Declared Dividend • May 20
Dividend increased to €1.50 Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.1%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 50% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Price Target Changed • May 20
Price target increased by 17% to €180 Up from €153, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €183. Stock is up 166% over the past year. The company is forecast to post earnings per share of €7.15 for next year compared to €5.88 last year. Annuncio • Apr 14
Elmos Semiconductor SE, Annual General Meeting, May 27, 2026 Elmos Semiconductor SE, Annual General Meeting, May 27, 2026. Annuncio • Feb 06
Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026 Elmos Semiconductor SE announced Annual dividend of EUR 1.5000 per share payable on June 01, 2026, ex-date on May 28, 2026 and record date on May 29, 2026. Annuncio • Oct 17
Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH. Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Following the closing of the transaction, Elmos Semiconductor SE now holds 100 percent of the shares.
Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Annuncio • Apr 01
Elmos Semiconductor SE, Annual General Meeting, May 15, 2025 Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time. Annuncio • Mar 21
Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025 Elmos Semiconductor SE announced Annual dividend of EUR 1.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025. Buy Or Sell Opportunity • Jan 11
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 19% to €78.10. The fair value is estimated to be €65.07, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 5.4% in the next 2 years. Annuncio • Dec 30
Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE. Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023.
Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse.
Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024. New Risk • Nov 13
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Reported Earnings • Nov 08
Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2024 results: EPS: €1.49 (down from €1.63 in 3Q 2023). Revenue: €156.6m (up 3.4% from 3Q 2023). Net income: €25.5m (down 8.7% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €63.80, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 47% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €102 per share. Price Target Changed • Oct 25
Price target decreased by 8.4% to €86.53 Down from €94.50, the current price target is an average from 6 analysts. New target price is 42% above last closing price of €61.10. Stock is down 5.1% over the past year. The company is forecast to post earnings per share of €5.74 for next year compared to €5.79 last year. Reported Earnings • Aug 02
Second quarter 2024 earnings: EPS and revenues exceed analyst expectations Second quarter 2024 results: EPS: €1.42 (up from €1.34 in 2Q 2023). Revenue: €142.0m (up 4.4% from 2Q 2023). Net income: €24.3m (up 5.9% from 2Q 2023). Profit margin: 17% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Price Target Changed • May 09
Price target increased by 7.2% to €92.40 Up from €86.20, the current price target is an average from 5 analysts. New target price is 19% above last closing price of €77.50. Stock is up 14% over the past year. The company is forecast to post earnings per share of €5.76 for next year compared to €5.79 last year. Reported Earnings • May 08
First quarter 2024 earnings released: EPS: €1.44 (vs €1.20 in 1Q 2023) First quarter 2024 results: EPS: €1.44 (up from €1.20 in 1Q 2023). Revenue: €136.8m (up 4.5% from 1Q 2023). Net income: €24.6m (up 20% from 1Q 2023). Profit margin: 18% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • May 06
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 20% to €76.00. The fair value is estimated to be €62.93, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period. Valuation Update With 7 Day Price Move • Apr 29
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €78.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total returns to shareholders of 134% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €69.23 per share. Declared Dividend • Mar 17
Dividend increased to €0.85 Dividend of €0.85 is 13% higher than last year. Ex-date: 16th May 2024 Payment date: 20th May 2024 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 4.9% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 15
Full year 2023 earnings released: EPS: €5.79 (vs €4.17 in FY 2022) Full year 2023 results: EPS: €5.79 (up from €4.17 in FY 2022). Revenue: €575.0m (up 29% from FY 2022). Net income: €99.1m (up 39% from FY 2022). Profit margin: 17% (up from 16% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 09
Third quarter 2023 earnings released: EPS: €1.63 (vs €1.16 in 3Q 2022) Third quarter 2023 results: EPS: €1.63 (up from €1.16 in 3Q 2022). Revenue: €151.5m (up 27% from 3Q 2022). Net income: €28.0m (up 41% from 3Q 2022). Profit margin: 18% (up from 17% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth. Annuncio • Nov 08
Elmos Semiconductor SE, Annual General Meeting, May 15, 2024 Elmos Semiconductor SE, Annual General Meeting, May 15, 2024. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €71.20, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 200% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €118 per share. Reported Earnings • Jul 28
Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2023 results: EPS: €1.34 (up from €0.93 in 2Q 2022). Revenue: €136.0m (up 29% from 2Q 2022). Net income: €23.0m (up 44% from 2Q 2022). Profit margin: 17% (up from 15% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 56% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €78.30, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 218% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €87.62 per share. Annuncio • Jun 29
Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million. Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. Annuncio • May 11
Elmos Semiconductor SE Approves Dividend for the Fiscal Year 2022 Payable on May 15, 2023 Elmos Semiconductor SE held its Annual General Meeting on May 10, 2023. The Annual General Meeting approved a dividend of 0.75 Euro per share for fiscal year 2022, around 15% higher than the previous year. The dividend will be paid on May 15, 2023. Reported Earnings • May 08
First quarter 2023 earnings: EPS misses analyst expectations First quarter 2023 results: EPS: €1.20 (up from €0.79 in 1Q 2022). Revenue: €130.9m (up 36% from 1Q 2022). Net income: €20.5m (up 52% from 1Q 2022). Profit margin: 16% (up from 14% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 54% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • May 04
Upcoming dividend of €0.75 per share at 1.1% yield Eligible shareholders must have bought the stock before 11 May 2023. Payment date: 15 May 2023. Payout ratio is a comfortable 18% and the cash payout ratio is 75%. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (1.1%). Buying Opportunity • Apr 27
Now 21% undervalued Over the last 90 days, the stock is up 9.4%. The fair value is estimated to be €87.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 71%. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings is also forecast to grow by 12% per annum over the same time period. Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €73.50, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 349% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €88.95 per share. Price Target Changed • Apr 12
Price target increased by 8.3% to €85.25 Up from €78.75, the current price target is an average from 4 analysts. New target price is 7.8% below last closing price of €92.50. Stock is up 110% over the past year. The company is forecast to post earnings per share of €5.72 for next year compared to €4.17 last year. Price Target Changed • Mar 21
Price target increased by 9.4% to €84.00 Up from €76.75, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €82.80. Stock is up 49% over the past year. The company is forecast to post earnings per share of €5.79 for next year compared to €4.17 last year. Valuation Update With 7 Day Price Move • Feb 18
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €78.70, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 245% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €107 per share. Price Target Changed • Feb 15
Price target increased by 14% to €70.00 Up from €61.25, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €68.60. Stock is up 17% over the past year. The company is forecast to post earnings per share of €4.02 for next year compared to €2.24 last year. Annuncio • Feb 15
Elmos Semiconductor SE to Report Fiscal Year 2022 Results on Feb 16, 2023 Elmos Semiconductor SE announced that they will report fiscal year 2022 results on Feb 16, 2023 Buying Opportunity • Jan 12
Now 21% undervalued Over the last 90 days, the stock is up 38%. The fair value is estimated to be €76.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 59%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings is also forecast to grow by 9.0% per annum over the same time period. Valuation Update With 7 Day Price Move • Jan 11
Investor sentiment improved over the past week After last week's 15% share price gain to €61.90, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 125% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €76.29 per share. Price Target Changed • Dec 07
Price target increased to €61.25 Up from €56.25, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of €62.60. Stock is up 40% over the past year. The company is forecast to post earnings per share of €4.08 for next year compared to €2.24 last year. Annuncio • Nov 09
Silex Microsystems AB agreed to acquire Elmos wafer fabrication. Silex Microsystems AB agreed to acquire Elmos wafer fabrication on November 7, 2022. The deal is subject to approval from The Federal Ministry of Economics and Climate Protection (BMWK). As of November 9, 2022, the German government is said to be planning to block the proposed acquisition because of threat to public order and security. Reported Earnings • Nov 05
Third quarter 2022 earnings: EPS and revenues exceed analyst expectations Third quarter 2022 results: EPS: €1.16 (up from €0.50 in 3Q 2021). Revenue: €119.6m (up 48% from 3Q 2021). Net income: €19.9m (up 125% from 3Q 2021). Profit margin: 17% (up from 11% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 03
Second quarter 2022 earnings: EPS and revenues exceed analyst expectations Second quarter 2022 results: EPS: €0.93 (up from €0.47 in 2Q 2021). Revenue: €105.8m (up 34% from 2Q 2021). Net income: €16.0m (up 88% from 2Q 2021). Profit margin: 15% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.1%. Over the next year, revenue is forecast to grow 22%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Annuncio • Aug 02
