FormFactor, Inc.

NasdaqGS:FORM 株式レポート

時価総額:US$11.7b

FormFactor マネジメント

マネジメント 基準チェック /44

FormFactorの CEO はMike Slessorで、 Oct2013年に任命され、 の在任期間は 12.67年です。 の年間総報酬は$ 5.48Mで、 12.1%給与と87.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.56%を直接所有しており、その価値は$ 65.08M 。経営陣と取締役会の平均在任期間はそれぞれ2.4年と6.8年です。

主要情報

Mike Slessor

最高経営責任者

US$5.5m

報酬総額

CEO給与比率12.12%
CEO在任期間12.7yrs
CEOの所有権0.6%
経営陣の平均在職期間2.4yrs
取締役会の平均在任期間6.8yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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

CEO報酬分析

FormFactor の収益と比較して、Mike Slessor の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Mikeの 総報酬 ($USD 5.48M ) は、 US市場 ($USD 14.67M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mike Slessor (56 yo)

12.7yrs
在職期間
US$5,481,644
報酬

Dr. Michael D. Slessor, Ph.D. also known as Mike, is Director of Benchmark Electronics, Inc. from October 2025. He has been the Chief Executive Officer at FormFactor Inc. since December 28, 2014 and serves...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Slessor
CEO, President & Director12.7yrsUS$5.48m0.56%
$ 65.1m
Aric McKinnis
Senior VP & CFOless than a yearUS$2.42m0.017%
$ 1.9m
Missy Figueroa
Senior Vice President of Global Operations2.4yrsデータなしデータなし
Steven Nott
Senior VP & Chief Information Officer5.7yrsデータなしデータなし
Stan Finkelstein
Head of Investor Relationsno dataデータなしデータなし
Alan Chan
Senior VP2.4yrsデータなしデータなし
Aliza Scott
Senior VP & Chief Human Resources Officer4.4yrsデータなしデータなし
Aasutosh Dave
Senior Vice President & Chief Commercial Officer2.4yrsデータなしデータなし
Sudhakar Raman
Senior VP & GM of Probes Business Unit2.4yrsデータなしデータなし
Jens Klattenhoff
Senior VP & GM of Systems Business Unit5.4yrsデータなしデータなし
2.4yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: FORMの経営陣は 経験豊富 であると考えられます ( 2.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Michael Slessor
CEO, President & Director12.7yrsUS$5.48m0.56%
$ 65.1m
Edward Rogas
Director Emeritusno dataUS$57.06kデータなし
Thomas Dennis
Independent Chairman & Lead independent Director15.8yrsUS$311.79k0.036%
$ 4.2m
Michael Zellner
Director Emeritusno dataUS$213.48kデータなし
Richard DeLateur
Director Emeritusno dataUS$198.27kデータなし
Jorge Titinger
Independent Director5yrsUS$279.29k0.017%
$ 2.0m
Brian White
Independent Director3.8yrsUS$288.79k0.0094%
$ 1.1m
Kelley Steven-Waiss
Independent Director10.8yrsUS$281.79k0.032%
$ 3.8m
Sheri Rhodes
Independent Director6.5yrsUS$272.79k0.0052%
$ 602.7k
Rebeca Obregon-Jimenez
Independent Director6.8yrsUS$269.29k0.0084%
$ 975.8k
6.8yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: FORMの 取締役会経験豊富 であると考えられます ( 6.8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/20 02:17
終値2026/06/18 00:00
収益2026/03/28
年間収益2025/12/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

FormFactor, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Christopher MuseBarclays
Craig EllisB. Riley Securities, Inc.
Christopher MuseCantor Fitzgerald & Co.