View ValuationAIXTRON 将来の成長Future 基準チェック /46AIXTRON利益と収益がそれぞれ年間33.7%と16.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.2% 33.9%なると予測されています。主要情報33.7%収益成長率33.90%EPS成長率Semiconductor 収益成長0%収益成長率16.2%将来の株主資本利益率14.15%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.すべての更新を表示Recent updatesお知らせ • Apr 01AIXTRON SE, Annual General Meeting, May 13, 2026AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.お知らせ • Feb 27AIXTRON SE announces Annual dividend, payable on May 18, 2026AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.お知らせ • Nov 01+ 1 more updateAIXTRON SE to Report Q1, 2026 Results on Apr 30, 2026AIXTRON SE announced that they will report Q1, 2026 results at 7:30 AM, Central European Standard Time on Apr 30, 2026お知らせ • Sep 12+ 1 more updateAIXTRON SE to Report Fiscal Year 2025 Final Results on Feb 26, 2026AIXTRON SE announced that they will report fiscal year 2025 final results on Feb 26, 2026お知らせ • May 17+ 1 more updateAIXTRON SE Announces Supervisory Board ChangesAIXTRON SE announced that at its AGM held on May 15, 2025, Mr. Ingo Bank, CFO of City Football Group, was newly elected to the Supervisory Board. In addition, the previous Supervisory Board member, Dr. Stefan Traeger, was re-elected by a large majority. Supervisory Board member Alexander Everke, former CEO of ams-OSRAM AG, was elected as the new Chairman of the Supervisory Board at the subsequent constituent meeting of the Supervisory Board.お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.お知らせ • Apr 04AIXTRON SE, Annual General Meeting, May 15, 2025AIXTRON SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 01Full year 2024 earnings released: EPS: €0.94 (vs €1.29 in FY 2023)Full year 2024 results: EPS: €0.94 (down from €1.29 in FY 2023). Revenue: €633.2m (flat on FY 2023). Net income: €106.3m (down 27% from FY 2023). Profit margin: 17% (down from 23% in FY 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Feb 28AIXTRON SE announces Annual dividend, payable on May 20, 2025AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.お知らせ • Feb 27Aixtron SE Announces Executive ChangesAIXTRON SE announces the designation of Mr. Alexander Everke, a current member of the Supervisory Board, as the successor to the Supervisory Board Chairmanship. Thanks to the successful completion of the succession planning, the current Chairman of the Supervisory Board, Mr. Kim Schindelhauer, intends to resign from his position at the conclusion of the Annual General Meeting in 2025.New Risk • Feb 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.7% average weekly change). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.New Risk • Jan 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.27 (vs €0.35 in 3Q 2023)Third quarter 2024 results: EPS: €0.27 (down from €0.35 in 3Q 2023). Revenue: €156.3m (down 5.3% from 3Q 2023). Net income: €30.9m (down 22% from 3Q 2023). Profit margin: 20% (down from 24% in 3Q 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.お知らせ • Oct 01AIXTRON SE to Report Fiscal Year 2024 Results on Feb 27, 2025AIXTRON SE announced that they will report fiscal year 2024 results on Feb 27, 2025Buy Or Sell Opportunity • Aug 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €19.17. The fair value is estimated to be €24.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.10 (vs €0.36 in 2Q 2023)Second quarter 2024 results: EPS: €0.10 (down from €0.36 in 2Q 2023). Revenue: €131.8m (down 24% from 2Q 2023). Net income: €11.1m (down 73% from 2Q 2023). Profit margin: 8.4% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €22.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.42 per share.Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €21.20. The fair value is estimated to be €26.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.New Risk • May 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). High level of non-cash earnings (61% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.10 (vs €0.031 in 1Q 2023)First quarter 2024 results: EPS: €0.10 (up from €0.031 in 1Q 2023). Revenue: €118.3m (up 53% from 1Q 2023). Net income: €10.8m (up 208% from 1Q 2023). Profit margin: 9.2% (up from 4.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • Apr 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €22.24. The fair value is estimated to be €28.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Reported Earnings • Mar 04Full year 2023 earnings released: EPS: €1.29 (vs €0.89 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.89 in FY 2022). Revenue: €629.9m (up 36% from FY 2022). Net income: €145.2m (up 45% from FY 2022). Profit margin: 23% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €25.99, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total loss to shareholders of 6.1% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.48 per share.Buy Or Sell Opportunity • Jan 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to €35.29. The fair value is estimated to be €29.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Oct 28Third quarter 2023 earnings released: EPS: €0.35 (vs €0.17 in 3Q 2022)Third quarter 2023 results: EPS: €0.35 (up from €0.17 in 3Q 2022). Revenue: €165.0m (up 86% from 3Q 2022). Net income: €39.6m (up 108% from 3Q 2022). Profit margin: 24% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.