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ASM announces details of the Q4 2025 conference call and webcast
Globenewswire· 2026-02-03 14:00
Almere, the NetherlandsFebruary 3, 2026 ASM International N.V. (Euronext Amsterdam: ASM) will report its fourth quarter 2025 financial results at approximately 6:00 p.m. CET on Tuesday, March 3, 2026. ASM will host the quarterly earnings conference call and webcast on Wednesday, March 4, 2026, at 3:00 p.m. CET. Conference-call participants should pre-register using this link to receive the dial-in numbers, passcode and a personal PIN, which are required to access the conference call. A simultaneous audio we ...
Why Teradyne Shares Are Trading Higher By Over 22%; Here Are 20 Stocks Moving Premarket - C3is (NASDAQ:CISS), Darkiris (NASDAQ:DKI)
Benzinga· 2026-02-03 09:42
Shares of Teradyne Inc (NASDAQ:TER) rose sharply in pre-market trading after the company released its fourth-quarter earnings report, beating estimates on the top and bottom lines.Teradyne also said it sees first-quarter adjusted EPS of $1.89 to $2.25, versus the $1.24 analyst estimate, and revenue in a range of $1.15 billion to $1.25 billion, versus the $927.72 million estimate.Teradyne shares jumped 22.2% to $305.00 in the pre-market trading session.Here are some other stocks moving in pre-market trading. ...
Cathie Wood Dumps Teradyne Stock Worth $43 Million Amid Earnings Rally, Loads Up On Google Parent And Robinhood - Alphabet (NASDAQ:GOOG)
Benzinga· 2026-02-03 02:39
On Monday, Cathie Wood-led Ark Invest executed significant trades involving Teradyne Inc. (NASDAQ:TER) , Robinhood Markets Inc. (NASDAQ:HOOD) , and Alphabet Inc. (NASDAQ:GOOG) . The Teradyne TradeThe sale involved 48,865 shares from ARKK, 111,768 shares from ARKQ, and 11,980 shares from ARKX, totaling approximately $43.07 million. Teradyne beat fourth-quarter estimates on both earnings and revenue, driven by AI-related demand, and issued a bullish outlook with first-quarter EPS and sales guidance far above ...
ASML's AI Supercycle Orders Just Doubled Street Expectations
Seeking Alpha· 2026-02-02 20:43
I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years.A bit about how I approach research and coverage of a stock:I build ...
Bernstein Raises PT on ASML Holding as the Company Updates 2026 Outlook
Yahoo Finance· 2026-02-02 20:39
ASML Holding N.V. (NASDAQ:ASML) is one of the 10 Hottest Stocks to Buy in 2026. On January 29, TheFly reported that Bernstein analyst David Dai raised the price target on ASML Holding N.V. (NASDAQ:ASML) from $1,642 to $1,911. The analyst also maintained his Outperform rating on the stock. Bernstein Raises PT on ASML Holding as the Company Updates 2026 Outlook Dai believes ASML stock closed down despite strong Q4 2025 results, driven by concerns about capacity and margin, as well as profit-taking, creati ...
Buy These 5 Dividend Growth Stocks Amid Fed Policy Uncertainty
ZACKS· 2026-02-02 15:17
Core Viewpoint - Major U.S. stock market indices experienced a pullback on January 30, 2026, primarily due to struggles in technology shares and the nomination of Kevin Warsh to lead the Federal Reserve, which has created uncertainty among investors regarding future monetary stability [1]. Group 1: Dividend Growth Stocks - Equity investors may find more stability in steady dividend-growth stocks rather than high-beta growth names, as companies with a history of increasing payouts indicate balance sheet resilience and cash flow durability [2]. - Stocks with a strong history of year-over-year dividend growth are likely to form a healthier portfolio with greater capital appreciation potential compared to simple dividend-paying stocks or those with high yields [3]. - Dividend growth stocks are typically associated with mature companies that are less vulnerable to market volatility, providing a hedge against economic and political uncertainties [4]. Group 2: Investment Criteria - Key investment criteria for selecting dividend growth stocks include a sustainable business model, a long track record of profitability, rising cash flows, good liquidity, a strong balance sheet, and value characteristics [5]. - Stocks with a 5-year historical dividend growth greater than zero, sales growth greater than zero, and earnings per share (EPS) growth greater than zero are highlighted as strong candidates for investment [7]. - A price/cash flow ratio lower than the industry median indicates that a stock is undervalued, while a 52-week price change greater than the S&P 500 ensures that the stock has appreciated more than the broader market [8]. Group 3: Selected Dividend Growth Stocks - Ford Motor (F) has a steady dividend growth with a yield of 4.32% and projected revenue improvement of 6.4% for the first quarter of 2026 [9][11]. - Applied Materials (AMAT) combines dividend growth with a long-term earnings growth rate of 11.70% and a yield of 0.57%, with a projected revenue improvement of 2.3% for fiscal 2026 [9][13]. - Alfa Laval (ALFVY) is expected to see a revenue improvement of 5.9% in 2026, with a long-term earnings growth rate of 8.50% and a yield of 1.31% [9][14]. - Tapestry (TPR) has a projected revenue improvement of 5.6% for fiscal 2026, a long-term earnings growth rate of 10.4%, and a yield of 1.26% [9][15]. - Donaldson (DCI) is projected to have a revenue improvement of 3.5% in 2026, with a long-term earnings growth rate of 10% and a yield of 1.18% [9][16].