Elmos Semiconductor SE Provides Earnings Guidance for the Year 2022 Elmos Semiconductor SE provided earnings guidance for the year 2022. For the full year 2022, the company expects sales of more than EUR 430 million due to the positive development in the first half of the year, the consistently encouraging order situation, and the available wafer capacities. Operating EBIT margin is expected to remain unchanged at 21% - 2 percentage points. The anticipated operating EBIT margin does not include any effects from a possible closing of the sale of Elmos wafer fab to Silex Microsystems AB. Capital expenditures will remain around 17% - 2 percentage points of sales. For fiscal year 2022, the company is still forecasting a positive operating adjusted free cash flow exceeding the prior-year figure (EUR 11.1 million). The guidance is based on an exchange rate of 1.00 EUR/USD. Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment improved over the past week After last week's 17% share price gain to €46.95, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Semiconductor industry in Germany. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.09 per share. Price Target Changed • Jul 19
Price target decreased to €55.75 Down from €61.00, the current price target is an average from 4 analysts. New target price is 46% above last closing price of €38.15. Stock is up 2.1% over the past year. The company is forecast to post earnings per share of €3.42 for next year compared to €2.24 last year. Annuncio • May 12
Elmos Semiconductor SE Approves Dividend Increase for Fiscal Year 2021, Payable on May 16, 2022 Elmos Semiconductor SE approved a 25% dividend increase to EUR 0.65 per share for fiscal year 2021 at the Annual General Meeting held on May 11, 2022. The dividend will be paid on May 16, 2022. Reported Earnings • May 06
First quarter 2022 earnings: EPS and revenues exceed analyst expectations First quarter 2022 results: EPS: €0.79 (up from €0.46 in 1Q 2021). Revenue: €96.4m (up 25% from 1Q 2021). Net income: €13.5m (up 64% from 1Q 2021). Profit margin: 14% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 19%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year. Upcoming Dividend • May 05
Upcoming dividend of €0.65 per share Eligible shareholders must have bought the stock before 12 May 2022. Payment date: 16 May 2022. Payout ratio is a comfortable 29% and the cash payout ratio is 86%. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (1.1%). Annuncio • Feb 18
Elmos Semiconductor SE Provides Earnings Guidance for the Year 2022 Elmos Semiconductor SE provided earnings guidance for the year 2022. For the year, the company expects sales growth of at least 15% to more than EUR 370 million and an operating EBIT margin of 20%, plus or minus 2 percentage points. The operating EBIT does not include any effect from the closing of the sale of the Elmos wafer fab to Silex. Price Target Changed • Feb 16
Price target increased to €61.75 Up from €56.00, the current price target is an average from 3 analysts. New target price is 9.9% above last closing price of €56.20. Stock is up 57% over the past year. The company is forecast to post earnings per share of €2.11 for next year compared to €0.35 last year. Price Target Changed • Feb 10
Price target increased to €57.25 Up from €53.50, the current price target is an average from 3 analysts. New target price is 6.4% above last closing price of €53.80. Stock is up 53% over the past year. The company is forecast to post earnings per share of €2.11 for next year compared to €0.35 last year. Valuation Update With 7 Day Price Move • Dec 16
Investor sentiment improved over the past week After last week's 27% share price gain to €56.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the Semiconductor industry in Germany. Total returns to shareholders of 228% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.08 per share. Annuncio • Dec 16
Silex Microsystems AB agreed to acquire 200mm Wafer Fabrication Activities at Dortmund location of Elmos Semiconductor SE (XTRA:ELG) for €84.5 million. Silex Microsystems AB agreed to acquire 200mm Wafer Fabrication Activities at Dortmund location of Elmos Semiconductor SE (XTRA:ELG) for €84.5 million on December 14, 2021. Under the terms, the net purchase price includes €77.5 million plus around €7 million for the work-in-progress inventory. At closing, Silex will acquire 100% of the shares of this entity, including direct and indirect personnel under the leadership of the former management of the Elmos fab. Elmos will remain the owner of the building but will lease the clean room to Silex based on a long-term lease agreement. The transaction is subject to customary closing conditions and regulatory approvals and closing is expected to take place in the second half of 2022. ATREG, Inc advised Elmos Semiconductor SE. Price Target Changed • Dec 15
Price target increased to €45.25 Up from €39.50, the current price target is an average from 4 analysts. New target price is 5.2% above last closing price of €43.00. Stock is up 61% over the past year. The company is forecast to post earnings per share of €2.13 for next year compared to €0.35 last year. Reported Earnings • Nov 06
Third quarter 2021 earnings released: EPS €0.50 (vs €0.34 loss in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €80.8m (up 98% from 3Q 2020). Net income: €8.86m (up €15.0m from 3Q 2020). Profit margin: 11% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings. Reported Earnings • Aug 06
Second quarter 2021 earnings released: EPS €0.47 (vs €0.12 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €78.9m (up 34% from 2Q 2020). Net income: €8.49m (up 276% from 2Q 2020). Profit margin: 11% (up from 3.8% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Annuncio • May 21
Elmos Semiconductor SE Approves Dividend for Fiscal Year of 2020, Payable on May 26, 2021 Elmos Semiconductor SE held its virtual Annual General Meeting approved a stable dividend of EUR 0.52 per share for fiscal year 2020. The dividend will be paid on May 26, 2021. Annuncio • May 08
Elmos Semiconductor SE Provides Sales Guidance for the Second Quarter and Full Year of 2021 Elmos Semiconductor SE provided earnings guidance for the second quarter of 2021. For the quarter, the company anticipates sales of EUR 79 million (± EUR 3 million).
