AIXTRON SE

XTRA:AIXA 주식 리포트

시가총액: €5.9b

AIXTRON 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Felix Grawert

최고경영자

€4.1m

총 보수

CEO 급여 비율13.01%
CEO 재임 기간8.8yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간3.7yrs
이사회 평균 재임 기간3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 • May 15

AIXA: Mixed Rating Shifts And 2026 Guidance Will Drive A Measured Reassessment

Analysts lifted the AIXTRON fair value estimate from €36.50 to €55.30, citing updated assumptions for revenue growth, profit margins and future P/E, following a combination of higher price targets from banks such as JPMorgan, Citi and Morgan Stanley, as well as several recent downgrades. Analyst Commentary Recent research shows a split view on AIXTRON, with several downgrades appearing alongside higher fair value and price targets from bullish analysts.
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...
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새로운 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.

CEO 보수 분석

Felix Grawert의 보수는 AIXTRON의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€58m

Dec 31 2025€4m€539k

€85m

Sep 30 2025n/an/a

€91m

Jun 30 2025n/an/a

€109m

Mar 31 2025n/an/a

€101m

Dec 31 2024€5m€430k

€106m

Sep 30 2024n/an/a

€115m

Jun 30 2024n/an/a

€123m

Mar 31 2024n/an/a

€153m

Dec 31 2023€4m€430k

€145m

Sep 30 2023n/an/a

€134m

Jun 30 2023n/an/a

€113m

Mar 31 2023n/an/a

€90m

Dec 31 2022€4m€430k

€100m

Sep 30 2022n/an/a

€102m

Jun 30 2022n/an/a

€114m

Mar 31 2022n/an/a

€105m

Dec 31 2021€4m€430k

€96m

Sep 30 2021n/an/a

€69m

Jun 30 2021n/an/a

€44m

Mar 31 2021n/an/a

€40m

Dec 31 2020€1m€373k

€35m

Sep 30 2020n/an/a

€22m

Jun 30 2020n/an/a

€20m

Mar 31 2020n/an/a

€24m

Dec 31 2019€1m€330k

€33m

보상 대 시장: Felix의 총 보수(USD4.81M)는 German 시장에서 비슷한 규모 기업의 평균(USD2.63M)보다 높습니다.

보상과 수익: Felix의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Felix Grawert (50 yo)

8.8yrs
재임 기간
€4,144,000
보수

Dr. Felix J. Grawert, Ph.D. has been Chairman of Chairman of Executive Board and Chief Executive Officer at AIXTRON SE since April 1, 2021. Dr. Grawert has been a Member of the Executive Board at AIXTRON S...

리더십 팀

이름직위재임 기간보수지분
Felix Grawert
President8.8yrs€4.14m데이터 없음
Christian Danninger
CFO & Member of the Executive Board5yrs€2.35m데이터 없음
Charles Russell
Chief Accounting Officerno data데이터 없음데이터 없음
Christian Ludwig
Vice President of Investor Relations & Corporate Communications2yrs데이터 없음데이터 없음
Vincent Meric
Senior Vice President of Marketingno data데이터 없음데이터 없음
Christoph Putz
Senior Manager of ESG & Sustainabilityno data데이터 없음데이터 없음
Ralf Penner
Senior IR Manager2.3yrs데이터 없음데이터 없음
3.7yrs
평균 재임 기간

경험이 풍부한 관리: AIXA의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.7 년).

이사회 구성원

이름직위재임 기간보수지분
Stefan Traeger
Independent Member of the Supervisory Board4yrs€80.00k데이터 없음
Alexander F.M. Everke
Independent Chairman of the Supervisory Board2yrs€210.00k데이터 없음
F.J. van Hout
Independent Deputy Chairman of the Supervisory Board7yrs€120.00k데이터 없음
Ingo Bank
Independent Member of the Supervisory Board1yr€63.00k데이터 없음
Anna Weber
Independent Member of the Supervisory Board7yrs€100.00k데이터 없음
Karen Florschutz
Independent Member of the Supervisory Board2yrs€80.00k데이터 없음
3.0yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 이사회: AIXA의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 14:36
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 48명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Knut WollerBaader Helvea Equity Research
Christopher MuseBarclays
Rohan BahlBarclays