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TickerTalks›$FORM
FOFORM

FormFactor, Inc.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$FORM·$11B·Semiconductors·Technology
$105.01-7.3%YTD+121.4%1Y+150.6%
Price updated 2h ago·X counts updated 5d ago
FOFORM
$FORMFormFactor, Inc.
$105.01-7.35%263 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $FORM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

263X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $FORM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data41 posts analyzed · as of 2026-09-15

The chatter splits between the crypto FORM token — up 30–85% on BNB-chain 4stock momentum and traders sharing +2,630% campaign returns — and FormFactor the equipment name, which is being validated as Samsung's silicon-photonics probe supplier alongside TSMC. Both threads read bullish, with the crypto side louder and more speculative.

Read what X is saying about $FORM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $FORM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

A semiconductor-test name becoming a direct beneficiary of silicon-photonics scaling — the numbers are following the chart.

FormFactor makes the specialized probe cards used to test semiconductor wafers before dicing — a critical, high-margin consumable inside every leading-edge fab. The thesis this year is FormFactor becoming the probe supplier for both TSMC and Samsung's silicon-photonics ramps.

  • The P&L is validating the thesis cleanly: Q2 revenue grew 32% YoY to $226M at a 21% operating margin, with EPS beats of 35% and 24% on the last two prints — surprises that large on consecutive quarters say demand is running ahead of what the Street models in.
  • The Samsung silicon-photonics validation is the growth vector the market is now extrapolating: owning both TSMC and Samsung for photonics probes locks FormFactor into whichever advanced-node winner takes the AI-logic share.

At 91% of its 52-week range and 37% above the 200-day, the setup is late-cycle for continuation, with volume still 1.7x average — buyers are leaning in, not stepping back. CEO Mike Slessor's small $2.6M sale is unusual for the setup but is routine 10b5-1 pacing, not a conviction change. Nov 4 earnings — another 20%+ EPS surprise plus a Q4 guide reflecting Samsung ramp is the trigger; a flat sequential print is the first warning sign.

Agrees with X sentimentThe stock-side bullish read on Samsung-plus-TSMC silicon-photonics is grounded. The crypto $FORM memecoin threads in the sentiment are a separate universe and shouldn't anchor the read; the +32% revenue growth and the beats are what matter.

What to watch: Nov 4 Q3 earnings — revenue growth rate, gross margin direction, and specific color on Samsung photonics probe revenue. A 20%+ EPS surprise with named Samsung ramp is continuation; a sequential-flat print is where the move pauses.

On the calendar: 2026-11-04 — Q3 earnings

event ahead 30dsilicon photonics

Read the AI verdict on $FORM

  • 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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Makes semiconductor probe cards and analytical tools used to test chips at wafer level before packaging.

Industry overviewAI analysisGenerated by AI from underlying data

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

Semiconductors · Technology

No material change from last week — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $FORM

Direct beneficiary — Makes semiconductor probe cards and analytical tools used to test chips at wafer level before packaging.; core silicon directly in the AI training/inference supply chain pulling hyperscaler capex.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+63.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
132.9How 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
8.0%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
12.7%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
0.4%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
10.8Same 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
6.7%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
42.1%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$0.82$0.61+34.6%
Q1 2026Apr 29, 2026$0.56$0.45+24.4%
Q4 2025Feb 4, 2026$0.46$0.35+31.4%
Q3 2025Oct 29, 2025$0.33$0.25+32.0%
Next earningsWed, Oct 28·consensus EPS $0.86

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$226.1M+32.0%47.9%20.8%$0.26$29.8M
Q4 FY25$215.2M+13.6%42.8%13.1%$0.30$34.7M
Q3 FY25$202.7M-2.5%39.7%9.4%$0.20$19.5M
Q2 FY25$195.8M-0.8%37.2%6.3%$0.12$-47.4M

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.0B$1.0B – $1.0B$3.05$2.93 – $3.089
FY27$1.2B$1.1B – $1.4B$3.81$3.18 – $4.449
FY28$1.5B$1.2B – $1.7B$5.03$3.91 – $6.163

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.1.1×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.61%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.-6.0%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.+1.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 77.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β1.185-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 14Mike SlessorCEO11.1K sh$1.4MSellSep 16Mike SlessorCEO17.5K sh$1.8MSellSep 3Kelley Steven-waissDirector2.1K sh$202KSellAug 14Mike SlessorCEO16.0K sh$2.1MSellJul 15Mike SlessorCEO4.7K sh$560KSellJun 15St Dennis ThomasDirector2.8K sh$424KSellJun 10Mike SlessorCEO11.9K sh$1.4MSellJun 2Sheri RhodesDirector6.3K sh$794KSellMay 21Rebeca Obregon-jimenezDirector3.8K sh$484KSellMay 20Brian C WhiteDirector3.3K sh$410K
1–10 of 14
+ 32 other (11 exempts · 11 inkinds · 9 awards · 1 gift) in window

See when $FORM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

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

Recent material filings

8-KUnregistered equity saleOct 138-K — Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

FormFactor, Inc. held its 2026 Annual Meeting of Stockholders on May 15, 2026, at which shareholders approved: (1) an amendment to the 2012 Equity Incentive Plan increasing authorized shares by 5,000,000; and (2) an amendment to the Certificate of Incorporation providing officer exculpation as permitted under recently amended Delaware law. The equity plan adds 5M shares for compensation grants; the officer exculpation provision aligns FormFactor with the Delaware trend of expanding officer liability protection (paralleling existing director protections). Both actions are governance-oriented with modest shareholder impact.

+ 11 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

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

FormFactor and Teradyne Announce Strategic Collaboration to Accelerate Next-Generation Semiconductor Testingglobenewswire.com·4d agoFormFactor to Announce Third Quarter 2026 Financial Results on October 28thglobenewswire.com·9d agoZacks Industry Outlook Applied Materials, Lam Research and FormFactorzacks.com·10d ago3 Stocks to Buy From the Prospering Semiconductor Industryzacks.com·10d agoBuy 5 Growth Stocks to Boost Your Portfolio in Q4 After a Mixed Q3zacks.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

Quantum ComputingSemiconductor OnshoringAdvanced Packaging & AI Interconnect

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Voices on X · top 3 · 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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