Update shared on13 Oct 2025
Fair value Increased 5.01%Analysts have adjusted Siltronic's price target upward from €45.89 to €48.19, citing improved revenue growth forecasts despite concerns about continued headwinds across the semiconductor sector.
Analyst Commentary
Recent analyst assessments of Siltronic reflect a nuanced view of the company’s outlook as it navigates a period of industry volatility.
Bullish Takeaways
- Bullish analysts point to improved revenue growth forecasts for Siltronic, which have supported a higher valuation despite sector challenges.
- Relative resilience in Siltronic’s core markets is seen as a positive differentiator compared to certain competitors that are facing more pronounced declines.
- Increased visibility into the company’s order book and stable execution have contributed to an upward adjustment in price targets by some analysts.
Bearish Takeaways
- Bearish analysts cite persistent end market pressures and high client inventories as key challenges that could weigh on near-term earnings.
- Concerns remain regarding the possibility of further downside in share price amid ongoing industry headwinds affecting both Siltronic and its peers.
- Some experts have revised their ratings downward, with limited catalysts for a significant recovery until demand normalizes and inventory levels decline.
What's in the News
- Siltronic and cosine announced a collaboration to supply high-quality 300 mm silicon wafers for the European Space Agency's NewAthena X-ray telescope project. This partnership will provide critical materials for innovative X-ray optics. (Key Developments)
- The Board of Siltronic AG will meet on July 25, 2025 to consider extending CEO Dr. Michael Heckmeier's contract for five more years, which would prolong his tenure until May 2031. (Key Developments)
Valuation Changes
- Fair Value: Increased from €45.89 to €48.19. This reflects modest upside in updated valuation estimates.
- Discount Rate: Remained virtually unchanged at 9.81%.
- Revenue Growth: Improved slightly from 5.83% to 6.00%.
- Net Profit Margin: Declined significantly from 11.24% to 1.21%.
- Future P/E: Rose sharply from 10.15x to 98.62x. This suggests a notable shift in earnings expectations.
Disclaimer
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