View ValuationAIXTRON 将来の成長Future 基準チェック /46AIXTRON利益と収益がそれぞれ年間33.7%と16.2%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14.2% 33.9%なると予測されています。主要情報33.7%収益成長率33.90%EPS成長率Semiconductor 収益成長21.2%収益成長率16.2%将来の株主資本利益率14.15%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.すべての更新を表示Recent updatesUpcoming Dividend • May 07Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (0.6%).Reported Earnings • May 05First quarter 2026 earnings released: €0.19 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.19 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €59.4m (down 47% from 1Q 2025). Net loss: €21.9m (down €27.0m from profit in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €44.28, the stock trades at a forward P/E ratio of 65x. Average forward P/E is 28x in the Semiconductor industry in Europe. Total returns to shareholders of 64% over the past three years.お知らせ • Apr 01AIXTRON SE, Annual General Meeting, May 13, 2026AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €33.42, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 27x in the Semiconductor industry in Europe. Total returns to shareholders of 23% over the past three years.Declared Dividend • Mar 02Dividend of €0.15 announcedDividend of €0.15 is the same as last year. Ex-date: 14th May 2026 Payment date: 18th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 9%.Reported Earnings • Feb 28Full year 2025 earnings released: EPS: €0.76 (vs €0.94 in FY 2024)Full year 2025 results: EPS: €0.76 (down from €0.94 in FY 2024). Revenue: €556.6m (down 12% from FY 2024). Net income: €85.2m (down 20% from FY 2024). Profit margin: 15% (down from 17% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €27.84, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 27x in the Semiconductor industry in Europe. Negligible returns to shareholders over past three years.お知らせ • Feb 27AIXTRON SE announces Annual dividend, payable on May 18, 2026AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €20.44, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total loss to shareholders of 27% over the past three years.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €17.60, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total loss to shareholders of 35% over the past three years.Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: €0.11 (vs €0.27 in 3Q 2024)Third quarter 2025 results: EPS: €0.11 (down from €0.27 in 3Q 2024). Revenue: €119.6m (down 24% from 3Q 2024). Net income: €13.0m (down 58% from 3Q 2024). Profit margin: 11% (down from 20% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 01+ 1 more updateAIXTRON SE to Report Q1, 2026 Results on Apr 30, 2026AIXTRON SE announced that they will report Q1, 2026 results at 7:30 AM, Central European Standard Time on Apr 30, 2026Buy Or Sell Opportunity • Oct 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €13.77. The fair value is estimated to be €17.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 0.8% in 2 years. Earnings are forecast to decline by 3.7% in the next 2 years.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €14.52, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.76 per share.お知らせ • Sep 12+ 1 more updateAIXTRON SE to Report Fiscal Year 2025 Final Results on Feb 26, 2026AIXTRON SE announced that they will report fiscal year 2025 final results on Feb 26, 2026Buy Or Sell Opportunity • Aug 05Now 22% undervaluedOver the last 90 days, the stock has risen 4.5% to €13.45. The fair value is estimated to be €17.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.1%. Revenue is forecast to grow by 1.4% in 2 years. Earnings are forecast to decline by 1.6% in the next 2 years.Reported Earnings • Aug 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €137.4m (up 4.3% from 2Q 2024). Net income: €19.2m (up 73% from 2Q 2024). Profit margin: 14% (up from 8.4% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.