ams-OSRAM（1AMSO）株式概要ams-OSRAM AGは、ヨーロッパ、中東、アフリカ、アメリカ大陸、アジア太平洋地域において、LEDおよび光学センサーソリューションの設計、製造、販売を行っています。 詳細1AMSO ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金0/6報酬当社が推定した公正価値より64.3%で取引されている 同業他社や業界と比較して、良好な取引価格 リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい現在は利益が出ておらず、今後3年間で利益が出る見込みはない すべてのリスクチェックを見る1AMSO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW500,105 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG500,105 investors already sharing narrativesYour Fair Value€Current Price€20.6090.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b5b2016201920222025202620282031Revenue €4.4bEarnings €694.8mAdvancedSet Fair ValueView all narrativesams-OSRAM AG 競合他社Nuvoton TechnologySymbol: TWSE:4919Market cap: NT$73.0bHimax TechnologiesSymbol: NasdaqGS:HIMXMarket cap: US$2.3bShanghai Fullhan MicroelectronicsSymbol: SZSE:300613Market cap: CN¥16.5bPANJIT InternationalSymbol: TWSE:2481Market cap: NT$86.9b価格と性能株価の高値、安値、推移の概要ams-OSRAM過去の株価現在の株価CHF 20.6052週高値CHF 27.4052週安値CHF 7.62ベータ1.81ヶ月の変化0%3ヶ月変化123.91%1年変化62.97%3年間の変化n/a5年間の変化n/aIPOからの変化166.15%最新ニュースお知らせ • Jul 02Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS).Infineon Technologies AG (XTRA:IFX) entered into an agreement to acquire Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) for €570 million on February 3, 2026. A cash consideration of €570 million will be paid by Infineon Technologies AG. The purchase price of €570 million is on a debt-free and cash-free basis. The overall transaction is structured as a fabless asset deal covering sensor products, R&D capabilities, intellectual property and test & lab equipment. The sale concerns entities holding about €130 million of assets that guarantee ams OSRAM’s convertible bonds and senior notes; The related proceeds will be applied to pro-rata buyback or redemption of those instruments. As part of the transaction, around 230 employees with expertise in research and development (R&D) and business management will join Infineon. The agreement includes a multi-year supply agreement with ams OSRAM. Infineon will fund the acquisition with additional debt, as part of its general corporate financing plans. The transaction will be accretive to earnings-per-share immediately upon closing, with future synergies enabling substantial additional value creation. For the period ending December 31, 2025, Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG reported total revenue of €220 million and EBITDA of €60 million. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second quarter of calendar year 2026. Morgan Stanley & Co. International plc acted as financial advisor for ams-OSRAM AG. Linklaters LLP acted as legal advisor for ams-OSRAM AG. Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) on June 30, 2026. The transaction has received all necessary regulatory approvals. With the acquisition, Infineon strengthens its position as a leader in sensors for industrial and automotive applications through a complementary portfolio and expands its product range in medical applications. The acquired business is expected to generate around €230 million in revenue in calendar year 2026 and will support Infineon's profitable growth. The acquired portfolio is a strong strategic fit for the newly established Edge Systems (ES) division, where Infineon brings together sensors, compute, connectivity and security to enable integrated system-level solutions at the edge. The teams and assets will be integrated into the existing sensor and radio frequency business within ES. As a result, Infineon gains three new locations in Valencia (Spain), Rapperswil (Switzerland) and Hyderabad (India).お知らせ • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027お知らせ • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027お知らせ • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027お知らせ • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten Austriaお知らせ • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.最新情報をもっと見るRecent updatesお知らせ • Jul 02Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS).Infineon Technologies AG (XTRA:IFX) entered into an agreement to acquire Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) for €570 million on February 3, 2026. A cash consideration of €570 million will be paid by Infineon Technologies AG. The purchase price of €570 million is on a debt-free and cash-free basis. The overall transaction is structured as a fabless asset deal covering sensor products, R&D capabilities, intellectual property and test & lab equipment. The sale concerns entities holding about €130 million of assets that guarantee ams OSRAM’s convertible bonds and senior notes; The related proceeds will be applied to pro-rata buyback or redemption of those instruments. As part of the transaction, around 230 employees with expertise in research and development (R&D) and business management will join Infineon. The agreement includes a multi-year supply agreement with ams OSRAM. Infineon will fund the acquisition with additional debt, as part of its general corporate financing plans. The transaction will be accretive to earnings-per-share immediately upon closing, with future synergies enabling substantial additional value creation. For the period ending December 31, 2025, Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG reported total revenue of €220 million and EBITDA of €60 million. