Update shared on 27 Nov 2025
Fair value Increased 11%The analyst price target for SUSS MicroTec has been raised significantly from €42.41 to €47.16. Analysts cite improving artificial intelligence prospects and emerging near-term catalysts as key drivers for the upgrade.
Analyst Commentary
Recent analyst actions on SUSS MicroTec reveal a dynamic landscape of perspectives, with several upgrades highlighting improvements in outlook and a few downgrades signaling ongoing risks. The following summarizes the key bullish and bearish takeaways from the latest research reports.
Bullish Takeaways- Bullish analysts have upgraded SUSS MicroTec to Buy, citing an improving artificial intelligence outlook that could drive future growth.
- Recent price target increases reflect confidence in emerging near-term catalysts and a more constructive view on the company's execution.
- Optimism has grown around the belief that order and backlog weaknesses are already accounted for in forward estimates. This suggests limited downside and potential for positive order inflection.
- The low valuation of the stock is viewed as attractive, supporting the case for upside as operational momentum builds.
- Bearish analysts maintain a cautious stance, with some downgrading the stock due to concerns about execution and ongoing valuation risk.
- Certain research notes have reduced price targets, reflecting tempered expectations for near-term recovery and possible persistent headwinds.
- There are warnings that recent upgrades may be too optimistic if execution does not improve and the macroeconomic environment remains challenging.
What's in the News
- SUSS MicroTec SE has raised its earnings guidance for 2030, targeting sales between €750 million and €900 million by that year, with an average annual sales growth (CAGR) of 9 to 13%. The company also aims to increase its gross profit margin to 43 to 45% and EBIT margin to 20 to 22% by 2030, based on improved projections over 2025 figures. (Key Developments)
- The company celebrated the opening of its new production site in Zhubei, Taiwan, which marks a major strategic milestone. The new facility will double cleanroom production capacity to 6,300 square meters and consolidate operations, supporting more than 400 employees. This €15 million investment is SUSS MicroTec’s largest international infrastructure project to date. (Key Developments)
- SUSS MicroTec SE has updated its earnings guidance for fiscal year 2025, lowering the expected gross profit margin to 35 to 37% and EBIT margin to 11 to 13%. The company reaffirmed its consolidated sales outlook for 2025 of €470 to €510 million. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has increased from €42.41 to €47.16, reflecting greater confidence in the company’s outlook.
- Discount Rate has risen slightly from 8.14% to 8.36%, indicating a modest increase in perceived risk or required returns.
- Revenue Growth projections have shifted from -0.48% to +1.14%, showing renewed expectations for top-line expansion.
- Net Profit Margin is now forecast at 12.72%, up from 8.12%, which suggests anticipated improvements in profitability.
- Future P/E ratio has fallen significantly from 24.49x to 16.19x, which points to a more attractive valuation relative to forward earnings.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.