Elmos Semiconductor(ELG)株式概要エルモスセミコンダクターSEは、ドイツ、その他の欧州連合諸国、米州、アジア太平洋地域、および国際的な自動車産業向けのマイクロエレクトロニクス部品、システム部品、技術デバイスの開発、製造、販売を行っています。 詳細ELG ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績2/6財務の健全性5/6配当金4/6報酬株価収益率( 28.6 x)は、 Semiconductor業界平均( 65.4 x)を下回っています。収益は年間14.42%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、ELG 、リスクは検出されなかった。すべてのリスクチェックを見るELG Community Fair Values Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN13.5% undervaluedAnalystHighTarget•7d agoAccelerating Electrification And ADAS Will Expand Global Demand2201AN20.7% overvaluedAnalystConsensusTarget•1mo agoChina Demand And Cost Cuts Will Shape Automotive Future Risks66012AN101.8% overvaluedAnalystLowTarget•2mo agoGeopolitical And Chip Woes Will Undermine Future Prospects700Top Analyst NarrativesAN13.5% undervaluedAnalystHighTarget•7d agoAccelerating Electrification And ADAS Will Expand Global Demand2201AN20.7% overvaluedAnalystConsensusTarget•1mo agoChina Demand And Cost Cuts Will Shape Automotive Future Risks66012AN101.8% overvaluedAnalystLowTarget•2mo agoGeopolitical And Chip Woes Will Undermine Future Prospects700View all narrativesElmos Semiconductor SE 競合他社First SensorSymbol: XTRA:SISMarket cap: €558.3mInfineon TechnologiesSymbol: XTRA:IFXMarket cap: €88.3bAIXTRONSymbol: XTRA:AIXAMarket cap: €5.9bSUSS MicroTecSymbol: XTRA:SMHNMarket cap: €1.7b価格と性能株価の高値、安値、推移の概要Elmos Semiconductor過去の株価現在の株価€181.6052週高値€206.0052週安値€65.70ベータ1.761ヶ月の変化6.95%3ヶ月変化42.77%1年変化162.81%3年間の変化175.99%5年間の変化425.62%IPOからの変化707.11%最新ニュースUpcoming Dividend • 2hUpcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (0.5%).ライブニュース • May 15Elmos Semiconductor Share Placement Boosts Free Float and Eyes Potential MDAX InclusionTwo major Elmos Semiconductor shareholders placed around 1.77 million existing shares via an accelerated bookbuilding process. The transaction increases the company’s free float, which may support a potential inclusion in the MDAX index. The selling shareholders agreed to a 180-day lock-up following the placement, and the offer was directed solely at institutional investors. A higher free float and improved liquidity can make the stock more accessible for larger funds and index trackers, which can change how trading activity develops over time. Investors may want to watch how ownership concentration, trading volumes and any future index-related announcements evolve following this placement.ナラティブの更新 • May 14ELG: Raised Guidance And Buybacks Are Expected To Support Higher Earnings MultipleNarrative Update: Elmos Semiconductor The analyst fair value estimate for Elmos Semiconductor has shifted from €180.00 to €210.00, with analysts linking this change to updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent price target revisions from major firms. Analyst Commentary Recent research updates point to a constructive tone around Elmos Semiconductor, with bullish analysts revising their price targets higher and aligning their models with the latest fair value estimate shift to €210.00.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% 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.Buy Or Sell Opportunity • May 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €206. The fair value is estimated to be €165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesUpcoming Dividend • 2hUpcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (0.5%).ライブニュース • May 15Elmos Semiconductor Share Placement Boosts Free Float and Eyes Potential MDAX InclusionTwo major Elmos Semiconductor shareholders placed around 1.77 million existing shares via an accelerated bookbuilding process. The transaction increases the company’s free float, which may support a potential inclusion in the MDAX index. The selling shareholders agreed to a 180-day lock-up following the placement, and the offer was directed solely at institutional investors. A higher free float and improved liquidity can make the stock more accessible for larger funds and index trackers, which can change how trading activity develops over time. Investors may want to watch how ownership concentration, trading volumes and any future index-related announcements evolve following this placement.ナラティブの更新 • May 14ELG: Raised Guidance And Buybacks Are Expected To Support Higher Earnings MultipleNarrative Update: Elmos Semiconductor The analyst fair value estimate for Elmos Semiconductor has shifted from €180.00 to €210.00, with analysts linking this change to updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent price target revisions from major firms. Analyst Commentary Recent research updates point to a constructive tone around Elmos Semiconductor, with bullish analysts revising their price targets higher and aligning their models with the latest fair value estimate shift to €210.00.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% 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.Buy Or Sell Opportunity • May 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €206. The fair value is estimated to be €165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 05Price target increased by 7.5% to €162Up from €150, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €191. Stock is up 220% over the past year. The company is forecast to post earnings per share of €7.11 for next year compared to €5.88 last year.