AIXTRON SE

XTRA:AIXA 株式レポート

時価総額：€6.1b

AIXTRON マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Felix Grawert

最高経営責任者

€4.1m

報酬総額

CEO給与比率13.01%
CEO在任期間8.8yrs
CEOの所有権n/a
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間3yrs

経営陣の近況

Recent updates

ナラティブの更新 • May 15

AIXA: Mixed Rating Shifts And 2026 Guidance Will Drive A Measured Reassessment

Analysts lifted the AIXTRON fair value estimate from €36.50 to €55.30, citing updated assumptions for revenue growth, profit margins and future P/E, following a combination of higher price targets from banks such as JPMorgan, Citi and Morgan Stanley, as well as several recent downgrades. Analyst Commentary Recent research shows a split view on AIXTRON, with several downgrades appearing alongside higher fair value and price targets from bullish analysts.
ナラティブの更新 • Apr 29

AIXA: Rebased 2026 Outlook Will Expose Execution Risk Despite Malaysia Expansion

AIXTRON's updated analyst price target moves from €32.53 to €35.89, as analysts factor in revised assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following a mix of recent upgrades, target hikes and downgrades across the Street. Analyst Commentary Recent Street research on AIXTRON reflects a mix of optimism on long term growth potential and caution around execution risk and valuation, which helps explain the shift in the consolidated price target.
ナラティブの更新 • Apr 14

AIXA: Rebased 2026 Outlook Will Test Overheated Expectations Despite Malaysia Expansion

Analysts have raised the AIXTRON price target by about €1.27, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E, along with a mix of recent upgrades and downgrades from major banks. Analyst Commentary Recent Street research on AIXTRON shows a mix of optimism and caution, with several firms adjusting ratings and price targets and a few turning more cautious after earlier upgrades.
ナラティブの更新 • Mar 31

AIXA: Rebased 2026 Outlook And AI Demand Will Shape Rerated Expectations

AIXTRON's revised analyst price target of €31.27, up from €26.85, reflects updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a series of recent price target hikes and rating upgrades from major banks. Analyst Commentary Recent Street research on AIXTRON has been active, with several large banks adjusting ratings and targets.
ナラティブの更新 • Mar 17

AIXA: Upgraded Views And 2026 Guidance Will Shape A More Balanced Outlook

AIXTRON's updated analyst price target has moved from €22.00 to €36.50, as analysts point to a series of recent upgrades and higher targets around €31 to €36.40 that reflect their revised assumptions on growth, margins and future P/E levels. Analyst Commentary Recent Street research on AIXTRON has tilted clearly positive, with multiple bullish analysts revising their views and lifting price targets into the low to mid €30s.
ナラティブの更新 • Mar 03

AIXA: Data Center And AI Demand Will Support Re Rated Outlook

Analysts have lifted their price target on AIXTRON to about €26.85 from roughly €19.83, reflecting updated assumptions for higher revenue, slightly stronger profit margins and a modestly higher future P/E, in line with recent Street targets moving toward €31. Analyst Commentary Recent Street research has clustered around a €31 price target, with several firms lifting their numbers from previous ranges near €20 to €25.20.
ナラティブの更新 • Feb 16

AIXA: Higher Future P/E Assumptions Will Face Execution Risk Test

Analysts have nudged their price target on AIXTRON to €13.50, citing updated assumptions on revenue growth and profit margins, as well as a higher future P/E multiple backed by recent upgrades from major research houses. Analyst Commentary Recent research coverage on AIXTRON has included upgrades and refreshed views, but not all commentary is uniformly positive.
ナラティブの更新 • Feb 02

AIXA: Data Center And AI Power Demand Will Guide Balanced Long Term Outlook

The updated analyst price framework for AIXTRON points to a fair value increase from about €18.25 to about €19.83, as analysts factor in Street research that highlights expected benefits from data center and artificial intelligence power demand, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on AIXTRON has centered on the potential impact of data center and artificial intelligence related power demand on the company’s growth profile, and on how much investors are willing to pay for that growth via a higher P/E multiple.
ナラティブの更新 • Jan 19

