View ValuationSiltronic 将来の成長Future 基準チェック /16Siltronic利益と収益がそれぞれ年間32.3%と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-3.5% 37.1%なると予測されています。主要情報32.3%収益成長率37.10%EPS成長率Semiconductor 収益成長23.1%収益成長率8.0%将来の株主資本利益率-3.47%アナリストカバレッジGood最終更新日06 Jul 2026今後の成長に関する最新情報お知らせ • Feb 14Siltronic AG Provides Earnings Guidance for Financial Year 2026Siltronic AG provided earnings guidance for financial year 2026. Due to the continued weakness of the US dollar against the euro, a declining 200 mm wafer demand, the ongoing price pressure outside of long-term agreements, and the first full-year effect of the SD closure, the company expects sales in the mid-single-digit percent range below the previous year (exchange rate assumption: EUR/USD 1.18) and significant decrease in EBIT compared to the previous year.お知らせ • May 02Siltronic AG Reaffirms Earnings Guidance for the First Half and Full Year of Financial Year 2025Siltronic AG reaffirmed earnings guidance for the first half and full year of financial year 2025. For the first half 2025 sales expected to be in the mid to high single-digit percentage range below second half of 2024. The sales guidance for the full year 2025 remains unchanged, although it is not yet possible to estimate the impact of American tariff policies and the corresponding countermeasures on expected end-market growth and FX rates for the remainder of the year (assumption for guidance: EUR/USD 1.08). The company also expects EBIT to have a significant decline.すべての更新を表示Recent updatesお知らせ • Jun 17Siltronic AG has completed a Follow-on Equity Offering in the amount of €273 million.Siltronic AG has completed a Follow-on Equity Offering in the amount of €273 million. Security Name: Ordinary Registered Shares Security Type: Common Stock Securities Offered: 3,000,000 Price\Range: €91 Transaction Features: Subsequent Direct ListingBuy Or Sell Opportunity • May 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 81% to €104. The fair value is estimated to be €83.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • May 28Siltronic AG announced that it has received €187.635 million in funding from Wacker Chemie AG and other investorsSiltronic AG announced a private placement to issue 2,100,000 shares at an issue price of €89.35 per share for gross proceeds of €187,635,000 on May 26, 2026. The transaction included participation from returning investor Wacker Chemie AG and qualified investors and to international institutional investors only. The investor Wacker remains the largest shareholder with approximately 24% of the capital stock.Buy Or Sell Opportunity • Mar 31Now 24% undervaluedOver the last 90 days, the stock has risen 4.0% to €50.85. The fair value is estimated to be €66.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are forecast to decline by 1.5% per annum over the same time period.お知らせ • Mar 30Siltronic AG, Annual General Meeting, May 08, 2026Siltronic AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future.Reported Earnings • Mar 12Full year 2025 earnings released: €2.31 loss per share (vs €2.10 profit in FY 2024)Full year 2025 results: €2.31 loss per share (down from €2.10 profit in FY 2024). Revenue: €1.35b (down 4.7% from FY 2024). Net loss: €69.2m (down 210% from profit in FY 2024). Revenue is forecast to grow 5.4% 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, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.お知らせ • Feb 14Siltronic AG Provides Earnings Guidance for Financial Year 2026Siltronic AG provided earnings guidance for financial year 2026. Due to the continued weakness of the US dollar against the euro, a declining 200 mm wafer demand, the ongoing price pressure outside of long-term agreements, and the first full-year effect of the SD closure, the company expects sales in the mid-single-digit percent range below the previous year (exchange rate assumption: EUR/USD 1.18) and significant decrease in EBIT compared to the previous year.New Risk • Jan 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Share price has been highly volatile over the past 3 months (7.1% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future.Reported Earnings • Oct 29Third quarter 2025 earnings released: €1.29 loss per share (vs €0.60 profit in 3Q 2024)Third quarter 2025 results: €1.29 loss per share (down from €0.60 profit in 3Q 2024). Revenue: €300.3m (down 16% from 3Q 2024). Net loss: €38.6m (down 316% from profit in 3Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.