Beneficio bruto | US$416.66m |
| Otros gastos | US$301.20m |
| Beneficios | US$115.47m |
Últimos beneficios comunicados
Jun 27, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.48 |
| Margen bruto | 46.18% |
| Margen de beneficio neto | 12.80% |
| Ratio deuda/patrimonio | 1.0% |
¿Cómo se ha desempeñado FORM a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/23 21:38 |
| Precio de las acciones al final del día | 2026/08/21 00:00 |
| Beneficios | 2026/06/27 |
| Ingresos anuales | 2025/12/27 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
FormFactor, Inc. está cubierta por 18 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christopher Muse | Barclays |
| Craig Ellis | B. Riley Securities, Inc. |
| Christopher Muse | Cantor Fitzgerald & Co. |