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second quarter of calendar year 2026. Morgan Stanley & Co. International plc acted as financial advisor for ams-OSRAM AG. Linklaters LLP acted as legal advisor for ams-OSRAM AG. Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) on June 30, 2026. The transaction has received all necessary regulatory approvals. With the acquisition, Infineon strengthens its position as a leader in sensors for industrial and automotive applications through a complementary portfolio and expands its product range in medical applications. The acquired business is expected to generate around €230 million in revenue in calendar year 2026 and will support Infineon's profitable growth. The acquired portfolio is a strong strategic fit for the newly established Edge Systems (ES) division, where Infineon brings together sensors, compute, connectivity and security to enable integrated system-level solutions at the edge. The teams and assets will be integrated into the existing sensor and radio frequency business within ES. As a result, Infineon gains three new locations in Valencia (Spain), Rapperswil (Switzerland) and Hyderabad (India).お知らせ • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027お知らせ • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027お知らせ • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027お知らせ • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten Austriaお知らせ • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.Reported Earnings • May 07First quarter 2026 earnings released: €1.57 loss per share (vs €0.83 loss in 1Q 2025)First quarter 2026 results: €1.57 loss per share (further deteriorated from €0.83 loss in 1Q 2025). Revenue: €796.0m (down 2.9% from 1Q 2025). Net loss: €155.0m (loss widened 89% from 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.お知らせ • Mar 20ams-OSRAM AG Unveils Ultra-Efficient Microled Array for Ai Optical Interconnects and Advances to Product Developmentams-OSRAM AG advanced its proven EVIYOS microLED technology to next-gen slow-and-wide AI optical interconnects, demonstrating ultra-low-power at high speed and moving toward product development. The new microLED array prototype leverages a proprietary epitaxy stack and delivers: Cut-off frequency >1 GHz, Energy consumption below 2 pJ/bit, Massively parallel, short-reach optical IO paths. These characteristics directly address the interconnect bottleneck emerging in modern AI compute architectures, where data movement increasingly dominates system power budgets. ams OSRAM microLED leadership is rooted in EVIYOS TM, the world’s first high-volume automotive micro-emitter array. Delivering 25,600 individually addressable pixels, each approximately half the width of a human hair, combined with a CMOS driver chip in a compact package. This unique microLED - CMOS integration – a textbook example of Digital Photonics – was recognized with the German Future Prize as “Digital Light” established the company’s industrial-scale capabilities and has since demonstrated exceptional robustness in series production vehicles. The same core technology now forms the basis for optical IO components targeting AI servers and rack-level communication. For optical interconnects, the fabrication process is similar to that used for automotive matrix emitters, with one key difference: while EVIYOS TM uses monolithic arrays, data-center applications use singulated microLEDs. These emitters are diced from the wafer and mounted on a substrate, so each device couples to its own fiber-optic channel in a multi-channel fiber optics cable. The substrate can then be assembled onto a target CMOS wafer for system integration. Due to their extremely small footprint, microLED based transceivers can achieve very high bandwidth density. Individual emitters support per lane data rates of =3.0 Gbit/s at energy levels below 2 pJ/bit over a full 10 meter link, while meeting industry bit-error-rate specifications below 10?¹5. Replacing a single ultra-high-speed line with hundreds of parallel channels in a slow-and-wide architecture offers multiple advantages for AI infrastructure: Reliability – microLED based optical interconnect systems can include redundant channels, enabling graceful degradation and rapid replacement of faulty emitters. Efficiency – in a slow-and-wide architecture, power consumption is significantly reduced versus ultra-high-frequency laser transmitters typically used in internet backbone applications. Lower power also reduces heat, providing valuable thermal headroom for data-center operators. Simplicity – microLED-based interconnects are inherently parallel. They eliminate the complex and costly serialization/deserialization steps required by fast-and-narrow architectures. With the successful adaptation of its EVIYOS TM base technology to the needs of data-communication markets, ams OSRAM is now transitioning rapidly into the product-development phase — fully aligned with the Digital Photonics strategy announced on 05 February 2026.Reported Earnings • Feb 12Full year 2025 earnings released: €1.31 loss per share (vs €7.95 loss in FY 2024)Full year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.