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Technology Stocks : Semi Equipment Analysis

SOXX 306.55

+0.4%

Oct 31 5:00 PM EST

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To: Return to Sender who wrote (94902)	8/13/2025 7:02:10 PM
From: Return to Sender	of 95333

Onto Innovation misses by $0.03, beats on revs; guides Q3 EPS below consensus, revs in-line 4:40 PM ET 8/7/25 \| Briefing.com Reports Q2 (Jun) earnings of $1.25 per share, excluding non-recurring items, $0.03 worse than the FactSet Consensus of $1.28; revenues rose 4.7% year/year to $253.6 mln vs the $250.74 mln FactSet Consensus. Co issues guidance for Q3, sees EPS of $0.75-0.95, excluding non-recurring items, vs. $1.02 FactSet Consensus; sees Q3 revs of $210-225 mln vs. $221.54 mln FactSet Consensus."While third quarter revenue will likely represent a low watermark for the year, we expect an acceleration in AI packaging spend in the fourth quarter which should return total fourth quarter revenue to a level consistent with what we reported in the first and second quarters of this year with continued momentum into 2026."

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