AIXTRON SE

XTRA:AIXA Rapport sur les actions

Capitalisation boursière : €5.9b

AIXTRON Croissance future

Future contrôle des critères 4/6

AIXTRON devrait augmenter ses bénéfices et son chiffre d'affaires de 33.7% et de 16.2% par an respectivement. Le BPA devrait croître de de 33.9% par an. Le rendement des capitaux propres devrait être 14.2% dans 3 ans.

Informations clés

33.7%

Taux de croissance des bénéfices

33.90%

Taux de croissance du BPA

Semiconductor croissance des bénéfices30.4%
Taux de croissance des recettes16.2%
Rendement futur des capitaux propres14.15%
Couverture par les analystes

Good

Dernière mise à jour19 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • May 15

AIXA: Mixed Rating Shifts And 2026 Guidance Will Drive A Measured Reassessment

Analysts lifted the AIXTRON fair value estimate from €36.50 to €55.30, citing updated assumptions for revenue growth, profit margins and future P/E, following a combination of higher price targets from banks such as JPMorgan, Citi and Morgan Stanley, as well as several recent downgrades. Analyst Commentary Recent research shows a split view on AIXTRON, with several downgrades appearing alongside higher fair value and price targets from bullish analysts.
Mise à jour du récit • Apr 29

AIXA: Rebased 2026 Outlook Will Expose Execution Risk Despite Malaysia Expansion

AIXTRON's updated analyst price target moves from €32.53 to €35.89, as analysts factor in revised assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following a mix of recent upgrades, target hikes and downgrades across the Street. Analyst Commentary Recent Street research on AIXTRON reflects a mix of optimism on long term growth potential and caution around execution risk and valuation, which helps explain the shift in the consolidated price target.
Mise à jour du récit • Apr 14

AIXA: Rebased 2026 Outlook Will Test Overheated Expectations Despite Malaysia Expansion

Analysts have raised the AIXTRON price target by about €1.27, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E, along with a mix of recent upgrades and downgrades from major banks. Analyst Commentary Recent Street research on AIXTRON shows a mix of optimism and caution, with several firms adjusting ratings and price targets and a few turning more cautious after earlier upgrades.
Mise à jour du récit • Mar 31

AIXA: Rebased 2026 Outlook And AI Demand Will Shape Rerated Expectations

AIXTRON's revised analyst price target of €31.27, up from €26.85, reflects updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a series of recent price target hikes and rating upgrades from major banks. Analyst Commentary Recent Street research on AIXTRON has been active, with several large banks adjusting ratings and targets.
Mise à jour du récit • Mar 17

AIXA: Upgraded Views And 2026 Guidance Will Shape A More Balanced Outlook

AIXTRON's updated analyst price target has moved from €22.00 to €36.50, as analysts point to a series of recent upgrades and higher targets around €31 to €36.40 that reflect their revised assumptions on growth, margins and future P/E levels. Analyst Commentary Recent Street research on AIXTRON has tilted clearly positive, with multiple bullish analysts revising their views and lifting price targets into the low to mid €30s.
Mise à jour du récit • Mar 03

AIXA: Data Center And AI Demand Will Support Re Rated Outlook

Analysts have lifted their price target on AIXTRON to about €26.85 from roughly €19.83, reflecting updated assumptions for higher revenue, slightly stronger profit margins and a modestly higher future P/E, in line with recent Street targets moving toward €31. Analyst Commentary Recent Street research has clustered around a €31 price target, with several firms lifting their numbers from previous ranges near €20 to €25.20.
Mise à jour du récit • Feb 16

AIXA: Higher Future P/E Assumptions Will Face Execution Risk Test

Analysts have nudged their price target on AIXTRON to €13.50, citing updated assumptions on revenue growth and profit margins, as well as a higher future P/E multiple backed by recent upgrades from major research houses. Analyst Commentary Recent research coverage on AIXTRON has included upgrades and refreshed views, but not all commentary is uniformly positive.
Mise à jour du récit • Feb 02