For the year, The company expects very significant increase in sales and EBIT. Annuncio • May 07
Elmos Semiconductor SE Unable to Provide Guidance for Second Half of 2021, Due to Pandemic Elmos Semiconductor SE announced that reliable forecast for the second half of 2021 is not possible at the present time, statements or forecasting institutions are still not stable, the further cause of the pandemic is unclear and the allocation situation cannot be precisely predicted. Reported Earnings • Mar 19
Full year 2020 earnings released: EPS €0.35 (vs €0.94 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: €232.6m (down 15% from FY 2019). Net income: €6.42m (down 65% from FY 2019). Profit margin: 2.8% (down from 6.8% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Feb 03
New 90-day high: €34.90 The company is up 59% from its price of €21.95 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.88 per share. Annuncio • Jan 20
Elmos Semiconductor SE (XTRA:ELG) acquired Online Engineering Gmbh. Elmos Semiconductor SE (XTRA:ELG) acquired Online Engineering Gmbh on January 18, 2021.
Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of Online Engineering Gmbh on January 18, 2021. Price Target Changed • Jan 14
Price target raised to €29.13 Up from €25.88, the current price target is an average from 4 analysts. The new target price is close to the current share price of €30.20. As of last close, the stock is up 5.4% over the past year. Is New 90 Day High Low • Jan 07
New 90-day high: €28.25 The company is up 24% from its price of €22.85 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €22.97 per share. Annuncio • Jan 06
Elmos Semiconductor SE Announces Executive Changes Elmos Semiconductor SE has implemented the changes to the Management Board announced in November 2019 as planned. Effective January 1, 2021, Dr. Arne Schneider took over as the company's Chief Executive Officer. He will also continue to be in charge of finance and administrative departments. Arne Schneider succeeds Anton Mindl, who successfully managed the company as Chief Executive Officer for 15 years, in that time overseeing its strategic realignment. Dr. Mindl will remain closely associated with the company as an advisor. Dr. Schneider joined Elmos in 2011, initially as head of Corporate Development, then moving on to Chief Financial Officer in 2014. Price Target Changed • Jan 05
Price target raised to €25.88 Up from €23.30, the current price target is an average from 5 analysts. The new target price is close to the current share price of €27.05. As of last close, the stock is down 6.2% over the past year. Is New 90 Day High Low • Nov 11
New 90-day high: €24.70 The company is up 15% from its price of €21.45 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Semiconductor industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.45 per share. Analyst Estimate Surprise Post Earnings • Nov 05
Revenue beats expectations, earnings disappoint Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates by 24%. Over the next year, revenue is forecast to grow 7.2%, compared to a 19% growth forecast for the Semiconductor industry in Germany. Price Target Changed • Nov 05
Price target raised to €24.70 Up from €22.80, the current price target is an average from 5 analysts. The new target price is 14% above the current share price of €21.75. As of last close, the stock is down 27% over the past year. Is New 90 Day High Low • Oct 22
New 90-day low: €19.84 The company is down 11% from its price of €22.35 on 24 July 2020. The German market is down 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.79 per share. Is New 90 Day High Low • Sep 26
New 90-day low: €20.15 The company is down 3.0% from its price of €20.80 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Semiconductor industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.12 per share.