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FormFactor, Inc.Informe acción NasdaqGS:FORM

Capitalización bursátil US$10.1b
Precio de las acciones
US$128.99
US$101.56
27.0% sobrevalorado descuento intrínseco
1Y324.7%
7D2.2%
1D
Valor de la cartera
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FormFactor, Inc.

Informe acción NasdaqGS:FORM

Capitalización de mercado: US$10.1b

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

Análisis fundamental de FORM
Puntuación del snowflake
Valoración0/6
Crecimiento futuro4/6
Rendimiento pasado3/6
Salud financiera6/6
Dividendos0/6

FORM Community Fair Values

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See what 26 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de FormFactor, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del FormFactor
Precios históricos de las acciones
Precio actual de la acciónUS$128.99
Máximo en las últimas 52 semanasUS$159.09
Mínimo de 52 semanasUS$26.08
Beta1.32
Cambio en 1 mes-16.82%
Variación en 3 meses34.20%
Cambio de 1 año324.73%
Variación en 3 años305.63%
Variación en 5 años265.93%
Variación desde la OPV633.73%

Noticias y actualizaciones recientes

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.
Seeking Alpha May 19

FormFactor: Compelling Entry After Investor Day Selloff

Summary FormFactor (FORM) dropped 12.8% after unveiling an ambitious 2030 plan targeting $1.6B revenue, 55% gross margin, and $5.00 non-GAAP EPS. FORM’s forward thesis centers on HBM4 share gains, GPU and co-packaged optics catalysts, and a Texas plant expansion unlocking probe-card capacity. Valuation remains stretched at 12.06x forward sales, with execution risk tied to Texas plant readiness and potential earnings misses impacting 2027 guidance. I initiate a Buy rating with a $165 fair value, viewing the post-Investor Day selloff as a compelling entry ahead of multiple near-term catalysts. Read the full article on Seeking Alpha
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...

Recent updates

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.
Seeking Alpha May 19

FormFactor: Compelling Entry After Investor Day Selloff

Summary FormFactor (FORM) dropped 12.8% after unveiling an ambitious 2030 plan targeting $1.6B revenue, 55% gross margin, and $5.00 non-GAAP EPS. FORM’s forward thesis centers on HBM4 share gains, GPU and co-packaged optics catalysts, and a Texas plant expansion unlocking probe-card capacity. Valuation remains stretched at 12.06x forward sales, with execution risk tied to Texas plant readiness and potential earnings misses impacting 2027 guidance. I initiate a Buy rating with a $165 fair value, viewing the post-Investor Day selloff as a compelling entry ahead of multiple near-term catalysts. Read the full article on Seeking Alpha
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...
Artículo de análisis Jul 22

When Should You Buy FormFactor, Inc. (NASDAQ:FORM)?

FormFactor, Inc. ( NASDAQ:FORM ), is not the largest company out there, but it saw a significant share price rise of...
Artículo de análisis Jun 21

Does FormFactor (NASDAQ:FORM) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Mar 03

FormFactor Q4: Murky Short-Term Outlook Continues To Weigh On The Company

Summary FormFactor, Inc.'s Q4 earnings showed mixed results with a 12.68% y/y sales growth but missed analyst estimates, leading to a hold rating due to short-term volatility. The company’s financial health is strong with $190.7m in cash and $169m in marketable securities, but Q1 '25 guidance fell short, causing a 20% share drop. PC and mobile handset markets are slower than expected, with potential growth in 2026 due to AI advancements and Windows 10 support ending. Uncertainty around tariffs and market recovery makes it risky to start a position now; monitoring developments and management commentary is crucial. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

FORMUS SemiconductorMercado US
7D2.2%0.9%1.1%
1Y324.7%110.1%28.7%

Rentabilidad vs. Industria: FORM superó a la industria US Semiconductor, que obtuvo un rendimiento del 110.1% el año pasado.

Rentabilidad vs. Mercado: FORM superó al mercado US, que obtuvo un rendimiento del 28.7% el año pasado.

Volatilidad de los precios

Is FORM's price volatile compared to industry and market?
FORM volatility
FORM Average Weekly Movement10.2%
Semiconductor Industry Average Movement11.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: FORM no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de FORM (10%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19932,153Mike Slessorwww.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.

¿Cómo se comparan los beneficios e ingresos de FormFactor con su capitalización de mercado?
Estadísticas fundamentales de FORM
Capitalización bursátilUS$10.06b
Beneficios(TTM)US$68.34m
Ingresos (TTM)US$839.78m
147.1x
Ratio precio-beneficio (PE)
12.0x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de FORM
IngresosUS$839.78m
Coste de los ingresosUS$485.39m
Beneficio brutoUS$354.39m
Otros gastosUS$286.04m
BeneficiosUS$68.34m

Últimos beneficios comunicados

Mar 28, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)0.88
Margen bruto42.20%
Margen de beneficio neto8.14%
Ratio deuda/patrimonio1.1%

¿Cómo se ha desempeñado FORM a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 04:59
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/28
Ingresos anuales2025/12/27

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Christopher MuseBarclays
Craig EllisB. Riley Securities, Inc.
Christopher MuseCantor Fitzgerald & Co.