Expected Moves

Disco releases Q2 FY2027 earnings. Focus will be on HBM dicer shipment volumes, AI-driven capacity expansion, and any signs of legacy equipment inventory digestion. We evaluate the move from the $36.98 entry.

Updates on semiconductor manufacturing equipment export restrictions targeting China under President Trump's administration. At the $42.50 base, we assess the vulnerability of Disco's legacy dicing tool sales to new policy.

Launch and initial shipment data for Disco's next-generation Silicon Carbide (SiC) wafer chemical mechanical polishing (CMP) systems. The market will measure traction from a $32.00 starting price.

Fiscal Q4 earnings and full FY2028 guidance reveal whether Disco can sustain 40%+ operating margins against a $39.00 anchor. The forward AI equipment order book is the critical variable.