ATS ATS Corporation Loading... : Bullish and Bearish Analyst Opinions

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22:35
Aug 05
TheValueist Founder, Atlas Peak Research
Watch European PCB names on scarcity
Watch ATS (AT&S) and SCE on strategic scarcity from TTM's European entry, but TTM's expansion also adds future competition; research map only.
ATS
MED
20:42
Aug 05
TheValueist Founder, Atlas Peak Research
Watch substrate makers on pricing-power upside
Watch Ibiden, Unimicron, Kinsus, and AT&S after Ibiden's guidance raise: substrate ASP/mix drove most of the profit uplift and capacity stays tight, signaling stronger substrate pricing power. Not an author position.
ATS
MED
22:43
Jul 28
TheValueist Founder, Atlas Peak Research
Watch advanced-substrate and PCB suppliers as KLA’s call confirms accelerating demand from HPC.
Watch advanced-substrate and PCB suppliers as KLA’s call confirms accelerating demand from HPC, driving strong growth for these names.
ATS
MED
00:31
Jul 10
temple_eight AI Photonics Trader
The author notes AT&S remains up 40% on the month despite a correction.
The author notes AT&S remains up 40% on the month despite a correction, calling it impressive but not stating a personal position or forward call.
ATS
23:47
Mar 24
zephyr_z9 Semiconductor Analyst, Citrini Research
AT&S named in tight transceiver PCB supply
Author names AT&S as one of four major optical transceiver PCB manufacturers, noting lead times have extended to 6 months — a supply-tightness signal in the sector.
ATS
LOW
00:15
Feb 13
TheValueist Founder, Atlas Peak Research
Watch advanced packaging on HBM growth
Watch OSATs, substrates, and advanced packaging tooling as HBM packaging becomes a top-tier capex pool.
ATS
MED

About ATS Analyst Coverage

Buzzberg tracks ATS (ATS Corporation) across 3 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 6 total trade ideas tracked. Latest voices: TheValueist, temple_eight, zephyr_z9.