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SUSS MicroTec SEInforme acción XTRA:SMHN

Capitalización bursátil €1.7b
Precio de las acciones
€87.40
€61.38
42.4% sobrevalorado descuento intrínseco
1Y129.4%
7D-0.4%
Valor de la cartera
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SUSS MicroTec SE

Informe acción XTRA:SMHN

Capitalización de mercado: €1.7b

SUSS MicroTec (SMHN) Resumen de Acciones

SUSS MicroTec SE, junto con sus filiales, desarrolla, fabrica, comercializa y mantiene sistemas para producir microelectrónica, sistemas microelectromecánicos y aplicaciones relacionadas. Saber más

Análisis fundamental de SMHN
Puntuación del snowflake
Valoración3/6
Crecimiento futuro4/6
Rendimiento pasado1/6
Salud financiera6/6
Dividendos0/6

SMHN Community Fair Values

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Competidores de SUSS MicroTec SE

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del SUSS MicroTec
Precios históricos de las acciones
Precio actual de la acción€87.40
Máximo en las últimas 52 semanas€94.75
Mínimo de 52 semanas€24.00
Beta2.2
Cambio en 1 mes30.45%
Variación en 3 meses77.64%
Cambio de 1 año129.40%
Variación en 3 años286.73%
Variación en 5 años271.91%
Variación desde la OPV809.47%

Noticias y actualizaciones recientes

Actualización de narrativa May 04

SMHN: Higher Fair Value Assumptions Balance 2026 Margin And Sales Headwinds

SUSS MicroTec’s analyst price target has been revised higher from about €60 to around €84, with analysts pointing to updated fair value assumptions, revenue growth expectations, profit margin forecasts and a slightly higher future P/E as key drivers of the change. Analyst Commentary Recent research updates on SUSS MicroTec have highlighted a more constructive stance from bullish analysts, with price targets moving higher and commentary centering on the company’s potential to support stronger valuation levels through execution on growth plans and profitability goals.

Recent updates

Actualización de narrativa May 04

SMHN: Higher Fair Value Assumptions Balance 2026 Margin And Sales Headwinds

SUSS MicroTec’s analyst price target has been revised higher from about €60 to around €84, with analysts pointing to updated fair value assumptions, revenue growth expectations, profit margin forecasts and a slightly higher future P/E as key drivers of the change. Analyst Commentary Recent research updates on SUSS MicroTec have highlighted a more constructive stance from bullish analysts, with price targets moving higher and commentary centering on the company’s potential to support stronger valuation levels through execution on growth plans and profitability goals.
Actualización de narrativa Apr 19

SMHN: Higher Multiple Assumptions And AI Exposure Will Shape Balanced Future Prospects

Analysts have lifted their price target on SUSS MicroTec by €4 to €61.38, reflecting updated assumptions on fair value, revenue expectations and future P/E multiples. Analyst Commentary Analysts lifting the price target to €61.38 signals a reassessment of what they see as fair value for SUSS MicroTec, with updated assumptions around revenue potential and the P/E multiple they are prepared to use.
Artículo de análisis Apr 06

Weak Statutory Earnings May Not Tell The Whole Story For SUSS MicroTec (ETR:SMHN)

SUSS MicroTec SE's ( ETR:SMHN ) recent weak earnings report didn't cause a big stock movement. However, we believe that...
Actualización de narrativa Apr 05

SMHN: Rich Pricing Will Persist As Execution Risks Threaten Optimistic Assumptions

Analysts have increased their price target on SUSS MicroTec by €4 to reflect updated views on fair value, discount rates, and long-term assumptions for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent research has focused on how updated assumptions for growth, margins, and P/E levels feed into fair value estimates for SUSS MicroTec.
Actualización de narrativa Mar 22

SMHN: Rich Pricing Will Persist As Modest Assumption Tweaks Signal Continued Froth

Analysts have nudged their price target for SUSS MicroTec slightly higher to around €40.41, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value: updated slightly higher from €40.23 to €40.41.
Actualización de narrativa Mar 07

