Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has Amtech Systems (ASYS) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Amtech Systems is a member of the Computer and Technology sector. This group includes 619 individual stocks and currently holds a Zacks Sector Rank of #11. The Zacks Se ...

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Amtech Systems, Inc. (ASYS) : This semiconductor capital equipment company has seen the Zacks Consensus Estimate for its current year earnings increasing 70.6% over the last 60 days.SM Energy Company (SM) : This energy company has seen the Zacks Consensus Estimate for its current year earnings increasing 15.9% over the last 60 days.Lightspeed Commerce Inc. (LSPD) : This cloud services provider has seen the Zacks Consensus Estimate for i ...

Amtech Systems (ASYS) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Ind ...

分组1 - 公司第二季度收入为2540万美元,超出了指引范围的上限,并实现了80万美元的经调整EBITDA利润,尽管整体需求疲软 [11][22] - 半导体行业方面,后端封装应用需求疲软,但公司看到北美和中国的近岸制造活动有所增加 [12] - 材料和基板市场方面,硅碳化合物半导体生产的耗材需求波动,但备件和代工服务需求更强劲 [13] - 公司通过优化运营、提高定价等措施,实现了连续两个季度的经调整EBITDA盈利和经营现金流正向 [14][17] 分组2 - 公司看好未来高性能计算、人工智能等应用对其产品的需求,以及疫情和地缘政治因素推动的区域制造业投资 [18][19] - 公司第三季度收入预计2200万美元至2500万美元,经调整EBITDA将略有盈利,受BTU工厂搬迁相关费用和停产时间的影响 [32] - 公司采取的成本优化措施将每年减少600万美元的结构性成本,并通过提价使产品定价更好地反映成本 [33] 问答环节重要的提问和回答 问题1 **Mark Miller 提问** 询问公司是否看到报价活动有所增加,特别是在哪些领域 [38] **Bob Daigle 回答** 公司在后端封装领域,特别是回流焊设备的报价活动大幅增加,同时也看到北美地区与供应链韧性相关的报价 [39][40] 问题2 **Kevin Garrigan 提问** 询问公司是否看到市场复苏的迹象,以及复苏是否会是快速反弹还是缓慢U型 [47] **Bob Daigle 回答** 公司认为与AI相关的存储器市场有望在今年年底或明年初较快反弹,但对设备订单的恢复时间较难预测 [48][49] 问题3 **Craig Irwin 提问** 询问公司在硅碳化合物市场以及相关炉式设备的机会 [57] **Bob Daigle 回答** 公司目前主要服务于6英寸硅碳化合物市场,正在评估如何在8英寸市场获取溢价,同时也看好硅基IGBT功率模块在混合动力车领域的机会 [58][61][62]

Amtech Systems (ASYS) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 90.91%. A quarter ago, it was expected that this provider of equipment for solar panel and semiconductor makers would post a loss of $0.12 per share when it actually produced a loss of $0.04, delivering a surprise of 66 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________________ to ________________ Commission File Number: 0-11412 AMTECH SYSTEMS, INC. (Exact name of registrant as specified in its charter) | --- | --- ...

EXHIBIT 99.1 Amtech Reports Second Quarter 2024 Results TEMPE, Ariz., May 8, 2024 -- Amtech Systems, Inc. ("Amtech") (NASDAQ: ASYS), a manufacturer of thermal processing, wafer cleaning and chemical mechanical polishing (CMP) capital equipment and related consumables used in semiconductor, advanced mobility and renewable energy manufacturing applications, today reported results for its second quarter ended March 31, 2024. Second Quarter Fiscal 2024 Financial and Operational Results: • Net revenue of $25.4 m ...

财务数据和关键指标变化 - 收入同比增长16%,环比下降10%,主要是设备出货量下降 [21] - GAAP毛利率环比上升,同比下降,主要是产品组合不利及计提无形资产减值 [22] - 非GAAP毛利率环比上升,同比略有下降,主要是间接费用下降及产品组合变化 [22] - 计提了760万美元无形资产减值,主要是材料与基板业务 [23] - 销售费用和研发费用环比下降,同比略有上升 [24][25] - GAAP营业亏损9百万美元,非GAAP营业亏损200万美元 [26][27] - GAAP净亏损940万美元,非GAAP净亏损60万美元 [27] - 现金余额增加400万美元,主要是应收账款回款良好 [28] 各条业务线数据和关键指标变化 - 半导体设备业务订单和出货下降,但高端炉式设备和硅碳化合物设备需求较好 [10][11] - 消费类电子设备业务订单和出货下降 [21] 各个市场数据和关键指标变化 - 电动车和混合动力车相关的半导体设备需求较为坚挺 [10][11] - 硅碳化合物半导体设备需求较好 [11] 公司战略和发展方向及行业竞争 - 公司正在优化成本结构,通过外包制造等措施提高灵活性和生产效率 [13][14][15] - 公司正在调整定价策略,以更好地反映成本上涨 [16] - 公司看好人工智能和全球供应链多元化带来的长期需求机会 [19] 管理层对经营环境和未来前景的评论 - 短期内半导体市场需求仍然疲软,但公司看好长期增长机会 [9][10][19] - 公司正在采取措施优化成本结构,提高盈利能力 [12][33] - 公司有信心随着市场复苏,优化后的运营将带来显著的股东价值 [19] 问答环节重要的提问和回答 问题1 **Craig Irwin 提问** 询问公司未来订单和收入前景 [40][41][42][43][44][45][46] **Robert Daigle 回答** 公司看好电力电子和碳化硅半导体设备的长期增长机会,短期内可能有一些库存消化,但未来一两年会有较好的资本支出 [42][43][44][45][46] 问题2 **Craig Irwin 提问** 询问公司成本优化措施对未来业务拓展的影响 [47][48] **Robert Daigle 回答** 公司通过外包制造等措施优化了成本结构,同时保留了快速扩张的能力,不会影响未来业务增长 [48] 问题3 **Mark Miller 提问** 询问公司定价策略调整的情况 [56][57][58] **Robert Daigle 回答** 公司之前没有及时调整定价以反映成本上涨,现已经更新定价模型,客户接受良好,未来新增订单将有更好的利润率 [57][58]

财务表现 - Amtech Systems (ASYS)在上个季度每股亏损为0.04美元，好于Zacks Consensus预期的每股亏损0.12美元[1] - Amtech Systems在过去四个季度中，三次超过了市场预期的每股收益[2] - Amtech Systems在2023年12月结束的季度实现了2,492万美元的营收，超出了Zacks Consensus预期13.27%[3]