PVA TePla（TPE）株式概要
PVA TePla AGは、その子会社とともに、半導体、金属、電気・電子、光学の各分野におけるプロセスの開発と生産を世界中で行っている。 詳細
TPE Community Fair Values
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Analyst Price Targets
Top Community Narratives
€30.31
FV
32.4% 割高 内在価値ディスカウント15.00%
Revenue growth p.a.
2.8k
users have viewed this narrative11users have liked this narrative
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30users have followed this narrative
PVA TePla AG 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €40.14 |
| 52週高値 | €46.74 |
| 52週安値 | €18.65 |
| ベータ | 1.64 |
| 1ヶ月の変化 | -1.42% |
| 3ヶ月変化 | 34.79% |
| 1年変化 | 90.96% |
| 3年間の変化 | 115.46% |
| 5年間の変化 | 53.50% |
| IPOからの変化 | 1,091.10% |
最新ニュース
ナラティブの更新 • Jun 29
TPE: Fair Value View Balances Index Inclusion With Longer Term Growth Plans
Analysts have raised their price target on PVA TePla by €8.30 to €44.81, citing updated assumptions around revenue growth, profit margins and valuation multiples that are reflected in the revised fair value and discount rate inputs. What's in the News for PVA TePla PVA TePla AG's Annual General Meeting approved all proposed resolutions, confirming the current growth course and the focus on expanding technological capabilities and international presence.
ナラティブの更新 • Jun 15
TPE: Raised Guidance And Order Visibility Are Expected To Support Future Recovery
Narrative Update The analyst price target for PVA TePla is now set at about €50, up from roughly €39. Analysts cited recent target raises from several banks and updated assumptions for higher revenue growth, profit margins and future P/E multiples to support the change.分析記事 • Jun 04
PVA TePla's (ETR:TPE) Anemic Earnings Might Be Worse Than You Think
Despite PVA TePla AG's ( ETR:TPE ) recent earnings report having lackluster headline numbers, the market responded...
ナラティブの更新 • Jun 01
TPE: Higher Multi Year Guidance Will Test Lofty Margin And P E Assumptions
Narrative Update The analyst price target for PVA TePla has moved from about €30.00 to roughly €31.11. Analysts point to updated assumptions around revenue growth, profit margins and P/E expectations, in line with recent target increases from Berenberg, Deutsche Bank and Jefferies.Recent updates
ナラティブの更新 • Jun 29
TPE: Fair Value View Balances Index Inclusion With Longer Term Growth Plans
Analysts have raised their price target on PVA TePla by €8.30 to €44.81, citing updated assumptions around revenue growth, profit margins and valuation multiples that are reflected in the revised fair value and discount rate inputs. What's in the News for PVA TePla PVA TePla AG's Annual General Meeting approved all proposed resolutions, confirming the current growth course and the focus on expanding technological capabilities and international presence.ナラティブの更新 • Jun 15
TPE: Raised Guidance And Order Visibility Are Expected To Support Future Recovery
Narrative Update The analyst price target for PVA TePla is now set at about €50, up from roughly €39. Analysts cited recent target raises from several banks and updated assumptions for higher revenue growth, profit margins and future P/E multiples to support the change.分析記事 • Jun 04
PVA TePla's (ETR:TPE) Anemic Earnings Might Be Worse Than You Think
Despite PVA TePla AG's ( ETR:TPE ) recent earnings report having lackluster headline numbers, the market responded...ナラティブの更新 • Jun 01
TPE: Higher Multi Year Guidance Will Test Lofty Margin And P E Assumptions
Narrative Update The analyst price target for PVA TePla has moved from about €30.00 to roughly €31.11. Analysts point to updated assumptions around revenue growth, profit margins and P/E expectations, in line with recent target increases from Berenberg, Deutsche Bank and Jefferies.ナラティブの更新 • May 06
TPE: Recent Upgrades And Higher Assumed P/E May Support Fair Value
Analysts have raised their price target on PVA TePla by €2. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent target increases and an upgrade from several banks.ナラティブの更新 • Apr 21
TPE: Multi Year Revenue Guidance Will Test Optimistic Profit And P E Assumptions
The analyst price target for PVA TePla has shifted from €25.00 to €30.00, reflecting analysts' updated assumptions around revenue growth, profit margins, the discount rate and a higher future P/E following recent research updates from major banks. Analyst Commentary Recent research updates from large banks have focused on how PVA TePla's growth profile and earnings power might support a higher valuation, with price targets in the latest notes framed around revised assumptions for revenue, margins and the appropriate P/E multiple.ナラティブの更新 • Apr 06
