Added to YB: 2024-12-19
Pitch date: 2024-12-18
FORM [bullish]
FormFactor, Inc.
+0.88%
current return
Author Info
No bio for this author
Company Info
FormFactor, Inc. designs, manufactures, and sells probe cards, analytical probes, probe stations, metrology systems, thermal systems, and cryogenic systems to semiconductor companies and scientific institutions.
Market Cap
$3.6B
Pitch Price
$45.52
Price Target
N/A
Dividend
N/A
Sector
Semiconductors and Semiconductor Equipment
Category
growth
FORMFACTOR INC: The overlooked second derivative of the quantum mania
FORM: Overlooked quantum computing cooling play. Acquired JanisULT DR line, now largest US supplier. Up only 5% since Labor Day vs 500% for quantum stocks. Trades at 24x PE, 30% below 52wk high. Essential for quantum, ~$500k/unit. Safe bet w/ established semi biz. Jan 50/55 calls bought recently. Quantum market CAGR 34.8% to $12.6B by 2032.
Read full article (5 min)