ナラティブの更新 • Apr 23ELG: Updated Guidance And Buyback Plan Will Support Future Earnings MultipleAnalysts have raised their price targets on Elmos Semiconductor by a combined €60, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples that support a higher valuation range. Analyst Commentary Bullish analysts have recently lifted their price targets on Elmos Semiconductor by a combined €60, with one move of €45 and another of €15, pointing to a higher valuation range supported by updated modeling assumptions.Price Target Changed • Apr 17Price target increased by 8.5% to €153Up from €141, the current price target is an average from 5 analysts. New target price is 11% below last closing price of €172. Stock is up 219% over the past year. The company is forecast to post earnings per share of €6.78 for next year compared to €5.88 last year.お知らせ • Apr 14Elmos Semiconductor SE, Annual General Meeting, May 27, 2026Elmos Semiconductor SE, Annual General Meeting, May 27, 2026.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €174, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €158 per share.ナラティブの更新 • Apr 09ELG: Higher Earnings Visibility And Buybacks Will Shape Balanced Return OutlookAnalysts have raised the price target for Elmos Semiconductor to €150.40 from €97.17. The revised target reflects updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, supported by recent target increases from major research houses.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €149, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Semiconductor industry in Germany. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €156 per share.ナラティブの更新 • Mar 26ELG: Higher Dividend And Buyback Framework Will Support Future Earnings MultipleAnalysts have raised their price target on Elmos Semiconductor from €145.00 to €180.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples following recent research. Analyst Commentary Recent research shows bullish analysts lifting their price target on Elmos Semiconductor to €180.00.Reported Earnings • Mar 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.ナラティブの更新 • Mar 11ELG: Raised Expectations On Margins Will Heighten Future Execution RiskNarrative Update on Elmos Semiconductor The analyst price target for Elmos Semiconductor has been increased by €15. Analysts cite updated assumptions on revenue growth, profit margins and future P/E as the main factors behind this change.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €147, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.91 per share.Price Target Changed • Feb 25Price target increased by 17% to €128Up from €109, the current price target is an average from 5 analysts. New target price is 8.8% below last closing price of €140. Stock is up 101% over the past year. The company is forecast to post earnings per share of €5.63 for next year compared to €7.51 last year.ナラティブの更新 • Feb 25ELG: Dividend, Buyback And R&D Expansion Will Support Steady Future P/EAnalysts have lifted their price target on Elmos Semiconductor by €15, citing slightly adjusted long term assumptions on revenue growth, profitability and P/E as the main factors supporting the new view. Analyst Commentary Bullish analysts are using the €15 price target lift as a signal that their long term view on Elmos Semiconductor is now aligned with slightly higher expectations for revenue growth, profitability and the P/E level they are comfortable assigning to the shares.ナラティブの更新 • Feb 10ELG: Future P/E Repricing Will Support Higher Fair Value EstimateAnalysts have lifted their fair value estimate for Elmos Semiconductor from €118.32 to €145.00, citing updated assumptions around revenue growth, profit margins and future P/E expectations as the key drivers behind the higher target. Analyst Commentary Recent research points to a more confident stance on Elmos Semiconductor, with bullish analysts adjusting their fair value assumptions and supporting a higher price target.Buy Or Sell Opportunity • Feb 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to €122. The fair value is estimated to be €98.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years.分析記事 • Feb 08Elmos Semiconductor (ETR:ELG) Is Paying Out A Larger Dividend Than Last YearThe board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 1st of June will be increased to...Declared Dividend • Feb 08Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but not covered by cash flows (318% cash payout ratio). 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 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 06Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026Elmos 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.Price Target Changed • Feb 03Price target increased by 7.5% to €114Up from €106, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €114. Stock is up 62% over the past year. The company is forecast to post earnings per share of €5.43 for next year compared to €7.51 last year.ナラティブの更新 • Jan 27ELG: Execution Risk On 2025 Margin Guidance Will Constrain Future UpsideNarrative Update Analysts have raised their price targets for Elmos Semiconductor, with recent revisions moving one target to €90 and another firm adding a further €15 increase, supported by updated assumptions for growth, margins, and a slightly adjusted P/E outlook. Analyst Commentary Recent research updates on Elmos Semiconductor reflect a more mixed tone than the headline price target changes might suggest.Price Target Changed • Jan 23Price target increased by 7.5% to €109Up from €101, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €110. Stock is up 45% over the past year. The company is forecast to post earnings per share of €5.47 for next year compared to €7.51 last year.