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
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Analyst Price Targets
SUSS MicroTec SE 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €84.80 |
| 52週高値 | €118.40 |
| 52週安値 | €24.00 |
| ベータ | 2.3 |
| 1ヶ月の変化 | -5.20% |
| 3ヶ月変化 | 39.13% |
| 1年変化 | 103.16% |
| 3年間の変化 | 248.25% |
| 5年間の変化 | 218.80% |
| IPOからの変化 | 782.41% |
最新ニュース
ナラティブの更新 • Jul 08
SMHN: Future Earnings Conviction Will Support Rich Pricing Despite Execution Risks
Analysts have lifted their fair value estimate for SUSS MicroTec from €39.92 to €93.00. This reflects updated assumptions on revenue growth, profitability and future P/E after recent research, including mixed rating moves and a wider price target range from €80 to €125.
ナラティブの更新 • Jun 24
SMHN: Diverging Rating Moves And Updated Assumptions Will Shape Future Returns
The analyst price target for SUSS MicroTec is updated from €97.94 to €103.94, reflecting adjustments to growth and margin assumptions as analysts weigh a higher €125 target from Berenberg against a more cautious €80 level from DZ Bank and other recent research moves. Analyst Commentary Recent research on SUSS MicroTec highlights a split view, with some analysts pointing to further potential upside after recent Q1 trends and others flagging valuation risk and execution hurdles around current levels.Recent updates
ナラティブの更新 • Jul 08
SMHN: Future Earnings Conviction Will Support Rich Pricing Despite Execution Risks
Analysts have lifted their fair value estimate for SUSS MicroTec from €39.92 to €93.00. This reflects updated assumptions on revenue growth, profitability and future P/E after recent research, including mixed rating moves and a wider price target range from €80 to €125.ナラティブの更新 • Jun 24
SMHN: Diverging Rating Moves And Updated Assumptions Will Shape Future Returns
The analyst price target for SUSS MicroTec is updated from €97.94 to €103.94, reflecting adjustments to growth and margin assumptions as analysts weigh a higher €125 target from Berenberg against a more cautious €80 level from DZ Bank and other recent research moves. Analyst Commentary Recent research on SUSS MicroTec highlights a split view, with some analysts pointing to further potential upside after recent Q1 trends and others flagging valuation risk and execution hurdles around current levels.
ナラティブの更新 • Jun 10
SMHN: MDAX Inclusion And Ambition 2030 Plan May Re Rate Shares
The analyst fair value estimate for SUSS MicroTec has shifted from €83.83 to €109.00, with analysts pointing to updated assumptions for revenue growth, profit margins and a higher discount rate, alongside recent price target increases and rating changes across the Street. Analyst Commentary Recent research has highlighted a split in opinion on SUSS MicroTec, but the fair value increase to €109.00 aligns more closely with those viewing the stock through a constructive lens.ナラティブの更新 • May 27
SMHN: Mixed Rating Shifts And Higher P/E Assumptions Will Shape Future Returns
The analyst price target for SUSS MicroTec has been raised from about €61.38 to about €97.94, as analysts adjust their assumptions on growth, profitability and future P/E in light of recent research that includes both upgrades and downgrades on the stock. Analyst Commentary Recent research on SUSS MicroTec shows a split view among analysts, with some turning more optimistic and others taking a more cautious stance.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...
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...株主還元
| SMHN | DE Semiconductor | DE 市場 | |
|---|---|---|---|
| 7D | -4.3% | -3.5% | -1.6% |
| 1Y | 103.2% | 93.7% | -1.3% |
業界別リターン: SMHN過去 1 年間で93.7 % 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-1.3 % の収益を上げたGerman市場を上回りました。
価格変動
| SMHN volatility | |
|---|---|
| SMHN Average Weekly Movement | 10.1% |
| Semiconductor Industry Average Movement | 9.7% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in DE Market | 12.8% |
| 10% least volatile stocks in DE Market | 2.8% |
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 ( 10% ) 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 |
|---|---|---|---|
| 1949 | 1,484 | Burkhardt Frick | www.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
| SMHN 基礎統計学 | |
|---|---|
| 時価総額 | €1.62b |
| 収益（TTM） | €35.38m |
| 売上高(TTM) | €464.80m |
45.8x
PER（株価収益率3.5x
P/SレシオSMHN は割高か？
公正価値と評価分析を参照収益と収入
| 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
0.4%
現在の配当利回り16%
配当性向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 | 2026/07/10 00:02 |
| 終値 | 2026/07/10 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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 Hollfelder | Baader Helvea Equity Research |
| Nicole Winkler | Berenberg |
| Tammy Qiu | Berenberg |