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SUSS MicroTec SEXTRA:SMHN 株式レポート

時価総額 €1.8b
株価
€93.30
€61.38
52.0% 割高 内在価値ディスカウント
1Y134.9%
7D9.1%
1D
ポートフォリオ価値
表示

SUSS MicroTec SE

XTRA:SMHN 株式レポート

時価総額:€1.8b

SUSS MicroTec(SMHN)株式概要

SUSS MicroTec SEは、その子会社とともに、マイクロエレクトロニクス、マイクロエレクトロメカニカルシステム、および関連アプリケーションを製造するシステムの開発、製造、販売、保守を行っている。 詳細

SMHN 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4/6
過去の実績1/6
財務の健全性6/6
配当金0/6

SMHN Community Fair Values

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SUSS MicroTec SE 競合他社

価格と性能

株価の高値、安値、推移の概要SUSS MicroTec
過去の株価
現在の株価€93.30
52週高値€94.75
52週安値€24.00
ベータ2.2
1ヶ月の変化33.48%
3ヶ月変化76.04%
1年変化134.89%
3年間の変化266.60%
5年間の変化302.16%
IPOからの変化870.86%

最新ニュース

ナラティブの更新 May 04

SMHN: Higher Fair Value Assumptions Balance 2026 Margin And Sales Headwinds

SUSS MicroTec’s analyst price target has been revised higher from about €60 to around €84, with analysts pointing to updated fair value assumptions, revenue growth expectations, profit margin forecasts and a slightly higher future P/E as key drivers of the change. Analyst Commentary Recent research updates on SUSS MicroTec have highlighted a more constructive stance from bullish analysts, with price targets moving higher and commentary centering on the company’s potential to support stronger valuation levels through execution on growth plans and profitability goals.

Recent updates

ナラティブの更新 May 04

SMHN: Higher Fair Value Assumptions Balance 2026 Margin And Sales Headwinds

SUSS MicroTec’s analyst price target has been revised higher from about €60 to around €84, with analysts pointing to updated fair value assumptions, revenue growth expectations, profit margin forecasts and a slightly higher future P/E as key drivers of the change. Analyst Commentary Recent research updates on SUSS MicroTec have highlighted a more constructive stance from bullish analysts, with price targets moving higher and commentary centering on the company’s potential to support stronger valuation levels through execution on growth plans and profitability goals.
ナラティブの更新 Apr 19

SMHN: Higher Multiple Assumptions And AI Exposure Will Shape Balanced Future Prospects

Analysts have lifted their price target on SUSS MicroTec by €4 to €61.38, reflecting updated assumptions on fair value, revenue expectations and future P/E multiples. Analyst Commentary Analysts lifting the price target to €61.38 signals a reassessment of what they see as fair value for SUSS MicroTec, with updated assumptions around revenue potential and the P/E multiple they are prepared to use.
分析記事 Apr 06

Weak Statutory Earnings May Not Tell The Whole Story For SUSS MicroTec (ETR:SMHN)

SUSS MicroTec SE's ( ETR:SMHN ) recent weak earnings report didn't cause a big stock movement. However, we believe that...
ナラティブの更新 Apr 05

SMHN: Rich Pricing Will Persist As Execution Risks Threaten Optimistic Assumptions

Analysts have increased their price target on SUSS MicroTec by €4 to reflect updated views on fair value, discount rates, and long-term assumptions for revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent research has focused on how updated assumptions for growth, margins, and P/E levels feed into fair value estimates for SUSS MicroTec.
ナラティブの更新 Mar 22

SMHN: Rich Pricing Will Persist As Modest Assumption Tweaks Signal Continued Froth

Analysts have nudged their price target for SUSS MicroTec slightly higher to around €40.41, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Valuation Changes Fair Value: updated slightly higher from €40.23 to €40.41.
ナラティブの更新 Mar 07

