AIXTRON 향후 성장
Future 기준 점검 4/6
AIXTRON (는) 각각 연간 33.7% 및 16.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.2% 로 예상됩니다.
핵심 정보
33.7%
이익 성장률
33.90%
EPS 성장률
| Semiconductor 이익 성장 | 29.7% |
| 매출 성장률 | 16.2% |
| 향후 자기자본이익률 | 14.15% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 29
AIXA: Rebased 2026 Outlook Will Expose Execution Risk Despite Malaysia Expansion
AIXTRON's updated analyst price target moves from €32.53 to €35.89, as analysts factor in revised assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following a mix of recent upgrades, target hikes and downgrades across the Street. Analyst Commentary Recent Street research on AIXTRON reflects a mix of optimism on long term growth potential and caution around execution risk and valuation, which helps explain the shift in the consolidated price target.내러티브 업데이트 • Apr 14
AIXA: Rebased 2026 Outlook Will Test Overheated Expectations Despite Malaysia Expansion
Analysts have raised the AIXTRON price target by about €1.27, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E, along with a mix of recent upgrades and downgrades from major banks. Analyst Commentary Recent Street research on AIXTRON shows a mix of optimism and caution, with several firms adjusting ratings and price targets and a few turning more cautious after earlier upgrades.내러티브 업데이트 • Mar 31
AIXA: Rebased 2026 Outlook And AI Demand Will Shape Rerated Expectations
AIXTRON's revised analyst price target of €31.27, up from €26.85, reflects updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a series of recent price target hikes and rating upgrades from major banks. Analyst Commentary Recent Street research on AIXTRON has been active, with several large banks adjusting ratings and targets.
내러티브 업데이트 • Mar 17
AIXA: Upgraded Views And 2026 Guidance Will Shape A More Balanced Outlook
AIXTRON's updated analyst price target has moved from €22.00 to €36.50, as analysts point to a series of recent upgrades and higher targets around €31 to €36.40 that reflect their revised assumptions on growth, margins and future P/E levels. Analyst Commentary Recent Street research on AIXTRON has tilted clearly positive, with multiple bullish analysts revising their views and lifting price targets into the low to mid €30s.내러티브 업데이트 • Mar 03
AIXA: Data Center And AI Demand Will Support Re Rated Outlook
Analysts have lifted their price target on AIXTRON to about €26.85 from roughly €19.83, reflecting updated assumptions for higher revenue, slightly stronger profit margins and a modestly higher future P/E, in line with recent Street targets moving toward €31. Analyst Commentary Recent Street research has clustered around a €31 price target, with several firms lifting their numbers from previous ranges near €20 to €25.20.
내러티브 업데이트 • Feb 16
AIXA: Higher Future P/E Assumptions Will Face Execution Risk Test
Analysts have nudged their price target on AIXTRON to €13.50, citing updated assumptions on revenue growth and profit margins, as well as a higher future P/E multiple backed by recent upgrades from major research houses. Analyst Commentary Recent research coverage on AIXTRON has included upgrades and refreshed views, but not all commentary is uniformly positive.내러티브 업데이트 • Feb 02
AIXA: Data Center And AI Power Demand Will Guide Balanced Long Term Outlook
The updated analyst price framework for AIXTRON points to a fair value increase from about €18.25 to about €19.83, as analysts factor in Street research that highlights expected benefits from data center and artificial intelligence power demand, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on AIXTRON has centered on the potential impact of data center and artificial intelligence related power demand on the company’s growth profile, and on how much investors are willing to pay for that growth via a higher P/E multiple.내러티브 업데이트 • Jan 19
AIXA: Data Center And AI Power Demand Will Shape Fair Long Term Outlook
The updated analyst price target for AIXTRON shifts from about €17.50 to roughly €18.25, with analysts pointing to expectations around data center and artificial intelligence related demand as key reasons for their revised fair value, alongside modest tweaks to growth, margin and future P/E assumptions. Analyst Commentary Recent research shows a mix of optimism and caution around AIXTRON, with several price target changes and rating moves clustered around expectations for data center and artificial intelligence related demand.내러티브 업데이트 • Jan 05