AIXA: Data Center And AI Power Demand Will Shape Fair Long Term Outlook

The updated analyst price target for AIXTRON shifts from about €17.50 to roughly €18.25, with analysts pointing to expectations around data center and artificial intelligence related demand as key reasons for their revised fair value, alongside modest tweaks to growth, margin and future P/E assumptions. Analyst Commentary Recent research shows a mix of optimism and caution around AIXTRON, with several price target changes and rating moves clustered around expectations for data center and artificial intelligence related demand.
ナラティブの更新 • Jan 05

AIXA: AI Data Center Hopes Will Face Execution And Timing Test

Analysts have lifted their fair value estimate for AIXTRON from €10.90 to €13.50. This reflects recent price target increases and rating upgrades that reference potential benefits from data center and artificial intelligence related demand.
分析記事 • Dec 27

AIXTRON (ETR:AIXA) Is Doing The Right Things To Multiply Its Share Price

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
ナラティブの更新 • Dec 19

AIXA: Data Center And AI Power Demand Will Shape Balanced Long Term Outlook

The updated analyst price target for AIXTRON has moved higher, supported by analysts citing an increasingly compelling long term growth outlook tied to data center and artificial intelligence demand. Analyst Commentary Recent Street research reflects a generally constructive stance on AIXTRON, with several price target increases and rating upgrades highlighting confidence in the company’s medium to long term growth profile, particularly in data center and artificial intelligence related demand.
ナラティブの更新 • Dec 05

AIXA: Data Center And AI Power Demand Will Shape Balanced Future Outlook

The analyst price target for AIXTRON has been modestly increased to EUR 17.50 from EUR 16.93, as analysts highlight stronger long term growth prospects tied to data center and artificial intelligence demand, alongside improving revenue growth and profit margin outlooks. Analyst Commentary Recent Street research reflects a generally constructive stance on AIXTRON, with several upgrades and target price increases underscoring confidence in the companys long term positioning in data center and artificial intelligence related demand.
ナラティブの更新 • Nov 21

AIXA: Opportunities And Risks Will Be Shaped By Data Center And AI Trends

AIXTRON's analyst price target has increased from €15.05 to €16.93, as analysts cite optimism around long-term growth drivers such as data center expansion and advancing artificial intelligence applications. Analyst Commentary Recent street research on AIXTRON has highlighted both enthusiasm and caution in the investment community.
分析記事 • Nov 09

AIXTRON SE's (ETR:AIXA) Shares Climb 27% But Its Business Is Yet to Catch Up

The AIXTRON SE ( ETR:AIXA ) share price has done very well over the last month, posting an excellent gain of 27...
ナラティブの更新 • Nov 03

AIXA: Compound Semiconductors And AI Demand Will Drive Balanced Long-Term Opportunity

AIXTRON's analyst average price target has been revised slightly lower to €15.05, as analysts highlight near-term sector caution and changing profit margin expectations. Analyst Commentary Recent analyst notes on AIXTRON reflect a range of perspectives on the company's near-term and long-term prospects.
ナラティブの更新 • Oct 20

Optoelectronics And Compound Semiconductors Will Unlock Global Opportunity

AIXTRON's analyst average price target has been revised down by about EUR 0.92 to EUR 15.05, as analysts factor in slightly lower growth and margin expectations for the coming periods. Analyst Commentary Recent updates from street research reveal mixed perspectives on AIXTRON's prospects, and the valuation remains a point of debate among market observers.
分析記事 • Sep 20

Is There Now An Opportunity In AIXTRON SE (ETR:AIXA)?