お知らせ • May 17+ 1 more updateAIXTRON SE Announces Supervisory Board ChangesAIXTRON SE announced that at its AGM held on May 15, 2025, Mr. Ingo Bank, CFO of City Football Group, was newly elected to the Supervisory Board. In addition, the previous Supervisory Board member, Dr. Stefan Traeger, was re-elected by a large majority. Supervisory Board member Alexander Everke, former CEO of ams-OSRAM AG, was elected as the new Chairman of the Supervisory Board at the subsequent constituent meeting of the Supervisory Board.Upcoming Dividend • May 09Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Italian dividend payers (5.6%). In line with average of industry peers (1.1%).お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.04 (vs €0.096 in 1Q 2024)First quarter 2025 results: EPS: €0.04 (down from €0.096 in 1Q 2024). Revenue: €112.5m (down 4.9% from 1Q 2024). Net income: €5.08m (down 53% from 1Q 2024). Profit margin: 4.5% (down from 9.2% in 1Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.業績と収益の成長予測BIT:1AIXA - 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12/31/20288781751221501212/31/2027756139801211412/31/202657183186209143/31/202650358199227N/A12/31/202555785181208N/A9/30/20255969195126N/A6/30/20256331095599N/A3/31/2025627101-1069N/A12/31/2024633106-7226N/A9/30/2024621115-8647N/A6/30/2024629123-8636N/A3/31/2024671153-145-60N/A12/31/2023630145-110-47N/A9/30/2023599134-95-66N/A6/30/2023523113-100-70N/A3/31/202345290-1316N/A12/31/2022463100737N/A9/30/20224611024263N/A6/30/20225031143050N/A3/31/202246810598117N/A12/31/2021429964966N/A9/30/202135669924N/A6/30/202128944617N/A3/31/202127840-78-67N/A12/31/202026935-48-39N/A9/30/202023622713N/A6/30/2020225203238N/A3/31/2020232245659N/A12/31/201926033N/A43N/A9/30/201927239N/A13N/A6/30/201928346N/A22N/A3/31/201927542N/A21N/A12/31/201826946N/A12N/A9/30/201823555N/A19N/A6/30/201823447N/A18N/A3/31/201823932N/A14N/A12/31/20172307N/A69N/A9/30/2017266-14N/A54N/A6/30/2017255-22N/A45N/A3/31/2017229-22N/A16N/A12/31/2016196-24N/A-38N/A9/30/2016169-32N/A-67N/A6/30/2016173-28N/A-79N/A3/31/2016179-35N/A-55N/A12/31/2015198-29N/A-46N/A9/30/2015193-46N/A-4N/A6/30/2015184-67N/A-15N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1AIXAの予測収益成長率 (年間33.7% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1AIXAの収益 ( 33.7% ) はItalian市場 ( 10.9% ) 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: 1AIXA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: 1AIXAの収益 ( 16.2% ) Italian市場 ( 5.7% ) 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: 1AIXAの収益 ( 16.2% ) 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: 1AIXA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 ( 14.2 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance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2026/05/18 05:02終値2026/05/18 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AIXTRON SE 14 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。47 アナリスト機関Knut WollerBaader Helvea Equity ResearchChristopher MuseBarclaysAndrew GardinerBarclays44 その他のアナリストを表示
お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.
Upcoming Dividend • May 07Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 14 May 2026. Payment date: 19 May 2026. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Italian dividend payers (4.5%). Lower than average of industry peers (0.6%).
Reported Earnings • May 05First quarter 2026 earnings released: €0.19 loss per share (vs €0.04 profit in 1Q 2025)First quarter 2026 results: €0.19 loss per share (down from €0.04 profit in 1Q 2025). Revenue: €59.4m (down 47% from 1Q 2025). Net loss: €21.9m (down €27.0m from profit in 1Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €44.28, the stock trades at a forward P/E ratio of 65x. Average forward P/E is 28x in the Semiconductor industry in Europe. Total returns to shareholders of 64% over the past three years.
お知らせ • Apr 01AIXTRON SE, Annual General Meeting, May 13, 2026AIXTRON SE, Annual General Meeting, May 13, 2026, at 10:00 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Mar 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €33.42, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 27x in the Semiconductor industry in Europe. Total returns to shareholders of 23% over the past three years.
Declared Dividend • Mar 02Dividend of €0.15 announcedDividend of €0.15 is the same as last year. Ex-date: 14th May 2026 Payment date: 18th May 2026 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 20%. Cash payout ratio: 9%.
