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ATATEYY

Advantest Corporation

Rising onWhy it's trendingX mentions rising faster than the marketBacked by solid revenue growthPrice and volume picking up
$ATEYY·$120B·Semiconductors·Technology
$191.00+15.8%YTD+31.2%1Y+124.8%
Mentions · last 7 days
2026-07-23: 1 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 2 posts2026-07-28: 1 posts2026-07-29: 2 posts6
Price updated 15m ago·X counts updated 22h ago
ATATEYY
$ATEYYAdvantest Corporation
$191.00+15.76%6 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ATEYY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-30

The move is getting stronger, with heavier trading behind it.

The Japanese semi-test-equipment leader riding the AI-chip complexity wave — Q1 beat by 57% and the tape says the run has more to go.

Advantest is the Japanese heavyweight in semiconductor test equipment — the machines that validate AI-training chips, HBM memory stacks, and complex SoCs before they ship. As AI-chip complexity increases, test equipment scales roughly linearly with new-chip introductions, which is why ATEYY has been one of the cleanest AI-capex beneficiaries this cycle.

  • Growth is genuinely accelerating — Q4 FY26 (March) revenue grew 44% YoY on a 47% operating margin and 67% gross margin, Q3 grew 28% — consecutive quarters reflecting durable AI-driven capex, not a one-off refresh.
  • The Q1 FY27 print was a genuine beat — Q1 EPS of $1.51 (ADR-adjusted) beat consensus $0.96 by 57%, following +21% in Q4 FY26; the sell-side is materially behind the AI-driven demand curve, which typically supports continued rerating.
  • The AI-chip-complexity thesis is structural — every new NVIDIA/AMD/broadcast-networking chip generation requires more test time per die because of higher pin counts, HBM stacks, and chiplet designs; a mechanical demand tailwind that scales with hyperscaler capex.
  • Valuation is now demanding — 49x TTM P/E and 33x EV/EBITDA make ATEYY expensive vs. peers (LRCX, AMAT, KLAC at 20-30x P/E); the multiple only works if the growth pace continues, and today's +6% suggests the market is still adding.
  • The stock sits at 63% of the 52-week range and 6% above the 200-day — consolidated since the peak but trend intact; a multi-quarter cooling would need a specific AI-capex slowdown signal, which peer commentary hasn't provided.

The next major catalyst is the November 3 Q2 print — another 40%+ revenue growth quarter with reaffirmed FY27 EPS above the ~$713 consensus (in yen) extends the compounder narrative; a decel toward 20%-25% or an inventory-correction commentary from a major customer is what turns accelerating into a genuine multi-quarter pullback.

What to watch: November 3 Q2 fiscal FY27 earnings — another 40%+ revenue growth quarter with FY27 EPS above the ~¥713 consensus extends the compounder narrative; a decel toward 20% or an inventory-correction commentary from a major customer turns this into a genuine multi-quarter pullback.

On the calendar: 2026-11-03 — Q2 FY27 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Advantest Corporation, a Japanese entity founded in Tokyo in 1954, specializes in the development and distribution of semiconductor and component testing equipment, alongside various mechatronics solutions. Its operations are broadly categorized into three core divisions: Semiconductor and Component Test Systems, Mechatronics Systems, and Services, Support & Other. The Semiconductor and Component Test Systems division provides advanced testing machinery tailored for both the semiconductor and electronic parts sectors, including specialized systems for System-on-Chip (SoC) and memory semiconductor devices. Under the Mechatronics Systems division, Advantest produces test handlers, mechatronic devices designed for the precise handling of semiconductor devices, and essential device interfaces crucial for measurement. This segment also engages in initiatives related to nano-technology. The Services, Support & Other division delivers comprehensive client solutions and robust support for the company's test systems and mechatronics product lines. Additionally, this segment manages the sale of consumables, pre-owned equipment, and an equipment leasing business. Advantest actively invests in research and development, continuously advancing measuring and testing methodologies. The company serves a diverse global clientele, which includes fabless semiconductor firms, foundries, and specialized test houses, as well as industrial, design, and manufacturing enterprises across Japan, the broader Asian region, the United States, and Europe. Furthermore, Advantest has established strategic alliances, notably with STMicroelectronics for the creation of advanced automated test cells for IC testing, and a partnership with PDF Solutions Inc. focused on cloud-based software solutions.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $ATEYY.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

Top industry ETF

$SMHVanEck Semiconductor ETF
+36.7%YTD
+72.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
48.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
42.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
44.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
16.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
56.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
64.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$1.51$0.96+57.1%
Q1 2026Apr 24, 2026$1.09$0.90+21.2%
Q4 2025Jan 28, 2026$0.70$0.48+46.4%
Q3 2025Oct 28, 2025$0.74$0.71+3.9%
Next earningsTue, Nov 3·consensus EPS $1.23

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$334.1B+43.8%67.4%46.8%$177.36$109.5B
Q3 FY25$278.7B+27.7%62.0%41.5%$110.35$74.4B
Q2 FY25$267.5B+40.5%62.2%41.2%$111.00$83.0B
Q1 FY25$263.8B+90.1%65.1%47.0%$123.14$41.2B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$1.51T$1.36T – $1.71T$713.56$616.98 – $832.3511
FY28$1.86T$1.66T – $2.10T$911.06$787.74 – $1062.7211
FY29$2.18T$1.95T – $2.46T$1082.88$936.30 – $1263.146
FY30$2.35T$2.10T – $2.65T$1204.23$1041.23 – $1404.697
FY31$2.48T$2.22T – $2.80T$1242.49$1074.31 – $1449.327

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 725.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.195-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Advantest (ATEYY) Stock Outpacing Its Computer and Technology Peers This Year?zacks.com·8d agoHere's why Tokyo Electron, Advantest, and Kioxia stocks are plunging todayinvezz.com·14d agoJapan's Advantest Positioned To Benefit From Increasing Chip Complexitybenzinga.com·31d agoBest Momentum Stocks to Buy for June 23rdzacks.com·37d agoNew Strong Buy Stocks for June 23rdzacks.com·38d ago

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