SMHN: Rich Pricing Will Persist Despite Only Marginal Fundamental Adjustments

Analysts have kept their price target for SUSS MicroTec steady at about €40.23, citing largely unchanged fair value estimates, along with only modest tweaks to the discount rate, revenue growth assumptions, expected profit margins, and P/E levels. Valuation Changes Fair Value: Held steady at about €40.23, with no change in the underlying estimate.
ナラティブの更新 Feb 21

SMHN: AI Hopes Will Face Rich Pricing And Execution Risk

Analysts have kept their price target for SUSS MicroTec broadly unchanged at about €40.23, with only small tweaks to assumptions such as discount rate, revenue growth, profit margin and future P/E feeding into the updated view. Valuation Changes Fair Value: The modelled fair value remains essentially unchanged at about €40.23 per share.
ナラティブの更新 Feb 07

SMHN: AI Hopes Will Test Order Inflection And Execution Risk

The analyst price target for SUSS MicroTec has shifted from about €37 to roughly €40. Analysts cite an improved artificial intelligence outlook, expectations for an order inflection, and what they view as a still low valuation as key drivers of the change.
ナラティブの更新 Jan 23

SMHN: AI Exposure Will Face Execution Risk Despite Raised Long Term Ambitions

The analyst fair value estimate for SUSS MicroTec has moved from €30.00 to €37.00, as analysts factor in improved artificial intelligence exposure, expectations for an order inflection, order weakness being reflected in existing estimates, and a mix of higher and lower recent Street price targets. Analyst Commentary Recent Street research on SUSS MicroTec shows a wide spread in opinion, with several firms lifting ratings and targets while others have turned more cautious.
分析記事 Jan 16

What SUSS MicroTec SE's (ETR:SMHN) 32% Share Price Gain Is Not Telling You

SUSS MicroTec SE ( ETR:SMHN ) shares have continued their recent momentum with a 32% gain in the last month alone...
ナラティブの更新 Jan 09

SMHN: AI Exposure And Order Inflection Will Shape Balanced Future Prospects

Our analyst price target for SUSS MicroTec is maintained, but the narrative tilts slightly more constructive as analysts highlight higher Street price targets in the €36 to €42 range, supported by improving artificial intelligence exposure, expectations for an order inflection and what they see as an undemanding valuation, even as one house turns more cautious with a €22 target. Analyst Commentary Recent Street research on SUSS MicroTec shows a mix of optimism and caution, with several upgrades and higher price targets set against one clear downgrade and a reduced target from another house.
分析記事 Jan 03

Should You Investigate SUSS MicroTec SE (ETR:SMHN) At €40.84?

While SUSS MicroTec SE ( ETR:SMHN ) might not have the largest market cap around , it received a lot of attention from...
ナラティブの更新 Dec 25

SMHN: AI Demand And Order Inflection Will Drive Future Upside Potential

Analysts have modestly raised their price target for SUSS MicroTec, reflecting improved conviction that artificial intelligence driven demand, an impending orders inflection, and a still attractive valuation together support potential upside from current levels. Analyst Commentary Street research has turned more constructive overall on SUSS MicroTec, with a series of recent upgrades and higher price targets framing a more positive skew in sentiment, even as some voices highlight execution and cycle risk.
ナラティブの更新 Dec 11

SMHN: Improving AI Demand Will Drive Future Upside Potential

The analyst price target for SUSS MicroTec has been revised higher to EUR 39 from EUR 30, as analysts highlight an improving artificial intelligence outlook, a prospective order inflection, and a still-attractive valuation despite some recent target cuts. Analyst Commentary Recent rating and target changes show a broadly constructive shift in sentiment on SUSS MicroTec, with several upgrades to Buy and higher target prices, even as some houses trim expectations or turn more cautious.
分析記事 Nov 29

Improved Earnings Required Before SUSS MicroTec SE (ETR:SMHN) Stock's 27% Jump Looks Justified

Despite an already strong run, SUSS MicroTec SE ( ETR:SMHN ) shares have been powering on, with a gain of 27% in the...
ナラティブの更新 Nov 27

