NYSEInformation TechnologySemiconductor Equipment & MaterialsSnapshot 2026-07-07
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Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 11 valuation methods, at three horizons. Current price $140.55. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $141 Q trades at 40× p/e, below its 66× p/e peer median. Our $162 fair value sits above the price. It's a high-confidence read. Analysts target $150–$200. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $175.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $133.96 | — | — | Analyst | high |
| dcf fcff | 12M | $132.52 | — | — | Analyst | high |
| graham number | 12M | $52.71 | — | — | TTM | high |
| Peer EV/EBITDA | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$150.00 – $200.00 (median $175.00) · 10 analysts · as of 2026-07-06
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Around its own typical valuation.
Trailing four: 2024-Q3, 2025-Q1, 2025-Q3, 2026-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $260.00 |
| 42.1 |
| 6.53 |
| TTM |
| high |
| Peer P/FCF | 12M | $266.66 | 62.4 | 4.27 | TTM | high |
| Peer P/E | 12M | $228.09 | 65.5 | 3.48 | TTM | high |
| Peer P/S | 12M | $143.87 | 6.2 | 23.10 | TTM | high |
| PEG | 12M | $66.91 | 19.2 | 3.48 | TTM | high |
| residual income | 12M | $34.96 | — | — | TTM | high |
| Own P/E history | 12M | $152.16 | 43.7 | 3.48 | TTM | high |
| Peer P/E | 3Y | $346.90 | 65.5 | 5.29 | Analyst | medium |
| Peer P/S | 3Y | $199.03 | 6.2 | 31.95 | guidance | medium |
| PEG | 3Y | $101.76 | 19.2 | 5.29 | Analyst | medium |
| Own P/E history | 3Y | $231.41 | 43.7 | 5.29 | Analyst | medium |
| Peer P/E | 5Y | $458.78 | 65.5 | 7.00 | Analyst | high |
| Peer P/S | 5Y | $236.99 | 6.2 | 38.04 | guidance | high |
| PEG | 5Y | $134.58 | 19.2 | 7.00 | Analyst | high |
| Own P/E history | 5Y | $306.04 | 43.7 | 7.00 | Analyst | high |