分析記事 • Jan 21Why We Like The Returns At Elmos Semiconductor (ETR:ELG)What are the early trends we should look for to identify a stock that could multiply in value over the long term...ナラティブの更新 • Jan 11ELG: Higher Revenue Assumptions Will Face Limited Upside And Execution RisksAnalysts have lifted their price target on Elmos Semiconductor to €90 from €85, citing updated assumptions on revenue growth and profitability that support a slightly adjusted P/E outlook, while leaving their fair value view unchanged. Analyst Commentary Even with the higher €90 price target, the tone from bearish analysts remains measured.Buy Or Sell Opportunity • Dec 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €95.70. The fair value is estimated to be €78.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.ナラティブの更新 • Dec 26ELG: Higher Long Term Assumptions Will Face Stable Earnings And Execution RisksAnalysts have nudged their price target on Elmos Semiconductor higher to EUR 90 from EUR 85, citing slightly stronger long term revenue growth assumptions and a modestly higher valuation multiple, despite a largely unchanged profit outlook. Analyst Commentary Bearish analysts acknowledge that the new EUR 90 price target reflects slightly improved long term growth assumptions, but emphasize that the rating remains at Hold.分析記事 • Dec 25Elmos Semiconductor (ETR:ELG) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Dec 17+ 4 more updatesElmos Semiconductor SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026Elmos Semiconductor SE announced that they will report fiscal year 2025 final results on Mar 19, 2026ナラティブの更新 • Dec 12ELG: Higher Revenue Outlook Will Meet Cautious Earnings And Execution ExpectationsAnalysts have raised their price target on Elmos Semiconductor from EUR 85 to EUR 90, citing improving revenue growth expectations and slightly higher profit margin forecasts, despite a modest uptick in the discount rate and a marginally lower future P/E multiple. Analyst Commentary While the latest target price increase reflects recognition of Elmos Semiconductor's solid fundamentals, the rating remains at Hold, underscoring a cautious stance on the stock's risk reward profile.分析記事 • Dec 09Are Elmos Semiconductor SE (ETR:ELG) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Elmos Semiconductor is €79.66 based on 2 Stage Free Cash Flow to Equity...Buy Or Sell Opportunity • Nov 28Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €97.60. The fair value is estimated to be €79.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.分析記事 • Nov 27Does Elmos Semiconductor (ETR:ELG) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Nov 12Elmos Semiconductor's (ETR:ELG) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Elmos Semiconductor SE ( ETR:ELG ), the market responded by bidding up the...New Risk • Nov 05New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% 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 21% per year whereas the company’s share price has increased by 23% per year.分析記事 • Nov 04Elmos Semiconductor SE's (ETR:ELG) Business And Shares Still Trailing The MarketElmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.8x might make it look like a buy right...分析記事 • Oct 22What Is Elmos Semiconductor SE's (ETR:ELG) Share Price Doing?While Elmos Semiconductor SE ( ETR:ELG ) might not have the largest market cap around , it saw a decent share price...お知らせ • Oct 17Elmos 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.分析記事 • Sep 19Why The 24% Return On Capital At Elmos Semiconductor (ETR:ELG) Should Have Your AttentionIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • Aug 20These 4 Measures Indicate That Elmos Semiconductor (ETR:ELG) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 8.4% 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 25% per year whereas the company’s share price has increased by 24% per year.分析記事 • Jul 21With EPS Growth And More, Elmos Semiconductor (ETR:ELG) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Jul 09Elmos Semiconductor SE (ETR:ELG) Shares Fly 28% But Investors Aren't Buying For GrowthElmos Semiconductor SE ( ETR:ELG ) shares have continued their recent momentum with a 28% gain in the last month alone...Price Target Changed • Jul 02Price target increased by 7.7% to €93.00Up from €86.33, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of €92.60. Stock is up 27% over the past year. The company is forecast to post earnings per share of €5.39 for next year compared to €7.51 last year.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.75 per share.分析記事 • Jun 25Is It Too Late To Consider Buying Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it saw a significant share price rise of...分析記事 • May 23Elmos Semiconductor SE (ETR:ELG) Surges 28% Yet Its Low P/E Is No Reason For ExcitementElmos Semiconductor SE ( ETR:ELG ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €75.10, 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 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.71 per share.Upcoming Dividend • May 09Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 13% and the cash payout ratio is 87%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (1.1%).分析記事 • May 09Elmos Semiconductor SE (ETR:ELG) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesShareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 12% to...