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DIDISPF

Disco Corporation

$DISPF·$41B·Semiconductors·Technology
$328.63-9.5%YTD+24.4%1Y+24.4%
Mentions · last 7 days
2026-07-21: 0 posts2026-07-22: 0 posts2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 0 posts2026-07-27: 0 posts0
Price updated 8m ago·X counts updated 22h ago
DIDISPF
$DISPFDisco Corporation
$328.63-9.48%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $DISPF, 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 2026-07-28

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

Japanese precision-dicing semi-equipment leader up 24% year-to-date on 26% Q1 revenue growth — advanced-packaging beneficiary.

Disco Corporation is a Japanese specialist in precision cutting, grinding, and polishing equipment for semiconductor wafer processing — the July 23 Q1 fiscal 2027 print showed revenue up 26% year-on-year, and the operational trajectory continues to reflect the advanced-packaging capex acceleration that is driving multiple semi-cap-equipment names.

  • Q1 fiscal 2027 revenue up 26% year-on-year with a 43% operating margin — the operational acceleration is confirmed at high absolute margin levels.
  • Stock up 24% year-to-date and 24% over 12 months at 31% of the 52-week range — moderate acceleration with meaningful room to run from a recent pullback.
  • 2028 consensus revenue of $637B JPY versus 2027 at $542B JPY implies 18% forward growth — the model reflects continued semi-cap acceleration.

October 22 earnings against a $2.79 EPS bar — another beat plus updated advanced-packaging demand commentary is what continues the setup, while any commentary on Japanese semi-cap-equipment export controls or TSMC capex delays would be the first crack. Risk: Japanese semi-cap-equipment names remain exposed to export-control policy changes and to any material TSMC or Samsung capex slowdown.

Differs from X sentimentNo X chatter in the bundle for DISPF to compare against the real-business-accelerating read — flagging as no-crowd-read.

What to watch: The October 22 earnings versus the $2.79 EPS bar plus advanced-packaging demand commentary and any updated Japanese export-control policy developments.

Read the AI verdict + X sentiment for $DISPF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Disco Corporation specializes in the global production and distribution of advanced machinery for precision cutting, grinding, and polishing applications. Its product portfolio encompasses a wide array of specialized equipment, such as dicing saws, laser saws, grinders, and polishers. It also offers wafer mounters, die separators, surface planers, and waterjet saws, alongside solutions for pre-grinding dicing and package singulation. Beyond the machines themselves, Disco provides essential precision processing tools like dicing blades, grinding wheels, and dry polishing wheels. Additionally, it supplies various supplementary items, including accessory equipment, frames, cassettes, and specialized additives for cutting fluids. The company further extends its services to include the dismantling and recycling of its precision machinery. It also delivers comprehensive training programs focused on product maintenance and operational proficiency. Moreover, Disco facilitates equipment access through machine leasing options and actively participates in the market for pre-owned machinery, both acquiring and reselling units. Established in 1937, Disco Corporation maintains its corporate headquarters in Tokyo, Japan.

Industry overviewAI analysisGenerated by AI from underlying data

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

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
+57.2%YTD
+88.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
45.2How 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
25.0%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
43.0%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
0.0%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
14.3Same 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
26.2%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
70.6%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 23, 2026$1.94$1.99-2.5%
Q1 2026Apr 22, 2026$2.49$2.39+4.2%
Q4 2025Jan 21, 2026$2.16$1.83+18.0%
Q3 2025Oct 29, 2025$2.00$1.99+0.5%
Next earningsThu, Oct 22·consensus EPS $2.79

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$113.5B+26.2%71.1%42.7%$313.22—
Q4 FY26$133.9B+10.9%70.8%44.0%$397.85$0
Q3 FY26$109.4B+16.9%71.2%43.1%$339.00$0
Q2 FY26$106.1B+10.3%69.3%42.2%$300.00$0

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$542.2B$501.4B – $592.6B$1666.82$1469.91 – $1993.6221
FY28$637.3B$570.9B – $765.2B$2031.47$1791.48 – $2429.7621
FY29$724.7B$658.8B – $833.9B$2365.27$2085.85 – $2829.0110
FY30$811.4B$737.7B – $933.8B$2690.77$2372.89 – $3218.3210
FY31$822.3B$747.5B – $946.3B$2705.50$2385.88 – $3235.9412

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.0.2×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.31%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.-18.6%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.-9.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 87.7M 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.β1.525-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.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 1 other (1 F-6EF) in window

Recent news

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

CS Disco Q1 Earnings Call Highlightsmarketbeat.com·79d ago

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Voices on X · last 7 days

No standout posts about $DISPF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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