SMHN: Rich Pricing Will Persist Despite Only Marginal Fundamental Adjustments

Analysts have kept their price target for SUSS MicroTec steady at about €40.23, citing largely unchanged fair value estimates, along with only modest tweaks to the discount rate, revenue growth assumptions, expected profit margins, and P/E levels. Valuation Changes Fair Value: Held steady at about €40.23, with no change in the underlying estimate.
Actualización de narrativa Feb 21

SMHN: AI Hopes Will Face Rich Pricing And Execution Risk

Analysts have kept their price target for SUSS MicroTec broadly unchanged at about €40.23, with only small tweaks to assumptions such as discount rate, revenue growth, profit margin and future P/E feeding into the updated view. Valuation Changes Fair Value: The modelled fair value remains essentially unchanged at about €40.23 per share.
Actualización de narrativa Feb 07

SMHN: AI Hopes Will Test Order Inflection And Execution Risk

The analyst price target for SUSS MicroTec has shifted from about €37 to roughly €40. Analysts cite an improved artificial intelligence outlook, expectations for an order inflection, and what they view as a still low valuation as key drivers of the change.
Actualización de narrativa Jan 23

SMHN: AI Exposure Will Face Execution Risk Despite Raised Long Term Ambitions

The analyst fair value estimate for SUSS MicroTec has moved from €30.00 to €37.00, as analysts factor in improved artificial intelligence exposure, expectations for an order inflection, order weakness being reflected in existing estimates, and a mix of higher and lower recent Street price targets. Analyst Commentary Recent Street research on SUSS MicroTec shows a wide spread in opinion, with several firms lifting ratings and targets while others have turned more cautious.
Artículo de análisis Jan 16

What SUSS MicroTec SE's (ETR:SMHN) 32% Share Price Gain Is Not Telling You

SUSS MicroTec SE ( ETR:SMHN ) shares have continued their recent momentum with a 32% gain in the last month alone...
Actualización de narrativa Jan 09

SMHN: AI Exposure And Order Inflection Will Shape Balanced Future Prospects

Our analyst price target for SUSS MicroTec is maintained, but the narrative tilts slightly more constructive as analysts highlight higher Street price targets in the €36 to €42 range, supported by improving artificial intelligence exposure, expectations for an order inflection and what they see as an undemanding valuation, even as one house turns more cautious with a €22 target. Analyst Commentary Recent Street research on SUSS MicroTec shows a mix of optimism and caution, with several upgrades and higher price targets set against one clear downgrade and a reduced target from another house.
Artículo de análisis Jan 03

Should You Investigate SUSS MicroTec SE (ETR:SMHN) At €40.84?

While SUSS MicroTec SE ( ETR:SMHN ) might not have the largest market cap around , it received a lot of attention from...
Actualización de narrativa Dec 25

SMHN: AI Demand And Order Inflection Will Drive Future Upside Potential

Analysts have modestly raised their price target for SUSS MicroTec, reflecting improved conviction that artificial intelligence driven demand, an impending orders inflection, and a still attractive valuation together support potential upside from current levels. Analyst Commentary Street research has turned more constructive overall on SUSS MicroTec, with a series of recent upgrades and higher price targets framing a more positive skew in sentiment, even as some voices highlight execution and cycle risk.
Actualización de narrativa Dec 11

SMHN: Improving AI Demand Will Drive Future Upside Potential

The analyst price target for SUSS MicroTec has been revised higher to EUR 39 from EUR 30, as analysts highlight an improving artificial intelligence outlook, a prospective order inflection, and a still-attractive valuation despite some recent target cuts. Analyst Commentary Recent rating and target changes show a broadly constructive shift in sentiment on SUSS MicroTec, with several upgrades to Buy and higher target prices, even as some houses trim expectations or turn more cautious.
Artículo de análisis Nov 29

Improved Earnings Required Before SUSS MicroTec SE (ETR:SMHN) Stock's 27% Jump Looks Justified

Despite an already strong run, SUSS MicroTec SE ( ETR:SMHN ) shares have been powering on, with a gain of 27% in the...
Actualización de narrativa Nov 27