分析記事 • May 08We Think Elmos Semiconductor (ETR:ELG) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 07First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024)First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% 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 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Apr 25Elmos Semiconductor SE (ETR:ELG) Shares Could Be 43% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Elmos Semiconductor fair value estimate is €103 Elmos...分析記事 • Apr 08Investors Don't See Light At End Of Elmos Semiconductor SE's (ETR:ELG) Tunnel And Push Stock Down 26%To the annoyance of some shareholders, Elmos Semiconductor SE ( ETR:ELG ) shares are down a considerable 26% in the...分析記事 • Apr 06Elmos Semiconductor's (ETR:ELG) Upcoming Dividend Will Be Larger Than Last Year'sElmos Semiconductor SE's ( ETR:ELG ) dividend will be increasing from last year's payment of the same period to €1.00...お知らせ • Apr 01Elmos Semiconductor SE, Annual General Meeting, May 15, 2025Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.分析記事 • Mar 28Additional Considerations Required While Assessing Elmos Semiconductor's (ETR:ELG) Strong EarningsLast week's profit announcement from Elmos Semiconductor SE ( ETR:ELG ) was underwhelming for investors, despite...New Risk • Mar 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 8.8% per year for the foreseeable future. High level of non-cash earnings (34% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.分析記事 • Mar 23Elmos Semiconductor (ETR:ELG) Is Increasing Its Dividend To €1.00The board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 20th of May will be increased to...Declared Dividend • Mar 23Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 16th May 2025 Payment date: 20th May 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.1%. 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 13% 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 decline by 16% over the next 2 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €7.51 (up from €5.79 in FY 2023). Revenue: €581.1m (up 1.1% from FY 2023). Net income: €128.7m (up 30% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 6.7% 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 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 21Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025Elmos 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.分析記事 • Mar 11Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Buy Or Sell Opportunity • Feb 25Now 22% undervaluedOver the last 90 days, the stock has risen 14% to €69.80. The fair value is estimated to be €89.44, however this is not to be taken as a buy 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 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years.分析記事 • Feb 14Is Now An Opportune Moment To Examine Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it led the XTRA gainers with a relatively...新しいナラティブ • Feb 08Operational Efficiency And China Presence Will Drive Future Success In Automotive Semiconductors Strategic focus on operational efficiency and lower capital expenditures could improve net margins and financial efficiency. 分析記事 • Jan 30Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Jan 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €78.10. The fair value is estimated to be €65.03, 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.分析記事 • Jan 07Investors Shouldn't Overlook Elmos Semiconductor's (ETR:ELG) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...お知らせ • Dec 30Littelfuse, 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.分析記事 • Dec 06A Look At The Intrinsic Value Of Elmos Semiconductor SE (ETR:ELG)Key Insights Elmos Semiconductor's estimated fair value is €63.67 based on 2 Stage Free Cash Flow to Equity With €65.00...お知らせ • Nov 26+ 1 more updateElmos Semiconductor SE to Report Fiscal Year 2024 Final Results on Mar 20, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 20, 2025お知らせ • Nov 25+ 2 more updatesElmos Semiconductor SE to Report Fiscal Year 2024 Results on Feb 18, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 results on Feb 18, 2025分析記事 • Nov 22Elmos Semiconductor SE's (ETR:ELG) Share Price Is Matching Sentiment Around Its EarningsElmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right...New Risk • Nov 12New minor risk - Share price stabilityThe 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.分析記事 • Nov 09Elmos Semiconductor SE (ETR:ELG) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkShareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 11% to...Reported Earnings • Nov 07Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird 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 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €63.20, 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 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €101 per share.Price Target Changed • Oct 25Price target decreased by 8.4% to €86.53Down from €94.50, the current price target is an average from 6 analysts. New target price is 40% above last closing price of €61.90. Stock is down 4.8% 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.分析記事 • Oct 22Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Sep 27Elmos Semiconductor (ETR:ELG) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...