お知らせ • Feb 11ams-OSRAM AG to Report Q3, 2026 Results on Nov 13, 2026ams-OSRAM AG announced that they will report Q3, 2026 results on Nov 13, 2026New Risk • Feb 10New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €168m Forecast net loss in 2 years: €22m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (€22m net loss in 2 years).お知らせ • Feb 10ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026ams-OSRAM AG provided earnings guidance for the first quarter of 2026. The Group expects first quarter revenues to land in a range of EUR 710 million to EUR 810 million assuming a EUR/USD exchange rate of 1.19.Reported Earnings • Nov 20Third quarter 2025 earnings released: €0.28 loss per share (vs €0.24 profit in 3Q 2024)Third quarter 2025 results: €0.28 loss per share (down from €0.24 profit in 3Q 2024). Revenue: €853.0m (down 3.2% from 3Q 2024). Net loss: €28.0m (down 217% from profit in 3Q 2024). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.お知らせ • Nov 19+ 1 more updateams-OSRAM AG to Report Q2, 2026 Results on Aug 04, 2026ams-OSRAM AG announced that they will report Q2, 2026 results on Aug 04, 2026New Risk • Sep 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Aug 29Ams OSram Announces New High-Resolution dToF Sensor Seeks the differenceThe TMF8829 direct Time-of-Flight (dToF) sensor significantly increases resolution -- from the previously common 8x8 zones to 48x32 -- and it is designed to detect subtle spatial differences and distinguish closely spaced or slightly varied objects. The new sensor from ams OSRAM can tell whether an espresso cup or a travel mug is placed under a coffee machine, ensuring the right amount is distributed every time. This kind of precision is critical for a broad spectrum of applications: from logistics robots that distinguish between nearly identical packages, to camera systems that maintain focus on moving objects in dynamic video scenes. With dToF technology, the sensor emits light pulses in the invisible infrared range. These pulses reflect from objects in the sensor's field of view and return to the sensor, which calculates the distance based on the time it takes for the light to travel -- similar to how the delay of an echo reveals distance: the longer it takes, the farther away the object. Multi-zone sensors enhance this by capturing reflected light from multiple viewing angles (zones), like a network of echo points. This enables the creation of detailed 3D depth maps. The TMF8829 divides its field of view into up to 1,536 zones -- a significant improvement over the 64 zones in standard 8x8 sensors. This higher resolution enables finer spatial detail. For example, it supports peoplecount and presence detection in smart lighting systems, object detection and collision avoidance in robotic applications, and intelligent occupancy monitoring in building automation. The detailed depth data also provides a foundation for machine learning models that interpret complex environments and enable intelligent interaction with surroundings. Measuring just 5.7 x 2.9 x 1.5 mm-- thinner than a cent coin and more compact than typical sensors with lower resolution -- the TMF8829 delivers high resolution in a format ideal for space-constrained devices. Because it operates without a camera, it supports privacy-sensitive applications. When paired with a camera, the sensor enables hybrid vision systems like RGB Depth Fusion, combining depth and color data for AR applications such as virtual object placement. Classified as a Class 1 eye-safe device, the TMF8829 uses a dual VCSEL (Vertical Cavity Surface Emitting Laser) light source to measure distances up to 11 meters with 0.25 mm precision -- sensitive enough to detect subtle movements like a finger swipe. With its 48x32 zones, the sensor covers an 80deg field of view, delivering depth information across a scene comparable to that of a wide-angle lens. On-chip processing reduces latency and simplifies integration. Instead of relying on a single signal, the sensor builds a profile of returning light pulses to identify the most accurate distance point -- ensuring stable performance even with smudged cover glass. Full histogram output supports AI systems in extracting hidden patterns or additional information from the raw signal. The consistent commitment of ams OSRAM to innovation ensures that the company remains at the forefront of technological advancements. This is highlighted by the company's strong IP portfolio comprising more than 1000 patent rights and other IP rights in the field of VCSEL and 3D sensing technologies.