Should You Consider Buying Kulicke and Soffa Stock Despite a $10 Million Stake Being Sold by One Fund?
Summit Street Capital Management's Exit: The firm sold 281,812 shares of Kulicke and Soffa Industries, completely exiting its position valued at approximately $9.8 million, which previously represented 1.6% of its assets under management.
Company Performance: Kulicke and Soffa reported solid revenue growth, reaching $177.6 million with a gross margin of 45.7%, and returned to GAAP profitability, generating $6.4 million in net income for the latest quarter.
Market Context: The exit from Kulicke and Soffa is notable given the company's improving order activity and the semiconductor industry's potential recovery, suggesting a shift in investment strategy by Summit Street Capital Management.
Investment Implications: The move indicates that the fund may be seeking better risk-adjusted opportunities elsewhere, despite positive management guidance for future revenue increases, highlighting the importance of monitoring the semiconductor equipment cycle.
Trade with 70% Backtested Accuracy
Analyst Views on KLIC
About KLIC
About the author

Kulicke & Soffa Schedules Q1 2026 Earnings Call and Outlook Discussion
- Earnings Release Schedule: Kulicke & Soffa will issue its Q1 2026 financial results on February 4, 2026, at 4:00 PM ET, showcasing the company's latest performance in semiconductor assembly technology.
- Conference Call Timing: The company has scheduled a conference call for February 5, 2026, at 8:00 AM ET to discuss the financial results and future business outlook, aiming to enhance investor understanding of its strategic direction.
- Webcast Availability: The conference call will be available via live webcast, allowing investors to listen in real-time by visiting investor.kns.com, ensuring transparency and timely access to information.
- Replay Service: A replay of the call will be available approximately one hour after its conclusion through designated phone lines until February 19, 2026, further facilitating investor access to key information.

Kulicke & Soffa Schedules Q1 2026 Financial Results Conference Call
- Earnings Release Schedule: Kulicke & Soffa will release its Q1 2026 financial results on February 4, 2026, at 4:00 PM ET, showcasing the company's ongoing innovation and market performance in semiconductor assembly technology.
- Conference Call Timing: The company has scheduled a conference call for February 5, 2026, at 8:00 AM ET to discuss the financial results and future business outlook, which is expected to attract significant attention from investors and analysts.
- Webcast Availability: The conference call will be available via live webcast, allowing investors to listen in real-time by visiting investor.kns.com, thereby enhancing transparency and engagement with stakeholders.
- Replay Service: A replay of the call will be available approximately one hour after its conclusion and will last until February 19, 2026, providing access to key information for those unable to participate live.






