Financial Performance - ASM International reported Q2 2025 results with new orders of €702 million, a decrease of 4% year-on-year at constant currency and a 10% decrease compared to Q1 2025 [1][4] - Revenue for Q2 2025 was €836 million, reflecting an 18% increase as reported and a 23% increase at constant currencies compared to Q2 2024 [1][2] - Gross profit margin for Q2 2025 was 51.8%, improved from 49.8% in Q2 2024 but decreased from 53.4% in Q1 2025 [1][5] - Adjusted operating result margin was 31.5%, up 5.7 percentage points year-on-year, but down 0.8 percentage points from the previous quarter [1][5] Market Conditions - The market environment in Q2 2025 showed mixed conditions, with growth in AI driving capacity expansions in leading-edge logic/foundry and HBM-related DRAM segments, while other segments remained slow [3][10] - Advanced logic/foundry bookings are expected to increase in Q3 2025, despite a 10% decline in Q2 2025 [4][8] - Demand in the Chinese market held up better than expected, with projections for China equipment sales in 2025 to be at the top end of the previously guided range [11][12] Future Outlook - For the second half of 2025, revenue is expected to be similar to the first half, with Q3 2025 projected to be flat to slightly lower compared to Q2 2025 [7][9] - The company anticipates revenue growth at constant currencies in 2025 to be around the midpoint of the guidance range of +10% to +20% [9] - The key growth driver for ASM in 2025 is the ramp-up of high-volume manufacturing for the 2nm GAA node, with expectations for strong increases in advanced logic/foundry sales [10] Share Buyback Program - ASM initiated a €150 million share buyback program on April 30, 2025, with 40% completed by June 30, 2025, at an average share price of €486.48 [13]

Core Viewpoint - ASM International N.V. is actively conducting share repurchases as part of a €150 million buyback program initiated on April 30, 2025, with 43.6% of the program completed to date [1]. Group 1: Share Buyback Program - The company repurchased a total of 9,290 shares between July 16 and July 17, 2025, at an average price of €513.83, amounting to a total repurchased value of €4,773,457 [1]. - The individual transactions included 4,942 shares at €509.82 on July 16, 2025, and 4,348 shares at €518.38 on July 17, 2025 [1]. Group 2: Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production [2]. - The company operates facilities across the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [2].

Group 1 - Avino Silver (ASM) closed at $3.68, reflecting a -5.15% change from the previous day, underperforming compared to the S&P 500's 0.01% loss [1] - Over the past month, Avino Silver's shares increased by 9.91%, outperforming the Basic Materials sector's gain of 1.67% and the S&P 500's gain of 5.37% [1] Group 2 - The upcoming earnings release for Avino Silver is projected to show earnings per share (EPS) of $0.03, unchanged from the same quarter last year, with a revenue estimate of $18.3 million, indicating a 23.73% increase year-over-year [2] - For the annual period, the Zacks Consensus Estimates predict earnings of $0.15 per share and revenue of $78.85 million, reflecting no change and a 19.15% increase, respectively, from the previous year [3] Group 3 - The Zacks Rank system, which includes estimate changes, indicates Avino Silver currently holds a Zacks Rank of 1 (Strong Buy), with a historical average annual gain of +25% for 1 stocks since 1988 [5] - Over the last 30 days, the Zacks Consensus EPS estimate for Avino Silver has increased by 15.39% [5] Group 4 - Avino Silver's Forward P/E ratio is 25.87, which is a premium compared to the industry average Forward P/E of 21.96 [6] - The Mining - Silver industry, part of the Basic Materials sector, has a Zacks Industry Rank of 8, placing it in the top 4% of over 250 industries [6]

Group 1 - ASM International N.V. has conducted share repurchases totaling 1,272 shares at an average price of €508.50, amounting to a total repurchased value of €646,807 [1] - The share buyback program, initiated on April 30, 2025, has a total budget of €150 million, with 40.4% of the program completed to date [2] - ASM International specializes in designing and manufacturing equipment and process solutions for semiconductor device production, with operations in the United States, Europe, and Asia [2]

Aris Mining Corporation is a member of our Basic Materials group, which includes 238 different companies and currently sits at #8 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the individual stocks within the sector to gauge the strength of each group. Investors interested in Basic Materials stocks should always be looking to find the best-performing companies in the group. Aris Mining Corporation (ARMN) is a stock that can certainly grab ...

Group 1 - ASM International NV operates in the semiconductor deposition market, which is valued at over $27 billion, contributing to a total wafer market exceeding $100 billion [1] - The focus of the analysis is on growth companies, particularly in mid-cap segments, with an emphasis on sectors such as biotechnology, computer chips, cloud technology, energy, and commodities [1] - A systematic balance sheet analysis will be conducted, as many growing businesses struggle with funding, while a stress test will evaluate the safety of each business model [1] Group 2 - The investment strategy prioritizes long-term capital appreciation over short-term speculation [1] - The analyst aims to identify companies that can leverage their intellectual property and play significant roles in current geopolitical contexts [1]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2]. Company Overview: Avino Silver (ASM) - Avino Silver currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3]. - The company has a Zacks Rank of 1 (Strong Buy), which historically outperforms the market when combined with a Style Score of A or B [4]. Performance Metrics - Over the past week, ASM shares increased by 2.34%, while the Zacks Mining - Silver industry rose by 4.89% [6]. - In a longer timeframe, ASM shares have risen by 82.67% over the past three months and 269% over the past year, significantly outperforming the S&P 500, which increased by 23.56% and 13.28% respectively [7]. Trading Volume - ASM's average 20-day trading volume is 5,276,191 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - In the last two months, two earnings estimates for ASM have been revised upwards, increasing the consensus estimate from $0.08 to $0.15 [10]. - For the next fiscal year, one estimate has moved upwards with no downward revisions, indicating positive earnings momentum [10]. Conclusion - Given the strong performance metrics and positive earnings outlook, ASM is positioned as a promising momentum pick for investors [12].

Core Viewpoint - ASM International N.V. reported that no transactions were executed under its current share buyback program during the week of June 30 – July 4, 2025 [1]. Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production [1]. - The company operates facilities in the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [1]. Investor Relations - For further details regarding the share buyback program and individual transaction information, investors are directed to visit ASM's investor relations website [1]. - Contact information for investor and media relations is provided, including Victor Bareño and Valentina Fantigrossi, with respective contact numbers and email addresses [2].

Core Viewpoint - ASM International N.V. is set to report its second quarter 2025 financial results on July 22, 2025, and will host a conference call on July 23, 2025, to discuss these results [1]. Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production, particularly for wafer processing [3]. - The company operates facilities in the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [3]. Investor Relations - For inquiries, ASM provides contact information for investor and media relations, including Victor Bareño and Valentina Fantigrossi, along with their respective contact numbers and email addresses [4].

Group 1 - ASM International N.V. has conducted share repurchases totaling 32,023 shares at an average price of €532.57, amounting to a total repurchased value of €17,054,445 [1] - The share buyback program, initiated on April 30, 2025, has a total budget of €150 million, with 40.0% of the program completed to date [2] - ASM International specializes in designing and manufacturing equipment and process solutions for semiconductor device production, with operations in the United States, Europe, and Asia [2] Group 2 - The company's common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [2] - The press release contains inside information as defined by the EU Market Abuse Regulation [3]