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have lifted their price target on PVA TePla by €4.09 to reflect updated assumptions for fair value, revenue growth, profit margins and P/E, supported by recent target hikes and upgrades from several major banks. Analyst Commentary Bullish Takeaways Bullish analysts have lifted price targets by up to €12 per share, which points to higher assessed fair value based on their updated assumptions for revenue growth, margins and P/E.分析記事 • Mar 25
PVA TePla AG Just Missed EPS By 23%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for PVA TePla AG ( ETR:TPE ) shareholders, with its shares surging 17% to €31.40 in the...ナラティブの更新 • Mar 23
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have lifted the implied fair value for PVA TePla by about €0.59 to €30.43, citing updated expectations for revenue growth, profit margins and future P/E in light of recent price target increases from several firms. Analyst Commentary Bullish Takeaways Bullish analysts have increased price targets multiple times in recent research, which feeds directly into the higher implied fair value of €30.43.
ナラティブの更新 • Mar 19
Massive jump in order intake and multiple expansion
On their last earnings report, order intake increased again and accelerated to 77.7% putting the book-to-bill ratio at 1.1 now. The market is assigning a higher multiple now based on better visibility, order intake acceleration and management effectiveness.ナラティブの更新 • Mar 09
TPE: Multi Year Revenue Guidance And Recent Pullback Will Shape Outlook
Analysts have lifted their price target on PVA TePla to €25.00 from €15.50, citing recent upgrades and research that frame the recent share selloff as overdone and note higher valuation assumptions based on current expectations. Analyst Commentary Recent research highlights a split in how the market views PVA TePla.ナラティブの更新 • Feb 23
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have slightly reduced their price target for PVA TePla to about €29.84 from roughly €30.34, while remaining constructive on the shares. Recent upgrades highlight expectations that softer growth metrics could be temporary and that the stock’s recent selloff may have gone too far.ナラティブの更新 • Feb 09
TPE: Recent Buyback And Jefferies Upgrade Will Support Share Rebound
Analysts have raised their fair value estimate for PVA TePla from about €29.43 to roughly €30.34 per share. They attribute this change to updated assumptions on growth, margins and P/E, and to recent research that characterizes the prior share selloff as overdone and any slowdown in growth momentum as temporary.分析記事 • Feb 03
What Is PVA TePla AG's (ETR:TPE) Share Price Doing?
PVA TePla AG ( ETR:TPE ), might not be a large cap stock, but it received a lot of attention from a substantial price...ナラティブの更新 • Jan 26
TPE: Deferred Orders And Buyback Are Expected To Support Future Recovery
Analysts have raised their price target for PVA TePla from €26 to €31, citing recent research that characterizes the earlier share selloff as excessive and views the slowdown in growth momentum as temporary. Analyst Commentary Bullish analysts are framing the recent share weakness as an opportunity, pointing to a gap between current pricing and what they see as the company’s medium term potential once short term softness passes.分析記事 • Jan 16
PVA TePla AG (ETR:TPE) Looks Just Right With A 28% Price Jump
PVA TePla AG ( ETR:TPE ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. The...分析記事 • Jan 14
PVA TePla (ETR:TPE) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...ナラティブの更新 • Jan 11
TPE: Deferred Orders Will Support Future Recovery As Metrology Demand Remains Resilient
Analysts have trimmed their price expectations for PVA TePla, reflecting a shift from earlier optimism around metrology orders and industrial recovery to a more cautious stance given limited growth visibility, customer delays and a softer outlook for Si wafers. Modeled fair value remains at €39.00 with slightly adjusted revenue growth, profit margin and P/E assumptions.ナラティブの更新 • Dec 26
TPE: Delayed Orders Will Unlock Upside As Metrology Demand Supports Future Recovery
Analysts have reduced their price target on PVA TePla from EUR 37 to EUR 26. This reflects increased caution around growth visibility amid macro uncertainty, customer delays and a softer outlook for Si wafers, even though long term revenue growth and profit margin assumptions have only been modestly trimmed.ナラティブの更新 • Dec 12
