FormFactor, Inc.

Informe acción NasdaqGS:FORM

Capitalización de mercado: US$8.5b

FormFactor Dirección

Dirección controles de criterios 4/4

El CEO de FormFactor es Mike Slessor , nombrado en Oct 2013, tiene una permanencia de 12.83 años. compensación anual total es $5.48M, compuesta por 12.1% salario y 87.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.55% de las acciones de la empresa, por valor de $46.83M. La antigüedad media del equipo directivo y de la junta directiva es de 2.6 años y 6.9 años, respectivamente.

Información clave

Mike Slessor

Chief Executive Officer (CEO)

US$5.5m

Compensación total

Porcentaje del salario del CEO12.12%
Permanencia del CEO12.8yrs
Participación del CEO0.6%
Permanencia media de la dirección2.6yrs
Promedio de permanencia en la Junta Directiva6.9yrs

Actualizaciones recientes de la dirección

Recent updates

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...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mike Slessor en comparación con los beneficios de FormFactor?
FechaCompensación totalSalarioIngresos de la empresa
Jun 27 2026n/an/a

US$115m

Mar 28 2026n/an/a

US$68m

Dec 27 2025US$5mUS$665k

US$54m

Sep 27 2025n/an/a

US$41m

Jun 28 2025n/an/a

US$44m

Mar 29 2025n/an/a

US$54m

Dec 28 2024n/an/a

US$70m

Sep 28 2024n/an/a

US$136m

Jun 29 2024n/an/a

US$121m

Mar 30 2024n/an/a

US$103m

Dec 30 2023US$7mUS$550k

US$82m

Sep 30 2023n/an/a

-US$7m

Jul 01 2023n/an/a

-US$7m

Apr 01 2023n/an/a

US$22m

Dec 31 2022US$5mUS$556k

US$51m

Sep 24 2022n/an/a

US$90m

Jun 25 2022n/an/a

US$107m

Mar 26 2022n/an/a

US$94m

Dec 25 2021US$5mUS$500k

US$84m

Sep 25 2021n/an/a

US$77m

Jun 26 2021n/an/a

US$80m

Mar 27 2021n/an/a

US$82m

Dec 26 2020US$5mUS$500k

US$79m

Sep 26 2020n/an/a

US$78m

Jun 27 2020n/an/a

US$63m

Mar 28 2020n/an/a

US$50m

Dec 28 2019US$4mUS$500k

US$39m

Compensación vs. Mercado: La compensación total de Mike($USD5.48M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.29M).

Compensación vs. Ingresos: La compensación de Mike ha sido consistente con los resultados de la empresa en el último año.


CEO

Mike Slessor

12.8yrs
Permanencia
US$5,481,644
Compensación

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Slessor
CEO, President & Director12.8yrsUS$5.48m0.55%
$ 46.8m
Aric McKinnis
Senior VP & CFO1yrUS$2.42m0.017%
$ 1.4m
Missy Figueroa
Senior Vice President of Global Operations2.6yrssin datossin datos
Steven Nott
Senior VP & Chief Information Officer5.8yrssin datossin datos
Stan Finkelstein
Head of Investor Relationsno datasin datossin datos
Alan Chan
Senior VP2.6yrssin datossin datos
Aliza Scott
Senior VP & Chief Human Resources Officer4.6yrssin datossin datos
Aasutosh Dave
Senior Vice President & Chief Commercial Officer2.6yrssin datossin datos
Sudhakar Raman
Senior VP & GM of Probes Business Unit2.6yrssin datossin datos
Jens Klattenhoff
Senior VP & GM of Systems Business Unit5.6yrssin datossin datos
2.6yrs
Permanencia media

Equipo directivo experimentado: El equipo directivo de FORM se considera experimentado (2.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Slessor
CEO, President & Director12.8yrsUS$5.48m0.55%
$ 46.8m
Edward Rogas
Director Emeritusno dataUS$57.06ksin datos
Thomas Dennis
Independent Chairman & Lead independent Director15.9yrsUS$311.79k0.036%
$ 3.1m
Michael Zellner
Director Emeritusno dataUS$213.48ksin datos
Richard DeLateur
Director Emeritusno dataUS$198.27ksin datos
Jorge Titinger
Independent Director5.2yrsUS$279.29k0.017%
$ 1.5m
Brian White
Independent Director3.9yrsUS$288.79k0.0094%
$ 794.7k
Kelley Steven-Waiss
Independent Director11yrsUS$281.79k0.032%
$ 2.7m
Sheri Rhodes
Independent Director6.7yrsUS$272.79k0.0052%
$ 438.5k
Rebeca Obregon-Jimenez
Independent Director6.9yrsUS$269.29k0.0084%
$ 709.9k
6.9yrs
Permanencia media
65yo
Promedio de edad

Junta con experiencia: La junta directiva de FORM se considera experimentada (6.9 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/04 10:12
Precio de las acciones al final del día2026/08/03 00:00
Beneficios2026/06/27
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.