While AIXTRON SE ( ETR:AIXA ) might not have the largest market cap around , it saw a double-digit share price rise of...
分析記事 • Sep 05

AIXTRON SE's (ETR:AIXA) Intrinsic Value Is Potentially 55% Above Its Share Price

Key Insights AIXTRON's estimated fair value is €18.56 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Aug 21

AIXTRON SE's (ETR:AIXA) Share Price Is Matching Sentiment Around Its Earnings

With a price-to-earnings (or "P/E") ratio of 13.3x AIXTRON SE ( ETR:AIXA ) may be sending bullish signals at the...
分析記事 • Jun 22

Returns At AIXTRON (ETR:AIXA) Are On The Way Up

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
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新しいナラティブ • Feb 26

Advancements In SiC, GaN, And Micro LED Will Strengthen Future Market Position

Market leadership in silicon carbide and gallium nitride technologies positions AIXTRON for future revenue growth through increased customer demand and technological expansions.

CEO報酬分析

AIXTRON の収益と比較して、Felix Grawert の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 31 2026n/an/a

€58m

Dec 31 2025€4m€539k

€85m

Sep 30 2025n/an/a

€91m

Jun 30 2025n/an/a

€109m

Mar 31 2025n/an/a

€101m

Dec 31 2024€5m€430k

€106m

Sep 30 2024n/an/a

€115m

Jun 30 2024n/an/a

€123m

Mar 31 2024n/an/a

€153m

Dec 31 2023€4m€430k

€145m

Sep 30 2023n/an/a

€134m

Jun 30 2023n/an/a

€113m

Mar 31 2023n/an/a

€90m

Dec 31 2022€4m€430k

€100m

Sep 30 2022n/an/a

€102m

Jun 30 2022n/an/a

€114m

Mar 31 2022n/an/a

€105m

Dec 31 2021€4m€430k

€96m

Sep 30 2021n/an/a

€69m

Jun 30 2021n/an/a

€44m

Mar 31 2021n/an/a

€40m

Dec 31 2020€1m€373k

€35m

Sep 30 2020n/an/a

€22m

Jun 30 2020n/an/a

€20m

Mar 31 2020n/an/a

€24m

Dec 31 2019€1m€330k

€33m

報酬と市場: Felixの 総報酬 ($USD 4.82M ) は、 German市場 ($USD 2.64M ) の同規模の企業の平均を上回っています。

報酬と収益: Felixの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Felix Grawert (50 yo)

8.8yrs
在職期間
€4,144,000
報酬

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

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Felix Grawert
President8.8yrs€4.14mデータなし
Christian Danninger
CFO & Member of the Executive Board5yrs€2.35mデータなし
Charles Russell
Chief Accounting Officerno dataデータなしデータなし
Christian Ludwig
Vice President of Investor Relations & Corporate Communications2yrsデータなしデータなし
Vincent Meric
Senior Vice President of Marketingno dataデータなしデータなし
Christoph Putz
Senior Manager of ESG & Sustainabilityno dataデータなしデータなし
Ralf Penner
Senior IR Manager2.3yrsデータなしデータなし
3.7yrs
平均在職期間

経験豊富な経営陣: AIXAの経営陣は 経験豊富 であると考えられます ( 3.7年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Stefan Traeger
Independent Member of the Supervisory Board4yrs€80.00kデータなし
Alexander F.M. Everke
Independent Chairman of the Supervisory Board2yrs€210.00kデータなし
F.J. van Hout
Independent Deputy Chairman of the Supervisory Board7yrs€120.00kデータなし
Ingo Bank
Independent Member of the Supervisory Board1yr€63.00kデータなし
Anna Weber
Independent Member of the Supervisory Board7yrs€100.00kデータなし
Karen Florschutz
Independent Member of the Supervisory Board2yrs€80.00kデータなし
3.0yrs
平均在職期間
57yo
平均年齢

経験豊富なボード: AIXAの 取締役会 は 経験豊富 であると考えられます ( 3年の平均在任期間)。

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2026/05/26 20:05
終値2026/05/26 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Research
Christopher MuseBarclays
Rohan BahlBarclays