AIXA: Data Center And AI Power Demand Will Guide Balanced Long Term Outlook

The updated analyst price framework for AIXTRON points to a fair value increase from about €18.25 to about €19.83, as analysts factor in Street research that highlights expected benefits from data center and artificial intelligence power demand, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on AIXTRON has centered on the potential impact of data center and artificial intelligence related power demand on the company’s growth profile, and on how much investors are willing to pay for that growth via a higher P/E multiple.
Mise à jour du récit • Jan 19

AIXA: Data Center And AI Power Demand Will Shape Fair Long Term Outlook

The updated analyst price target for AIXTRON shifts from about €17.50 to roughly €18.25, with analysts pointing to expectations around data center and artificial intelligence related demand as key reasons for their revised fair value, alongside modest tweaks to growth, margin and future P/E assumptions. Analyst Commentary Recent research shows a mix of optimism and caution around AIXTRON, with several price target changes and rating moves clustered around expectations for data center and artificial intelligence related demand.
Mise à jour du récit • Jan 05

AIXA: AI Data Center Hopes Will Face Execution And Timing Test

Analysts have lifted their fair value estimate for AIXTRON from €10.90 to €13.50. This reflects recent price target increases and rating upgrades that reference potential benefits from data center and artificial intelligence related demand.
Article d’analyse • Dec 27

AIXTRON (ETR:AIXA) Is Doing The Right Things To Multiply Its Share Price

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Mise à jour du récit • Dec 19

AIXA: Data Center And AI Power Demand Will Shape Balanced Long Term Outlook

The updated analyst price target for AIXTRON has moved higher, supported by analysts citing an increasingly compelling long term growth outlook tied to data center and artificial intelligence demand. Analyst Commentary Recent Street research reflects a generally constructive stance on AIXTRON, with several price target increases and rating upgrades highlighting confidence in the company’s medium to long term growth profile, particularly in data center and artificial intelligence related demand.
Mise à jour du récit • Dec 05

AIXA: Data Center And AI Power Demand Will Shape Balanced Future Outlook

The analyst price target for AIXTRON has been modestly increased to EUR 17.50 from EUR 16.93, as analysts highlight stronger long term growth prospects tied to data center and artificial intelligence demand, alongside improving revenue growth and profit margin outlooks. Analyst Commentary Recent Street research reflects a generally constructive stance on AIXTRON, with several upgrades and target price increases underscoring confidence in the companys long term positioning in data center and artificial intelligence related demand.
Mise à jour du récit • Nov 21

AIXA: Opportunities And Risks Will Be Shaped By Data Center And AI Trends

AIXTRON's analyst price target has increased from €15.05 to €16.93, as analysts cite optimism around long-term growth drivers such as data center expansion and advancing artificial intelligence applications. Analyst Commentary Recent street research on AIXTRON has highlighted both enthusiasm and caution in the investment community.
Article d’analyse • Nov 09

AIXTRON SE's (ETR:AIXA) Shares Climb 27% But Its Business Is Yet to Catch Up

The AIXTRON SE ( ETR:AIXA ) share price has done very well over the last month, posting an excellent gain of 27...
Mise à jour du récit • Nov 03

AIXA: Compound Semiconductors And AI Demand Will Drive Balanced Long-Term Opportunity

AIXTRON's analyst average price target has been revised slightly lower to €15.05, as analysts highlight near-term sector caution and changing profit margin expectations. Analyst Commentary Recent analyst notes on AIXTRON reflect a range of perspectives on the company's near-term and long-term prospects.
Mise à jour du récit • Oct 20

Optoelectronics And Compound Semiconductors Will Unlock Global Opportunity

AIXTRON's analyst average price target has been revised down by about EUR 0.92 to EUR 15.05, as analysts factor in slightly lower growth and margin expectations for the coming periods. Analyst Commentary Recent updates from street research reveal mixed perspectives on AIXTRON's prospects, and the valuation remains a point of debate among market observers.
Article d’analyse • Sep 20

Is There Now An Opportunity In AIXTRON SE (ETR:AIXA)?