SMHN: Future AI Prospects Will Drive Renewed Momentum

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.
Actualización de narrativa Oct 31

SMHN: Recent Price Weakness Will Create Long-Term Opportunity Despite Margin Pressures

The analyst price target for SUSS MicroTec has been reduced from €44.91 to €42.41 as analysts adjust expectations in response to lowered projections for revenue growth and profit margins. Analyst Commentary Recent analyst actions have highlighted a shift in sentiment for SUSS MicroTec, reflecting both optimistic and cautious perspectives on the company's outlook, valuation, and operational performance.
Artículo de análisis Oct 04

SUSS MicroTec SE's (ETR:SMHN) Shares Bounce 38% But Its Business Still Trails The Market

Those holding SUSS MicroTec SE ( ETR:SMHN ) shares would be relieved that the share price has rebounded 38% in the last...
Artículo de análisis Oct 03

At €32.96, Is It Time To Put SUSS MicroTec SE (ETR:SMHN) On Your Watch List?

SUSS MicroTec SE ( ETR:SMHN ), might not be a large cap stock, but it saw a significant share price rise of 37% in the...
Artículo de análisis Sep 19

Does SUSS MicroTec (ETR:SMHN) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Sep 03

Are Investors Undervaluing SUSS MicroTec SE (ETR:SMHN) By 37%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, SUSS MicroTec fair value estimate is €38.08 SUSS MicroTec's...
Artículo de análisis Aug 15

Additional Considerations Required While Assessing SUSS MicroTec's (ETR:SMHN) Strong Earnings

Last week's profit announcement from SUSS MicroTec SE ( ETR:SMHN ) was underwhelming for investors, despite headline...
Artículo de análisis Aug 13

SUSS MicroTec (ETR:SMHN) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Aug 07

Advanced Tools And Taiwan Expansion Will Create Opportunities And Risks

The reduction in SUSS MicroTec's analyst price target primarily reflects lower expectations for both revenue growth and net profit margin, resulting in a revised fair value of €47.04. What's in the News Dividend of €0.30 per share approved for 2024, a 50% increase year-over-year, totaling €5.7 million payout.
Artículo de análisis Jul 30

Lacklustre Performance Is Driving SUSS MicroTec SE's (ETR:SMHN) 30% Price Drop

SUSS MicroTec SE ( ETR:SMHN ) shareholders won't be pleased to see that the share price has had a very rough month...
Artículo de análisis Jun 10

Is Now The Time To Look At Buying SUSS MicroTec SE (ETR:SMHN)?

While SUSS MicroTec SE ( ETR:SMHN ) might not have the largest market cap around , it led the XTRA gainers with a...
Artículo de análisis May 10

SUSS MicroTec SE's (ETR:SMHN) Share Price Boosted 33% But Its Business Prospects Need A Lift Too

SUSS MicroTec SE ( ETR:SMHN ) shareholders are no doubt pleased to see that the share price has bounced 33% in the last...
Artículo de análisis Apr 29

Are Investors Undervaluing SUSS MicroTec SE (ETR:SMHN) By 28%?

Key Insights The projected fair value for SUSS MicroTec is €46.17 based on 2 Stage Free Cash Flow to Equity SUSS...
User avatar
Nueva narrativa Mar 30

New Taiwan Facility Will Improve Manufacturing Capacity And Efficiency

The new production site in Taiwan and high demand for UV projection scanners are expected to boost manufacturing capacity and drive revenue growth.
Artículo de análisis Mar 29

With EPS Growth And More, SÜSS MicroTec (ETR:SMHN) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Mar 15

Is SÜSS MicroTec (ETR:SMHN) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Feb 27

Is Now An Opportune Moment To Examine SÜSS MicroTec SE (ETR:SMHN)?