分析記事 • Aug 16Elmos Semiconductor SE (ETR:ELG) Shares Could Be 37% Below Their Intrinsic Value EstimateKey Insights Elmos Semiconductor's estimated fair value is €122 based on 2 Stage Free Cash Flow to Equity Elmos...分析記事 • Aug 04Elmos Semiconductor SE Just Beat EPS By 19%: Here's What Analysts Think Will Happen NextElmos Semiconductor SE ( ETR:ELG ) came out with its interim results last week, and we wanted to see how the business...Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond 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.分析記事 • Jul 29Is Now The Time To Look At Buying Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • Jul 15Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • Jun 19Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...株主還元ELGDE SemiconductorDE 市場7D1.0%4.9%2.0%1Y162.8%105.1%-0.1%株主還元を見る業界別リターン: ELG過去 1 年間で105.1 % の収益を上げたGerman Semiconductor業界を上回りました。リターン対市場: ELG過去 1 年間で-0.1 % の収益を上げたGerman市場を上回りました。価格変動Is ELG's price volatile compared to industry and market?ELG volatilityELG Average Weekly Movement8.8%Semiconductor Industry Average Movement9.2%Market Average Movement6.2%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: ELG 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: ELGの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19841,271Arne Schneiderwww.elmos.comエルモスセミコンダクターSEは、ドイツ、その他の欧州連合諸国、米州、アジア太平洋地域、および国際的な自動車産業向けのマイクロエレクトロニクス部品、システム部品、技術デバイスを開発、製造、販売している。ステッピングモータコントローラIC、ブラシレスDCモータコントローラIC、DCモータコントローラICなどのモータ制御ICソリューション、超音波距離IC、センサシグナルプロセッサIC、統合絶対圧システムIC、光学式IRセンサIC、ToFイメージャ、パッシブ赤外線ICなどのセンサIC、高電圧、ライナーLED、LIN RGBコントローラICなどのLEDドライバICを提供している。また、DC/DCコンバータIC、低ドロップアウト(LDO)レギュレータ、PSI5、LIN/CAN、KNXトランシーバなどのインターフェースICも提供している。さらに、ASIC設計、車載安全IC、エンジン管理IC、リレードライバーICも提供している。同社は、スマートホームや産業用オートメーション・アプリケーションを含む車載および非車載アプリケーションにサービスを提供している。同社は1984年に設立され、ドイツのレバークーゼンに本社を置いている。もっと見るElmos Semiconductor SE 基礎のまとめElmos Semiconductor の収益と売上を時価総額と比較するとどうか。ELG 基礎統計学時価総額€3.16b収益(TTM)€108.75m売上高(TTM)€608.24m28.6xPER(株価収益率5.1xP/SレシオELG は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計ELG 損益計算書(TTM)収益€608.24m売上原価€346.17m売上総利益€262.07mその他の費用€153.32m収益€108.75m直近の収益報告Mar 31, 2026次回決算日Aug 04, 2026一株当たり利益(EPS)6.34グロス・マージン43.09%純利益率17.88%有利子負債/自己資本比率15.3%ELG の長期的なパフォーマンスは?過去の実績と比較を見る配当金0.8%現在の配当利回り24%配当性向ELG 配当は確実ですか?ELG 配当履歴とベンチマークを見るELG 、いつまでに購入すれば配当金を受け取れますか?Elmos Semiconductor 配当日配当落ち日May 28 2026配当支払日Jun 01 2026配当落ちまでの日数6 days配当支払日までの日数10 daysELG 配当は確実ですか?ELG 配当履歴とベンチマークを見るView Valuation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2026/05/21 19:40終値2026/05/21 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Elmos Semiconductor SE 5 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。11 アナリスト機関Tammy QiuBerenbergAmelie Dueckelmann-DublanyBerenbergRobert SandersDeutsche Bank8 その他のアナリストを表示
Upcoming Dividend • 2hUpcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (0.5%).
ライブニュース • May 15Elmos Semiconductor Share Placement Boosts Free Float and Eyes Potential MDAX InclusionTwo major Elmos Semiconductor shareholders placed around 1.77 million existing shares via an accelerated bookbuilding process. The transaction increases the company’s free float, which may support a potential inclusion in the MDAX index. The selling shareholders agreed to a 180-day lock-up following the placement, and the offer was directed solely at institutional investors. A higher free float and improved liquidity can make the stock more accessible for larger funds and index trackers, which can change how trading activity develops over time. Investors may want to watch how ownership concentration, trading volumes and any future index-related announcements evolve following this placement.
ナラティブの更新 • May 14ELG: Raised Guidance And Buybacks Are Expected To Support Higher Earnings MultipleNarrative Update: Elmos Semiconductor The analyst fair value estimate for Elmos Semiconductor has shifted from €180.00 to €210.00, with analysts linking this change to updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent price target revisions from major firms. Analyst Commentary Recent research updates point to a constructive tone around Elmos Semiconductor, with bullish analysts revising their price targets higher and aligning their models with the latest fair value estimate shift to €210.00.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% 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.
Buy Or Sell Opportunity • May 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €206. The fair value is estimated to be €165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • 2hUpcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 01 June 2026. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (0.5%).
ライブニュース • May 15Elmos Semiconductor Share Placement Boosts Free Float and Eyes Potential MDAX InclusionTwo major Elmos Semiconductor shareholders placed around 1.77 million existing shares via an accelerated bookbuilding process. The transaction increases the company’s free float, which may support a potential inclusion in the MDAX index. The selling shareholders agreed to a 180-day lock-up following the placement, and the offer was directed solely at institutional investors. A higher free float and improved liquidity can make the stock more accessible for larger funds and index trackers, which can change how trading activity develops over time. Investors may want to watch how ownership concentration, trading volumes and any future index-related announcements evolve following this placement.
