Siltronic Resultados de beneficios anteriores
Pasado controles de criterios 0/6
Los beneficios de Siltronic han disminuido a una tasa media anual de -47.5%, mientras que en la industria Semiconductor los beneficios disminuyeron en un 0.3% anualmente. Los ingresos han ido disminuyendo a una tasa media de 2.6% al año.
Información clave
-47.53%
Tasa de crecimiento de los beneficios
-47.51%
Tasa de crecimiento del BPA
| Crecimiento de la industria Semiconductor | 30.55% |
| Tasa de crecimiento de los ingresos | -2.63% |
| Rentabilidad financiera | -10.28% |
| Margen neto | -14.83% |
| Próxima actualización de resultados | 04 Nov 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Sep 03
WAF: Tightening Wafer Supply And AI Demand Will Shape 2026 Profit Weakness
The analyst fair value estimate for Siltronic has been raised from €74.0 to €94.5, as analysts point to tighter silicon wafer supply, a possible volume and pricing upturn, and refreshed price targets that now range from about €84 to €114. Analyst Commentary Recent research on Siltronic shows a mix of optimism about the wafer cycle and some caution on how smoothly any recovery might play out.
Actualización de narrativa • Aug 19
WAF: Tighter Wafer Supply Will Likely Expose An Uneven AI Recovery Path
Siltronic's updated fair value estimate has moved from €37.33 to €74.00, reflecting analysts' higher price targets in the €82 to €114 range and their view that tighter silicon wafer supply and a potentially improving wafer cycle support stronger volume and pricing assumptions. Analyst Commentary Recent Street research on Siltronic shows a mixed backdrop, with several bullish upgrades set against more cautious adjustments to price targets.
Nueva narrativa • Aug 17
Siltronic AG: 2-minute Drill - The Loss-Making AI Supplier at an Earnings Inflection
The market sees a loss-making wafer maker. I see a semiconductor oligopoly where volumes are recovering just as depreciation is about to peak.
Actualización de narrativa • Aug 05
WAF: Tightening Wafer Supply And Cycle Turn Will Support A Firmer Earnings Floor
The analyst fair value estimate for Siltronic has been raised from €105 to €114. This reflects recent research that highlights a tightening silicon wafer supply and an improving wafer cycle as key supports for the higher price target.Actualización de narrativa • Jul 22
WAF: Higher Required Returns Will Likely Expose An Uneven AI-Led Recovery Path
Siltronic's updated fair value estimate moves from €39.00 to about €37.33 as analysts lift medium term margin and growth assumptions, while also factoring in a slightly higher discount rate and a lower future P/E. This is broadly in line with recent Street price target revisions clustered around €100 to €108.Actualización de narrativa • Jul 08
WAF: AI Wafer Demand And Index Shift Will Test 2026 Profit Weakness
Siltronic's updated analyst price target has moved from €69.90 to €74.00, with analysts pointing to stronger assumptions for revenue growth and profit margins, supported by recent research highlighting AI driven demand for 300mm wafers and a mixed but constructive reset of Street targets between €100 and €105. Analyst Commentary Recent research on Siltronic reflects a wide range of views, with price targets clustered around the €100 to €105 range and differing opinions on how quickly the company can translate AI related wafer demand into a smoother recovery.Actualización de narrativa • Jun 24
WAF: Higher Revenue And Margin Assumptions Will Support A Firmer Earnings Floor
Analysts have lifted their average price target for Siltronic to €105, supported by updated assumptions for slightly higher revenue growth, a modestly improved profit margin, and a broadly similar future P/E outlook. Analyst Commentary Recent Street research on Siltronic reflects a cluster of higher price targets around €105, providing a clearer view of how bullish analysts are framing the stock's risk reward profile.Artículo de análisis • Jun 18
Siltronic (XTRA:WAF) Stock Could Be 32% Overvalued After €273 Million Equity Raise
Siltronic (XTRA:WAF) has completed a follow on equity offering, raising €273 million through the sale of 3,000,000 ordinary registered shares at €91 each in a subsequent direct listing, a financing move that may change investor exposure. See our latest analysis for Siltronic. Siltronic’s latest share price of €92.50 comes after a 7 day share price return of 8.19% and a 90 day share price return of 66.07%. The 1 year total shareholder return of 147.59% contrasts with a 5 year total shareholder...Actualización de narrativa • Jun 09
WAF: Higher P/E Assumptions And Stronger Margins Will Support A Firmer Earnings Floor
Analysts have lifted Siltronic's implied fair value from €70.00 to €105.00 after a series of recent price target increases from major brokers. These revisions are backed by updated assumptions on growth, margins and future P/E multiples.Actualización de narrativa • May 26
WAF: Raised Multiple Will Be Tested By Weaker 2026 Profit Outlook
Siltronic's analyst fair value estimate has moved from €67.90 to €69.90, as analysts factor in updated expectations that include higher published price targets from several banks, along with more cautious assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Siltronic has been mixed, with several banks raising price targets while at least one turned more cautious on the stock.Actualización de narrativa • May 09
WAF: Raised Multiple Will Be Tested By Weak 2026 Earnings Outlook
Siltronic's updated fair value estimate moves from €57.60 to €67.90. Analysts point to higher assumed revenue growth, profit margins and Street price target hikes from several banks as key drivers behind the change.Actualización de narrativa • Apr 24
