View ValuationSUSS MicroTec 향후 성장Future 기준 점검 4/6SUSS MicroTec (는) 각각 연간 36.8% 및 13.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17% 로 예상됩니다.핵심 정보36.8%이익 성장률35.89%EPS 성장률Semiconductor 이익 성장22.3%매출 성장률13.8%향후 자기자본이익률17.02%애널리스트 커버리지Good마지막 업데이트19 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €113, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 42x in the Semiconductor industry in Europe. Total returns to shareholders of 174% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €93.85 per share.Buy Or Sell Opportunity • Jun 15Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to €101. The fair value is estimated to be €80.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.Upcoming Dividend • May 28Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Austrian dividend payers (4.0%). Lower than average of industry peers (0.5%).Reported Earnings • May 11First quarter 2026 earnings released: EPS: €0.13 (vs €0.78 in 1Q 2025)First quarter 2026 results: EPS: €0.13 (down from €0.78 in 1Q 2025). Revenue: €86.5m (down 30% from 1Q 2025). Net income: €2.46m (down 84% from 1Q 2025). Profit margin: 2.8% (down from 12% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.New Risk • May 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.6% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.2% average weekly change). High level of non-cash earnings (25% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.6% net profit margin).Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €81.85, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 37x in the Semiconductor industry in Europe. Total returns to shareholders of 137% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €74.96 per share.공시 • Apr 22SUSS MicroTec SE, Annual General Meeting, Jun 03, 2026SUSS MicroTec SE, Annual General Meeting, Jun 03, 2026, at 10:00 W. Europe Standard Time.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €66.65, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 34x in the Semiconductor industry in Europe. Total returns to shareholders of 121% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €105 per share.Declared Dividend • Apr 01Dividend of €0.04 announcedShareholders will receive a dividend of €0.04. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 0.08%, which is lower than the industry average of 1.2%.공시 • Apr 01+ 1 more updateSUSS MicroTec SE to Report Q3, 2026 Results on Nov 05, 2026SUSS MicroTec SE announced that they will report Q3, 2026 results on Nov 05, 2026공시 • Mar 31SUSS MicroTec SE announces Annual dividend, payable on June 08, 2026SUSS MicroTec SE announced Annual dividend of EUR 0.0400 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €49.08, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €34.41 per share.Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €60.15, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €34.64 per share.공시 • Jan 05+ 1 more updateSUSS MicroTec SE to Report Fiscal Year 2025 Results on Mar 30, 2026SUSS MicroTec SE announced that they will report fiscal year 2025 results on Mar 30, 2026Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €39.04, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €20.74 per share.Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.48 (vs €0.68 in 3Q 2024)Third quarter 2025 results: EPS: €0.48 (down from €0.68 in 3Q 2024). Revenue: €118.0m (up 15% from 3Q 2024). Net income: €9.18m (down 29% from 3Q 2024). Profit margin: 7.8% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.3% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to €26.88, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.48 per share.Buy Or Sell Opportunity • Oct 13Now 31% overvaluedOver the last 90 days, the stock has fallen 9.0% to €37.48. The fair value is estimated to be €28.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to decline by 7.1% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.Buy Or Sell Opportunity • Sep 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to €30.80. The fair value is estimated to be €38.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to decline by 7.2% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: €0.82 (vs €0.64 in 2Q 2024)Second quarter 2025 results: EPS: €0.82 (up from €0.64 in 2Q 2024). Revenue: €143.2m (up 44% from 2Q 2024). Net income: €15.7m (up 29% from 2Q 2024). Profit margin: 11% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% 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 Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings are forecast to decline by an average of 0.03% per year for the foreseeable future.Buy Or Sell Opportunity • Jul 29Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €32.38. The fair value is estimated to be €42.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 0.4% in 2 years. Earnings are forecast to decline by 0.7% in the next 2 years.Buy Or Sell Opportunity • Jun 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to €43.90. The fair value is estimated to be €36.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 2.4% in 2 years. Earnings are forecast to grow by 4.2% in the next 2 years.공시 • Jun 05Annual General Meeting Approves Dividend for the 2024 Financial YearSUSS MicroTec SE resolved to distribute a dividend of €0.30 per share for the 2024 financial year, a 50% increase compared to the previous year, which corresponds to a total dividend payout of €5.7 million.