お知らせ • Oct 21+ 3 more updatesAIXTRON SE to Report Nine Months, 2024 Results on Oct 31, 2024AIXTRON SE announced that they will report nine months, 2024 results on Oct 31, 2024お知らせ • Oct 15AIXTRON SE, Annual General Meeting, May 15, 2024AIXTRON SE, Annual General Meeting, May 15, 2024.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.36 (vs €0.16 in 2Q 2022)Second quarter 2023 results: EPS: €0.36 (up from €0.16 in 2Q 2022). Revenue: €173.4m (up 69% from 2Q 2022). Net income: €40.4m (up 133% from 2Q 2022). Profit margin: 23% (up from 17% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Semiconductor industry in Europe.Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: €0.03 (vs €0.12 in 1Q 2022)First quarter 2023 results: EPS: €0.03 (down from €0.12 in 1Q 2022). Revenue: €77.2m (down 13% from 1Q 2022). Net income: €3.52m (down 74% from 1Q 2022). Profit margin: 4.6% (down from 16% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: €0.89 (vs €0.85 in FY 2021)Full year 2022 results: EPS: €0.89 (up from €0.85 in FY 2021). Revenue: €463.2m (up 8.0% from FY 2021). Net income: €100.4m (up 5.0% from FY 2021). Profit margin: 22% (in line with FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.お知らせ • Dec 11+ 4 more updatesAIXTRON SE to Report First Half, 2023 Results on Jul 27, 2023AIXTRON SE announced that they will report first half, 2023 results on Jul 27, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.17 (vs €0.28 in 3Q 2021)Third quarter 2022 results: EPS: €0.17 (down from €0.28 in 3Q 2021). Revenue: €88.9m (down 32% from 3Q 2021). Net income: €19.1m (down 39% from 3Q 2021). Profit margin: 22% (down from 24% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: €0.16 (vs €0.073 in 2Q 2021)Second quarter 2022 results: EPS: €0.16 (up from €0.073 in 2Q 2021). Revenue: €102.5m (up 51% from 2Q 2021). Net income: €17.3m (up 110% from 2Q 2021). Profit margin: 17% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.0%, compared to a 21% growth forecast for the industry in Europe.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €21.14, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €28.18 per share.Buying Opportunity • Jul 04Now 21% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be €28.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.12 (vs €0.036 in 1Q 2021)First quarter 2022 results: EPS: €0.12 (up from €0.036 in 1Q 2021). Revenue: €88.6m (up 79% from 1Q 2021). Net income: €13.7m (up 237% from 1Q 2021). Profit margin: 16% (up from 8.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 27% growth forecast for the industry in Europe.Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.29, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €20.96 per share.Buying Opportunity • Mar 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €21.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.85 (up from €0.31 in FY 2020). Revenue: €429.0m (up 59% from FY 2020). Net income: €95.7m (up 174% from FY 2020). Profit margin: 22% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 20% growth forecast for the industry in Europe.Buying Opportunity • Feb 09Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €21.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.37, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 30x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.18 per share.業績と収益の成長予測BUL:AIXA - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20288781751221501212/31/2027756139801211412/31/202657183186209143/31/202650358199227N/A12/31/202555785181208N/A9/30/20255969195126N/A6/30/20256331095599N/A3/31/2025627101-1069N/A12/31/2024633106-7226N/A9/30/2024621115-8647N/A6/30/2024629123-8636N/A3/31/2024671153-145-60N/A12/31/2023630145-110-47N/A9/30/2023599134-95-66N/A6/30/2023523113-100-70N/A3/31/202345290-1316N/A12/31/2022463100737N/A9/30/20224611024263N/A6/30/20225031143050N/A3/31/202246810598117N/A12/31/2021429964966N/A9/30/202135669924N/A6/30/202128944617N/A3/31/202127840-78-67N/A12/31/202026935-48-39N/A9/30/202023622713N/A6/30/2020225203238N/A3/31/2020232245659N/A12/31/201926033N/A43N/A9/30/201927239N/A13N/A6/30/201928346N/A22N/A3/31/201927542N/A21N/A12/31/201826946N/A12N/A9/30/201823555N/A19N/A6/30/201823447N/A18N/A3/31/201823932N/A14N/A12/31/20172307N/A69N/A9/30/2017266-14N/A54N/A6/30/2017255-22N/A45N/A3/31/2017229-22N/A16N/A12/31/2016196-24N/A-38N/A9/30/2016169-32N/A-67N/A6/30/2016173-28N/A-79N/A3/31/2016179-35N/A-55N/A12/31/2015198-29N/A-46N/A9/30/2015193-46N/A-4N/A6/30/2015184-67N/A-15N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: AIXAの予測収益成長率 (年間33.7% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: AIXAの収益 ( 33.7% ) はBG市場 ( 12.3% ) よりも速いペースで成長すると予測されています。高成長収益: AIXAの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: AIXAの収益 ( 16.2% ) BG市場 ( 5.3% ) よりも速いペースで成長すると予測されています。高い収益成長: AIXAの収益 ( 16.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: AIXAの 自己資本利益率 は、3年後には低くなると予測されています ( 14.2 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 12:36終値2026/03/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋AIXTRON SE 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。48 アナリスト機関Knut WollerBaader Helvea Equity ResearchChristopher MuseBarclaysRohan BahlBarclays45 その他のアナリストを表示
お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.
