PVA TePla (TPE) Aperçu de l'action
PVA TePla AG, avec ses filiales, développe et produit des procédés dans les domaines des semi-conducteurs, des métaux, de l'électricité/électronique et des secteurs optiques dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 4/6 |
| Performances passées | 1/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
TPE Community Fair Values
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Analyst Price Targets
Top Community Narratives
€30.31
FV
32.4% surévalué décote intrinsèque15.00%
Revenue growth p.a.
2.8k
users have viewed this narrative11users have liked this narrative
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PVA TePla AG Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €40.14 |
| Plus haut sur 52 semaines | €46.74 |
| Plus bas sur 52 semaines | €18.65 |
| Bêta | 1.64 |
| Variation sur 1 mois | -1.42% |
| Variation sur 3 mois | 34.79% |
| Variation sur 1 an | 90.96% |
| Variation sur 3 ans | 115.46% |
| Variation sur 5 ans | 53.50% |
| Évolution depuis l'introduction en bourse | 1,091.10% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jun 29
TPE: Fair Value View Balances Index Inclusion With Longer Term Growth Plans
Analysts have raised their price target on PVA TePla by €8.30 to €44.81, citing updated assumptions around revenue growth, profit margins and valuation multiples that are reflected in the revised fair value and discount rate inputs. What's in the News for PVA TePla PVA TePla AG's Annual General Meeting approved all proposed resolutions, confirming the current growth course and the focus on expanding technological capabilities and international presence.
Mise à jour du récit • Jun 15
TPE: Raised Guidance And Order Visibility Are Expected To Support Future Recovery
Narrative Update The analyst price target for PVA TePla is now set at about €50, up from roughly €39. Analysts cited recent target raises from several banks and updated assumptions for higher revenue growth, profit margins and future P/E multiples to support the change.Article d’analyse • Jun 04
PVA TePla's (ETR:TPE) Anemic Earnings Might Be Worse Than You Think
Despite PVA TePla AG's ( ETR:TPE ) recent earnings report having lackluster headline numbers, the market responded...
Mise à jour du récit • Jun 01
TPE: Higher Multi Year Guidance Will Test Lofty Margin And P E Assumptions
Narrative Update The analyst price target for PVA TePla has moved from about €30.00 to roughly €31.11. Analysts point to updated assumptions around revenue growth, profit margins and P/E expectations, in line with recent target increases from Berenberg, Deutsche Bank and Jefferies.Recent updates
Mise à jour du récit • Jun 29
TPE: Fair Value View Balances Index Inclusion With Longer Term Growth Plans
Analysts have raised their price target on PVA TePla by €8.30 to €44.81, citing updated assumptions around revenue growth, profit margins and valuation multiples that are reflected in the revised fair value and discount rate inputs. What's in the News for PVA TePla PVA TePla AG's Annual General Meeting approved all proposed resolutions, confirming the current growth course and the focus on expanding technological capabilities and international presence.Mise à jour du récit • Jun 15
TPE: Raised Guidance And Order Visibility Are Expected To Support Future Recovery
Narrative Update The analyst price target for PVA TePla is now set at about €50, up from roughly €39. Analysts cited recent target raises from several banks and updated assumptions for higher revenue growth, profit margins and future P/E multiples to support the change.Article d’analyse • Jun 04
PVA TePla's (ETR:TPE) Anemic Earnings Might Be Worse Than You Think
Despite PVA TePla AG's ( ETR:TPE ) recent earnings report having lackluster headline numbers, the market responded...Mise à jour du récit • Jun 01
TPE: Higher Multi Year Guidance Will Test Lofty Margin And P E Assumptions
Narrative Update The analyst price target for PVA TePla has moved from about €30.00 to roughly €31.11. Analysts point to updated assumptions around revenue growth, profit margins and P/E expectations, in line with recent target increases from Berenberg, Deutsche Bank and Jefferies.Mise à jour du récit • May 06
TPE: Recent Upgrades And Higher Assumed P/E May Support Fair Value
Analysts have raised their price target on PVA TePla by €2. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent target increases and an upgrade from several banks.Mise à jour du récit • Apr 21
TPE: Multi Year Revenue Guidance Will Test Optimistic Profit And P E Assumptions