TPE Will See Delayed Orders Potentially Unlock Upside As Outlook Stabilizes
Analysts have trimmed their price target for PVA TePla to EUR 26 from EUR 37, citing reduced growth visibility amid macro uncertainty, customer delays and a softer outlook for silicon wafers, even as underlying margin and revenue growth assumptions remain broadly resilient. Analyst Commentary Bullish analysts continue to highlight the company’s capacity to deliver solid operational execution, even as macro headwinds weigh on near term sentiment.分析記事 • Nov 15
PVA TePla AG (ETR:TPE) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
It's been a mediocre week for PVA TePla AG ( ETR:TPE ) shareholders, with the stock dropping 14% to €20.26 in the week...分析記事 • Nov 14
PVA TePla AG (ETR:TPE) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
PVA TePla AG ( ETR:TPE ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...ナラティブの更新 • Oct 28
Order Momentum And Segment Recovery Will Drive Strong Performance Ahead
Analysts have raised their fair value estimate for PVA TePla from €27.46 to €29.43. They cite increased order momentum in key segments and an improved outlook for future quarters.分析記事 • Oct 07
Returns At PVA TePla (ETR:TPE) Appear To Be Weighed Down
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...ナラティブの更新 • Sep 20
Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations
Analysts have raised their outlook on PVA TePla, citing stronger-than-expected order intake, improved demand visibility, and enhanced confidence in the company's growth prospects, resulting in a consensus price target increase from €24.51 to €27.46. Analyst Commentary Bullish analysts cite significantly stronger-than-expected order intake as a key driver for upward price target revisions.ナラティブの更新 • Sep 05
Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations
Upward revisions to PVA TePla’s consensus price target reflect stronger-than-expected order intake and improved revenue visibility, supporting increased analyst conviction in growth prospects, with the fair value rising from €23.41 to €24.51. Analyst Commentary Order intake has exceeded expectations, indicating strong demand and operational momentum.分析記事 • Sep 01
Earnings Not Telling The Story For PVA TePla AG (ETR:TPE) After Shares Rise 29%
PVA TePla AG ( ETR:TPE ) shares have continued their recent momentum with a 29% gain in the last month alone. The last...分析記事 • Aug 19
PVA TePla AG Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next
XTRA:TPE 1 Year Share Price vs Fair Value Explore PVA TePla's Fair Values from the Community and select yours PVA TePla...分析記事 • Aug 14
These 4 Measures Indicate That PVA TePla (ETR:TPE) Is Using Debt Reasonably Well
XTRA:TPE 1 Year Share Price vs Fair Value Explore PVA TePla's Fair Values from the Community and select yours Some say...ナラティブの更新 • Aug 13
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
Half-year 2025 report was very insightful. They are clearly executing on their strategy.分析記事 • Jul 03
PVA TePla AG's (ETR:TPE) 26% Share Price Surge Not Quite Adding Up
PVA TePla AG ( ETR:TPE ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...分析記事 • Jun 18
We Think Some Shareholders May Hesitate To Increase PVA TePla AG's (ETR:TPE) CEO Compensation
Key Insights PVA TePla to hold its Annual General Meeting on 24th of June CEO Jalin Ketter's total compensation...分析記事 • May 17
PVA TePla AG (ETR:TPE) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Shareholders might have noticed that PVA TePla AG ( ETR:TPE ) filed its quarterly result this time last week. The early...分析記事 • Apr 27
PVA TePla AG (ETR:TPE) Stock Catapults 28% Though Its Price And Business Still Lag The Market
PVA TePla AG ( ETR:TPE ) shareholders have had their patience rewarded with a 28% share price jump in the last month...分析記事 • Apr 16
Why The 20% Return On Capital At PVA TePla (ETR:TPE) Should Have Your Attention
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
新しいナラティブ • Apr 15
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
SummaryFounded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts. Their main customers are the large分析記事 • Mar 22
Analyst Estimates: Here's What Brokers Think Of PVA TePla AG (ETR:TPE) After Its Yearly Report
It's been a pretty great week for PVA TePla AG ( ETR:TPE ) shareholders, with its shares surging 10% to €15.29 in the...
