Disco Corp shares dropped 3.8% on Thursday despite a bullish earnings briefing highlighting AI equipment demand growth through FY2027.
CEO Kazuma Sekiya said inquiry levels point to significant YoY growth in the second half of FY2027 and busy manufacturing sites for about a year.
Around 100 engineers have been deployed to sites since late 2025, and customers are prioritising volume over price even with higher component costs.
Goldman Sachs analysts view the briefing as containing ample information to lift earnings expectations.