The analyst price target for PVA TePla has shifted from €25.00 to €30.00, reflecting analysts' updated assumptions around revenue growth, profit margins, the discount rate and a higher future P/E following recent research updates from major banks. Analyst Commentary Recent research updates from large banks have focused on how PVA TePla's growth profile and earnings power might support a higher valuation, with price targets in the latest notes framed around revised assumptions for revenue, margins and the appropriate P/E multiple.Mise à jour du récit • Apr 06
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have lifted their price target on PVA TePla by €4.09 to reflect updated assumptions for fair value, revenue growth, profit margins and P/E, supported by recent target hikes and upgrades from several major banks. Analyst Commentary Bullish Takeaways Bullish analysts have lifted price targets by up to €12 per share, which points to higher assessed fair value based on their updated assumptions for revenue growth, margins and P/E.Article d’analyse • Mar 25
PVA TePla AG Just Missed EPS By 23%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for PVA TePla AG ( ETR:TPE ) shareholders, with its shares surging 17% to €31.40 in the...Mise à jour du récit • Mar 23
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have lifted the implied fair value for PVA TePla by about €0.59 to €30.43, citing updated expectations for revenue growth, profit margins and future P/E in light of recent price target increases from several firms. Analyst Commentary Bullish Takeaways Bullish analysts have increased price targets multiple times in recent research, which feeds directly into the higher implied fair value of €30.43.
Mise à jour du récit • Mar 19
Massive jump in order intake and multiple expansion
On their last earnings report, order intake increased again and accelerated to 77.7% putting the book-to-bill ratio at 1.1 now. The market is assigning a higher multiple now based on better visibility, order intake acceleration and management effectiveness.Mise à jour du récit • Mar 09
TPE: Multi Year Revenue Guidance And Recent Pullback Will Shape Outlook
Analysts have lifted their price target on PVA TePla to €25.00 from €15.50, citing recent upgrades and research that frame the recent share selloff as overdone and note higher valuation assumptions based on current expectations. Analyst Commentary Recent research highlights a split in how the market views PVA TePla.Mise à jour du récit • Feb 23
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have slightly reduced their price target for PVA TePla to about €29.84 from roughly €30.34, while remaining constructive on the shares. Recent upgrades highlight expectations that softer growth metrics could be temporary and that the stock’s recent selloff may have gone too far.Mise à jour du récit • Feb 09
TPE: Recent Buyback And Jefferies Upgrade Will Support Share Rebound
Analysts have raised their fair value estimate for PVA TePla from about €29.43 to roughly €30.34 per share. They attribute this change to updated assumptions on growth, margins and P/E, and to recent research that characterizes the prior share selloff as overdone and any slowdown in growth momentum as temporary.Article d’analyse • Feb 03
What Is PVA TePla AG's (ETR:TPE) Share Price Doing?
PVA TePla AG ( ETR:TPE ), might not be a large cap stock, but it received a lot of attention from a substantial price...Mise à jour du récit • Jan 26
TPE: Deferred Orders And Buyback Are Expected To Support Future Recovery
Analysts have raised their price target for PVA TePla from €26 to €31, citing recent research that characterizes the earlier share selloff as excessive and views the slowdown in growth momentum as temporary. Analyst Commentary Bullish analysts are framing the recent share weakness as an opportunity, pointing to a gap between current pricing and what they see as the company’s medium term potential once short term softness passes.Article d’analyse • Jan 16
PVA TePla AG (ETR:TPE) Looks Just Right With A 28% Price Jump
PVA TePla AG ( ETR:TPE ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. The...Article d’analyse • Jan 14
PVA TePla (ETR:TPE) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Mise à jour du récit • Jan 11
TPE: Deferred Orders Will Support Future Recovery As Metrology Demand Remains Resilient
Analysts have trimmed their price expectations for PVA TePla, reflecting a shift from earlier optimism around metrology orders and industrial recovery to a more cautious stance given limited growth visibility, customer delays and a softer outlook for Si wafers. Modeled fair value remains at €39.00 with slightly adjusted revenue growth, profit margin and P/E assumptions.Mise à jour du récit • Dec 26
TPE: Delayed Orders Will Unlock Upside As Metrology Demand Supports Future Recovery