新しいナラティブ • Mar 17
New Facility And Silicon Carbide R&D Will Improve Efficiency And Boost Competitive Edge
The new Italian facility is expected to enhance margins through better cost control and operational efficiency by reducing supplier dependencies.分析記事 • Mar 04
Does PVA TePla (ETR:TPE) Have A Healthy Balance Sheet?
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 • Aug 18
Results: PVA TePla AG Exceeded Expectations And The Consensus Has Updated Its Estimates
PVA TePla AG ( ETR:TPE ) just released its quarterly report and things are looking bullish. The company beat forecasts...分析記事 • Aug 03
We Like PVA TePla's (ETR:TPE) Returns And Here's How They're Trending
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...分析記事 • Jun 15
PVA TePla (ETR:TPE) Has A Pretty Healthy Balance Sheet
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 • Apr 02
Investors Shouldn't Be Too Comfortable With PVA TePla's (ETR:TPE) Earnings
Investors were disappointed with PVA TePla AG's ( ETR:TPE ) earnings, despite the strong profit numbers. Our analysis...分析記事 • Mar 21
PVA TePla (ETR:TPE) Could Become A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...分析記事 • Jan 23
Are Investors Undervaluing PVA TePla AG (ETR:TPE) By 23%?
Key Insights The projected fair value for PVA TePla is €26.36 based on 2 Stage Free Cash Flow to Equity PVA TePla is...株主還元
| TPE | DE Semiconductor | DE 市場 | |
|---|---|---|---|
| 7D | -7.3% | -1.3% | 4.3% |
| 1Y | 91.0% | 110.6% | 2.9% |
業界別リターン: TPE過去 1 年間で110.6 % の収益を上げたGerman Semiconductor業界を下回りました。
リターン対市場: TPE過去 1 年間で2.9 % の収益を上げたGerman市場を上回りました。
価格変動
| TPE volatility | |
|---|---|
| TPE Average Weekly Movement | 9.0% |
| Semiconductor Industry Average Movement | 9.4% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in DE Market | 12.6% |
| 10% least volatile stocks in DE Market | 2.7% |
安定した株価: TPE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: TPE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 |
|---|---|---|---|
| 1977 | 1,003 | Jalin Ketter | www.pvatepla.com |
PVA TePla AGは、その子会社とともに、半導体、金属、電気・電子、光学分野のプロセスを世界中で開発・生産している。同社は、半導体システム部門と産業システム部門を通じて事業を展開している。半導体システム部門は、結晶成長システム、品質管理用計測システム、ウェハーの表面汚染除去用プラズマシステムなど、半導体産業向けのソリューションとシステムを提供している。産業システム部門は、革新的な材料の製造、仕上げ、検査、表面処理、洗浄、検査などのソリューションとシステム、および主に医療、電気、工具産業などの他の産業分野のニーズや要件に合わせて構成された生産プロセスの監視を提供している。また、製品や工程の開発、はんだ付け、溶接、熱処理などのサービスも提供している。PVA TePla AGは1991年に設立され、ドイツのヴェッテンベルクに本社を置いている。
PVA TePla AG 基礎のまとめ
| TPE 基礎統計学 | |
|---|---|
| 時価総額 | €873.04m |
| 収益（TTM） | €2.01m |
| 売上高(TTM) | €240.32m |
434.4x
PER（株価収益率3.6x
P/SレシオTPE は割高か？
公正価値と評価分析を参照収益と収入
| TPE 損益計算書（TTM） | |
|---|---|
| 収益 | €240.32m |
| 売上原価 | €166.35m |
| 売上総利益 | €73.97m |
| その他の費用 | €71.96m |
| 収益 | €2.01m |
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） | 0.092 |
| グロス・マージン | 30.78% |
| 純利益率 | 0.84% |
| 有利子負債／自己資本比率 | 31.4% |
TPE の長期的なパフォーマンスは？
過去の実績と比較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 | 2026/07/06 08:08 |
| 終値 | 2026/07/06 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
PVA TePla AG 9 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。16
| アナリスト | 機関 |
|---|---|
| Gustav Froberg | Berenberg |
| Tammy Qiu | Berenberg |
| Martin Jungfleisch | BNP Paribas |