お知らせ • Oct 22Siltronic AG to Report Fiscal Year 2025 Results on Feb 03, 2026Siltronic AG announced that they will report fiscal year 2025 results on Feb 03, 2026お知らせ • Jul 03+ 3 more updatesSiltronic AG to Report Fiscal Year 2025 Results on Mar 12, 2026Siltronic AG announced that they will report fiscal year 2025 results on Mar 12, 2026お知らせ • May 14+ 1 more updateSiltronic AG Approves Dividend for the Financial Year 2024Siltronic AG announced that in light of the expected development for the financial year 2025, the Executive Board and Supervisory Board proposed at the Annual General Meeting to distribute a dividend of EUR 0.20 for the financial year 2024 . The shareholders approved this proposal. As a result, a total of EUR 6 million will be distributed to the company’s shareholders, which corresponds to a payout ratio of nearly 10% of the consolidated profit attributable to Siltronic shareholders.お知らせ • May 02Siltronic AG Reaffirms Earnings Guidance for the First Half and Full Year of Financial Year 2025Siltronic AG reaffirmed earnings guidance for the first half and full year of financial year 2025. For the first half 2025 sales expected to be in the mid to high single-digit percentage range below second half of 2024. The sales guidance for the full year 2025 remains unchanged, although it is not yet possible to estimate the impact of American tariff policies and the corresponding countermeasures on expected end-market growth and FX rates for the remainder of the year (assumption for guidance: EUR/USD 1.08). The company also expects EBIT to have a significant decline.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €32.30, the stock trades at a trailing P/E ratio of 15.2x. Average forward P/E is 10x in the Semiconductor industry in Europe. Total loss to shareholders of 60% over the past three years.お知らせ • Apr 03Siltronic AG, Annual General Meeting, May 12, 2025Siltronic AG, Annual General Meeting, May 12, 2025, at 10:00 W. Europe Standard Time.業績と収益の成長予測BIT:1WAF - 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12/31/20281,615-52195487912/31/20271,445-1401563901012/31/20261,293-223-13186103/31/20261,307-129-158193N/A12/31/20251,347-69-150230N/A9/30/20251,336-27-202240N/A6/30/20251,39329-253254N/A3/31/20251,41540-268340N/A12/31/20241,41363-355345N/A9/30/20241,40996-487405N/A6/30/20241,400111-626428N/A3/31/20241,453144-796403N/A12/31/20231,514184-711488N/A9/30/20231,629261-727514N/A6/30/20231,754328-578571N/A3/31/20231,793353-339678N/A12/31/20221,805391-118805N/A9/30/20221,710368-18812N/A6/30/20221,608332127785N/A3/31/20221,506307216698N/A12/31/20211,405253108501N/A9/30/20211,313205140335N/A6/30/20211,24117286274N/A3/31/20211,22317142228N/A12/31/20201,20716132237N/A9/30/20201,22716260306N/A6/30/20201,22817917319N/A3/31/20201,216185-8340N/A12/31/20191,270226N/A385N/A9/30/20191,354287N/A365N/A6/30/20191,434343N/A456N/A3/31/20191,484375N/A608N/A12/31/20181,457373N/A652N/A9/30/20181,397347N/A678N/A6/30/20181,325305N/A590N/A3/31/20181,247247N/A425N/A12/31/20171,177185N/A299N/A9/30/20171,096130N/A220N/A6/30/20171,02471N/A184N/A3/31/201797139N/A138N/A12/31/201693312N/A116N/A9/30/2016902-11N/A95N/A6/30/2016896-20N/A79N/A3/31/2016913-27N/A75N/A12/31/2015931-14N/A96N/A9/30/2015939-2N/A97N/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: 1WAF今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: 1WAF今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: 1WAF今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: 1WAFの収益 ( 8% ) Italian市場 ( 5.9% ) 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: 1WAFの収益 ( 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: 1WAF 3 年以内に赤字になると予測されています。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2026/07/07 06:16終値2026/07/07 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Siltronic AG 10 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Bruno BulicBaader Helvea Equity ResearchGuenther HollfelderBaader Helvea Equity ResearchGustav FrobergBerenberg20 その他のアナリストを表示
お知らせ • Feb 14Siltronic AG Provides Earnings Guidance for Financial Year 2026Siltronic AG provided earnings guidance for financial year 2026. Due to the continued weakness of the US dollar against the euro, a declining 200 mm wafer demand, the ongoing price pressure outside of long-term agreements, and the first full-year effect of the SD closure, the company expects sales in the mid-single-digit percent range below the previous year (exchange rate assumption: EUR/USD 1.18) and significant decrease in EBIT compared to the previous year.
お知らせ • May 02Siltronic AG Reaffirms Earnings Guidance for the First Half and Full Year of Financial Year 2025Siltronic AG reaffirmed earnings guidance for the first half and full year of financial year 2025. For the first half 2025 sales expected to be in the mid to high single-digit percentage range below second half of 2024. The sales guidance for the full year 2025 remains unchanged, although it is not yet possible to estimate the impact of American tariff policies and the corresponding countermeasures on expected end-market growth and FX rates for the remainder of the year (assumption for guidance: EUR/USD 1.08). The company also expects EBIT to have a significant decline.