Analysts have reduced their price target on PVA TePla from EUR 37 to EUR 26. This reflects increased caution around growth visibility amid macro uncertainty, customer delays and a softer outlook for Si wafers, even though long term revenue growth and profit margin assumptions have only been modestly trimmed.Mise à jour du récit • Dec 12
TPE Will See Delayed Orders Potentially Unlock Upside As Outlook Stabilizes
Analysts have trimmed their price target for PVA TePla to EUR 26 from EUR 37, citing reduced growth visibility amid macro uncertainty, customer delays and a softer outlook for silicon wafers, even as underlying margin and revenue growth assumptions remain broadly resilient. Analyst Commentary Bullish analysts continue to highlight the company’s capacity to deliver solid operational execution, even as macro headwinds weigh on near term sentiment.Article d’analyse • Nov 15
PVA TePla AG (ETR:TPE) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
It's been a mediocre week for PVA TePla AG ( ETR:TPE ) shareholders, with the stock dropping 14% to €20.26 in the week...Article d’analyse • Nov 14
PVA TePla AG (ETR:TPE) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
PVA TePla AG ( ETR:TPE ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...Mise à jour du récit • Oct 28
Order Momentum And Segment Recovery Will Drive Strong Performance Ahead
Analysts have raised their fair value estimate for PVA TePla from €27.46 to €29.43. They cite increased order momentum in key segments and an improved outlook for future quarters.Article d’analyse • Oct 07
Returns At PVA TePla (ETR:TPE) Appear To Be Weighed Down
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Mise à jour du récit • Sep 20
Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations
Analysts have raised their outlook on PVA TePla, citing stronger-than-expected order intake, improved demand visibility, and enhanced confidence in the company's growth prospects, resulting in a consensus price target increase from €24.51 to €27.46. Analyst Commentary Bullish analysts cite significantly stronger-than-expected order intake as a key driver for upward price target revisions.Mise à jour du récit • Sep 05
Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations
Upward revisions to PVA TePla’s consensus price target reflect stronger-than-expected order intake and improved revenue visibility, supporting increased analyst conviction in growth prospects, with the fair value rising from €23.41 to €24.51. Analyst Commentary Order intake has exceeded expectations, indicating strong demand and operational momentum.Article d’analyse • Sep 01
Earnings Not Telling The Story For PVA TePla AG (ETR:TPE) After Shares Rise 29%
PVA TePla AG ( ETR:TPE ) shares have continued their recent momentum with a 29% gain in the last month alone. The last...Article d’analyse • Aug 19
PVA TePla AG Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next
XTRA:TPE 1 Year Share Price vs Fair Value Explore PVA TePla's Fair Values from the Community and select yours PVA TePla...Article d’analyse • Aug 14
These 4 Measures Indicate That PVA TePla (ETR:TPE) Is Using Debt Reasonably Well
XTRA:TPE 1 Year Share Price vs Fair Value Explore PVA TePla's Fair Values from the Community and select yours Some say...Mise à jour du récit • Aug 13
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
Half-year 2025 report was very insightful. They are clearly executing on their strategy.Article d’analyse • Jul 03
PVA TePla AG's (ETR:TPE) 26% Share Price Surge Not Quite Adding Up
PVA TePla AG ( ETR:TPE ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...Article d’analyse • Jun 18
We Think Some Shareholders May Hesitate To Increase PVA TePla AG's (ETR:TPE) CEO Compensation
Key Insights PVA TePla to hold its Annual General Meeting on 24th of June CEO Jalin Ketter's total compensation...Article d’analyse • May 17
PVA TePla AG (ETR:TPE) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Shareholders might have noticed that PVA TePla AG ( ETR:TPE ) filed its quarterly result this time last week. The early...Article d’analyse • Apr 27
PVA TePla AG (ETR:TPE) Stock Catapults 28% Though Its Price And Business Still Lag The Market
PVA TePla AG ( ETR:TPE ) shareholders have had their patience rewarded with a 28% share price jump in the last month...Article d’analyse • Apr 16
Why The 20% Return On Capital At PVA TePla (ETR:TPE) Should Have Your Attention
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...
Nouveau récit • Apr 15
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
SummaryFounded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts. Their main customers are the largeArticle d’analyse • Mar 22
Analyst Estimates: Here's What Brokers Think Of PVA TePla AG (ETR:TPE) After Its Yearly Report
It's been a pretty great week for PVA TePla AG ( ETR:TPE ) shareholders, with its shares surging 10% to €15.29 in the...
