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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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From: Return to Sender	11/20/2025 2:56:32 PM
	of 95580

Overview * Kulicke and Soffa fiscal Q4 revenue beats analyst expectations despite a year-over-year decline * Adjusted EPS for fiscal Q4 beats analyst expectations * Company repurchased 0.5 mln shares, indicating confidence in future growth Outlook * Company expects Q1 fiscal 2026 net revenue of $190 mln +/- $10 mln * Company anticipates Q1 fiscal 2026 GAAP EPS of $0.18 +/- 10% * K&S forecasts Q1 fiscal 2026 non-GAAP EPS of $0.33 +/- 10% * Co's global operations and supply chain teams are preparing for increased customer demand over coming quarters Result Drivers * IMPROVED MARKET DYNAMICS - Co notes encouraging end market dynamics and increased order activity as drivers for Q4 results * HIGHER GROSS MARGIN - Co achieved a gross margin of 45.7% in Q4, up from previous periods Key Details Metric Beat/Mis Actual Consensu s s Estimate Q4 Beat $177.6 $169.82 Revenue mln mln (5 Analysts ) Q4 Beat $0.28 $0.22 (5 Adjusted Analysts EPS ) Q4 EPS $0.12 Q4 Beat $14.90 $11.62 Adjusted mln mln (3 Net Analysts Income ) Q4 Net $6.40 Income mln Q4 Gross 45.70% Margin Analyst Coverage * The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell" * The average consensus recommendation for the semiconductor equipment & testing peer group is "buy" * Wall Street's median 12-month price target for Kulicke and Soffa Industries Inc ( KLIC ) is $40.00, about 11.1% above its November 18 closing price of $35.56 * The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 28 three months ago Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist

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