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Price
$410
USD
Day
+5.3%
YTD
—
Research feed
Latest imported research note for this ticker.
longbuy candidatePhase 5 demote core→research
Imported thesis
Demoted core→research — HBM and etch intensity matter, but ASML is the harder physical bottleneck for this roster.
Imported reasoning
Just reported record quarter with beat-and-raise. Strong forward guidance confirms semicap spending upcycle. Near consensus PT at $261 limits immediate upside.
Last imported
Apr 23, 03:25 p.m.
Source report
2026-04-23_core_refresh_brief.md
Private trigger details hidden
Research and watchlist context are visible. Trigger levels and other private portfolio fields remain hidden.
Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Leading etch/dep semicap. Record Q3 FY26: $5.84B rev, $1.47 EPS beat. June guide $6.6B/$1.65, above estimates. Semicap upcycle beneficiary.
Sleeve
semicap
Consensus PT (USD)
$336
Holdings
No holdings recorded for this ticker.
Social Signal — last 90 days
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