ナラティブの更新 • May 14ELG: Raised Guidance And Buybacks Are Expected To Support Higher Earnings MultipleNarrative Update: Elmos Semiconductor The analyst fair value estimate for Elmos Semiconductor has shifted from €180.00 to €210.00, with analysts linking this change to updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent price target revisions from major firms. Analyst Commentary Recent research updates point to a constructive tone around Elmos Semiconductor, with bullish analysts revising their price targets higher and aligning their models with the latest fair value estimate shift to €210.00.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% 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.
Buy Or Sell Opportunity • May 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €206. The fair value is estimated to be €165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 05Price target increased by 7.5% to €162Up from €150, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €191. Stock is up 220% over the past year. The company is forecast to post earnings per share of €7.11 for next year compared to €5.88 last year.
ナラティブの更新 • Apr 23ELG: Updated Guidance And Buyback Plan Will Support Future Earnings MultipleAnalysts have raised their price targets on Elmos Semiconductor by a combined €60, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples that support a higher valuation range. Analyst Commentary Bullish analysts have recently lifted their price targets on Elmos Semiconductor by a combined €60, with one move of €45 and another of €15, pointing to a higher valuation range supported by updated modeling assumptions.
Price Target Changed • Apr 17Price target increased by 8.5% to €153Up from €141, the current price target is an average from 5 analysts. New target price is 11% below last closing price of €172. Stock is up 219% over the past year. The company is forecast to post earnings per share of €6.78 for next year compared to €5.88 last year.
お知らせ • Apr 14Elmos Semiconductor SE, Annual General Meeting, May 27, 2026Elmos Semiconductor SE, Annual General Meeting, May 27, 2026.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €174, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €158 per share.
ナラティブの更新 • Apr 09ELG: Higher Earnings Visibility And Buybacks Will Shape Balanced Return OutlookAnalysts have raised the price target for Elmos Semiconductor to €150.40 from €97.17. The revised target reflects updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, supported by recent target increases from major research houses.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €149, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Semiconductor industry in Germany. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €156 per share.
ナラティブの更新 • Mar 26ELG: Higher Dividend And Buyback Framework Will Support Future Earnings MultipleAnalysts have raised their price target on Elmos Semiconductor from €145.00 to €180.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples following recent research. Analyst Commentary Recent research shows bullish analysts lifting their price target on Elmos Semiconductor to €180.00.
Reported Earnings • Mar 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
ナラティブの更新 • Mar 11ELG: Raised Expectations On Margins Will Heighten Future Execution RiskNarrative Update on Elmos Semiconductor The analyst price target for Elmos Semiconductor has been increased by €15. Analysts cite updated assumptions on revenue growth, profit margins and future P/E as the main factors behind this change.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €147, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.91 per share.
Price Target Changed • Feb 25Price target increased by 17% to €128Up from €109, the current price target is an average from 5 analysts. New target price is 8.8% below last closing price of €140. Stock is up 101% over the past year. The company is forecast to post earnings per share of €5.63 for next year compared to €7.51 last year.
ナラティブの更新 • Feb 25ELG: Dividend, Buyback And R&D Expansion Will Support Steady Future P/EAnalysts have lifted their price target on Elmos Semiconductor by €15, citing slightly adjusted long term assumptions on revenue growth, profitability and P/E as the main factors supporting the new view. Analyst Commentary Bullish analysts are using the €15 price target lift as a signal that their long term view on Elmos Semiconductor is now aligned with slightly higher expectations for revenue growth, profitability and the P/E level they are comfortable assigning to the shares.
ナラティブの更新 • Feb 10ELG: Future P/E Repricing Will Support Higher Fair Value EstimateAnalysts have lifted their fair value estimate for Elmos Semiconductor from €118.32 to €145.00, citing updated assumptions around revenue growth, profit margins and future P/E expectations as the key drivers behind the higher target. Analyst Commentary Recent research points to a more confident stance on Elmos Semiconductor, with bullish analysts adjusting their fair value assumptions and supporting a higher price target.
Buy Or Sell Opportunity • Feb 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to €122. The fair value is estimated to be €98.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years.
分析記事 • Feb 08Elmos Semiconductor (ETR:ELG) Is Paying Out A Larger Dividend Than Last YearThe board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 1st of June will be increased to...
Declared Dividend • Feb 08Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but not covered by cash flows (318% cash payout ratio). 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 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 06Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026Elmos 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.
Price Target Changed • Feb 03Price target increased by 7.5% to €114Up from €106, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €114. Stock is up 62% over the past year. The company is forecast to post earnings per share of €5.43 for next year compared to €7.51 last year.