お知らせ • Apr 01AIXTRON SE, Annual General Meeting, May 13, 2026AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Feb 27AIXTRON SE announces Annual dividend, payable on May 18, 2026AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.
お知らせ • Nov 01+ 1 more updateAIXTRON SE to Report Q1, 2026 Results on Apr 30, 2026AIXTRON SE announced that they will report Q1, 2026 results at 7:30 AM, Central European Standard Time on Apr 30, 2026
お知らせ • Sep 12+ 1 more updateAIXTRON SE to Report Fiscal Year 2025 Final Results on Feb 26, 2026AIXTRON SE announced that they will report fiscal year 2025 final results on Feb 26, 2026
お知らせ • May 17+ 1 more updateAIXTRON SE Announces Supervisory Board ChangesAIXTRON SE announced that at its AGM held on May 15, 2025, Mr. Ingo Bank, CFO of City Football Group, was newly elected to the Supervisory Board. In addition, the previous Supervisory Board member, Dr. Stefan Traeger, was re-elected by a large majority. Supervisory Board member Alexander Everke, former CEO of ams-OSRAM AG, was elected as the new Chairman of the Supervisory Board at the subsequent constituent meeting of the Supervisory Board.
お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.
お知らせ • Apr 04AIXTRON SE, Annual General Meeting, May 15, 2025AIXTRON SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: €0.94 (vs €1.29 in FY 2023)Full year 2024 results: EPS: €0.94 (down from €1.29 in FY 2023). Revenue: €633.2m (flat on FY 2023). Net income: €106.3m (down 27% from FY 2023). Profit margin: 17% (down from 23% in FY 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Feb 28AIXTRON SE announces Annual dividend, payable on May 20, 2025AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.
お知らせ • Feb 27Aixtron SE Announces Executive ChangesAIXTRON SE announces the designation of Mr. Alexander Everke, a current member of the Supervisory Board, as the successor to the Supervisory Board Chairmanship. Thanks to the successful completion of the succession planning, the current Chairman of the Supervisory Board, Mr. Kim Schindelhauer, intends to resign from his position at the conclusion of the Annual General Meeting in 2025.
New Risk • Feb 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 6.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (6.7% average weekly change). Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
New Risk • Jan 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 0.6% per year for the foreseeable future. High level of non-cash earnings (33% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: €0.27 (vs €0.35 in 3Q 2023)Third quarter 2024 results: EPS: €0.27 (down from €0.35 in 3Q 2023). Revenue: €156.3m (down 5.3% from 3Q 2023). Net income: €30.9m (down 22% from 3Q 2023). Profit margin: 20% (down from 24% in 3Q 2023). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
お知らせ • Oct 01AIXTRON SE to Report Fiscal Year 2024 Results on Feb 27, 2025AIXTRON SE announced that they will report fiscal year 2024 results on Feb 27, 2025
Buy Or Sell Opportunity • Aug 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €19.17. The fair value is estimated to be €24.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 24%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: €0.10 (vs €0.36 in 2Q 2023)Second quarter 2024 results: EPS: €0.10 (down from €0.36 in 2Q 2023). Revenue: €131.8m (down 24% from 2Q 2023). Net income: €11.1m (down 73% from 2Q 2023). Profit margin: 8.4% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Jul 06Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €22.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 15x in the Semiconductor industry in Europe. Total loss to shareholders of 22% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.42 per share.