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.01 (vs €0.40 loss in 2Q 2024)Second quarter 2025 results: EPS: €0.01 (up from €0.40 loss in 2Q 2024). Revenue: €775.0m (down 5.4% from 2Q 2024). Net income: €0 (up €42.0m from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.New Risk • Jul 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Jun 27ams-OSRAM AG to Report Q1, 2026 Results on May 07, 2026ams-OSRAM AG announced that they will report Q1, 2026 results on May 07, 2026お知らせ • May 29ams-OSRAM AG, Annual General Meeting, Jun 26, 2025ams-OSRAM AG, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time. Location: 8141 premstaetten, tobelbader street 30, premstaetten Austriaお知らせ • May 13+ 1 more updateams-OSRAM AG to Report Q4, 2025 Results on Feb 10, 2026ams-OSRAM AG announced that they will report Q4, 2025 results on Feb 10, 2026株主還元1AMSOIT SemiconductorIT 市場7D10.2%0.3%3.4%1Y63.0%133.6%26.8%株主還元を見る業界別リターン: 1AMSO過去 1 年間で133.6 % の収益を上げたItalian Semiconductor業界を下回りました。リターン対市場: 1AMSO過去 1 年間で26.8 % の収益を上げたItalian市場を上回りました。価格変動Is 1AMSO's price volatile compared to industry and market?1AMSO volatility1AMSO Average Weekly Movement15.2%Semiconductor Industry Average Movement10.2%Market Average Movement4.7%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market3.0%安定した株価: 1AMSOの株価は、 Italian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: 1AMSOの 週次ボラティリティ は、過去 1 年間で10%から15%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト198118,500Aldo Kamperams-osram.comams-オスラムAGは、ヨーロッパ、中東、アフリカ、アメリカ大陸、アジア太平洋地域において、LEDおよび光学センサーソリューションの設計、製造、販売を行っている。半導体部門とランプ・システム部門の2部門で事業を展開。白色、カラー、UV-C、IR、マルチカラーLEDのほか、LEDモジュールとアクセサリー、カラーレーザーとIRレーザー、フォトダイオードとフォトトランジスタ、光学モジュール、車載用およびデジタルシステムとランプ、パワーマネージメントIC、LEDドライバーとアナログフロントエンドIC、センサーインターフェースを提供している。さらに、環境光センサ、カラーセンサ、分光センサ、近接センサ、直接飛行時間センサ、位置センサ、静電容量センサ、CMOSイメージセンサ、温度センサ、アクティブノイズキャンセリング・ソリューション、ボード、キット、関連アクセサリも提供している。同社の製品は、自動車・モビリティ、産業、医療・健康、モバイル・ウェアラブル、照明、コンピューティング・アプリケーションで使用されている。同社は以前はams AGとして知られていたが、2022年1月にams-OSRAM AGに社名を変更した。ams-OSRAM AGは1981年に設立され、オーストリアのプレムシュテッテンに本社を置いている。もっと見るams-OSRAM AG 基礎のまとめams-OSRAM の収益と売上を時価総額と比較するとどうか。1AMSO 基礎統計学時価総額€2.10b収益（TTM）-€203.00m売上高(TTM)€3.30b0.6xP/Sレシオ-10.4xPER（株価収益率1AMSO は割高か？公正価値と評価分析を参照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1AMSO 損益計算書（TTM）収益€3.30b売上原価€2.34b売上総利益€960.00mその他の費用€1.16b収益-€203.00m直近の収益報告Mar 31, 2026次回決算日Aug 04, 2026一株当たり利益（EPS）-2.05グロス・マージン29.10%純利益率-6.15%有利子負債／自己資本比率286.0%1AMSO の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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 13:23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ams-OSRAM AG 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。23 アナリスト機関James FontanelliArete Research Services LLPGuenther HollfelderBaader Helvea Equity ResearchSimon Alexander ColesBarclays20 その他のアナリストを表示
お知らせ • Jul 02Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS).Infineon Technologies AG (XTRA:IFX) entered into an agreement to acquire Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) for €570 million on February 3, 2026. A cash consideration of €570 million will be paid by Infineon Technologies AG. The purchase price of €570 million is on a debt-free and cash-free basis. The overall transaction is structured as a fabless asset deal covering sensor products, R&D capabilities, intellectual property and test & lab equipment. The sale concerns entities holding about €130 million of assets that guarantee ams OSRAM’s convertible bonds and senior notes; The related proceeds will be applied to pro-rata buyback or redemption of those instruments. As part of the transaction, around 230 employees with expertise in research and development (R&D) and business management will join Infineon. The agreement includes a multi-year supply agreement with ams OSRAM. Infineon will fund the acquisition with additional debt, as part of its general corporate financing plans. The transaction will be accretive to earnings-per-share immediately upon closing, with future synergies enabling substantial additional value creation. For the period ending December 31, 2025, Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG reported total revenue of €220 million and EBITDA of €60 million. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second quarter of calendar year 2026. Morgan Stanley & Co. International plc acted as financial advisor for ams-OSRAM AG. Linklaters LLP acted as legal advisor for ams-OSRAM AG. Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) on June 30, 2026. The transaction has received all necessary regulatory approvals. With the acquisition, Infineon strengthens its position as a leader in sensors for industrial and automotive applications through a complementary portfolio and expands its product range in medical applications. The acquired business is expected to generate around €230 million in revenue in calendar year 2026 and will support Infineon's profitable growth. The acquired portfolio is a strong strategic fit for the newly established Edge Systems (ES) division, where Infineon brings together sensors, compute, connectivity and security to enable integrated system-level solutions at the edge. The teams and assets will be integrated into the existing sensor and radio frequency business within ES. As a result, Infineon gains three new locations in Valencia (Spain), Rapperswil (Switzerland) and Hyderabad (India).
