Update shared on 25 Nov 2025
Fair value Increased 1.03%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.
Analyst Commentary
Recent updates from major research firms have provided a balanced mix of optimism and caution regarding Siltronic's prospects. Analyst sentiment acknowledges both improving fundamentals and ongoing challenges facing the company.
Bullish Takeaways
- Bullish analysts have raised price targets, reflecting growing confidence in Siltronic's medium-term recovery and valuation upside.
- Recent upgrades cite the company's shares trading near historical lows. This suggests improved risk-reward and potential for upside as industry conditions stabilize.
- Expectations are that customer wafer inventories will draw down, which could drive higher demand and volume recovery over time.
- Several analysts view the absence of negative catalysts ahead as supportive for execution. This could pave the way for gradual market improvements into 2026.
Bearish Takeaways
- Some analysts remain cautious. While price targets have increased, rating outlooks often stay neutral in anticipation of continued margin pressure.
- Expectations for a gradual recovery suggest near-term profitability may remain subdued, which could weigh on share price performance.
- A measured approach persists, with analysts monitoring whether improved sentiment will translate into sustained growth and profitability.
What's in the News
- Jefferies lowered its price target for Siltronic to EUR 70 from EUR 75, maintaining a Buy rating. The firm cited Q3 as a potential trough with gradual volume recovery expected into 2026 (Periodical).
- Siltronic AG confirmed fiscal year 2025 guidance, projecting sales to be mid-single digit percent lower than the previous year and a significant decline in EBIT due to depreciation from its new Singapore fab (Key Development).
- Siltronic formed a strategic collaboration with cosine to supply 300 mm silicon wafers for the European Space Agency's NewAthena X-ray telescope, which will employ state-of-the-art Silicon Pore Optics technology (Key Development).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from €54.06 to €54.61.
- Discount Rate remains unchanged at 9.98%.
- Revenue growth projection has inched down from 7.40% to 7.38%.
- Net Profit Margin estimate has declined from 11.78% to 10.78%.
- Future P/E ratio has increased from 11.07x to 11.82x.
Disclaimer
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