공시 • May 27Suss MicroTec SE Introduces the XBC300 Gen2 D2W PlatformSUSS MicroTec SE introduced the XBC300 Gen2 D2W platform - a customized bonding solution that completes the company's hybrid bonding portfolio. This new platform underscores SUSS' position as an industry leader in providing a fully integrated D2W hybrid bonding solution for demanding manufacturing requirements. The new SUSS process solution enables die-to-wafer (D2W) bonding on 200mm and 300mm substrates and meets the most demanding inter-die spacing requirements. It is an ideal platform to produce high-precision chips due to footprint savings of up to 40% and a post-bond accuracy of < +-200 nm. With the integrated platform, all process steps, in particular surface activation and die positioning, are carried out in a single, fully automated solution. The integration ensures greater cleanliness and improved process control compared to modular competitor solutions. D2W bonding is an advanced semiconductor manufacturing process that precisely dielectrically and metallically bonds individual chips together on wafers to create highly precise, stable and conductive tracks. The new SUSS platform is ideal for 3D IC technologies for efficient processing of multiple die layers on top of each other, for example in high-bandwidth memory (HBM) applications. The XBC300 Gen2 D 2W platform, which is already available for customer demonstrations at the Application Center in Sternenfels, Germany, was developed in close collaboration with SET Corporation SA, a leading specialist in flip-chip bonders. The integration of SET's ultra-precision die bonder into the SUSS platform creates a powerful, fully integrated platform that meets the needs of the industry in research, development and high-volume manufacturing.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €39.74, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €37.66 per share.Reported Earnings • May 10First quarter 2025 earnings released: EPS: €0.78 (vs €0.54 in 1Q 2024)First quarter 2025 results: EPS: €0.78 (up from €0.54 in 1Q 2024). Revenue: €123.2m (up 32% from 1Q 2024). Net income: €15.0m (up 44% from 1Q 2024). Profit margin: 12% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.Buy Or Sell Opportunity • May 05Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €34.56. The fair value is estimated to be €43.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.공시 • Apr 19SÜSS MicroTec SE, Annual General Meeting, Jun 03, 2025SÜSS MicroTec SE, Annual General Meeting, Jun 03, 2025, at 10:00 W. Europe Standard Time.Buy Or Sell Opportunity • Apr 03Now 29% undervaluedThe stock has been flat over the last 90 days, currently trading at €31.20. The fair value is estimated to be €43.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.Reported Earnings • Apr 01Full year 2024 earnings released: EPS: €2.72 (vs €0.91 in FY 2023)Full year 2024 results: EPS: €2.72 (up from €0.91 in FY 2023). Revenue: €446.1m (up 47% from FY 2023). Net income: €52.1m (up 200% from FY 2023). Profit margin: 12% (up from 5.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €34.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.83 per share.공시 • Mar 28SÜSS MicroTec SE announces Annual dividend, payable on June 06, 2025SÜSS MicroTec SE announced Annual dividend of EUR 0.3000 per share payable on June 06, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.이익 및 매출 성장 예측WBAG:SMHN - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028705916183712/31/2027610673253712/31/202649138294383/31/202646535-814N/A12/31/202550350-23-1N/A9/30/202553858-27-7N/A6/30/202552261-25-9N/A3/31/2025478583442N/A12/31/2024447522633N/A9/30/2024397432633N/A6/30/2024365301824N/A3/31/202433425-14N/A12/31/202330417-14N/A9/30/202329628-13-9N/A6/30/2023288311821N/A3/31/2023261251923N/A12/31/2022260232024N/A9/30/202224194552N/A6/30/2022249131928N/A3/31/202227417717N/A12/31/2021263161524N/A9/30/2021267201624N/A6/30/2021257172938N/A3/31/2021263196169N/A12/31/2020252124755N/A9/30/2020257-32329N/A6/30/2020233-1428N/A3/31/2020208-22-25-20N/A12/31/2019214-16N/A-31N/A9/30/2019202-7N/A-5N/A6/30/2019204-2N/A-1N/A3/31/20192065N/A0N/A12/31/20182045N/A2N/A9/30/20181866N/A-11N/A6/30/201819412N/A1N/A3/31/201818912N/A0N/A12/31/20171677N/A9N/A9/30/201718312N/A9N/A6/30/20171757N/A1N/A3/31/20171733N/A5N/A12/31/20161785N/A-5N/A9/30/20161630N/A5N/A6/30/20161622N/A6N/A3/31/20161490N/A-3N/A12/31/20151490N/A5N/A9/30/20151442N/A-4N/A6/30/2015131-2N/A-5N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SMHN 의 연간 예상 수익 증가율(36.8%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: SMHN 의 연간 수익(36.8%)이 Austrian 시장(11.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SMHN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: SMHN 의 수익(연간 13.8%)이 Austrian 시장(연간 4.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: SMHN 의 수익(연간 13.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SMHN의 자본 수익률은 3년 후 17%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/24 21:08종가2026/06/24 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SUSS MicroTec SE는 17명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Guenther HollfelderBaader Helvea Equity ResearchNicole WinklerBerenbergTammy QiuBerenberg14명의 분석가 더 보기
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €113, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 42x in the Semiconductor industry in Europe. Total returns to shareholders of 174% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €93.85 per share.