Needham Notes that Semiconductor Equipment Recovery Is Boosting Nova Ltd. (NVMI)
Yahoo Finance· 2026-02-02 14:27
We recently compiled a list of 10 High Growth Technology Stocks That Are Profitable. The fifth stock on our list is Nova Ltd. TheFly reported on January 20 that Needham upgraded NVMI from Hold to Buy with a $500 price target. The firm noted that improving conditions in the semiconductor equipment sector are expected to benefit NVMI and its peers, while the company’s unique exposure to China’s memory wafer fabrication market could drive further outperformance this year. Recent commentary from the Needham G ...
ASML Holding N.V. (ASML) Investors Press Executives on the Outlook Despite the Bookings Success
Yahoo Finance· 2026-02-02 14:10
ASML Holding N.V. (NASDAQ:ASML) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. ASML Holding N.V. (ASML) Investors Press Executives on the Outlook Despite the Bookings Success ASML Holding N.V. (NASDAQ:ASML) announced record fourth-quarter bookings of €13.2 billion, significantly above the average analyst expectation of €6.85 billion, as reported by Bloomberg on January 28, 2026. This was due to the demand for innovative chipmaking equipment utilized in AI infrastructure. Extreme ultravio ...
ASML's Secret Weapon for 2026: Why Memory Chips Could Drive Massive Growth
Yahoo Finance· 2026-02-02 14:05
The Netherlands-based ASML (NASDAQ: ASML) saw its revenue surge 29% year over year in the fourth quarter, capping off a year when net sales rose 15% to 32.7 billion euros. It was overall a solid earnings report for the leading manufacturer of lithography machines -- the equipment used to print semiconductor circuitry onto silicon wafers that get turned into chips. Earnings per share jumped 33% to 7.35 euros per share, but that fell short of estimates. Where to invest $1,000 right now? Our analyst team ju ...
半导体设备板块低开低走,半导体设备ETF易方达(159558)逆势获2000万份净申购
Sou Hu Cai Jing· 2026-02-02 11:32
截至收盘,中证云计算与大数据主题指数下跌2.8%,中证芯片产业指数下跌5.3%,中证半导体材料设备主题指数下跌5.1%,资金逆势布局,半导体设备 ETF易方达(159558)全天净申购达2000万份。回顾今年1月份,半导体设备ETF易方达(159558)共获近30亿元资金净流入。 中国银河证券表示,半导体设备板块本月表现积极,AI算力需求不减、存储芯片周期上行以及先进封装技术渗透,共同推动半导体设备需求提振,2026年 半导体设备市场规模持续增长预期强烈。台积电预计2026年资本开支为520亿美元~560亿美元,相较于2025年409亿美元的资本开支大幅增长,半导体设备 的市场机遇进一步凸显。 政际十址心 广州 业指数 该指数由50只业务涉及芯 片设计、制造、封装与测 试以及半导体材料、半导 体生产设备等公司股票组 成,聚焦未来计算的核心 硬件环节。 �日 该指数涨跌 该指数由40只业务涉及半 导体材料和半导体设备的公 司股票组成,聚焦未来计算 的硬件基础环节。 �H 该指数涨跌 同标的指数中规模居第一 低费率(0.15%+0. 05%费 -5.3% -5.1% 半导体设备ETF易方达 跟踪中证半导体材料设备 ...