PVA TePla AG

XTRA:TPE 株式レポート

時価総額:€950.9m

PVA TePla 将来の成長

Future 基準チェック /46

PVA TePla利益と収益がそれぞれ年間44.4%と18.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.3% 44%なると予測されています。

主要情報

44.4%

収益成長率

44.03%

EPS成長率

Semiconductor 収益成長30.9%
収益成長率18.8%
将来の株主資本利益率17.35%
アナリストカバレッジ

Good

最終更新日12 May 2026

今後の成長に関する最新情報

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...
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...

Recent updates

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...
User avatar
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...
User avatar
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...
分析記事 Nov 03

At €16.12, Is PVA TePla AG (ETR:TPE) Worth Looking At Closely?

While PVA TePla AG ( ETR:TPE ) might not be the most widely known stock at the moment, it saw a decent share price...

業績と収益の成長予測

XTRA:TPE - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20284294316367
12/31/2027349278259
12/31/202627011-5209
3/31/20262402-242N/A
12/31/20252448-1412N/A
9/30/202524715125N/A
6/30/2025254211741N/A
3/31/2025268262347N/A
12/31/2024270272246N/A
9/30/2024271251223N/A
6/30/202427227415N/A
3/31/202426625-110N/A
12/31/202326324-92N/A
9/30/202326526-61N/A
6/30/202325223-13-6N/A
3/31/202323020-14-7N/A
12/31/202220518-21-14N/A
9/30/2022171113236N/A
6/30/2022165123640N/A
3/31/2022165135862N/A
12/31/2021156125559N/A
9/30/2021155141415N/A
6/30/2021147131818N/A
3/31/202113412910N/A
12/31/20201371378N/A
9/30/20201329-12N/A
6/30/20201288-9-6N/A
3/31/20201288-19-16N/A
12/31/20191318N/A-1N/A
9/30/20191247N/A27N/A
6/30/20191229N/A29N/A
3/31/20191077N/A39N/A
12/31/2018976N/A12N/A
9/30/2018919N/A10N/A
6/30/2018805N/A16N/A
3/31/2018815N/A19N/A
12/31/2017856N/A39N/A
9/30/2017853N/A15N/A
6/30/2017913N/A12N/A
3/31/2017935N/A5N/A
12/31/2016873N/A-4N/A
9/30/2016851N/A-1N/A
6/30/2016771N/A0N/A
3/31/201672-2N/A1N/A
12/31/201572-1N/A5N/A
9/30/201566-7N/A4N/A
6/30/201567-8N/A5N/A

アナリストによる今後の成長予測

収入対貯蓄率: TPEの予測収益成長率 (年間44.4% ) は 貯蓄率 ( 1.9% ) を上回っています。

収益対市場: TPEの収益 ( 44.4% ) はGerman市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: TPEの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: TPEの収益 ( 18.8% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: TPEの収益 ( 18.8% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: TPEの 自己資本利益率 は、3年後には低くなると予測されています ( 17.3 %)。


成長企業の発掘

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2026/06/15 09:56
終値2026/06/15 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

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 FrobergBerenberg
Tammy QiuBerenberg
Martin JungfleischBNP Paribas