Buy Or Sell Opportunity • Jun 15Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 69% to €101. The fair value is estimated to be €80.83, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 27%. Revenue is forecast to grow by 34% in 2 years. Earnings are forecast to grow by 102% in the next 2 years.
Upcoming Dividend • May 28Upcoming dividend of €0.04 per shareEligible shareholders must have bought the stock before 04 June 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Austrian dividend payers (4.0%). Lower than average of industry peers (0.5%).
Reported Earnings • May 11First quarter 2026 earnings released: EPS: €0.13 (vs €0.78 in 1Q 2025)First quarter 2026 results: EPS: €0.13 (down from €0.78 in 1Q 2025). Revenue: €86.5m (down 30% from 1Q 2025). Net income: €2.46m (down 84% from 1Q 2025). Profit margin: 2.8% (down from 12% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
New Risk • May 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.6% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.2% average weekly change). High level of non-cash earnings (25% accrual ratio). Minor Risk Profit margins are more than 30% lower than last year (7.6% net profit margin).
Valuation Update With 7 Day Price Move • May 06Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €81.85, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 37x in the Semiconductor industry in Europe. Total returns to shareholders of 137% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €74.96 per share.
공시 • Apr 22SUSS MicroTec SE, Annual General Meeting, Jun 03, 2026SUSS MicroTec SE, Annual General Meeting, Jun 03, 2026, at 10:00 W. Europe Standard Time.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €66.65, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 34x in the Semiconductor industry in Europe. Total returns to shareholders of 121% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €105 per share.
Declared Dividend • Apr 01Dividend of €0.04 announcedShareholders will receive a dividend of €0.04. Ex-date: 4th June 2026 Payment date: 8th June 2026 Dividend yield will be 0.08%, which is lower than the industry average of 1.2%.
공시 • Apr 01+ 1 more updateSUSS MicroTec SE to Report Q3, 2026 Results on Nov 05, 2026SUSS MicroTec SE announced that they will report Q3, 2026 results on Nov 05, 2026
공시 • Mar 31SUSS MicroTec SE announces Annual dividend, payable on June 08, 2026SUSS MicroTec SE announced Annual dividend of EUR 0.0400 per share payable on June 08, 2026, ex-date on June 04, 2026 and record date on June 05, 2026.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €49.08, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 25x in the Semiconductor industry in Europe. Total returns to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €34.41 per share.
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €60.15, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 27x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €34.64 per share.
공시 • Jan 05+ 1 more updateSUSS MicroTec SE to Report Fiscal Year 2025 Results on Mar 30, 2026SUSS MicroTec SE announced that they will report fiscal year 2025 results on Mar 30, 2026
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €39.04, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 20x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €20.74 per share.
Reported Earnings • Nov 07Third quarter 2025 earnings released: EPS: €0.48 (vs €0.68 in 3Q 2024)Third quarter 2025 results: EPS: €0.48 (down from €0.68 in 3Q 2024). Revenue: €118.0m (up 15% from 3Q 2024). Net income: €9.18m (down 29% from 3Q 2024). Profit margin: 7.8% (down from 13% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 9.3% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to €26.88, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 19x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €27.48 per share.
Buy Or Sell Opportunity • Oct 13Now 31% overvaluedOver the last 90 days, the stock has fallen 9.0% to €37.48. The fair value is estimated to be €28.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to decline by 7.1% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.