お知らせ • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027
お知らせ • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027
お知らせ • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027
お知らせ • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten Austria
お知らせ • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.
お知らせ • Jul 02Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS).Infineon Technologies AG (XTRA:IFX) entered into an agreement to acquire Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) for €570 million on February 3, 2026. A cash consideration of €570 million will be paid by Infineon Technologies AG. The purchase price of €570 million is on a debt-free and cash-free basis. The overall transaction is structured as a fabless asset deal covering sensor products, R&D capabilities, intellectual property and test & lab equipment. The sale concerns entities holding about €130 million of assets that guarantee ams OSRAM’s convertible bonds and senior notes; The related proceeds will be applied to pro-rata buyback or redemption of those instruments. As part of the transaction, around 230 employees with expertise in research and development (R&D) and business management will join Infineon. The agreement includes a multi-year supply agreement with ams OSRAM. Infineon will fund the acquisition with additional debt, as part of its general corporate financing plans. The transaction will be accretive to earnings-per-share immediately upon closing, with future synergies enabling substantial additional value creation. For the period ending December 31, 2025, Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG reported total revenue of €220 million and EBITDA of €60 million. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second quarter of calendar year 2026. Morgan Stanley & Co. International plc acted as financial advisor for ams-OSRAM AG. Linklaters LLP acted as legal advisor for ams-OSRAM AG. Infineon Technologies AG (XTRA:IFX) completed the acquisition of Non-Optical Analog/Mixed-Signal Sensor Portfolio of ams-OSRAM AG (SWX:AMS) on June 30, 2026. The transaction has received all necessary regulatory approvals. With the acquisition, Infineon strengthens its position as a leader in sensors for industrial and automotive applications through a complementary portfolio and expands its product range in medical applications. The acquired business is expected to generate around €230 million in revenue in calendar year 2026 and will support Infineon's profitable growth. The acquired portfolio is a strong strategic fit for the newly established Edge Systems (ES) division, where Infineon brings together sensors, compute, connectivity and security to enable integrated system-level solutions at the edge. The teams and assets will be integrated into the existing sensor and radio frequency business within ES. As a result, Infineon gains three new locations in Valencia (Spain), Rapperswil (Switzerland) and Hyderabad (India).
お知らせ • Jun 11ams-OSRAM AG to Report Q1, 2027 Results on May 04, 2027ams-OSRAM AG announced that they will report Q1, 2027 results on May 04, 2027
お知らせ • May 22ams-OSRAM AG to Report Q4, 2026 Results on Feb 16, 2027ams-OSRAM AG announced that they will report Q4, 2026 results on Feb 16, 2027
お知らせ • May 21ams-OSRAM AG to Report Fiscal Year 2026 Final Results on Mar 18, 2027ams-OSRAM AG announced that they will report fiscal year 2026 final results on Mar 18, 2027
お知らせ • May 14ams-OSRAM AG, Annual General Meeting, Jun 10, 2026ams-OSRAM AG, Annual General Meeting, Jun 10, 2026, at 10:00 W. Europe Standard Time. Location: on the companys premises, in 8141 premstatten, tobelbader str. 30, premstatten Austria
お知らせ • May 09ams-OSRAM AG Provides Earnings Guidance for the Second Quarter and Full Year 2026ams-OSRAM AG provided earnings guidance for the second quarter and full year 2026. For the quarter, revenues are expected EUR 725 million to EUR 825 million. For the year, revenue slightly lower due to divestments and FX. In light of the divestments and a weaker USD, the company anticipates a modest year-on-year softening in revenue.
