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Fri, May 20, 10:56 AM
- Lam Research (LRCX +4.1%), KLA-Tencor (KLAC +2.3%), ASML (ASML +2.2%), Axcelis (ACLS +3.9%), Kulicke & Soffa (KLIC +3%), Ultratech (UTEK +3.5%), Teradyne (TER +2.3%), Rudolph Technologies (RTEC +2.6%), and Xcerra (XCRA +2.7%) are outperforming after Applied Materials (AMAT +13.2%) beat FQ2 estimates, provided FQ3 guidance that was well above consensus, and reported FQ2 orders rose 52% Q/Q and 37% Y/Y to $3.45B. The Nasdaq is up 1.2%.
- Applied's order growth was fueled in large part by display equipment orders totaling $700M, up sharply from $183M in the prior quarter and $120M a year ago. On its earnings call, AMAT said display order strength is likely to continue "over the rest of 2016," and is being driven by mobile-related OLED investments - many reports have indicated Apple plans to bring iPhones sporting OLEDs to market next year.
- OLED materials/IP provider Universal Display (OLED +5.2%) is rallying. As are display panel makers LG Display (LPL +6.5%) and AU Optronics (AUO +3.2%), each of which have been stepping up their OLED investments, and industrial laser maker Coherent (COHR +2.5%), which has recently seen an OLED-related order surge.
- Also: Applied's NAND flash-related orders more than doubled Y/Y to nearly $1B thanks to its customers' 3D NAND investments. That more than offset softer DRAM and foundry-related chip equipment demand. On the call, Applied suggested NAND orders will slow a bit in the second half of FY16, but remain strong overall. Foundry demand is expected to grow somewhat this year, with Applied gaining share. Industry wafer fab equipment demand is expected to be flat to slightly up.
- B. Riley has upgraded Applied to Buy, and several firms have hiked their targets. Cowen's Tim Arcuri thinks $3 in annual EPS is now possible. Credit Suisse's Farhan Ahmad: "AMAT is clearly outgrowing peers this year, driven by favourable mix shift within WFE (NAND/Foundry increasing, DRAM declining) and strong growth in Display (China/OLED investments)."
Tue, May 10, 3:44 PM
- Teradyne (NYSE:TER) declares $0.06/share quarterly dividend, in line with previous.
- Forward yield 1.27%
- Payable June 24; for shareholders of record June 1; ex-div May 27.
Thu, Apr. 28, 1:47 PM
- Though Teradyne (TER -7.3%) beat Q1 estimates, it's guiding for Q2 revenue of $510M-$540M and EPS of $0.46-$0.53, below a consensus of $544.9M and $0.57.
- Also: Orders totaled $389M, down 25% Q/Q, trailing revenue of $431M, and yielding a 0.9x book-to-bill. Chip test equipment orders totaled $306M, system test orders $46M, wireless test $20M, and industrial automation (robots) $18M.
- Teradyne's Universal Robots business remains a strong point, with revenue rising 58% Y/Y and forecast to rise 50% or more over the whole of 2016. $28M was spent on buybacks.
- Teradyne's Q1 results, earnings release
Wed, Apr. 27, 5:07 PM
- Teradyne (NYSE:TER): Q1 EPS of $0.31 beats by $0.04.
- Revenue of $431M (+25.9% Y/Y) beats by $5.3M.
- Shares -2.3% AH.
Tue, Apr. 26, 5:35 PM
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Thu, Jan. 28, 1:01 PM
- Up strongly post-earnings in after hours trading yesterday, Teradyne (TER -3.2%) has reversed course in spite of delivering a Q4 beat and issuing strong Q1 guidance - revenue of $410M-$440M and EPS of $0.23-$0.29 vs. a consensus of $352.6M and $0.17.
- Order data was also strong: Orders surged to $522M in Q4 from $314M in Q3 and $332M a year ago. Chip test equipment orders totaled $408M, system test $66M, wireless test $30M, and industrial automation (robots) $18M.
- Some good news may have been priced in: Teradyne has easily outperformed the Nasdaq in recent months amid expectations the company will benefit strongly from investments in advanced packaging technologies such as TSMC's InFO.
- Teradyne's Q4 results, earnings release
Wed, Jan. 27, 5:40 PM
Wed, Jan. 27, 5:08 PM
- Teradyne (NYSE:TER): Q4 EPS of $0.13 beats by $0.03.
- Revenue of $318M (-1.6% Y/Y) beats by $6.23M.
Tue, Jan. 26, 5:35 PM| Tue, Jan. 26, 5:35 PM | 26 Comments