亚舍立科技发布2026年展望，股价近期跑赢行业

Group 1 - The core viewpoint of the news is that Asher Technology has announced its financial outlook for 2026 and progress on new products, including a pending merger with Veeqo, aimed at enhancing its position in the semiconductor equipment sector through technological synergies and market collaboration [1] - The company expects its revenue for Q1 2026 to be similar to that of Q4 2025, approximately $215 million, and is optimistic about the growth of compound semiconductors driven by AI and electrification demands [1][4] - New products such as the Purium Power plus series and GSD Ovation es high-energy injectors have been launched, focusing on power devices and advanced logic applications [1] Group 2 - Over the past week, Asher Technology's stock price has shown a volatile upward trend, with a range increase of 10.86% and a fluctuation of 18.33%, reaching a high of $94.52 and a low of $79.35 [2] - On February 10, the stock closed at $89.05, up 4.19%; on February 11, it closed at $91.82, up 3.11%; and on February 12, the latest price was $91.75, a slight decrease of 0.08% [2] - During the same period, the semiconductor sector in the U.S. experienced a decline of 0.78%, indicating that the company's stock performance outperformed the industry average [2] Group 3 - In February 2026, multiple institutions updated their ratings for Asher Technology, with 14% recommending buy or hold, 71% holding, and 15% recommending sell, with a target average price of $96.33 [3] - Institutions predict that revenue for Q4 2025 will be approximately $215 million, reflecting a year-over-year decline of 12.24%, with non-GAAP earnings per share expected to be $1.12 [3] - The semiconductor industry is expected to be driven by AI and electrification in the long term, but short-term profit forecasts are under pressure [3] Group 4 - Based on the Q3 2025 earnings call, the management of the company anticipates that Q1 2026 revenue will remain steady at around $215 million, similar to Q4 2025 [4] - Institutions forecast a year-over-year decline of 12.24% in revenue for Q4 2025, primarily influenced by product mix and market demand [4] - The company emphasizes the long-term growth potential of compound semiconductors like silicon carbide, while short-term attention is needed on the recovery pace of the memory market [4]