FormFactor, Inc.

NasdaqGS:FORM 株式レポート

時価総額:US$10.6b

FormFactor 過去の業績

過去 基準チェック /36

FormFactorの収益は年間平均-5.4%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間1.8% 0.5%割合で 増加しています。 FormFactorの自己資本利益率は6.5%であり、純利益率は8.1%です。

主要情報

-5.35%

収益成長率

-5.27%

EPS成長率

Semiconductor 業界の成長27.66%
収益成長率0.55%
株主資本利益率6.45%
ネット・マージン8.14%
前回の決算情報28 Mar 2026

最近の業績更新

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...

Recent updates

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

収支内訳

FormFactor の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:FORM 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
28 Mar 2684068138117
27 Dec 2578554132115
27 Sep 2575941134116
28 Jun 2576544136118
29 Mar 2576654142121
28 Dec 2476470142122
28 Sep 24742136138120
29 Jun 24706121138119
30 Mar 24664103133116
30 Dec 2366382132115
30 Sep 23661-7133114
01 Jul 23670-7129109
01 Apr 2371822130109
31 Dec 2274851132109
24 Sep 2278790130107
25 Jun 22796107129106
26 Mar 2278094127103
25 Dec 2177084124100
25 Sep 217627712399
26 Jun 217508012496
27 Mar 217198212092
26 Dec 206947911589
26 Sep 206757811587
27 Jun 206386310984
28 Mar 206185010983
28 Dec 195893910681
28 Sep 1955210610378
29 Jun 1954610510277
30 Mar 1954410710177
29 Dec 185301049975
29 Sep 18521259875
30 Jun 18529299776
31 Mar 18538389574
30 Dec 17548419574
30 Sep 17540208874
01 Jul 17520-78771
01 Apr 17459127764
31 Dec 16384-76757
24 Sep 1633286050
25 Jun 16274204844
26 Mar 16265-164644
26 Dec 15282-24544
26 Sep 15282-34744
27 Jun 15290-14944

質の高い収益: FORMには$29.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が28th March, 2026に影響を及ぼしています。

利益率の向上: FORMの現在の純利益率 (8.1%)は、昨年(7.1%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: FORMの収益は過去 5 年間で年間5.4%減少しました。

成長の加速: FORMの過去 1 年間の収益成長率 ( 25.6% ) は、5 年間の平均 ( 年間-5.4%を上回っています。

収益対業界: FORMの過去 1 年間の収益成長率 ( 25.6% ) はSemiconductor業界18.7%を上回りました。


株主資本利益率

高いROE: FORMの 自己資本利益率 ( 6.5% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/27 17:34
終値2026/05/27 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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.