ナラティブの更新 • Jan 27ELG: Execution Risk On 2025 Margin Guidance Will Constrain Future UpsideNarrative Update Analysts have raised their price targets for Elmos Semiconductor, with recent revisions moving one target to €90 and another firm adding a further €15 increase, supported by updated assumptions for growth, margins, and a slightly adjusted P/E outlook. Analyst Commentary Recent research updates on Elmos Semiconductor reflect a more mixed tone than the headline price target changes might suggest.
Price Target Changed • Jan 23Price target increased by 7.5% to €109Up from €101, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €110. Stock is up 45% over the past year. The company is forecast to post earnings per share of €5.47 for next year compared to €7.51 last year.
分析記事 • Jan 21Why We Like The Returns At Elmos Semiconductor (ETR:ELG)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
ナラティブの更新 • Jan 11ELG: Higher Revenue Assumptions Will Face Limited Upside And Execution RisksAnalysts have lifted their price target on Elmos Semiconductor to €90 from €85, citing updated assumptions on revenue growth and profitability that support a slightly adjusted P/E outlook, while leaving their fair value view unchanged. Analyst Commentary Even with the higher €90 price target, the tone from bearish analysts remains measured.
Buy Or Sell Opportunity • Dec 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €95.70. The fair value is estimated to be €78.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.
ナラティブの更新 • Dec 26ELG: Higher Long Term Assumptions Will Face Stable Earnings And Execution RisksAnalysts have nudged their price target on Elmos Semiconductor higher to EUR 90 from EUR 85, citing slightly stronger long term revenue growth assumptions and a modestly higher valuation multiple, despite a largely unchanged profit outlook. Analyst Commentary Bearish analysts acknowledge that the new EUR 90 price target reflects slightly improved long term growth assumptions, but emphasize that the rating remains at Hold.
分析記事 • Dec 25Elmos Semiconductor (ETR:ELG) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Dec 17+ 4 more updatesElmos Semiconductor SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026Elmos Semiconductor SE announced that they will report fiscal year 2025 final results on Mar 19, 2026
ナラティブの更新 • Dec 12ELG: Higher Revenue Outlook Will Meet Cautious Earnings And Execution ExpectationsAnalysts have raised their price target on Elmos Semiconductor from EUR 85 to EUR 90, citing improving revenue growth expectations and slightly higher profit margin forecasts, despite a modest uptick in the discount rate and a marginally lower future P/E multiple. Analyst Commentary While the latest target price increase reflects recognition of Elmos Semiconductor's solid fundamentals, the rating remains at Hold, underscoring a cautious stance on the stock's risk reward profile.
分析記事 • Dec 09Are Elmos Semiconductor SE (ETR:ELG) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Elmos Semiconductor is €79.66 based on 2 Stage Free Cash Flow to Equity...
Buy Or Sell Opportunity • Nov 28Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €97.60. The fair value is estimated to be €79.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.
分析記事 • Nov 27Does Elmos Semiconductor (ETR:ELG) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Nov 12Elmos Semiconductor's (ETR:ELG) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Elmos Semiconductor SE ( ETR:ELG ), the market responded by bidding up the...
New Risk • Nov 05New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% 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 21% per year whereas the company’s share price has increased by 23% per year.
分析記事 • Nov 04Elmos Semiconductor SE's (ETR:ELG) Business And Shares Still Trailing The MarketElmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.8x might make it look like a buy right...
分析記事 • Oct 22What Is Elmos Semiconductor SE's (ETR:ELG) Share Price Doing?While Elmos Semiconductor SE ( ETR:ELG ) might not have the largest market cap around , it saw a decent share price...
お知らせ • Oct 17Elmos 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.
分析記事 • Sep 19Why The 24% Return On Capital At Elmos Semiconductor (ETR:ELG) Should Have Your AttentionIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • Aug 20These 4 Measures Indicate That Elmos Semiconductor (ETR:ELG) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 8.4% 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 25% per year whereas the company’s share price has increased by 24% per year.
分析記事 • Jul 21With EPS Growth And More, Elmos Semiconductor (ETR:ELG) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jul 09Elmos Semiconductor SE (ETR:ELG) Shares Fly 28% But Investors Aren't Buying For GrowthElmos Semiconductor SE ( ETR:ELG ) shares have continued their recent momentum with a 28% gain in the last month alone...
Price Target Changed • Jul 02Price target increased by 7.7% to €93.00Up from €86.33, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of €92.60. Stock is up 27% over the past year. The company is forecast to post earnings per share of €5.39 for next year compared to €7.51 last year.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.75 per share.
分析記事 • Jun 25Is It Too Late To Consider Buying Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it saw a significant share price rise of...
分析記事 • May 23Elmos Semiconductor SE (ETR:ELG) Surges 28% Yet Its Low P/E Is No Reason For ExcitementElmos Semiconductor SE ( ETR:ELG ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €75.10, 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 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.71 per share.