AIXA: AI Data Center Hopes Will Face Execution And Timing Test
Analysts have lifted their fair value estimate for AIXTRON from €10.90 to €13.50. This reflects recent price target increases and rating upgrades that reference potential benefits from data center and artificial intelligence related demand.분석 기사 • Dec 27
AIXTRON (ETR:AIXA) Is Doing The Right Things To Multiply Its Share Price
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...내러티브 업데이트 • Dec 19
AIXA: Data Center And AI Power Demand Will Shape Balanced Long Term Outlook
The updated analyst price target for AIXTRON has moved higher, supported by analysts citing an increasingly compelling long term growth outlook tied to data center and artificial intelligence demand. Analyst Commentary Recent Street research reflects a generally constructive stance on AIXTRON, with several price target increases and rating upgrades highlighting confidence in the company’s medium to long term growth profile, particularly in data center and artificial intelligence related demand.내러티브 업데이트 • Dec 05
AIXA: Data Center And AI Power Demand Will Shape Balanced Future Outlook
The analyst price target for AIXTRON has been modestly increased to EUR 17.50 from EUR 16.93, as analysts highlight stronger long term growth prospects tied to data center and artificial intelligence demand, alongside improving revenue growth and profit margin outlooks. Analyst Commentary Recent Street research reflects a generally constructive stance on AIXTRON, with several upgrades and target price increases underscoring confidence in the companys long term positioning in data center and artificial intelligence related demand.내러티브 업데이트 • Nov 21
AIXA: Opportunities And Risks Will Be Shaped By Data Center And AI Trends
AIXTRON's analyst price target has increased from €15.05 to €16.93, as analysts cite optimism around long-term growth drivers such as data center expansion and advancing artificial intelligence applications. Analyst Commentary Recent street research on AIXTRON has highlighted both enthusiasm and caution in the investment community.분석 기사 • Nov 09
AIXTRON SE's (ETR:AIXA) Shares Climb 27% But Its Business Is Yet to Catch Up
The AIXTRON SE ( ETR:AIXA ) share price has done very well over the last month, posting an excellent gain of 27...내러티브 업데이트 • Nov 03
AIXA: Compound Semiconductors And AI Demand Will Drive Balanced Long-Term Opportunity
AIXTRON's analyst average price target has been revised slightly lower to €15.05, as analysts highlight near-term sector caution and changing profit margin expectations. Analyst Commentary Recent analyst notes on AIXTRON reflect a range of perspectives on the company's near-term and long-term prospects.내러티브 업데이트 • Oct 20
Optoelectronics And Compound Semiconductors Will Unlock Global Opportunity
AIXTRON's analyst average price target has been revised down by about EUR 0.92 to EUR 15.05, as analysts factor in slightly lower growth and margin expectations for the coming periods. Analyst Commentary Recent updates from street research reveal mixed perspectives on AIXTRON's prospects, and the valuation remains a point of debate among market observers.분석 기사 • Sep 20
Is There Now An Opportunity In AIXTRON SE (ETR:AIXA)?
While AIXTRON SE ( ETR:AIXA ) might not have the largest market cap around , it saw a double-digit share price rise of...분석 기사 • Sep 05
AIXTRON SE's (ETR:AIXA) Intrinsic Value Is Potentially 55% Above Its Share Price
Key Insights AIXTRON's estimated fair value is €18.56 based on 2 Stage Free Cash Flow to Equity Current share price of...분석 기사 • Aug 21
AIXTRON SE's (ETR:AIXA) Share Price Is Matching Sentiment Around Its Earnings
With a price-to-earnings (or "P/E") ratio of 13.3x AIXTRON SE ( ETR:AIXA ) may be sending bullish signals at the...분석 기사 • Jun 22
Returns At AIXTRON (ETR:AIXA) Are On The Way Up
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...분석 기사 • May 21
AIXTRON SE (ETR:AIXA) Stock Catapults 27% Though Its Price And Business Still Lag The Market
Those holding AIXTRON SE ( ETR:AIXA ) shares would be relieved that the share price has rebounded 27% in the last...분석 기사 • May 15
AIXTRON's (ETR:AIXA) Shareholders Will Receive A Smaller Dividend Than Last Year
AIXTRON SE ( ETR:AIXA ) is reducing its dividend from last year's comparable payment to €0.15 on the 20th of May. This...