Buy Or Sell Opportunity • Sep 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to €30.80. The fair value is estimated to be €38.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to decline by 7.2% in 2 years. Earnings are forecast to decline by 14% in the next 2 years.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: €0.82 (vs €0.64 in 2Q 2024)Second quarter 2025 results: EPS: €0.82 (up from €0.64 in 2Q 2024). Revenue: €143.2m (up 44% from 2Q 2024). Net income: €15.7m (up 29% from 2Q 2024). Profit margin: 11% (down from 12% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe.
New Risk • Aug 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.03% 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 Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings are forecast to decline by an average of 0.03% per year for the foreseeable future.
Buy Or Sell Opportunity • Jul 29Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €32.38. The fair value is estimated to be €42.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 0.4% in 2 years. Earnings are forecast to decline by 0.7% in the next 2 years.
Buy Or Sell Opportunity • Jun 24Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to €43.90. The fair value is estimated to be €36.47, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 45%. Revenue is forecast to grow by 2.4% in 2 years. Earnings are forecast to grow by 4.2% in the next 2 years.
공시 • Jun 05Annual General Meeting Approves Dividend for the 2024 Financial YearSUSS MicroTec SE resolved to distribute a dividend of €0.30 per share for the 2024 financial year, a 50% increase compared to the previous year, which corresponds to a total dividend payout of €5.7 million.
공시 • May 27Suss MicroTec SE Introduces the XBC300 Gen2 D2W PlatformSUSS MicroTec SE introduced the XBC300 Gen2 D2W platform - a customized bonding solution that completes the company's hybrid bonding portfolio. This new platform underscores SUSS' position as an industry leader in providing a fully integrated D2W hybrid bonding solution for demanding manufacturing requirements. The new SUSS process solution enables die-to-wafer (D2W) bonding on 200mm and 300mm substrates and meets the most demanding inter-die spacing requirements. It is an ideal platform to produce high-precision chips due to footprint savings of up to 40% and a post-bond accuracy of < +-200 nm. With the integrated platform, all process steps, in particular surface activation and die positioning, are carried out in a single, fully automated solution. The integration ensures greater cleanliness and improved process control compared to modular competitor solutions. D2W bonding is an advanced semiconductor manufacturing process that precisely dielectrically and metallically bonds individual chips together on wafers to create highly precise, stable and conductive tracks. The new SUSS platform is ideal for 3D IC technologies for efficient processing of multiple die layers on top of each other, for example in high-bandwidth memory (HBM) applications. The XBC300 Gen2 D 2W platform, which is already available for customer demonstrations at the Application Center in Sternenfels, Germany, was developed in close collaboration with SET Corporation SA, a leading specialist in flip-chip bonders. The integration of SET's ultra-precision die bonder into the SUSS platform creates a powerful, fully integrated platform that meets the needs of the industry in research, development and high-volume manufacturing.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €39.74, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €37.66 per share.
Reported Earnings • May 10First quarter 2025 earnings released: EPS: €0.78 (vs €0.54 in 1Q 2024)First quarter 2025 results: EPS: €0.78 (up from €0.54 in 1Q 2024). Revenue: €123.2m (up 32% from 1Q 2024). Net income: €15.0m (up 44% from 1Q 2024). Profit margin: 12% (up from 11% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe.
Buy Or Sell Opportunity • May 05Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €34.56. The fair value is estimated to be €43.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period.
공시 • Apr 19SÜSS MicroTec SE, Annual General Meeting, Jun 03, 2025SÜSS MicroTec SE, Annual General Meeting, Jun 03, 2025, at 10:00 W. Europe Standard Time.
Buy Or Sell Opportunity • Apr 03Now 29% undervaluedThe stock has been flat over the last 90 days, currently trading at €31.20. The fair value is estimated to be €43.84, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 40%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
Reported Earnings • Apr 01Full year 2024 earnings released: EPS: €2.72 (vs €0.91 in FY 2023)Full year 2024 results: EPS: €2.72 (up from €0.91 in FY 2023). Revenue: €446.1m (up 47% from FY 2023). Net income: €52.1m (up 200% from FY 2023). Profit margin: 12% (up from 5.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €34.35, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €43.83 per share.
공시 • Mar 28SÜSS MicroTec SE announces Annual dividend, payable on June 06, 2025SÜSS MicroTec SE announced Annual dividend of EUR 0.3000 per share payable on June 06, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.