Shares of Lam Research (LRCX) have gained 10% over the past four weeks to close the last trading session at $71.73, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $90.93 indicates a potential upside of 26.8%.The mean estimate comprises 27 short-term price targets with a standard deviation of $12.03. While the lowest estimate of $70 indicates a 2.4% decline from the current pric ...

Core Insights - The Zacks Style Scores provide a framework for evaluating stocks based on value, growth, and momentum characteristics, aiding investors in selecting securities with high potential for market outperformance over the next 30 days [2][3][4][5][6] Zacks Style Scores Overview - Each stock is rated from A to F based on its value, growth, and momentum, with A being the highest score indicating a better chance of outperforming the market [3] - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Cash Flow [3] - The Growth Score assesses a company's financial health and future outlook through projected and historical earnings, sales, and cash flow [4] - The Momentum Score identifies stocks with favorable price trends and earnings outlooks, utilizing recent price changes and earnings estimate revisions [5] - The VGM Score combines the three Style Scores to highlight stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 that also possess Style Scores of A or B for optimal investment potential [9][10] Company Spotlight: Lam Research Corporation - Lam Research Corporation, based in Fremont, CA, provides wafer fabrication equipment and services to the semiconductor industry and related markets [11] - The company holds a Zacks Rank of 2 (Buy) and has a VGM Score of B, indicating strong investment potential [11] - Lam Research has a Momentum Style Score of A, with shares increasing by 10% over the past four weeks, and analysts have revised earnings estimates upwards for fiscal 2025 [12]

ASML Holding N.V. (NASDAQ: ASML ), one of the most important companies in the development of AI, had a tough last year in terms of its stock price. But the share price does not tell you how importantMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. Targeting those with a market capitalization of less than $10 billion, affords ample opportunities for growth. The ideal scenario is for these companies to d ...

NEW YORK, May 01, 2025 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP notifies investors of the approaching May 23, 2025, deadline to seek the role of lead plaintiff in a federal securities class action filed on behalf of investors who acquired Ultra Clean Holdings, Inc. (“Ultra Clean” or the “Company”) (NASDAQ:UCTT) securities during the period from May 6, 2024, through February 24, 2025 (“the Class Period”). [LEARN MORE ABOUT THE CLASS ACTION] On February 24, 2025, Ultra Clean published fourth q ...

Cohu (COHU) Q1 2025 Earnings Call May 01, 2025 04:30 PM ET Company Participants Jeffrey Jones - VP, Finance & CFOLuis Müller - President, CEO & Board MemberBrian Chin - DirectorDavid Duley - Managing PrincipalCraig Ellis - Director of ResearchRobert Mertens - Equity Research Associate Conference Call Participants Charles Shi - Senior AnalystTyler Burmeister - Equity Research Analyst Operator Good day, and thank you for standing by. Welcome to Cohu's First Quarter twenty twenty five Financial Results Call. A ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was approximately $97 million, with a non-GAAP gross margin of about 44% [5][12] - Non-GAAP net loss for Q1 was approximately $800,000, resulting in a non-GAAP EPS loss of $0.02 [13] - Cash and investments decreased by $61 million during Q1, primarily due to acquisitions and share repurchases [14] Business Line Data and Key Metrics Changes - Revenue was split 63% recurring and 37% systems, with systems revenue increasing in automotive and consumer segments but declining in computing, industrial, and mobile [6][12] - Recurring orders increased by 28% quarter over quarter, indicating strong non-capital equipment revenue streams [7] Market Data and Key Metrics Changes - Test cell utilization was down to 72% in March, with expectations for improved accuracy in segmenting utilization by market in the future [7][11] - The automotive market is showing signs of recovery, with expectations for utilization to increase gradually [67] Company Strategy and Development Direction - The company implemented a restructuring program to reduce manufacturing and operating expenses, with benefits expected to start in Q2 2025 [5][6] - Focus on expanding into new market segments and enhancing technology portfolio, particularly in AI process monitoring solutions [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about business prospects due to design wins and increased recurring orders, with no significant changes in customer buying patterns due to tariffs [11][41] - The second quarter is expected to see a revenue increase of approximately 10% quarter over quarter, with gross margin forecasted at around 45% [15] Other Important Information - The company has repurchased approximately 4 million shares for about $117 million, with $23 million remaining for future buybacks [14] - The integration of the recently acquired Tignis is progressing well, with increased customer interest [50] Q&A Session Summary Question: How much of the $9 million revenue increase in Q2 guidance is from recurring revenue versus HBM inspection shipments? - Approximately half of the increase is from recurring revenue and half from systems [20] Question: Does the multi-unit order for inspection increase the revenue target for the full year? - Projecting about $8 million of revenue in HBM this year, with discussions ongoing with a second customer [21][22] Question: How do recurring orders connect with equipment demand? - An increase in recurring orders is expected to lead to improved utilization, which may indicate future capital equipment demand [24][25] Question: In which segments is the pickup in recurring orders occurring? - The recurring order pickup is predominantly in the mobile segment, but it is fairly concentrated among a small number of customers [28][29] Question: What is the expected revenue opportunity from the power probe card design win? - The opportunity is about $2 million per year per customer, with a fraction expected this year due to timing [32] Question: How is the automotive market expected to perform? - The automotive market is expected to recover slowly, with utilization and recurring orders anticipated to increase [67]