Nouveau récit • Mar 17
New Facility And Silicon Carbide R&D Will Improve Efficiency And Boost Competitive Edge
The new Italian facility is expected to enhance margins through better cost control and operational efficiency by reducing supplier dependencies.Article d’analyse • Mar 04
Does PVA TePla (ETR:TPE) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Aug 18
Results: PVA TePla AG Exceeded Expectations And The Consensus Has Updated Its Estimates
PVA TePla AG ( ETR:TPE ) just released its quarterly report and things are looking bullish. The company beat forecasts...Article d’analyse • Aug 03
We Like PVA TePla's (ETR:TPE) Returns And Here's How They're Trending
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Article d’analyse • Jun 15
PVA TePla (ETR:TPE) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Apr 02
Investors Shouldn't Be Too Comfortable With PVA TePla's (ETR:TPE) Earnings
Investors were disappointed with PVA TePla AG's ( ETR:TPE ) earnings, despite the strong profit numbers. Our analysis...Article d’analyse • Mar 21
PVA TePla (ETR:TPE) Could Become A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Article d’analyse • Jan 23
Are Investors Undervaluing PVA TePla AG (ETR:TPE) By 23%?
Key Insights The projected fair value for PVA TePla is €26.36 based on 2 Stage Free Cash Flow to Equity PVA TePla is...Rendement pour les actionnaires
| TPE | DE Semiconductor | DE Marché | |
|---|---|---|---|
| 7D | -7.3% | -1.3% | 4.3% |
| 1Y | 91.0% | 110.6% | 2.9% |
Rendement vs Industrie: TPE a sous-performé le secteur German Semiconductor qui a rapporté 110.6 % au cours de l'année écoulée.
Rendement vs marché: TPE a dépassé le marché German qui a rapporté 2.9 % au cours de l'année écoulée.
Volatilité des prix
| TPE volatility | |
|---|---|
| TPE Average Weekly Movement | 9.0% |
| Semiconductor Industry Average Movement | 9.4% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in DE Market | 12.6% |
| 10% least volatile stocks in DE Market | 2.7% |
Cours de l'action stable: Le cours de l'action de TPE a été volatil au cours des 3 derniers mois par rapport au marché German.
Volatilité au fil du temps: La volatilité hebdomadaire de TPE ( 9% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de German.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1977 | 1,003 | Jalin Ketter | www.pvatepla.com |
PVA TePla AG, avec ses filiales, développe et produit des procédés dans les domaines des semi-conducteurs, des métaux, de l'électricité/électronique et des secteurs optiques dans le monde entier. La société exerce ses activités dans les segments des systèmes de semi-conducteurs et des systèmes industriels. Le segment des systèmes pour semi-conducteurs fournit des solutions et des systèmes pour l'industrie des semi-conducteurs, notamment des systèmes de croissance de cristaux, des systèmes de métrologie pour le contrôle de la qualité et des systèmes à plasma pour l'élimination de la contamination de surface sur les plaquettes de silicium.
PVA TePla AG Résumé des fondamentaux
| TPE statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €873.04m |
| Bénéfices(TTM) | €2.01m |
| Recettes(TTM) | €240.32m |
434.4x
Ratio P/E3.6x
Ratio P/SLe site TPE est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| TPE compte de résultat (TTM) | |
|---|---|
| Recettes | €240.32m |
| Coût des recettes | €166.35m |
| Marge brute | €73.97m |
| Autres dépenses | €71.96m |
| Les revenus | €2.01m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 06, 2026
| Résultat par action (EPS) | 0.092 |
| Marge brute | 30.78% |
| Marge bénéficiaire nette | 0.84% |
| Ratio dettes/capitaux propres | 31.4% |
Quelles ont été les performances à long terme de TPE?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/06 12:11 |
| Cours de l'action en fin de journée | 2026/07/06 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 pour apprendre à 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
PVA TePla AG est couverte par 16 analystes. 9 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.
| Analyste | Institution |
|---|---|
| Gustav Froberg | Berenberg |
| Tammy Qiu | Berenberg |
| Martin Jungfleisch | BNP Paribas |