ASML received an upgrade as one analyst sees strong AI-related spending next year.Shares of ASML (ASML 6.52%) rallied on Monday, up a strong 6.6%.ASML had been a relative laggard compared with other semiconductor equipment stocks this year, but received a nice upgrade on Friday afternoon from a sell-side analyst. The upgrade coincided with recent strong data on the ongoing AI buildout, lifting shares well above the market. Arete upgrades ASML for the first time in seven yearsArete Research is a boutique equ ...

In trading on Monday, shares of Entegris Inc (Symbol: ENTG) crossed above their 200 day moving average of $89.13, changing hands as high as $89.36 per share. Entegris Inc shares are currently trading up about 1.8% on the day. The chart below shows the one year performance of ENTG shares, versus its 200 day moving average:Looking at the chart above, ENTG's low point in its 52 week range is $60.7501 per share, with $117.88 as the 52 week high point — that compares with a last trade of $88.96. Click here to ...

Key Takeaways ASYS' AI equipment sales rose 5x Y/Y, fueling growth and boosting its fiscal 2025 outlook.ASYS cut sites from 7 to 4, saving $13M annually via a semi-fabless model.ASYS trades at 1.66X sales vs. AMAT's 4.60X, highlighting its discounted valuation.Amtech Systems (ASYS) and Applied Materials (AMAT) operate at the core of the semiconductor ecosystem. Applied Materials is a global leader, providing a wide range of tools used by the biggest chipmakers, while Amtech Systems focuses on a smaller nich ...

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

公司融资与资本运作 - 拓荆科技拟向不超过35名特定对象发行A股股票 发行股数不超过8391.87万股 募资总额不超过46亿元 主要用于高端半导体设备产业化基地建设项目 前沿技术研发中心建设项目及补充流动资金 [1] - 拓荆科技向控股子公司拓荆键科增资 除拓荆科技外还有5家参与主体 国投集新出资不超过4.5亿元 员工持股平台合计出资不超过1亿元 华虹产投和海宁融创分别出资不超过3000万元和950万元 合计融资额不超过10.4亿元 [1] - 增资完成后拓荆科技对拓荆键科的持股比例降至53.57% 国投集新持股比例约为12.71% 成为拓荆键科第二大股东 [1] 子公司业务发展 - 拓荆键科专注于三维集成技术领域 已推出晶圆对晶圆混合键合设备 晶圆对晶圆熔融键合设备 芯片对晶圆键合前表面预处理设备等一系列产品 [2] - 公司产品已出货至先进存储 逻辑 图像传感器等客户 致力于为三维集成领域提供全面的技术解决方案 [2] - 拓荆键科2024年营业收入为9729.50万元 利润总额为-192.22万元 净利润亏损213.65万元 2025年一季度实现营收为0 净亏损1594万元 [2] 行业技术前景 - 三维集成技术作为半导体产业前沿领域 通过垂直堆叠芯片或功能层实现高密度封装的器件系统 可提升封装效率和晶体管密度 缩小尺寸 缩短互连线以降低功耗 [2] 投资估值分析 - 拓荆键科截至2024年12月底资产净额为5521.98万元 较本次融资投前估值25亿元 增值率高达4427.36% [2] - 增资目的是推动拓荆键科在三维集成设备领域迅速发展 改善财务状况 扩张产能 增强研发实力 扩大业务规模 [1]

ASML Holding (NASDAQ:ASML) is one of the stocks to invest in before they split next. On September 12, Arete analyst Jim Fontanelli upgraded ASML to Buy from Neutral with an EUR 879 price target. This announcement came prior to the company’s FQ3 2025 earnings report. Earlier, for its FQ2 2025 financial results, ASML reported total net sales of €7.7 billion. Net system sales were €5.6 billion, which included €2.7 billion from EUV and €2.9 billion from non-EUV systems. Sales from Installed Base Management we ...

ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks In The Spotlight For Investors. On September 11, ASML Holding NV and France-based AI leader Mistral AI announced a strategic partnership to explore AI model integration across ASML’s product portfolio as well as research, development and operations. This will benefit ASML customers to benefit from faster time to market and higher performance holistic lithography systems. ASML is also leading a €1.3 billion Series C funding round for Mistral AI which ...

The Board of Directors of Colgate-Palmolive today declared a quarterly cash dividend of $0.52 per common share, payable on November 14, 2025, to shareholders of record on October 17, 2025. The Company has paid uninterrupted dividends on its common stock since 1895.The Meta Platforms board of directors today declared a quarterly cash dividend of $0.525 per share of the company's outstanding Class A common stock and Class B common stock, payable on September 29, 2025 to stockholders of record as of the close ...

Mizuho Securities downgrades the semiconductor-equipment company to Neutral from Outperform. ...

股价与交易表现 - 9月11日公司股价上涨2.10% 成交额达1.71亿元[1] - 当日融资买入2015.10万元 融资净买入553.69万元[1] - 融资余额1.59亿元 占流通市值比例9.75%[1] 融资融券数据 - 融资融券余额合计1.59亿元 融券余额为0元[1] - 融券卖出与偿还量均为0股[1] 股东结构变化 - 股东户数1.05万户 较上期减少29.53%[2] - 人均流通股994股 较上期增加41.91%[2] 财务业绩表现 - 2025年上半年营业收入1.82亿元 同比下降36.88%[2] - 归母净利润2135.61万元 同比下降62.29%[2] 公司基本信息 - 主营业务为半导体专用设备研发生产 专注探针测试技术领域[1] - 收入构成：晶粒探针台54.52% 晶圆探针台34.00% 其他11.48%[1] - 成立日期2003年12月25日 上市日期2025年3月24日[1] 分红与机构持仓 - A股上市后累计派现3997.47万元[3] - 富国新兴产业持股22.62万股 新进第一大流通股东[3] - 香港中央结算持股8.42万股 新进第七大流通股东[3] - 富国创新企业混合持股6.28万股 新进第十大流通股东[3]