Filtered library · Theme
advanced-packaging theme · 3 dossiers
Dossiers in the advanced-packaging theme cluster — 3 names moving on shared catalysts.
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FormFactor, Inc.
Probe-card HBM/advanced-packaging pick-and-shovel re-accelerating post-print: the 2026-06-05 Evercore upgrade to Outperform, PT $155 (~20% above the April $125–130 cluster), confirms the ~2026-05-06 Q1 guide held. Narrative ACCELERATING;…
ONTO
Onto Innovation Inc.
Semicap/advanced-packaging metrology story is intact but the April momentum leg is spent: the 2026-05-05 Q1 came in-line ($292M as pre-announced, EPS $1.42 down YoY) with Q2 guide merely reiterated, and the stock derated ~20% from $316 to…
VECO
Veeco Instruments Inc.
Picks-and-shovels semicap into AI capex: Q1 (2026-05-05) double-missed but stock gapped +21% on a >$250M multi-customer order book + affirmed FY26 sales guide above consensus. Recovery-not-acceleration story; the +21% pop is ~a month stale…