Siltronic Résultats passés
Passé contrôle des critères 0/6
Les bénéfices de Siltronic ont diminué à un taux annuel moyen de -38%, tandis que le secteur Semiconductor a vu ses bénéfices augmenter de en à 5.3% par an. Les revenus ont augmenté de en baisse à un taux moyen de 1% par an.
Informations clés
-37.98%
Taux de croissance des bénéfices
-37.97%
Taux de croissance du BPA
| Semiconductor Croissance de l'industrie | 30.55% |
| Taux de croissance des recettes | -1.05% |
| Rendement des fonds propres | -7.47% |
| Marge nette | -9.89% |
| Prochaine mise à jour des résultats | 30 Jul 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • 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.
Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • May 05
Results: Siltronic AG Exceeded Expectations And The Consensus Has Updated Its Estimates
Siltronic AG ( ETR:WAF ) came out with its quarterly results last week, and we wanted to see how the business is...Article d’analyse • Apr 22
Capital Allocation Trends At Siltronic (ETR:WAF) Aren't Ideal
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...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Siltronic gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 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 |
Des revenus de qualité: WAF n'est actuellement pas rentable.
Augmentation de la marge bénéficiaire: WAF n'est actuellement pas rentable.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: WAF n'est pas rentable et les pertes ont augmenté au cours des 5 dernières années à un rythme de 38% par an.
Accélération de la croissance: Impossible de comparer la croissance des bénéfices de WAF au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable
Bénéfices par rapport au secteur d'activité: WAF n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Semiconductor ( -32.5% ).
Rendement des fonds propres
ROE élevé: WAF a un retour sur capitaux propres négatif ( -7.47% ), car il n'est actuellement pas rentable.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/16 03:03 |
| Cours de l'action en fin de journée | 2026/07/16 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 sur la façon d’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
Siltronic AG est couverte par 23 analystes. 10 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 |
|---|---|
| Bruno Bulic | Baader Helvea Equity Research |
| Guenther Hollfelder | Baader Helvea Equity Research |
| Gustav Froberg | Berenberg |