Reported Earnings • Feb 28Full year 2025 earnings released: EPS: €0.76 (vs €0.94 in FY 2024)Full year 2025 results: EPS: €0.76 (down from €0.94 in FY 2024). Revenue: €556.6m (down 12% from FY 2024). Net income: €85.2m (down 20% from FY 2024). Profit margin: 15% (down from 17% in FY 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 1% per year.
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €27.84, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 27x in the Semiconductor industry in Europe. Negligible returns to shareholders over past three years.
お知らせ • Feb 27AIXTRON SE announces Annual dividend, payable on May 18, 2026AIXTRON SE announced Annual dividend of EUR 0.1500 per share payable on May 18, 2026, ex-date on May 14, 2026 and record date on May 15, 2026.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €20.44, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total loss to shareholders of 27% over the past three years.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €17.60, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total loss to shareholders of 35% over the past three years.
Reported Earnings • Nov 02Third quarter 2025 earnings released: EPS: €0.11 (vs €0.27 in 3Q 2024)Third quarter 2025 results: EPS: €0.11 (down from €0.27 in 3Q 2024). Revenue: €119.6m (down 24% from 3Q 2024). Net income: €13.0m (down 58% from 3Q 2024). Profit margin: 11% (down from 20% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 01+ 1 more updateAIXTRON SE to Report Q1, 2026 Results on Apr 30, 2026AIXTRON SE announced that they will report Q1, 2026 results at 7:30 AM, Central European Standard Time on Apr 30, 2026
Buy Or Sell Opportunity • Oct 08Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to €13.77. The fair value is estimated to be €17.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 0.8% in 2 years. Earnings are forecast to decline by 3.7% in the next 2 years.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €14.52, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 20x in the Semiconductor industry in Europe. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €17.76 per share.
お知らせ • Sep 12+ 1 more updateAIXTRON SE to Report Fiscal Year 2025 Final Results on Feb 26, 2026AIXTRON SE announced that they will report fiscal year 2025 final results on Feb 26, 2026
Buy Or Sell Opportunity • Aug 05Now 22% undervaluedOver the last 90 days, the stock has risen 4.5% to €13.45. The fair value is estimated to be €17.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 3.1%. Revenue is forecast to grow by 1.4% in 2 years. Earnings are forecast to decline by 1.6% in the next 2 years.
Reported Earnings • Aug 01Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: €137.4m (up 4.3% from 2Q 2024). Net income: €19.2m (up 73% from 2Q 2024). Profit margin: 14% (up from 8.4% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
お知らせ • May 17+ 1 more updateAIXTRON SE Announces Supervisory Board ChangesAIXTRON SE announced that at its AGM held on May 15, 2025, Mr. Ingo Bank, CFO of City Football Group, was newly elected to the Supervisory Board. In addition, the previous Supervisory Board member, Dr. Stefan Traeger, was re-elected by a large majority. Supervisory Board member Alexander Everke, former CEO of ams-OSRAM AG, was elected as the new Chairman of the Supervisory Board at the subsequent constituent meeting of the Supervisory Board.
Upcoming Dividend • May 09Upcoming dividend of €0.15 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Italian dividend payers (5.6%). In line with average of industry peers (1.1%).
お知らせ • May 02AIXTRON SE Provides Earnings Guidance for the Second Quarter of 2025AIXTRON SE provided earnings guidance for the second quarter of 2025. For the quarter, the company expects revenues in a range of around EUR 120 million to EUR 140 million.
Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.04 (vs €0.096 in 1Q 2024)First quarter 2025 results: EPS: €0.04 (down from €0.096 in 1Q 2024). Revenue: €112.5m (down 4.9% from 1Q 2024). Net income: €5.08m (down 53% from 1Q 2024). Profit margin: 4.5% (down from 9.2% in 1Q 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.