WAF: Raised Multiple Will Face Pressure From 2026 Earnings Guidance
Siltronic's analyst price target has moved higher, with an updated fair value estimate of €57.60 compared with €52.60 previously. This change reflects analysts' revised assumptions regarding growth, profitability and P/E multiples following recent target increases from the Street.Actualización de narrativa • Apr 10
WAF: Refined Discount Rate And Margins Will Support A Firmer Earnings Floor
Analysts raised their price target on Siltronic by €17, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E as the main drivers of the revised view. Analyst Commentary Recent research points to a more constructive stance on Siltronic, with the latest €17 price target adjustment framed around refreshed views on discount rates, revenue growth, profit margins and future P/E assumptions.Actualización de narrativa • Mar 27
WAF: Higher 2026 Guidance Clarity Will Support A Firmer Earnings Floor
Analysts have raised their price target on Siltronic by €17. This reflects updated assumptions around revenue growth, profit margins and a slightly lower discount rate.Actualización de narrativa • Mar 11
WAF: Fair Value View Will Balance Raised Multiple And Earnings Headwinds
Analysts have increased their price target on Siltronic by €17, citing updated assumptions around discount rates, long-term margins, and P/E multiples that refine their fair value view without materially changing it. Analyst Commentary Bullish Takeaways Bullish analysts view the €17 uplift in the price target as a refinement of their existing valuation work, suggesting their core thesis on Siltronic’s earnings power and cash generation remains broadly intact.Actualización de narrativa • Feb 25
WAF: Fair Value Update Will Balance Wafer Weakness And Margin Resilience
Analysts now see fair value for Siltronic at €52.60, down from €54.61. They also highlight updated assumptions on discount rate, revenue growth, profit margins and future P/E that reflect the latest Street research, including the recent €17 price target change at Berenberg.Actualización de narrativa • Feb 08
WAF: Higher Required Returns Will Likely Pressure An Already Stretched Outlook
Analysts have raised their price target on Siltronic from €35.35 to €39.00, citing updated assumptions for revenue growth, profit margins and future P/E that contribute to a higher fair value estimate despite a slightly higher discount rate. Valuation Changes Fair Value: updated from €35.35 to €39.00, which supports a modestly higher valuation anchor.Actualización de narrativa • Jan 25
WAF: Potential 2026 Volume Recovery Will Signal A More Constructive Earnings Floor
Narrative update on Siltronic The blended analyst view on Siltronic now centers on a price target of €70, with recent target moves between €57 and €70 reflecting updated expectations for revenue growth, profit margins and future P/E assumptions as analysts weigh gradual volume recovery over the coming years. Analyst Commentary Recent Street commentary on Siltronic gives you a clearer picture of how expectations are being fine tuned rather than radically reset.Actualización de narrativa • Jan 10
WAF: Potential 2026 Volume Recovery Will Support A More Constructive Earnings Outlook
Analysts have increased their fair value estimate for Siltronic to about €70 from roughly €63. This reflects recent Street price target revisions in a range of about €57 to €70 and updated assumptions on the discount rate, revenue growth, profit margins, and future P/E.Actualización de narrativa • Dec 23
WAF: Customer Inventory Drawdown Will Support Wafer Demand Recovery Into 2026
Analysts have nudged their average price target for Siltronic higher, reflecting increased confidence that wafer demand is stabilizing after what they view as a potential earnings trough and that gradually recovering volumes into 2026 can support fair value around the mid EUR 50s. Analyst Commentary Recent target changes and rating shifts highlight a more constructive stance on Siltronic, even as views on the pace of recovery remain mixed.Actualización de narrativa • Dec 09
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.Actualización de narrativa • Nov 25
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.Actualización de narrativa • Nov 10
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.Actualización de narrativa • Oct 27
Improved Inventory Trends And New Partnerships Will Support Revenue Recovery
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.Actualización de narrativa • Oct 13
FabNext Facility And AI Demand Will Fuel Semiconductor Resurgence
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.
Nueva narrativa • Feb 09
Semiconductor Demand Rebound Post-2024 Will Benefit Singapore Fab Output
Flexible production capacity and reduced equipment lead times help optimize investments, potentially improving net margins as market demand adjusts.Artículo de análisis • Dec 07
The Returns On Capital At Siltronic (ETR:WAF) Don't Inspire Confidence
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Artículo de análisis • Nov 19
Siltronic AG's (ETR:WAF) Share Price Not Quite Adding Up
It's not a stretch to say that Siltronic AG's ( ETR:WAF ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...Artículo de análisis • Oct 31
Siltronic's (ETR:WAF) Shareholders Have More To Worry About Than Only Soft Earnings
A lackluster earnings announcement from Siltronic AG ( ETR:WAF ) last week didn't sink the stock price. We think that...Artículo de análisis • Oct 21
Siltronic (ETR:WAF) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Sep 04
What Is Siltronic AG's (ETR:WAF) Share Price Doing?
