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Amtech Systems, Inc. (ASYS)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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11.00+0.10 (+0.92%)
At close: 4:00PM EDT
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  • B
    Bryan
    *Amtech Systems Announces On April 12, 2021, The Co. Detected A Data Incident In Which Attackers Gained Access To And Disabled Some Of The Technology Systems Used By One Of Our Subsidiaries.
  • B
    Bryan
    ASYS capacity ~90M? How do they plan to expand to capture the boom?
    Tempress had $300M capacity which was useful driving revenue during solar capacity expansion and ASYS jumped to $27.
    However, current capacity is limited to about ~90M annual revenue most of which came from acquisition of BTU and recent expansion in PR Hoffman.

    I don't think stock will move beyond $15 unless there is an acquisition. Capacity expansion takes 12 months especially in 300mm.
  • V
    ValuFin
    I can’t wait for the first week of May when they report. They should beat biggly AND raise significantly expectations. I can’t see it otherwise in the context of the massive worldwide shortage / demand.
    Bullish
  • S
    StockStuffer
    Chip shortage hits dealers on CNBC right now. ASYS to the rescue. The time is ticking away to take a long position. We may get a backlog update mid quarter like we did back when solar was growing so much years ago.
  • S
    StockStuffer
    At the beginning of 2018 ASYS had 14.8 million shares outstanding and since have bought back 700,000 shares. When things got tough executives took pay cuts. These gentlemen need a big share price gain and payday for treating the little investor better than most that just give themselves the company back over time. Anybody holding since 2018 owns more percentage of the company today.
  • S
    StockStuffer
    ASYS reports early May and follows with a Needham’s technology & media conference around the 17th. We’ll be hitting new highs then being the next two catalysts if we don’t hear more about current contracts before then.
  • S
    StockStuffer
    Look at what is happening to The CAMT stock price if you don’t think ASYS could explode to the upside. Right now revenues are low but right now analysts project 20% growth this year and 44% next. I bet it will be greater with the urgency of the chip shortage. Auto lines have to pause since not enough chips are available and ASYS is in the sweet spot and seems to benefit most from auto.
  • S
    StockStuffer
    ASYS takes a tough gut. It may suck to see paper losses on a quick downstream like we are in but there are a lot of catalysts in the semiconductor capital equipment industry. The earnings release and investors conference are big company specific ones a few weeks alway. Additional big order announcements can happen anytime and with such a low float you often miss the boat trying to buy back for less than you sold. I hope it turns but if ASYS does not today or soon I’ll just buy more.
  • S
    StockStuffer
    Let’s se a 52 week high and then some today. ASYS has +100% to go as investors slowly realize it’s position as a major niche capital equipment maker hero’s in the worst semiconductor shortage in history. I’m surprised it’s not pulling a APT when corona virus first hit going from 5 to +30 in a very few days. The market has had a history of finding a hot sector and blowing up valuations beyond what most long investors in the names ever thought was possible.
  • S
    StockStuffer
    Just change from a 52 week high and every day I head different semi manufacturers investing on capital. ASYS could really go on a silly run to +50 on nothing more than supply and demand. Taiwan Semiconductor investing 100 billion to expand. That’s billion with a b.
  • R
    Ronald
    Any particular reason stock is down 5% on large volume?
  • l
    lucy
    Asys should acquire Aehr Test Equipment haa complimentary technology and still Cheap!!
  • S
    StockStuffer
    20 is on its way. Very few know about the ASYS story. The kind of growth ASYS is seeing will change that.
  • S
    StockStuffer
    We needed a good dip to scare off some weaker hands before taking the next leg up. I’m holding and taking my profits elsewhere to buy more. We’ll see benchmarks price target soon.
  • B
    Bryan
    Is there a secondary offering coming?
    Whenever stock price jumps, ASYS management issues secondary offering to get more cash.

    Let's see if they do the same this time.
  • S
    StockStuffer
    I’m done selling. My picks keep on going up and when I sell they go up without me. Fundamentally ASYS is about as good as it gets right now and I’ll consider lowering the load after 20. Benchmarks PT is conservative at 16.
  • M
    Mick 69
    Bought today at 12:55 I hope it wasn’t a bad move
  • B
    Bryan
    Earnings estimates for tomorrow:
    My estimate: $17.3M revenue 0.01EPS.
  • S
    StockStuffer
    Perfect results and in a sweet spot with a global shortage of semis. 5 cent gain vs 8 cent loss expected. Next quarter raised expectations to 18-20 million vs. 15 million previously expected. And not too many shares outstanding. I'd say a perfect storm for today's semi news about a global shortage. There will be a rush to increase capacity
  • A
    Anonymous
    Nice volume today. The word is out on this Company!