SMHN: Future AI Prospects Will Drive Renewed Momentum

The analyst price target for SUSS MicroTec has been raised significantly from €42.41 to €47.16. Analysts cite improving artificial intelligence prospects and emerging near-term catalysts as key drivers for the upgrade.
ナラティブの更新 Oct 31

SMHN: Recent Price Weakness Will Create Long-Term Opportunity Despite Margin Pressures

The analyst price target for SUSS MicroTec has been reduced from €44.91 to €42.41 as analysts adjust expectations in response to lowered projections for revenue growth and profit margins. Analyst Commentary Recent analyst actions have highlighted a shift in sentiment for SUSS MicroTec, reflecting both optimistic and cautious perspectives on the company's outlook, valuation, and operational performance.
分析記事 Oct 04

SUSS MicroTec SE's (ETR:SMHN) Shares Bounce 38% But Its Business Still Trails The Market

Those holding SUSS MicroTec SE ( ETR:SMHN ) shares would be relieved that the share price has rebounded 38% in the last...
分析記事 Oct 03

At €32.96, Is It Time To Put SUSS MicroTec SE (ETR:SMHN) On Your Watch List?

SUSS MicroTec SE ( ETR:SMHN ), might not be a large cap stock, but it saw a significant share price rise of 37% in the...
分析記事 Sep 19

Does SUSS MicroTec (ETR:SMHN) 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 Sep 03

Are Investors Undervaluing SUSS MicroTec SE (ETR:SMHN) By 37%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, SUSS MicroTec fair value estimate is €38.08 SUSS MicroTec's...
分析記事 Aug 15

Additional Considerations Required While Assessing SUSS MicroTec's (ETR:SMHN) Strong Earnings

Last week's profit announcement from SUSS MicroTec SE ( ETR:SMHN ) was underwhelming for investors, despite headline...
分析記事 Aug 13

SUSS MicroTec (ETR:SMHN) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
ナラティブの更新 Aug 07

Advanced Tools And Taiwan Expansion Will Create Opportunities And Risks

The reduction in SUSS MicroTec's analyst price target primarily reflects lower expectations for both revenue growth and net profit margin, resulting in a revised fair value of €47.04. What's in the News Dividend of €0.30 per share approved for 2024, a 50% increase year-over-year, totaling €5.7 million payout.
分析記事 Jul 30

Lacklustre Performance Is Driving SUSS MicroTec SE's (ETR:SMHN) 30% Price Drop

SUSS MicroTec SE ( ETR:SMHN ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Jun 10

Is Now The Time To Look At Buying SUSS MicroTec SE (ETR:SMHN)?

While SUSS MicroTec SE ( ETR:SMHN ) might not have the largest market cap around , it led the XTRA gainers with a...
分析記事 May 10

SUSS MicroTec SE's (ETR:SMHN) Share Price Boosted 33% But Its Business Prospects Need A Lift Too

SUSS MicroTec SE ( ETR:SMHN ) shareholders are no doubt pleased to see that the share price has bounced 33% in the last...
分析記事 Apr 29

Are Investors Undervaluing SUSS MicroTec SE (ETR:SMHN) By 28%?

Key Insights The projected fair value for SUSS MicroTec is €46.17 based on 2 Stage Free Cash Flow to Equity SUSS...
User avatar
新しいナラティブ Mar 30

New Taiwan Facility Will Improve Manufacturing Capacity And Efficiency

The new production site in Taiwan and high demand for UV projection scanners are expected to boost manufacturing capacity and drive revenue growth.
分析記事 Mar 29

With EPS Growth And More, SÜSS MicroTec (ETR:SMHN) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 Mar 15

Is SÜSS MicroTec (ETR:SMHN) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Feb 27

Is Now An Opportune Moment To Examine SÜSS MicroTec SE (ETR:SMHN)?

SÜSS MicroTec SE ( ETR:SMHN ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 Dec 05

Is Now The Time To Put SÜSS MicroTec (ETR:SMHN) On Your Watchlist?

