FormFactor, Inc.

NasdaqGS:FORM 주식 리포트

시가총액: US$10.1b

FormFactor 향후 성장

Future 기준 점검 4/6

FormFactor은 연간 수입과 매출이 각각 49.6%와 14.9% 증가할 것으로 예상되고 EPS는 연간 36.3%만큼 증가할 것으로 예상됩니다.

핵심 정보

49.6%

이익 성장률

36.26%

EPS 성장률

Semiconductor 이익 성장25.9%
매출 성장률14.9%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트12 May 2026

최근 향후 성장 업데이트

분석 기사 • 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...

Recent updates

분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
Seeking Alpha • Feb 27

FormFactor: Don't Fear The Valuation, The HBM4 Earnings Inflection Is Here

Summary As a key probe card supplier to the top-3 HBM makers, FormFactor, Inc. is in a favorable position in 2026 with the beginning of HBM4 mass production. HBM4’s higher test intensity driven by a higher layer count and a pin count doubling from HBM3E should lead probe cards to wear out faster and drive faster replacement cycles. Despite near-term capacity constraints and cost headwinds, I expect FORM revenues to grow 18.5% YoY, beyond the current target model, and drive an adjusted operating margin expansion in FY 2026. FormFactor’s growing momentum in foundry and logic probe cards, highlighted by customer traction in GPU and custom ASIC applications, could help drive a rerating near its direct peer’s, Technoprobe, levels. I’m initiating FORM stock with a Buy rating and a $122 price target, a 25% potential upside from its current valuation. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • May 20

FormFactor, Inc.'s (NASDAQ:FORM) Shares Climb 27% But Its Business Is Yet to Catch Up

FormFactor, Inc. ( NASDAQ:FORM ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
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
Seeking Alpha • Dec 20

FormFactor: GenAI Propels The Company Forward

Summary FormFactor's diversified product portfolio and leadership in DRAM and HBM probe cards position it well for growth in semiconductor testing and advanced packaging markets. The Systems segment is expanding with solutions for quantum computing, silicon photonics, and co-packaged optics, anticipating significant demand by FY25 or early FY26. Q3 financials show strong revenue growth and improved free cash flow, despite a slight decrease in gross margin due to product mix and quality costs. The company is strategically divesting from China while maintaining market presence through a partnership, and continues share buybacks to manage dilution effectively. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGS:FORM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,330N/AN/AN/A2
12/31/20271,09318713822710
12/31/202696414611929
3/28/20268406837137N/A
12/27/20257855412115N/A
9/27/2025759415105N/A
6/28/2025765444105N/A
3/29/20257665464108N/A
12/28/20247647079118N/A
9/28/20247421365091N/A
6/29/20247061214785N/A
3/30/20246641033685N/A
12/30/202366382965N/A
9/30/2023661-7476N/A
7/1/2023670-7480N/A
4/1/20237182231100N/A
12/31/20227485167132N/A
9/24/20227879096150N/A
6/25/202279610795160N/A
3/26/20227809483151N/A
12/25/20217708473139N/A
9/25/20217627780145N/A
6/26/202175080103153N/A
3/27/202171982105162N/A
12/26/202069479113169N/A
9/26/202067578113162N/A
6/27/202063863102148N/A
3/28/202061850113140N/A
12/28/201958939N/A121N/A
9/28/2019552106N/A106N/A
6/29/2019546105N/A94N/A
3/30/2019544107N/A80N/A
12/29/2018530104N/A69N/A
9/29/201852125N/A73N/A
6/30/201852929N/A74N/A
3/31/201853838N/A78N/A
12/30/201754841N/A86N/A
9/30/201754020N/A75N/A
7/1/2017520-7N/A63N/A
4/1/201745912N/A38N/A
12/31/2016384-7N/A17N/A
9/24/20163328N/A9N/A
6/25/201627420N/A11N/A
3/26/2016265-16N/A26N/A
12/26/2015282-2N/A36N/A
9/26/2015282-3N/A41N/A
6/27/2015290-1N/A40N/A

애널리스트 향후 성장 전망

수입 대 저축률: FORM 의 연간 예상 수익 증가율(49.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: FORM 의 연간 수익(49.6%)이 US 시장(16.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: FORM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: FORM 의 수익(연간 14.9%)이 US 시장(연간 11.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: FORM 의 수익(연간 14.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: FORM의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/14 23:49
종가2026/05/14 00:00
수익2026/03/28
연간 수익2025/12/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

FormFactor, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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