Improved Inventory Trends And New Partnerships Will Support Revenue Recovery

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

09 Dec 25

Views

72

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

0.2%

7D

-4.9%

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1Y

0.2%

7D

-4.9%

You can edit this narrative until Dec 10 2:05 PM. Then, changes will post as Updates.

Author's Valuation

€54.6116.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

WAF: Customer Inventory Drawdown Will Drive Wafer Volume Recovery Into 2026

Analysts have nudged their average price target on Siltronic slightly higher, reflecting a modest uptick in long term growth expectations as recent research points to recovering wafer volumes into 2026 and reduced downside risks at current EUR share levels. Analyst Commentary Recent Street research reflects a cautiously constructive stance on Siltronic, with multiple target price revisions signaling improving confidence in execution and end market recovery, even as some valuation and cycle timing concerns persist.

Shared on 25 Nov 25

Fair value Increased 1.03%

WAF: Customer Inventory Drawdown Will Support Demand Recovery Through 2026

Siltronic's analyst price target has increased slightly, rising from €54.06 to €54.61. Analysts have highlighted improved sentiment following recent upward revisions by major research firms, despite ongoing cautiousness around profit margins.

Shared on 10 Nov 25

Fair value Increased 8.63%

WAF: Recovery Hopes Will Strengthen As Customer Inventory Drawdown Drives Demand

Siltronic's analyst price target has increased from €49.76 to €54.06, as analysts cite improved recovery prospects and a strengthened financial outlook. This outlook is supported by higher projected revenue growth and profit margins.

Shared on 27 Oct 25

Fair value Increased 3.27%

Siltronic’s analyst price target has risen significantly from €48.19 to €49.76, as analysts cite improved inventory trends and reduced downside risk in their updated outlook. Analyst Commentary Recent analyst actions reflect shifting sentiment toward Siltronic, as updated views incorporate changing inventory dynamics and shifting expectations for growth.

Shared on 13 Oct 25

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.

Shared on 01 May 25

Fair value Decreased 14%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 5.60%

AnalystConsensusTarget has increased profit margin from 1.5% to 2.1% and decreased future PE multiple from 88.8x to 59.7x.

Shared on 09 Apr 25

Fair value Decreased 1.26%

AnalystConsensusTarget has decreased profit margin from 11.6% to 1.5% and increased future PE multiple from 11.6x to 88.8x.

Shared on 02 Apr 25

Fair value Increased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 36%

AnalystConsensusTarget has increased discount rate from 8.7% to 9.8%.

AnalystConsensusTarget Fair Value

€54.61

16.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

7.73%

Semiconductors revenue growth rate

1.03%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.98%

Calculation

€177.90m

Earnings '28

x

11.84x

PE Ratio '28

=

€2.11b

Market Cap '28

€2.11b

Market Cap '28

/

29.69m

No. shares '28

=

€70.96

Share Price '28

€70.96 Share Price '28

Discounted to 2025 @ 9.98% p.a.

=

€53.34

Fair Value '25