Upcoming Dividend • May 09Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 13% and the cash payout ratio is 87%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (1.1%).
分析記事 • May 09Elmos Semiconductor SE (ETR:ELG) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesShareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 12% to...
分析記事 • May 08We Think Elmos Semiconductor (ETR:ELG) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 07First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024)First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% 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 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Apr 25Elmos Semiconductor SE (ETR:ELG) Shares Could Be 43% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Elmos Semiconductor fair value estimate is €103 Elmos...
分析記事 • Apr 08Investors Don't See Light At End Of Elmos Semiconductor SE's (ETR:ELG) Tunnel And Push Stock Down 26%To the annoyance of some shareholders, Elmos Semiconductor SE ( ETR:ELG ) shares are down a considerable 26% in the...
分析記事 • Apr 06Elmos Semiconductor's (ETR:ELG) Upcoming Dividend Will Be Larger Than Last Year'sElmos Semiconductor SE's ( ETR:ELG ) dividend will be increasing from last year's payment of the same period to €1.00...
お知らせ • Apr 01Elmos Semiconductor SE, Annual General Meeting, May 15, 2025Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.
分析記事 • Mar 28Additional Considerations Required While Assessing Elmos Semiconductor's (ETR:ELG) Strong EarningsLast week's profit announcement from Elmos Semiconductor SE ( ETR:ELG ) was underwhelming for investors, despite...
New Risk • Mar 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 8.8% per year for the foreseeable future. High level of non-cash earnings (34% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
分析記事 • Mar 23Elmos Semiconductor (ETR:ELG) Is Increasing Its Dividend To €1.00The board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 20th of May will be increased to...
Declared Dividend • Mar 23Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 16th May 2025 Payment date: 20th May 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.1%. 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 13% 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 decline by 16% over the next 2 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €7.51 (up from €5.79 in FY 2023). Revenue: €581.1m (up 1.1% from FY 2023). Net income: €128.7m (up 30% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 6.7% 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 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 21Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025Elmos 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.
分析記事 • Mar 11Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Buy Or Sell Opportunity • Feb 25Now 22% undervaluedOver the last 90 days, the stock has risen 14% to €69.80. The fair value is estimated to be €89.44, however this is not to be taken as a buy 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 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years.
分析記事 • Feb 14Is Now An Opportune Moment To Examine Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it led the XTRA gainers with a relatively...
新しいナラティブ • Feb 08Operational Efficiency And China Presence Will Drive Future Success In Automotive Semiconductors Strategic focus on operational efficiency and lower capital expenditures could improve net margins and financial efficiency.
分析記事 • Jan 30Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Jan 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €78.10. The fair value is estimated to be €65.03, 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.
分析記事 • Jan 07Investors Shouldn't Overlook Elmos Semiconductor's (ETR:ELG) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
お知らせ • Dec 30Littelfuse, 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.
分析記事 • Dec 06A Look At The Intrinsic Value Of Elmos Semiconductor SE (ETR:ELG)Key Insights Elmos Semiconductor's estimated fair value is €63.67 based on 2 Stage Free Cash Flow to Equity With €65.00...
お知らせ • Nov 26+ 1 more updateElmos Semiconductor SE to Report Fiscal Year 2024 Final Results on Mar 20, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 20, 2025
お知らせ • Nov 25+ 2 more updatesElmos Semiconductor SE to Report Fiscal Year 2024 Results on Feb 18, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 results on Feb 18, 2025
分析記事 • Nov 22Elmos Semiconductor SE's (ETR:ELG) Share Price Is Matching Sentiment Around Its EarningsElmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right...
New Risk • Nov 12New minor risk - Share price stabilityThe 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.
分析記事 • Nov 09Elmos Semiconductor SE (ETR:ELG) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkShareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 11% to...
Reported Earnings • Nov 07Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird 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 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €63.20, 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 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €101 per share.
Price Target Changed • Oct 25Price target decreased by 8.4% to €86.53Down from €94.50, the current price target is an average from 6 analysts. New target price is 40% above last closing price of €61.90. Stock is down 4.8% 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.
分析記事 • Oct 22Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Sep 27Elmos Semiconductor (ETR:ELG) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 • Aug 16Elmos Semiconductor SE (ETR:ELG) Shares Could Be 37% Below Their Intrinsic Value EstimateKey Insights Elmos Semiconductor's estimated fair value is €122 based on 2 Stage Free Cash Flow to Equity Elmos...
分析記事 • Aug 04Elmos Semiconductor SE Just Beat EPS By 19%: Here's What Analysts Think Will Happen NextElmos Semiconductor SE ( ETR:ELG ) came out with its interim results last week, and we wanted to see how the business...
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond 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.
分析記事 • Jul 29Is Now The Time To Look At Buying Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 • Jul 15Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Jun 19Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...