While Siltronic AG ( ETR:WAF ) might not have the largest market cap around , it received a lot of attention from a...Artículo de análisis • Aug 14
The Returns On Capital At Siltronic (ETR:WAF) Don't Inspire Confidence
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • Jul 19
Siltronic AG's (ETR:WAF) Low P/E No Reason For Excitement
Siltronic AG's ( ETR:WAF ) price-to-earnings (or "P/E") ratio of 15.2x might make it look like a buy right now compared...Artículo de análisis • Jun 05
Does Siltronic (ETR:WAF) Have A 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...Artículo de análisis • May 21
Is Siltronic AG (ETR:WAF) Potentially Undervalued?
Siltronic AG ( ETR:WAF ), might not be a large cap stock, but it saw significant share price movement during recent...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Siltronic. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 30 Jun 26 | 1,300 | -193 | 79 | 84 |
| 31 Mar 26 | 1,307 | -129 | 76 | 80 |
| 31 Dec 25 | 1,347 | -69 | 74 | 78 |
| 30 Sep 25 | 1,336 | -27 | 73 | 76 |
| 30 Jun 25 | 1,393 | 29 | 72 | 78 |
| 31 Mar 25 | 1,415 | 40 | 73 | 82 |
| 31 Dec 24 | 1,413 | 63 | 73 | 83 |
| 30 Sep 24 | 1,409 | 96 | 75 | 87 |
| 30 Jun 24 | 1,400 | 111 | 76 | 88 |
| 31 Mar 24 | 1,453 | 144 | 76 | 87 |
| 31 Dec 23 | 1,514 | 184 | 77 | 88 |
| 30 Sep 23 | 1,629 | 261 | 78 | 87 |
| 30 Jun 23 | 1,754 | 328 | 78 | 88 |
| 31 Mar 23 | 1,793 | 353 | 78 | 90 |
| 31 Dec 22 | 1,805 | 391 | 77 | 90 |
| 30 Sep 22 | 1,710 | 368 | 70 | 88 |
| 30 Jun 22 | 1,608 | 332 | 70 | 85 |
| 31 Mar 22 | 1,506 | 307 | 72 | 83 |
| 31 Dec 21 | 1,405 | 253 | 73 | 80 |
| 30 Sep 21 | 1,313 | 205 | 87 | 77 |
| 30 Jun 21 | 1,241 | 172 | 86 | 76 |
| 31 Mar 21 | 1,223 | 171 | 82 | 74 |
| 31 Dec 20 | 1,207 | 161 | 80 | 73 |
| 30 Sep 20 | 1,227 | 162 | 72 | 72 |
| 30 Jun 20 | 1,228 | 179 | 72 | 71 |
| 31 Mar 20 | 1,216 | 185 | 74 | 69 |
| 31 Dec 19 | 1,270 | 226 | 73 | 68 |
| 30 Sep 19 | 1,354 | 287 | 72 | 69 |
| 30 Jun 19 | 1,434 | 343 | 72 | 68 |
| 31 Mar 19 | 1,484 | 375 | 72 | 68 |
| 31 Dec 18 | 1,457 | 373 | 71 | 68 |
| 30 Sep 18 | 1,397 | 347 | 72 | 68 |
| 30 Jun 18 | 1,325 | 305 | 72 | 68 |
| 31 Mar 18 | 1,247 | 247 | 72 | 68 |
| 31 Dec 17 | 1,177 | 185 | 71 | 68 |
| 30 Sep 17 | 1,096 | 130 | 68 | 67 |
| 30 Jun 17 | 1,024 | 71 | 65 | 67 |
| 31 Mar 17 | 971 | 39 | 64 | 67 |
| 31 Dec 16 | 933 | 12 | 63 | 66 |
| 30 Sep 16 | 902 | -11 | 54 | 66 |
| 30 Jun 16 | 896 | -20 | 54 | 65 |
| 31 Mar 16 | 913 | -27 | 54 | 64 |
| 31 Dec 15 | 931 | -14 | 53 | 64 |
| 30 Sep 15 | 939 | -2 | 51 | 65 |
Ingresos de calidad: WAF actualmente no es rentable.
Margen de beneficios creciente: WAF actualmente no es rentable.
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: WAF no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 47.5% al año.
Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de WAF en el último año con su promedio de 5 años, ya que actualmente no es rentable.
Beneficios vs. Industria: WAF no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Semiconductor (-36.3%).
Rentabilidad financiera
Alta ROE: WAF tiene una rentabilidad financiera negativa (-10.28%), ya que actualmente no es rentable.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 09:36 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 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
Siltronic AG está cubierta por 24 analistas. 10 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.
| Analista | Institución |
|---|---|
| Bruno Bulic | Baader Helvea Equity Research |
| Guenther Hollfelder | Baader Helvea Equity Research |
| Gustav Froberg | Berenberg |