While AIXTRON SE ( ETR:AIXA ) might not have the largest market cap around , it saw a double-digit share price rise of...
Article d’analyse • Sep 05

AIXTRON SE's (ETR:AIXA) Intrinsic Value Is Potentially 55% Above Its Share Price

Key Insights AIXTRON's estimated fair value is €18.56 based on 2 Stage Free Cash Flow to Equity Current share price of...
Article d’analyse • Aug 21

AIXTRON SE's (ETR:AIXA) Share Price Is Matching Sentiment Around Its Earnings

With a price-to-earnings (or "P/E") ratio of 13.3x AIXTRON SE ( ETR:AIXA ) may be sending bullish signals at the...
Article d’analyse • Jun 22

Returns At AIXTRON (ETR:AIXA) Are On The Way Up

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Article d’analyse • May 21

AIXTRON SE (ETR:AIXA) Stock Catapults 27% Though Its Price And Business Still Lag The Market

Those holding AIXTRON SE ( ETR:AIXA ) shares would be relieved that the share price has rebounded 27% in the last...
User avatar
Nouveau récit • Feb 26

Advancements In SiC, GaN, And Micro LED Will Strengthen Future Market Position

Market leadership in silicon carbide and gallium nitride technologies positions AIXTRON for future revenue growth through increased customer demand and technological expansions.

Prévisions de croissance des bénéfices et des revenus

XTRA:AIXA - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202887817512215012
12/31/20277561398012114
12/31/20265718318620914
3/31/202650358199227N/A
12/31/202555785181208N/A
9/30/20255969195126N/A
6/30/20256331095599N/A
3/31/2025627101-1069N/A
12/31/2024633106-7226N/A
9/30/2024621115-8647N/A
6/30/2024629123-8636N/A
3/31/2024671153-145-60N/A
12/31/2023630145-110-47N/A
9/30/2023599134-95-66N/A
6/30/2023523113-100-70N/A
3/31/202345290-1316N/A
12/31/2022463100737N/A
9/30/20224611024263N/A
6/30/20225031143050N/A
3/31/202246810598117N/A
12/31/2021429964966N/A
9/30/202135669924N/A
6/30/202128944617N/A
3/31/202127840-78-67N/A
12/31/202026935-48-39N/A
9/30/202023622713N/A
6/30/2020225203238N/A
3/31/2020232245659N/A
12/31/201926033N/A43N/A
9/30/201927239N/A13N/A
6/30/201928346N/A22N/A
3/31/201927542N/A21N/A
12/31/201826946N/A12N/A
9/30/201823555N/A19N/A
6/30/201823447N/A18N/A
3/31/201823932N/A14N/A
12/31/20172307N/A69N/A
9/30/2017266-14N/A54N/A
6/30/2017255-22N/A45N/A
3/31/2017229-22N/A16N/A
12/31/2016196-24N/A-38N/A
9/30/2016169-32N/A-67N/A
6/30/2016173-28N/A-79N/A
3/31/2016179-35N/A-55N/A
12/31/2015198-29N/A-46N/A
9/30/2015193-46N/A-4N/A
6/30/2015184-67N/A-15N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de AIXA ( 33.7% par an) est supérieure au taux d'épargne ( 1.9% ).

Bénéfices vs marché: Les bénéfices de AIXA ( 33.7% par an) devraient croître plus rapidement que le marché German ( 16.9% par an).

Croissance élevée des bénéfices: Les bénéfices de AIXA devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de AIXA ( 16.2% par an) devrait croître plus rapidement que le marché German ( 6.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de AIXA ( 16.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de AIXA devrait être faible dans 3 ans ( 14.2 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 04:54
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

AIXTRON SE est couverte par 48 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Knut WollerBaader Helvea Equity Research
Christopher MuseBarclays
Rohan BahlBarclays