FormFactor

FormFactor has won new supply-source orders for Nvidia processors and is benefiting from rising test demand for AI chips and HBM memory. Deutsche Bank rates the stock as "Buy", supported by the additional Nvidia position. CEO Mike Slessor confirms the successful ramp-up of qualifications as a driver of future revenue. Test cards remain a potential bottleneck in chip manufacturing. » Altro su finanzen.net

At the Global TMT Conference 2026, FormFactor presented a target model of $1.6 billion in revenue, a 55% gross margin and $5 earnings per share by 2030, emphasizing that advanced packaging, chiplets, HBM and AI applications will significantly increase test demand. The company reports HBM revenue growth of 60–70% in H1 2026, raised its CPO forecast to $20 million and cited capacity constraints as a short‑term growth limiter; the new site in Farmers Branch, Texas, is expected to ramp up from Q4 2026. FormFactor is pursuing operational improvements rather than price increases to boost margins, sees opportunities in customer‑specific ASICs, GPUs and photonics, but warns of execution risks in ramping fab capacity. » Altro su de.investing.com

Kelley Steven-Waiss sold 2,100 FormFactor shares on Sept. 3, 2026 at a weighted average price of $96.10, generating about $201,810. The sale represented roughly 8% of his pre-transaction direct holdings; he retains 24,426 shares valued at about $2.3 million post-transaction. The transaction is presented as a routine partial disposition amid a 12-month stock gain of about 284% and continued analyst bullishness (median one-year target $165). » Altro su finance.yahoo.com