SÜSS MicroTec SE ( ETR:SMHN ), might not be a large cap stock, but it saw significant share price movement during...
Artículo de análisis Dec 05

Is Now The Time To Put SÜSS MicroTec (ETR:SMHN) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Nov 12

Why We're Not Concerned Yet About SÜSS MicroTec SE's (ETR:SMHN) 26% Share Price Plunge

SÜSS MicroTec SE ( ETR:SMHN ) shareholders won't be pleased to see that the share price has had a very rough month...
Artículo de análisis Oct 16

These 4 Measures Indicate That SÜSS MicroTec (ETR:SMHN) Is Using Debt Safely

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Artículo de análisis Sep 27

Investors Appear Satisfied With SÜSS MicroTec SE's (ETR:SMHN) Prospects As Shares Rocket 27%

SÜSS MicroTec SE ( ETR:SMHN ) shareholders would be excited to see that the share price has had a great month, posting...
Artículo de análisis Aug 28

A Look At The Fair Value Of SÜSS MicroTec SE (ETR:SMHN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, SÜSS MicroTec fair value estimate is €62.46 SÜSS MicroTec's...
Artículo de análisis Aug 05

SÜSS MicroTec SE (ETR:SMHN) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 41.4x SÜSS MicroTec SE ( ETR:SMHN ) may be sending very bearish signals at...

Rentabilidad de los accionistas

SMHNDE SemiconductorMercado DE
7D-0.4%4.9%2.0%
1Y129.4%105.1%-0.1%

Rentabilidad vs. Industria: SMHN superó a la industria German Semiconductor, que obtuvo un rendimiento del 105.1% el año pasado.

Rentabilidad vs. Mercado: SMHN superó al mercado German, que obtuvo un rendimiento del -0.1% el año pasado.

Volatilidad de los precios

Is SMHN's price volatile compared to industry and market?
SMHN volatility
SMHN Average Weekly Movement9.2%
Semiconductor Industry Average Movement9.2%
Market Average Movement6.2%
10% most volatile stocks in DE Market13.3%
10% least volatile stocks in DE Market2.7%

Precio estable de las acciones: El precio de las acciones de SMHN ha sido volátil durante los últimos 3 meses en comparación con el mercado German.

Volatilidad a lo largo del tiempo: La volatilidad semanal de SMHN(9%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de German.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19491,506Burkhardt Frickwww.suss.com

SUSS MicroTec SE, junto con sus filiales, desarrolla, fabrica, comercializa y mantiene sistemas para producir microelectrónica, sistemas microelectromecánicos y aplicaciones relacionadas. Opera en dos divisiones: Advanced Backend Solutions y Photomask Solutions. La empresa ofrece alineadores de máscaras, recubridores y reveladores, escáneres de proyección UV y adhesivos temporales y permanentes para envases avanzados, sistemas microelectromecánicos, semiconductores compuestos y mercados de integración 3D.

Resumen de fundamentos de SUSS MicroTec SE

¿Cómo se comparan los beneficios e ingresos de SUSS MicroTec con su capitalización de mercado?
Estadísticas fundamentales de SMHN
Capitalización bursátil€1.67b
Beneficios(TTM)€35.38m
Ingresos (TTM)€464.80m
47.2x
Ratio precio-beneficio (PE)
3.6x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de SMHN
Ingresos€464.80m
Coste de los ingresos€303.10m
Beneficio bruto€161.70m
Otros gastos€126.32m
Beneficios€35.38m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 06, 2026

Beneficios por acción (BPA)1.85
Margen bruto34.79%
Margen de beneficio neto7.61%
Ratio deuda/patrimonio1.2%

¿Cómo se ha desempeñado SMHN a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.3%
Rentabilidad actual por dividendo
16%
Ratio de pagos
¿Cuándo hay que comprar SMHN para recibir un próximo dividendo?
fechas de dividendos de SUSS MicroTec
Fecha ex dividendoJun 04 2026
Fecha de pago de dividendosJun 08 2026
Días hasta ex dividendo13 days
Días hasta la fecha de pago de dividendos17 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 12:36
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

SUSS MicroTec SE está cubierta por 17 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Guenther HollfelderBaader Helvea Equity Research
Nicole WinklerBerenberg
Tammy QiuBerenberg