21 Semiconductor Equipment & Materials companies are scored. Their average composite is 69.0, and 0 are in the A range (76+). The leader is Teradyne, Inc. (TER) at 74.8 (B+). This industry belongs to the Technology sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Teradyne, Inc. (TER) | 74.8 | B+ | 92 | 77 | 69 | 79 | 40 | 77 | 69 | 57 | -10.7% |
| 2 | ASML Holding N.V. (ASML) | 74.7 | B+ | 92 | 87 | 93 | 83 | 36 | 66 | 78 | 62 | -14.4% |
| 3 | Lam Research Corporation (LRCX) | 74.2 | B+ | 92 | 83 | 86 | 78 | 46 | 72 | 76 | 50 | -7.3% |
| 4 | Kulicke and Soffa Industries, Inc. (KLIC) | 73.2 | B+ | 92 | 86 | 93 | 79 | 55 | 62 | 51 | 53 | -1.9% |
| 5 | Onto Innovation Inc. (ONTO) | 72.4 | B+ | 92 | 91 | 93 | 84 | 51 | 58 | 56 | 46 | -35.3% |
| 6 | Applied Materials, Inc. (AMAT) | 71.3 | B+ | 92 | 93 | 99 | 81 | 44 | 54 | 66 | 52 | -9.0% |
| 7 | Camtek Ltd. (CAMT) | 70.4 | B+ | 92 | 90 | 88 | 80 | 30 | 58 | 54 | 33 | -33.5% |
| 8 | Ichor Holdings Ltd. (ICHR) | 69.9 | B | 92 | 86 | 93 | 74 | 53 | 65 | 20 | 41 | -40.2% |
| 9 | FormFactor Inc. (FORM) | 69.4 | B | 92 | 86 | 93 | 77 | 33 | 66 | 45 | 56 | -13.0% |
| 10 | Qnity Electronics Inc. (Q) | 68.9 | B | 92 | 86 | 93 | 81 | 52 | 52 | 46 | 25 | -12.4% |
| 11 | Entegris, Inc. (ENTG) | 68.8 | B | 92 | 88 | 93 | 78 | 39 | 42 | 39 | 54 | +10.0% |
| 12 | KLA Corporation (KLAC) | 68.7 | B | 92 | 82 | 93 | 76 | 39 | 52 | 76 | 38 | -15.8% |
| 13 | ACM Research, Inc. (ACMR) | 68.5 | B | 92 | 78 | 68 | 80 | 48 | 65 | 36 | 43 | -23.7% |
| 14 | Amkor Technology, Inc. (AMKR) | 68.4 | B | 92 | 85 | 88 | 79 | 62 | 44 | 33 | 32 | -15.8% |
| 15 | AXT, Inc. (AXTI) | 68.4 | B | 92 | 82 | 93 | 77 | 16 | 86 | 19 | 56 | -23.6% |
| 16 | Nova Ltd. (NVMI) | 68.3 | B | 92 | 85 | 88 | 80 | 36 | 61 | 66 | 25 | -21.5% |
| 17 | Ultra Clean Holdings, Inc. (UCTT) | 65.9 | B | 92 | 83 | 88 | 75 | 64 | 55 | 20 | 41 | -25.0% |
| 18 | Photronics, Inc. (PLAB) | 65.0 | B | 92 | 74 | 69 | 71 | 69 | 12 | 53 | 33 | +4.3% |
| 19 | Axcelis Technologies, Inc. (ACLS) | 64.2 | B | 92 | 87 | 86 | 80 | 46 | 22 | 40 | 41 | +3.6% |
| 20 | Aehr Test Systems (AEHR) | 62.8 | B- | 92 | 88 | 93 | 79 | 25 | 61 | 12 | 48 | -48.4% |
| 21 | IPG Photonics Corp. (IPGP) | 59.8 | B- | 92 | 82 | 82 | 72 | 32 | 39 | 27 | 18 | -15.6% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.