AIXTRON SE

XTRA:AIXA Rapport sur les actions

Capitalisation boursière : €5.9b

AIXTRON Gestion

Gestion contrôle des critères 3/4

Nous ne disposons actuellement pas d’informations suffisantes sur le PDG.

Informations clés

Felix Grawert

Directeur général

€4.1m

Rémunération totale

Pourcentage du salaire du PDG13.01%
Durée du mandat du directeur général8.8yrs
Propriété du PDGn/a
Durée moyenne d'occupation des postes de direction3.7yrs
Durée moyenne du mandat des membres du conseil d'administration3yrs

Mises à jour récentes de la gestion

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...
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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.

Analyse de la rémunération des PDG

Comment la rémunération de Felix Grawert a-t-elle évolué par rapport aux bénéfices de AIXTRON?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

€58m

Dec 31 2025€4m€539k

€85m

Sep 30 2025n/an/a

€91m

Jun 30 2025n/an/a

€109m

Mar 31 2025n/an/a

€101m

Dec 31 2024€5m€430k

€106m

Sep 30 2024n/an/a

€115m

Jun 30 2024n/an/a

€123m

Mar 31 2024n/an/a

€153m

Dec 31 2023€4m€430k

€145m

Sep 30 2023n/an/a

€134m

Jun 30 2023n/an/a

€113m

Mar 31 2023n/an/a

€90m

Dec 31 2022€4m€430k

€100m

Sep 30 2022n/an/a

€102m

Jun 30 2022n/an/a

€114m

Mar 31 2022n/an/a

€105m

Dec 31 2021€4m€430k

€96m

Sep 30 2021n/an/a

€69m

Jun 30 2021n/an/a

€44m

Mar 31 2021n/an/a

€40m

Dec 31 2020€1m€373k

€35m

Sep 30 2020n/an/a

€22m

Jun 30 2020n/an/a

€20m

Mar 31 2020n/an/a

€24m

Dec 31 2019€1m€330k

€33m

Rémunération vs marché: La rémunération totale de Felix ($USD 4.81M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché German ($USD 2.63M ).

Rémunération et revenus: La rémunération de Felix a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Felix Grawert (50 yo)

8.8yrs
Titularisation
€4,144,000
Compensation

Dr. Felix J. Grawert, Ph.D. has been Chairman of Chairman of Executive Board and Chief Executive Officer at AIXTRON SE since April 1, 2021. Dr. Grawert has been a Member of the Executive Board at AIXTRON S...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Felix Grawert
President8.8yrs€4.14mpas de données
Christian Danninger
CFO & Member of the Executive Board5yrs€2.35mpas de données
Charles Russell
Chief Accounting Officerno datapas de donnéespas de données
Christian Ludwig
Vice President of Investor Relations & Corporate Communications2yrspas de donnéespas de données
Vincent Meric
Senior Vice President of Marketingno datapas de donnéespas de données
Christoph Putz
Senior Manager of ESG & Sustainabilityno datapas de donnéespas de données
Ralf Penner
Senior IR Manager2.3yrspas de donnéespas de données
3.7yrs
Durée moyenne de l'emploi

Gestion expérimentée: L'équipe de direction de AIXA est considérée comme expérimentée (ancienneté moyenne 3.7 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Stefan Traeger
Independent Member of the Supervisory Board4yrs€80.00kpas de données
Alexander F.M. Everke
Independent Chairman of the Supervisory Board2yrs€210.00kpas de données
F.J. van Hout
Independent Deputy Chairman of the Supervisory Board7yrs€120.00kpas de données
Ingo Bank
Independent Member of the Supervisory Board1yr€63.00kpas de données
Anna Weber
Independent Member of the Supervisory Board7yrs€100.00kpas de données
Karen Florschutz
Independent Member of the Supervisory Board2yrs€80.00kpas de données
3.0yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de AIXA sont considérés comme expérimentés (ancienneté moyenne 3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 20:42
Cours de l'action en fin de journée2026/05/22 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