FormFactor (FORM) is up 5.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a rebound in semiconductor names after a sharp sector pullback, with FormFactor also benefiting from its strong AI- and HBM-linked growth story. Investors already had a bullish setup to work with after the company posted record first-quarter results, guided for another revenue record in the second quarter, and highlighted continued demand in memory and networking test.
Details:
FormFactor said in its April 29 earnings release that first-quarter 2026 revenue reached a record level, rising 32% year over year, with record DRAM revenue helped by higher HBM demand.The company guided for about $240 million in second-quarter revenue, plus sequential improvement in gross margin and earnings per share, reinforcing expectations for continued momentum.Management has been emphasizing long-term opportunities tied to AI infrastructure, advanced packaging, and semiconductor test, which keeps the stock sensitive to changing sentiment around that theme.FormFactor was also added to the Russell 1000 effective June 29, a factor that can improve visibility and support institutional ownership alongside broader semiconductor flows.Sources:
FormFactor, Kiplinger, Stock Analysis
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$FORM Insider Trading Activity
$FORM insiders have traded $FORM stock on the open market 46 times in the past 6 months. Of those trades, 0 have been purchases and 46 have been sales.
Here’s a breakdown of recent trading of $FORM stock by insiders over the last 6 months:
- MIKE SLESSOR (CEO) has made 0 purchases and 32 sales selling 64,601 shares for an estimated $6,873,363.
- SHERI RHODES has made 0 purchases and 2 sales selling 13,962 shares for an estimated $1,500,504.
- DENNIS THOMAS ST has made 0 purchases and 4 sales selling 11,231 shares for an estimated $1,237,366.
- KELLEY STEVEN-WAISS has made 0 purchases and 2 sales selling 7,600 shares for an estimated $884,379.
- BRIAN C WHITE has made 0 purchases and 2 sales selling 5,550 shares for an estimated $639,523.
- JORGE TITINGER sold 4,009 shares for an estimated $516,299
- REBECA OBREGON-JIMENEZ sold 3,828 shares for an estimated $484,146
- ARIC BRENDAN MCKINNIS (CFO, SVP Global Finance) sold 3,462 shares for an estimated $313,034
- KEVIN J BREWER sold 3,000 shares for an estimated $288,600
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Quiver Alerts
Receive FORM Data Alerts
Get market-moving data, filings, and signals for FORM in real time.
Sign Up
$FORM Hedge Fund Activity
We have seen 206 institutional investors add shares of $FORM stock to their portfolio, and 144 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- POLAR CAPITAL HOLDINGS PLC added 2,292,313 shares (+inf%) to their portfolio in Q1 2026, for an estimated $222,331,437
- CHANNING CAPITAL MANAGEMENT, LLC removed 993,149 shares (-99.2%) from their portfolio in Q1 2026, for an estimated $96,325,521
- REINHART PARTNERS, LLC. removed 992,650 shares (-46.1%) from their portfolio in Q1 2026, for an estimated $96,277,123
- MORGAN STANLEY removed 962,644 shares (-42.4%) from their portfolio in Q1 2026, for an estimated $93,366,841
- EARNEST PARTNERS LLC removed 899,827 shares (-15.6%) from their portfolio in Q1 2026, for an estimated $87,274,220
- ALLIANCEBERNSTEIN L.P. added 816,845 shares (+57.7%) to their portfolio in Q1 2026, for an estimated $79,225,796
- JANE STREET GROUP, LLC added 807,083 shares (+680.9%) to their portfolio in Q1 2026, for an estimated $78,278,980
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$FORM Government Contracts
We have seen $129,002 of award payments to $FORM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$FORM Analyst Ratings
Wall Street analysts have issued reports on $FORM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 02/02/2026
To track analyst ratings and price targets for $FORM, check out Quiver Quantitative's $FORM forecast page.
$FORM Price Targets
Multiple analysts have issued price targets for $FORM recently. We have seen 8 analysts offer price targets for $FORM in the last 6 months, with a median target of $152.5.
Here are some recent targets:
- Craig Ellis from B. Riley Securities set a target price of $165.0 on 06/12/2026
- Vedvati Shrotre from Evercore ISI Group set a target price of $155.0 on 06/05/2026
- Christian Schwab from Craig-Hallum set a target price of $175.0 on 05/12/2026
- Krish Sankar from TD Cowen set a target price of $150.0 on 04/30/2026
- Elizabeth Sun from Citigroup set a target price of $165.0 on 04/30/2026
- Matthew Prisco from Cantor Fitzgerald set a target price of $125.0 on 04/06/2026
- Brian Chin from Stifel set a target price of $75.0 on 02/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »
View the Zacks #1 Rank List
FormFactor gains as chip stocks rebound and investors lean on AI-driven growth outlook
FormFactor (FORM) is up 5.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is a rebound in semiconductor names after a sharp sector pullback, with FormFactor also benefiting from its strong AI- and HBM-linked growth story. Investors already had a bullish setup to work with after the company posted record first-quarter results, guided for another revenue record in the second quarter, and highlighted continued demand in memory and networking test.
Details:
Sources:
FormFactor, Kiplinger, Stock Analysis
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$FORM Insider Trading Activity
$FORM insiders have traded $FORM stock on the open market 46 times in the past 6 months. Of those trades, 0 have been purchases and 46 have been sales.
Here’s a breakdown of recent trading of $FORM stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$FORM Hedge Fund Activity
We have seen 206 institutional investors add shares of $FORM stock to their portfolio, and 144 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$FORM Government Contracts
We have seen $129,002 of award payments to $FORM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$FORM Analyst Ratings
Wall Street analysts have issued reports on $FORM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
To track analyst ratings and price targets for $FORM, check out Quiver Quantitative's $FORM forecast page.
$FORM Price Targets
Multiple analysts have issued price targets for $FORM recently. We have seen 8 analysts offer price targets for $FORM in the last 6 months, with a median target of $152.5.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »