Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Germany
/
Semiconductors
Create a narrative
SUSS MicroTec Community
XTRA:SMHN Community
3
Narratives
written by author
0
Comments
on narratives written by author
13
Fair Values set
on narratives written by author
Create a narrative
Community Investing Ideas
SUSS MicroTec
Popular
Undervalued
Overvalued
SUSS MicroTec
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Trade Tensions And Tech Risks Will Undermine Future Prospects
Key Takeaways Growing trade tensions, regionalization, and onshoring trends threaten market access, disrupt supply chains, and constrain future revenue growth opportunities. Reliance on niche technologies and rising price competition increase technological risk, margin pressure, and earnings volatility.
View narrative
€30.00
FV
7.7% overvalued
intrinsic discount
-6.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
SUSS MicroTec
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
AI, IoT And Edge Computing Will Drive Advanced Packaging
Key Takeaways Expanded capacity, automation, and regional demand uniquely position SUSS MicroTec for long-term margin improvement and sustained revenue outperformance. Strong market share gains and recurring revenue streams from advanced semiconductor solutions drive superior growth and financial profile transformation.
View narrative
€68.40
FV
52.8% undervalued
intrinsic discount
5.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
SUSS MicroTec
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
New Taiwan Facility Will Improve Manufacturing Capacity And Efficiency
Key Takeaways The new production site in Taiwan and high demand for UV projection scanners are expected to boost manufacturing capacity and drive revenue growth. Strategic digitalization investments are anticipated to improve operational efficiency and net margins despite short-term cost increases.
View narrative
€50.46
FV
36.0% undervalued
intrinsic discount
3.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
4 days ago
author updated this narrative
Your Valuation for
SMHN
SMHN
SUSS MicroTec
Your Fair Value
€
Current Price
€32.30
28.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-22m
568m
2015
2018
2021
2024
2025
2027
2030
Revenue €568.5m
Earnings €67.7m
Advanced
Set Fair Value