새 내러티브 • Feb 26
Advancements In SiC, GaN, And Micro LED Will Strengthen Future Market Position
Market leadership in silicon carbide and gallium nitride technologies positions AIXTRON for future revenue growth through increased customer demand and technological expansions.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 878 | 175 | 122 | 150 | 12 |
| 12/31/2027 | 756 | 139 | 80 | 121 | 14 |
| 12/31/2026 | 571 | 83 | 186 | 209 | 14 |
| 3/31/2026 | 503 | 58 | 199 | 227 | N/A |
| 12/31/2025 | 557 | 85 | 181 | 208 | N/A |
| 9/30/2025 | 596 | 91 | 95 | 126 | N/A |
| 6/30/2025 | 633 | 109 | 55 | 99 | N/A |
| 3/31/2025 | 627 | 101 | -10 | 69 | N/A |
| 12/31/2024 | 633 | 106 | -72 | 26 | N/A |
| 9/30/2024 | 621 | 115 | -86 | 47 | N/A |
| 6/30/2024 | 629 | 123 | -86 | 36 | N/A |
| 3/31/2024 | 671 | 153 | -145 | -60 | N/A |
| 12/31/2023 | 630 | 145 | -110 | -47 | N/A |
| 9/30/2023 | 599 | 134 | -95 | -66 | N/A |
| 6/30/2023 | 523 | 113 | -100 | -70 | N/A |
| 3/31/2023 | 452 | 90 | -13 | 16 | N/A |
| 12/31/2022 | 463 | 100 | 7 | 37 | N/A |
| 9/30/2022 | 461 | 102 | 42 | 63 | N/A |
| 6/30/2022 | 503 | 114 | 30 | 50 | N/A |
| 3/31/2022 | 468 | 105 | 98 | 117 | N/A |
| 12/31/2021 | 429 | 96 | 49 | 66 | N/A |
| 9/30/2021 | 356 | 69 | 9 | 24 | N/A |
| 6/30/2021 | 289 | 44 | 6 | 17 | N/A |
| 3/31/2021 | 278 | 40 | -78 | -67 | N/A |
| 12/31/2020 | 269 | 35 | -48 | -39 | N/A |
| 9/30/2020 | 236 | 22 | 7 | 13 | N/A |
| 6/30/2020 | 225 | 20 | 32 | 38 | N/A |
| 3/31/2020 | 232 | 24 | 56 | 59 | N/A |
| 12/31/2019 | 260 | 33 | N/A | 43 | N/A |
| 9/30/2019 | 272 | 39 | N/A | 13 | N/A |
| 6/30/2019 | 283 | 46 | N/A | 22 | N/A |
| 3/31/2019 | 275 | 42 | N/A | 21 | N/A |
| 12/31/2018 | 269 | 46 | N/A | 12 | N/A |
| 9/30/2018 | 235 | 55 | N/A | 19 | N/A |
| 6/30/2018 | 234 | 47 | N/A | 18 | N/A |
| 3/31/2018 | 239 | 32 | N/A | 14 | N/A |
| 12/31/2017 | 230 | 7 | N/A | 69 | N/A |
| 9/30/2017 | 266 | -14 | N/A | 54 | N/A |
| 6/30/2017 | 255 | -22 | N/A | 45 | N/A |
| 3/31/2017 | 229 | -22 | N/A | 16 | N/A |
| 12/31/2016 | 196 | -24 | N/A | -38 | N/A |
| 9/30/2016 | 169 | -32 | N/A | -67 | N/A |
| 6/30/2016 | 173 | -28 | N/A | -79 | N/A |
| 3/31/2016 | 179 | -35 | N/A | -55 | N/A |
| 12/31/2015 | 198 | -29 | N/A | -46 | N/A |
| 9/30/2015 | 193 | -46 | N/A | -4 | N/A |
| 6/30/2015 | 184 | -67 | N/A | -15 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AIXA 의 연간 예상 수익 증가율(33.7%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: AIXA 의 연간 수익(33.7%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: AIXA 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: AIXA 의 수익(연간 16.2%)이 German 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: AIXA 의 수익(연간 16.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AIXA의 자본 수익률은 3년 후 14.2%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/08 09:06 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AIXTRON SE는 47명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Knut Woller | Baader Helvea Equity Research |
| Christopher Muse | Barclays |
| Andrew Gardiner | Barclays |