Reported Earnings • May 07First quarter 2026 earnings released: €1.57 loss per share (vs €0.83 loss in 1Q 2025)First quarter 2026 results: €1.57 loss per share (further deteriorated from €0.83 loss in 1Q 2025). Revenue: €796.0m (down 2.9% from 1Q 2025). Net loss: €155.0m (loss widened 89% from 1Q 2025). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
お知らせ • Mar 20ams-OSRAM AG Unveils Ultra-Efficient Microled Array for Ai Optical Interconnects and Advances to Product Developmentams-OSRAM AG advanced its proven EVIYOS microLED technology to next-gen slow-and-wide AI optical interconnects, demonstrating ultra-low-power at high speed and moving toward product development. The new microLED array prototype leverages a proprietary epitaxy stack and delivers: Cut-off frequency >1 GHz, Energy consumption below 2 pJ/bit, Massively parallel, short-reach optical IO paths. These characteristics directly address the interconnect bottleneck emerging in modern AI compute architectures, where data movement increasingly dominates system power budgets. ams OSRAM microLED leadership is rooted in EVIYOS TM, the world’s first high-volume automotive micro-emitter array. Delivering 25,600 individually addressable pixels, each approximately half the width of a human hair, combined with a CMOS driver chip in a compact package. This unique microLED - CMOS integration – a textbook example of Digital Photonics – was recognized with the German Future Prize as “Digital Light” established the company’s industrial-scale capabilities and has since demonstrated exceptional robustness in series production vehicles. The same core technology now forms the basis for optical IO components targeting AI servers and rack-level communication. For optical interconnects, the fabrication process is similar to that used for automotive matrix emitters, with one key difference: while EVIYOS TM uses monolithic arrays, data-center applications use singulated microLEDs. These emitters are diced from the wafer and mounted on a substrate, so each device couples to its own fiber-optic channel in a multi-channel fiber optics cable. The substrate can then be assembled onto a target CMOS wafer for system integration. Due to their extremely small footprint, microLED based transceivers can achieve very high bandwidth density. Individual emitters support per lane data rates of =3.0 Gbit/s at energy levels below 2 pJ/bit over a full 10 meter link, while meeting industry bit-error-rate specifications below 10?¹5. Replacing a single ultra-high-speed line with hundreds of parallel channels in a slow-and-wide architecture offers multiple advantages for AI infrastructure: Reliability – microLED based optical interconnect systems can include redundant channels, enabling graceful degradation and rapid replacement of faulty emitters. Efficiency – in a slow-and-wide architecture, power consumption is significantly reduced versus ultra-high-frequency laser transmitters typically used in internet backbone applications. Lower power also reduces heat, providing valuable thermal headroom for data-center operators. Simplicity – microLED-based interconnects are inherently parallel. They eliminate the complex and costly serialization/deserialization steps required by fast-and-narrow architectures. With the successful adaptation of its EVIYOS TM base technology to the needs of data-communication markets, ams OSRAM is now transitioning rapidly into the product-development phase — fully aligned with the Digital Photonics strategy announced on 05 February 2026.
Reported Earnings • Feb 12Full year 2025 earnings released: €1.31 loss per share (vs €7.95 loss in FY 2024)Full year 2025 results: €1.31 loss per share (improved from €7.95 loss in FY 2024). Revenue: €3.32b (down 3.1% from FY 2024). Net loss: €130.0m (loss narrowed 84% from FY 2024). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
お知らせ • Feb 11ams-OSRAM AG to Report Q3, 2026 Results on Nov 13, 2026ams-OSRAM AG announced that they will report Q3, 2026 results on Nov 13, 2026
New Risk • Feb 10New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: €168m Forecast net loss in 2 years: €22m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.1% average weekly change). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (€22m net loss in 2 years).
お知らせ • Feb 10ams-OSRAM AG Provides Earnings Guidance for the First Quarter of 2026ams-OSRAM AG provided earnings guidance for the first quarter of 2026. The Group expects first quarter revenues to land in a range of EUR 710 million to EUR 810 million assuming a EUR/USD exchange rate of 1.19.