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 Nov 12

Why We're Not Concerned Yet About SÜSS MicroTec SE's (ETR:SMHN) 26% Share Price Plunge

SÜSS MicroTec SE ( ETR:SMHN ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Oct 16

These 4 Measures Indicate That SÜSS MicroTec (ETR:SMHN) Is Using Debt Safely

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Sep 27

Investors Appear Satisfied With SÜSS MicroTec SE's (ETR:SMHN) Prospects As Shares Rocket 27%

SÜSS MicroTec SE ( ETR:SMHN ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 Aug 28

A Look At The Fair Value Of SÜSS MicroTec SE (ETR:SMHN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, SÜSS MicroTec fair value estimate is €62.46 SÜSS MicroTec's...
分析記事 Aug 05

SÜSS MicroTec SE (ETR:SMHN) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 41.4x SÜSS MicroTec SE ( ETR:SMHN ) may be sending very bearish signals at...

株主還元

SMHNDE SemiconductorDE 市場
7D9.1%14.2%3.9%
1Y134.9%132.6%2.6%

業界別リターン: SMHN過去 1 年間で132.6 % 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: SMHN過去 1 年間で2.6 % の収益を上げたGerman市場を上回りました。

価格変動

Is SMHN's price volatile compared to industry and market?
SMHN volatility
SMHN Average Weekly Movement9.2%
Semiconductor Industry Average Movement9.2%
Market Average Movement6.1%
10% most volatile stocks in DE Market12.9%
10% least volatile stocks in DE Market2.7%

安定した株価: SMHNの株価は、 German市場と比較して過去 3 か月間で変動しています。

時間の経過による変動: SMHNの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19491,484Burkhardt Frickwww.suss.com

SUSS MicroTec SEは、その子会社とともに、マイクロエレクトロニクス、マイクロエレクトロメカニカルシステム、および関連アプリケーションを製造するシステムの開発、製造、販売、保守を行っている。2つの部門で事業を展開:アドバンスド・バックエンド・ソリューションとフォトマスク・ソリューション。同社は、先端パッケージング、マイクロエレクトロメカニカルシステム、化合物半導体、3Dインテグレーション市場向けに、マスクアライナー、コーター、デベロッパー、UVプロジェクションスキャナー、テンポラリーおよびパーマネントボンダーを提供している。また、半導体業界向けにフォトマスクの洗浄・加工に特化したシステムも提供している。欧州、中東、アフリカ、北米、アジア太平洋地域で事業を展開している。同社は生産施設、販売会社、代理店を通じて製品を販売している。SUSS MicroTec SEは1949年に設立され、ドイツのガルヒンク・ベイ・ミュンヘンに本社を置いている。

SUSS MicroTec SE 基礎のまとめ

SUSS MicroTec の収益と売上を時価総額と比較するとどうか。
SMHN 基礎統計学
時価総額€1.76b
収益(TTM)€35.38m
売上高(TTM)€464.80m
50.4x
PER(株価収益率
3.8x
P/Sレシオ

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
SMHN 損益計算書(TTM)
収益€464.80m
売上原価€303.10m
売上総利益€161.70m
その他の費用€126.32m
収益€35.38m

直近の収益報告

Mar 31, 2026

次回決算日

Aug 06, 2026

一株当たり利益(EPS)1.85
グロス・マージン34.79%
純利益率7.61%
有利子負債/自己資本比率1.2%

SMHN 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

0.3%
現在の配当利回り
16%
配当性向

SMHN 配当は確実ですか?

SMHN 配当履歴とベンチマークを見る
SMHN 、いつまでに購入すれば配当金を受け取れますか?
SUSS MicroTec 配当日
配当落ち日Jun 04 2026
配当支払日Jun 08 2026
配当落ちまでの日数8 days
配当支払日までの日数12 days

SMHN 配当は確実ですか?

SMHN 配当履歴とベンチマークを見る

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 18:42
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

SUSS MicroTec SE 8 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。17

アナリスト機関
Guenther HollfelderBaader Helvea Equity Research
Nicole WinklerBerenberg
Tammy QiuBerenberg