Update shared on05 Sep 2025
Fair value Increased 4.70%Upward revisions to PVA TePla’s consensus price target reflect stronger-than-expected order intake and improved revenue visibility, supporting increased analyst conviction in growth prospects, with the fair value rising from €23.41 to €24.51.
Analyst Commentary
- Order intake has exceeded expectations, indicating strong demand and operational momentum.
- Upward revisions to full-year guidance risk are now offset by robust order flow.
- Improved visibility on future revenues, supporting higher confidence in growth prospects.
- Continued positive re-rating following better-than-expected performance since earlier downgrades.
- Bullish analysts cite increased conviction in the company’s ability to deliver on medium-term targets.
What's in the News
- PVA TePla confirmed earnings guidance for fiscal 2025, expecting revenue at the lower end of the EUR 260–280 million range.
- Entered a pioneering alliance with Siltronic AG and the Leibniz Institute for Crystal Growth to industrialize large-diameter aluminum nitride (AlN) substrates for advanced semiconductor and photonics applications, reinforcing Europe's technological sovereignty.
- Announced exclusive strategic cooperation with SENTECH Instruments to develop metrology systems for ellipsometry, targeting silicon semiconductor manufacturing and enhancing quality assurance.
Valuation Changes
Summary of Valuation Changes for PVA TePla
- The Consensus Analyst Price Target has risen slightly from €23.41 to €24.51.
- The Net Profit Margin for PVA TePla has risen slightly from 9.10% to 9.41%.
- The Consensus Revenue Growth forecasts for PVA TePla has risen slightly from 12.7% per annum to 13.2% per annum.
Disclaimer
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