Core Viewpoint - ACM Research (ACMR) has shown strong preliminary first-quarter 2025 results, leading to positive market sentiment and a stock price increase of 5.1% due to robust revenue growth expectations [1][3]. Financial Performance - Preliminary revenue figures indicate a year-over-year growth of 8.4% to 11.7% for ACMR, driven by sustained customer demand and a favorable product mix [1]. - The company expects total revenues for 2025 to be between $850 million and $950 million, with an improved gross margin forecast of 42-48% [13]. Shipment and Market Dynamics - Despite anticipated shipment declines of 36% to 37%, ACMR attributes this to a temporary timing mismatch rather than a structural issue, with combined total shipments projected to increase by 8% to 9% year-over-year for Q4 2024 and Q1 2025 [2]. - Management expects shipment growth to resume in Q2 2025, supported by steady customer orders and ongoing expansion in the semiconductor industry [2]. Competitive Positioning - ACMR has outperformed its peers and the broader market, with a year-to-date stock increase of 28.6%, contrasting with declines in the Zacks Computer & Technology sector and the S&P 500 [3][4]. - The company holds a strong competitive position in the wafer cleaning market, generating $579 million in 2024, which accounts for 74% of total revenues and reflects a 43% growth over 2023 [10]. Market Expansion and Product Diversification - ACMR is strategically diversifying its product portfolio beyond core cleaning and plating segments, targeting a larger serviceable addressable market of $18 billion [12]. - New technologies such as Furnace, Track, PECVD, and LPCVD are gaining traction, with expectations for furnace revenues to grow in 2025 [12]. Valuation Metrics - ACMR shares are considered attractively valued, with a forward 12-month Price/Sales ratio of 1.16, significantly lower than the sector average of 5.60 [14]. - Compared to peers like Applied Materials and Lam Research, ACMR's valuation remains competitive, trading at a forward Price/Sales of 4X [14]. Earnings Estimates - The Zacks Consensus Estimate for Q1 2025 earnings is pegged at 37 cents per share, indicating a 28.9% decline year-over-year, although this figure has improved by 19 cents over the past 90 days [17].

众所周知，当前光刻机市场，ASML是当之无愧的王者。 所以一直以来中国也是大量的从ASML这里进口光刻机，从1988年开始从ASML进口第一台光刻机以 来，目前已经合作了近40年了。 那么这40年，中国一共从ASML购买了多少台光刻机呢？ 近日，ASML中国区总裁表示，从1986年开始到现在，如果将ASML在中国的光刻机数量与测量的机台 数量加在一起，一共超过1400台设备了。 这个数量，应该是全球拥有ASML设备数量最高的地区之一了。 为什么要中国要从ASML购买这么多的光刻机？ 第一个原因，当然是因为我们制造的光刻机水平实在太落后了。如下图所示，这是目前主流光刻机的技 术等级，以及厂商的技术水平。 可以看到我们的水平还主要集中在低端，也就是在90纳米节点，所以我们必须从国外大量进口终端高端 光刻机。 他一家就垄断了全球85%以上的份额，特别是在最高端的极紫外线（EUV）光刻机上更是市场份额占比 高达100%，而在浸润式DUV光刻机上份额占比超过98%。 第二个原因，当然是因为我们这些年，一直在努力的发展芯片产业，而光刻机是芯片制造中必不可少的 设备之一，既然中国需要那么多，同时技术又跟不上，就只能从ASM ...

Core Insights - Advanced Energy Industries (AEIS) reported non-GAAP earnings of $1.23 per share for Q1 2025, exceeding the Zacks Consensus Estimate by 18.27% and showing a year-over-year increase of 112.1% [1] - Revenues reached $404.6 million, surpassing the Zacks Consensus Estimate by 5.1% and increasing 23.5% year over year, driven by growth in data center programs and semiconductor strength [1][2] Revenue Breakdown - Semiconductor Equipment generated $222.20 million, accounting for 54.9% of total revenues, with a year-over-year increase of 23.5% and exceeding the Zacks Consensus Estimate by 0.96% [3] - Data Center Computing revenues were $96.2 million, representing 23.8% of total revenues, up 129.6% year over year and beating the consensus mark by 67.99% [6] - Industrial & Medical revenues fell to $64.30 million, making up 15.9% of total revenues, down 22.9% year over year and lagging the Zacks Consensus Estimate by 18.60% [5] - Telecom & Networking revenues were $21.9 million, accounting for 5.4% of total revenues, down 1.8% year over year but beating the Zacks Consensus Estimate by 5.49% [6] Product Performance - AEIS experienced strong demand for its next-generation products, with over 350 qualification units shipped in Q1, a fivefold increase year over year [4] Operating Results - Non-GAAP gross margin was 37.9%, up 280 basis points year over year, while non-GAAP operating expenses increased by 5.3% to $98.6 million, representing 24.4% of revenues [8] - Non-GAAP operating margin expanded to 14.6%, an increase of 940 basis points year over year [8] Financial Position - As of March 31, 2025, cash and cash equivalents stood at $723 million, slightly up from $722 million at the end of 2024 [9] - Cash flow from operations was $29.2 million in Q1 2025, down from $82.7 million in Q4 2024 [9] Guidance - For Q2 2025, AEIS expects non-GAAP earnings of $1.30 per share (+/- 25 cents) and revenues of $420 million (+/- $20 million) [10] Market Outlook - Despite strong demand in semiconductor and data center markets, weakness in Industrial, Medical, and Telecom sectors may impact AEIS' overall revenue [11]

NEW YORK, May 1, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Ultra Clean Holdings, Inc. (NASDAQ: UCTT).Shareholders who purchased shares of UCTT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/ultra-clean-holdings-inc-loss-submission-form/?id=146164&from=4CLASS PERIOD: May ...