お知らせ • Jun 17Siltronic AG has completed a Follow-on Equity Offering in the amount of €273 million.Siltronic AG has completed a Follow-on Equity Offering in the amount of €273 million. Security Name: Ordinary Registered Shares Security Type: Common Stock Securities Offered: 3,000,000 Price\Range: €91 Transaction Features: Subsequent Direct Listing
Buy Or Sell Opportunity • May 29Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 81% to €104. The fair value is estimated to be €83.28, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • May 28Siltronic AG announced that it has received €187.635 million in funding from Wacker Chemie AG and other investorsSiltronic AG announced a private placement to issue 2,100,000 shares at an issue price of €89.35 per share for gross proceeds of €187,635,000 on May 26, 2026. The transaction included participation from returning investor Wacker Chemie AG and qualified investors and to international institutional investors only. The investor Wacker remains the largest shareholder with approximately 24% of the capital stock.
Buy Or Sell Opportunity • Mar 31Now 24% undervaluedOver the last 90 days, the stock has risen 4.0% to €50.85. The fair value is estimated to be €66.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are forecast to decline by 1.5% per annum over the same time period.
お知らせ • Mar 30Siltronic AG, Annual General Meeting, May 08, 2026Siltronic AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.
New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future.
Reported Earnings • Mar 12Full year 2025 earnings released: €2.31 loss per share (vs €2.10 profit in FY 2024)Full year 2025 results: €2.31 loss per share (down from €2.10 profit in FY 2024). Revenue: €1.35b (down 4.7% from FY 2024). Net loss: €69.2m (down 210% from profit in FY 2024). Revenue is forecast to grow 5.4% 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, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 14Siltronic AG Provides Earnings Guidance for Financial Year 2026Siltronic AG provided earnings guidance for financial year 2026. Due to the continued weakness of the US dollar against the euro, a declining 200 mm wafer demand, the ongoing price pressure outside of long-term agreements, and the first full-year effect of the SD closure, the company expects sales in the mid-single-digit percent range below the previous year (exchange rate assumption: EUR/USD 1.18) and significant decrease in EBIT compared to the previous year.
New Risk • Jan 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Share price has been highly volatile over the past 3 months (7.1% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future.
Reported Earnings • Oct 29Third quarter 2025 earnings released: €1.29 loss per share (vs €0.60 profit in 3Q 2024)Third quarter 2025 results: €1.29 loss per share (down from €0.60 profit in 3Q 2024). Revenue: €300.3m (down 16% from 3Q 2024). Net loss: €38.6m (down 316% from profit in 3Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 22Siltronic AG to Report Fiscal Year 2025 Results on Feb 03, 2026Siltronic AG announced that they will report fiscal year 2025 results on Feb 03, 2026
お知らせ • Jul 03+ 3 more updatesSiltronic AG to Report Fiscal Year 2025 Results on Mar 12, 2026Siltronic AG announced that they will report fiscal year 2025 results on Mar 12, 2026
お知らせ • May 14+ 1 more updateSiltronic AG Approves Dividend for the Financial Year 2024Siltronic AG announced that in light of the expected development for the financial year 2025, the Executive Board and Supervisory Board proposed at the Annual General Meeting to distribute a dividend of EUR 0.20 for the financial year 2024 . The shareholders approved this proposal. As a result, a total of EUR 6 million will be distributed to the company’s shareholders, which corresponds to a payout ratio of nearly 10% of the consolidated profit attributable to Siltronic shareholders.
お知らせ • May 02Siltronic AG Reaffirms Earnings Guidance for the First Half and Full Year of Financial Year 2025Siltronic AG reaffirmed earnings guidance for the first half and full year of financial year 2025. For the first half 2025 sales expected to be in the mid to high single-digit percentage range below second half of 2024. The sales guidance for the full year 2025 remains unchanged, although it is not yet possible to estimate the impact of American tariff policies and the corresponding countermeasures on expected end-market growth and FX rates for the remainder of the year (assumption for guidance: EUR/USD 1.08). The company also expects EBIT to have a significant decline.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €32.30, the stock trades at a trailing P/E ratio of 15.2x. Average forward P/E is 10x in the Semiconductor industry in Europe. Total loss to shareholders of 60% over the past three years.
お知らせ • Apr 03Siltronic AG, Annual General Meeting, May 12, 2025Siltronic AG, Annual General Meeting, May 12, 2025, at 10:00 W. Europe Standard Time.