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to €21.20. The fair value is estimated to be €26.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
New Risk • May 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Bulgarian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.7% average weekly change). High level of non-cash earnings (61% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: €0.10 (vs €0.031 in 1Q 2023)First quarter 2024 results: EPS: €0.10 (up from €0.031 in 1Q 2023). Revenue: €118.3m (up 53% from 1Q 2023). Net income: €10.8m (up 208% from 1Q 2023). Profit margin: 9.2% (up from 4.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • Apr 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 33% to €22.24. The fair value is estimated to be €28.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 9.9% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Reported Earnings • Mar 04Full year 2023 earnings released: EPS: €1.29 (vs €0.89 in FY 2022)Full year 2023 results: EPS: €1.29 (up from €0.89 in FY 2022). Revenue: €629.9m (up 36% from FY 2022). Net income: €145.2m (up 45% from FY 2022). Profit margin: 23% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €25.99, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total loss to shareholders of 6.1% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €31.48 per share.
Buy Or Sell Opportunity • Jan 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 23% to €35.29. The fair value is estimated to be €29.12, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Oct 28Third quarter 2023 earnings released: EPS: €0.35 (vs €0.17 in 3Q 2022)Third quarter 2023 results: EPS: €0.35 (up from €0.17 in 3Q 2022). Revenue: €165.0m (up 86% from 3Q 2022). Net income: €39.6m (up 108% from 3Q 2022). Profit margin: 24% (up from 22% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe.
お知らせ • Oct 21+ 3 more updatesAIXTRON SE to Report Nine Months, 2024 Results on Oct 31, 2024AIXTRON SE announced that they will report nine months, 2024 results on Oct 31, 2024
お知らせ • Oct 15AIXTRON SE, Annual General Meeting, May 15, 2024AIXTRON SE, Annual General Meeting, May 15, 2024.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.36 (vs €0.16 in 2Q 2022)Second quarter 2023 results: EPS: €0.36 (up from €0.16 in 2Q 2022). Revenue: €173.4m (up 69% from 2Q 2022). Net income: €40.4m (up 133% from 2Q 2022). Profit margin: 23% (up from 17% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Semiconductor industry in Europe.
Reported Earnings • Apr 30First quarter 2023 earnings released: EPS: €0.03 (vs €0.12 in 1Q 2022)First quarter 2023 results: EPS: €0.03 (down from €0.12 in 1Q 2022). Revenue: €77.2m (down 13% from 1Q 2022). Net income: €3.52m (down 74% from 1Q 2022). Profit margin: 4.6% (down from 16% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: €0.89 (vs €0.85 in FY 2021)Full year 2022 results: EPS: €0.89 (up from €0.85 in FY 2021). Revenue: €463.2m (up 8.0% from FY 2021). Net income: €100.4m (up 5.0% from FY 2021). Profit margin: 22% (in line with FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
お知らせ • Dec 11+ 4 more updatesAIXTRON SE to Report First Half, 2023 Results on Jul 27, 2023AIXTRON SE announced that they will report first half, 2023 results on Jul 27, 2023
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.17 (vs €0.28 in 3Q 2021)Third quarter 2022 results: EPS: €0.17 (down from €0.28 in 3Q 2021). Revenue: €88.9m (down 32% from 3Q 2021). Net income: €19.1m (down 39% from 3Q 2021). Profit margin: 22% (down from 24% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: €0.16 (vs €0.073 in 2Q 2021)Second quarter 2022 results: EPS: €0.16 (up from €0.073 in 2Q 2021). Revenue: €102.5m (up 51% from 2Q 2021). Net income: €17.3m (up 110% from 2Q 2021). Profit margin: 17% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.0%, compared to a 21% growth forecast for the industry in Europe.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €21.14, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €28.18 per share.
Buying Opportunity • Jul 04Now 21% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be €28.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 18% per annum over the same time period.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: €0.12 (vs €0.036 in 1Q 2021)First quarter 2022 results: EPS: €0.12 (up from €0.036 in 1Q 2021). Revenue: €88.6m (up 79% from 1Q 2021). Net income: €13.7m (up 237% from 1Q 2021). Profit margin: 16% (up from 8.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.2%, compared to a 27% growth forecast for the industry in Europe.
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.29, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 23x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €20.96 per share.
Buying Opportunity • Mar 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €21.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% per annum over the last 3 years. Earnings per share has grown by 22% per annum over the last 3 years.
Reported Earnings • Feb 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €0.85 (up from €0.31 in FY 2020). Revenue: €429.0m (up 59% from FY 2020). Net income: €95.7m (up 174% from FY 2020). Profit margin: 22% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.7%, compared to a 20% growth forecast for the industry in Europe.
Buying Opportunity • Feb 09Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €21.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% per annum over the last 3 years. Earnings per share has been flat over the last 3 years.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 15% share price gain to €20.37, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 30x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €21.18 per share.