Reported Earnings • Nov 20Third quarter 2025 earnings released: €0.28 loss per share (vs €0.24 profit in 3Q 2024)Third quarter 2025 results: €0.28 loss per share (down from €0.24 profit in 3Q 2024). Revenue: €853.0m (down 3.2% from 3Q 2024). Net loss: €28.0m (down 217% from profit in 3Q 2024). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Europe.
お知らせ • Nov 19+ 1 more updateams-OSRAM AG to Report Q2, 2026 Results on Aug 04, 2026ams-OSRAM AG announced that they will report Q2, 2026 results on Aug 04, 2026
New Risk • Sep 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Aug 29Ams OSram Announces New High-Resolution dToF Sensor Seeks the differenceThe TMF8829 direct Time-of-Flight (dToF) sensor significantly increases resolution -- from the previously common 8x8 zones to 48x32 -- and it is designed to detect subtle spatial differences and distinguish closely spaced or slightly varied objects. The new sensor from ams OSRAM can tell whether an espresso cup or a travel mug is placed under a coffee machine, ensuring the right amount is distributed every time. This kind of precision is critical for a broad spectrum of applications: from logistics robots that distinguish between nearly identical packages, to camera systems that maintain focus on moving objects in dynamic video scenes. With dToF technology, the sensor emits light pulses in the invisible infrared range. These pulses reflect from objects in the sensor's field of view and return to the sensor, which calculates the distance based on the time it takes for the light to travel -- similar to how the delay of an echo reveals distance: the longer it takes, the farther away the object. Multi-zone sensors enhance this by capturing reflected light from multiple viewing angles (zones), like a network of echo points. This enables the creation of detailed 3D depth maps. The TMF8829 divides its field of view into up to 1,536 zones -- a significant improvement over the 64 zones in standard 8x8 sensors. This higher resolution enables finer spatial detail. For example, it supports peoplecount and presence detection in smart lighting systems, object detection and collision avoidance in robotic applications, and intelligent occupancy monitoring in building automation. The detailed depth data also provides a foundation for machine learning models that interpret complex environments and enable intelligent interaction with surroundings. Measuring just 5.7 x 2.9 x 1.5 mm-- thinner than a cent coin and more compact than typical sensors with lower resolution -- the TMF8829 delivers high resolution in a format ideal for space-constrained devices. Because it operates without a camera, it supports privacy-sensitive applications. When paired with a camera, the sensor enables hybrid vision systems like RGB Depth Fusion, combining depth and color data for AR applications such as virtual object placement. Classified as a Class 1 eye-safe device, the TMF8829 uses a dual VCSEL (Vertical Cavity Surface Emitting Laser) light source to measure distances up to 11 meters with 0.25 mm precision -- sensitive enough to detect subtle movements like a finger swipe. With its 48x32 zones, the sensor covers an 80deg field of view, delivering depth information across a scene comparable to that of a wide-angle lens. On-chip processing reduces latency and simplifies integration. Instead of relying on a single signal, the sensor builds a profile of returning light pulses to identify the most accurate distance point -- ensuring stable performance even with smudged cover glass. Full histogram output supports AI systems in extracting hidden patterns or additional information from the raw signal. The consistent commitment of ams OSRAM to innovation ensures that the company remains at the forefront of technological advancements. This is highlighted by the company's strong IP portfolio comprising more than 1000 patent rights and other IP rights in the field of VCSEL and 3D sensing technologies.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.01 (vs €0.40 loss in 2Q 2024)Second quarter 2025 results: EPS: €0.01 (up from €0.40 loss in 2Q 2024). Revenue: €775.0m (down 5.4% from 2Q 2024). Net income: €0 (up €42.0m from 2Q 2024). Profit margin: 0% (up from net loss in 2Q 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
New Risk • Jul 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.2% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Jun 27ams-OSRAM AG to Report Q1, 2026 Results on May 07, 2026ams-OSRAM AG announced that they will report Q1, 2026 results on May 07, 2026
お知らせ • May 29ams-OSRAM AG, Annual General Meeting, Jun 26, 2025ams-OSRAM AG, Annual General Meeting, Jun 26, 2025, at 10:00 W. Europe Standard Time. Location: 8141 premstaetten, tobelbader street 30, premstaetten Austria
お知らせ • May 13+ 1 more updateams-OSRAM AG to Report Q4, 2025 Results on Feb 10, 2026ams-OSRAM AG announced that they will report Q4, 2025 results on Feb 10, 2026
