Semiconductor Materials and Equipment

Tokyo Electron

Tokyo Electron released FY2026 Annual Earnings on April 30 After-Market EST, actual revenue USD 16.1 B (forecast USD 15.17 B), actual EPS USD 4.1214

Tokyo Electron released FY2026 Q4 earnings on April 30 After-Market EST, actual revenue USD 4.457 B (forecast USD 4.326 B), actual EPS USD 1.4667

Tokyo Electron Misses Quarterly EPS Estimates

Tokyo Electron Reports Revenue Decline But Net Profit Increase in FY2026

Tokyo Electron Terminates Relationship with Former China President Jay Chen

TSMC Leak Case: Chinese Taipei Court Sentences Tokyo Electron Taiwan Subsidiary to NT$150 Million Fine

Tokyo Electron to Release FY2026 Earnings on April 30 After-Market EST, Forecast Revenue USD 15.27 B

Tokyo Electron released FY2026 9 Months Earnings on February 6 After-Market EST, with actual revenue of USD 11.56 B and actual EPS of USD 2.6144

Tokyo Electron released FY2026 Q3 earnings on February 6 After-Market (EST), actual revenue USD 3.528 B (forecast USD 3.92 B), actual EPS USD 0.8232

Tokyo Electron's Board Approves a Buyback Program

Tokyo Electron forecasts higher operating profit than previous but lower than market expectations for FY2026

Tokyo Electron Anticipates Confirmed Investment Securities Sales Profit

Tokyo Electron to Release FY2026 Q3 Earnings on February 6 After-Market EST, Forecast Revenue USD 3.872 B

Zacks Research downgrades Tokyo Electron's rating from 'Strong Buy' to 'Hold'

Tokyo Electron Stock Volume Soars as Analysts Upgrade Rating

Taiwan prosecutors seek additional charges against Tokyo Electron

Tokyo Electron Holds Annual Partner Day, Emphasizing Sustainable Supply Chain Relationships

Tokyo Electron Launches New EVAROS™ System for 300mm Wafer Batch Thermal Processing

Tokyo Electron Clarifies Unfounded Lawsuit Against Taiwanese Subsidiary

Tokyo Electron's Taiwan Subsidiary Accused of Data Breach

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FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

GCL Global

Arcadia Biosciences

Jupiter Neurosciences

8035

TOELY

Bank of America Securities analyst maintained a Buy rating on Tokyo Electron today and set a price target of Yen57,000.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Tokyo Electron has an analyst consensus of Strong Buy, with a price target consensus of Yen53,503.46.

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Tokyo Electron Ltd.

Bank of America

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

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BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

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BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Tokyo Electron (TOELF): New Buy Recommendation for This Technology Giant

9984

6857

SFTBY

SOXX

SOXL

SoftBank shares surged 16.5% as Japan's Nikkei 225 hit record highs, driven by a tech rally following the Golden Week holidays. The surge was fueled by global AI-related stock performance, particularly in semiconductor firms like Advantest and Tokyo Electron. Analysts noted that SoftBank's ties to AI companies like Arm and OpenAI contributed to investor optimism, reflecting a growing demand for AI infrastructure. The rally also coincided with easing geopolitical tensions and a strong performance from U.S. tech stocks, particularly in the semiconductor sector.

CNBC

SoftBank Group Corp.

Advantest Corp.

SoftBank

Invesco Semiconductors ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

SPDR S&P Semicon

Mitsubishi UFJ Financial Group, Inc.

Direxion Semicon Bull 3X

BlackRock, Inc.

Nomura Holdings, Inc.

Pro Ultrshrt Yen

Renesas Electronics Corporation

NASDAQ Composite Index

Super Micro Computer

S&P 500

OpenAI

SoftBank shares surge over 16% as Japan tech stock-fueled rally lifts Nikkei 225 to record highs

Tokyo Electron's Q4 earnings call highlighted record sales and profits despite cost pressures. For FY2026, net sales reached JPY 2,443.5 billion, with net income at an all-time high of JPY 574.4 billion. The fourth quarter saw a 28.9% sales increase, and free cash flow hit record highs. Management issued bullish guidance for H1 FY2027, targeting net sales of JPY 1,570 billion. However, profitability faced pressure from rising costs and unfavorable product mix, with gross margin slipping to 45.3%. R&D and capital expenditures are set at JPY 330 billion and JPY 190 billion, respectively, with a commitment to dividends.

Tokyo Electron Signals Robust Start Despite Margin Strain

Tokyo Electron received a Hold rating and price target from Exane BNP Paribas analyst on May 1. The company’s shares closed last Friday at Yen47,450.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Tokyo Electron has an analyst consensus of Strong Buy, with a price target consensus of $328.19.

BNP Paribas

Tokyo Electron (TOELF) was upgraded to a Hold Rating at Exane BNP Paribas

Tokyo Electron (TSE:8035) reported strong Q4 results for FY 2026, with revenue of ¥711.8 billion and EPS of ¥469.22. The trailing twelve-month revenue reached ¥2.44 trillion, with a net profit margin of 23.5%, up from 22.4% a year prior. Despite a modest earnings growth of 5.6%, bullish narratives suggest that demand for AI-driven equipment could enhance profitability. The stock trades at a P/E of 37.4, higher than the industry average, raising concerns about valuation. Critics warn of potential risks from customer capex delays and dependence on a few large clients.

Simplywall

Tokyo Electron (TSE:8035) Margin Improvement Tests Bullish Earnings Growth Narratives

Tokyo Electron (OTCMKTS:TOELY) reported quarterly earnings of $0.96 EPS, missing estimates of $1.24 by $0.28. The company has a net margin of 21.07% and a return on equity of 23.86%. Following the earnings report, the stock rose 7.7% to $150.30. Analysts have downgraded the stock from a "strong-buy" to a "hold" rating, with a consensus rating of "hold". The company specializes in semiconductor and flat-panel display equipment and services.

Market Beat

Lam Research

Tokyo Electron (OTCMKTS:TOELY) Posts Quarterly Earnings Results, Misses Estimates By $0.28 EPS

LRCX

AMAT

FTXL

LRCU

Bank of America reported that Lam Research (LRCX) gained significant market share in Q1 2025 due to increased chip equipment spending, particularly in etching and process control. However, 2026 may see a slowdown. The firm raised its chip equipment spending estimates, projecting the industry to reach $250B by 2030. Meanwhile, the Trump Administration is reportedly urging chip equipment makers to halt shipments to Hua Hong in China. LRCX's market share increased by 800 basis points year-over-year, while competitors like Applied Materials and Tokyo Electron experienced declines.

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Tradr 2X Long LRCX Daily ETF

HUA HONG SEMI

Hua Hong

Lam Research saw 'impressive' share gains in Q1, BofA says; Hua Hong orders may cease

Tokyo Electron(TOELY.US)