View ValuationElmos Semiconductor 향후 성장Future 기준 점검 2/6Elmos Semiconductor (는) 각각 연간 14.4% 및 11.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.8% 로 예상됩니다.핵심 정보14.4%이익 성장률14.53%EPS 성장률Semiconductor 이익 성장30.4%매출 성장률11.5%향후 자기자본이익률17.77%애널리스트 커버리지Low마지막 업데이트18 May 2026최근 향후 성장 업데이트Price Target Changed • May 05Price target increased by 7.5% to €162Up from €150, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €191. Stock is up 220% over the past year. The company is forecast to post earnings per share of €7.11 for next year compared to €5.88 last year.Price Target Changed • Apr 17Price target increased by 8.5% to €153Up from €141, the current price target is an average from 5 analysts. New target price is 11% below last closing price of €172. Stock is up 219% over the past year. The company is forecast to post earnings per share of €6.78 for next year compared to €5.88 last year.Price Target Changed • Feb 25Price target increased by 17% to €128Up from €109, the current price target is an average from 5 analysts. New target price is 8.8% below last closing price of €140. Stock is up 101% over the past year. The company is forecast to post earnings per share of €5.63 for next year compared to €7.51 last year.Price Target Changed • Feb 03Price target increased by 7.5% to €114Up from €106, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €114. Stock is up 62% over the past year. The company is forecast to post earnings per share of €5.43 for next year compared to €7.51 last year.Price Target Changed • Jan 23Price target increased by 7.5% to €109Up from €101, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €110. Stock is up 45% over the past year. The company is forecast to post earnings per share of €5.47 for next year compared to €7.51 last year.Price Target Changed • Jul 02Price target increased by 7.7% to €93.00Up from €86.33, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of €92.60. Stock is up 27% over the past year. The company is forecast to post earnings per share of €5.39 for next year compared to €7.51 last year.모든 업데이트 보기Recent updates속보 • May 15Elmos Semiconductor Share Placement Boosts Free Float and Eyes Potential MDAX InclusionTwo major Elmos Semiconductor shareholders placed around 1.77 million existing shares via an accelerated bookbuilding process. The transaction increases the company’s free float, which may support a potential inclusion in the MDAX index. The selling shareholders agreed to a 180-day lock-up following the placement, and the offer was directed solely at institutional investors. A higher free float and improved liquidity can make the stock more accessible for larger funds and index trackers, which can change how trading activity develops over time. Investors may want to watch how ownership concentration, trading volumes and any future index-related announcements evolve following this placement.내러티브 업데이트 • May 14ELG: Raised Guidance And Buybacks Are Expected To Support Higher Earnings MultipleNarrative Update: Elmos Semiconductor The analyst fair value estimate for Elmos Semiconductor has shifted from €180.00 to €210.00, with analysts linking this change to updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent price target revisions from major firms. Analyst Commentary Recent research updates point to a constructive tone around Elmos Semiconductor, with bullish analysts revising their price targets higher and aligning their models with the latest fair value estimate shift to €210.00.New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • May 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €206. The fair value is estimated to be €165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 05Price target increased by 7.5% to €162Up from €150, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €191. Stock is up 220% over the past year. The company is forecast to post earnings per share of €7.11 for next year compared to €5.88 last year.내러티브 업데이트 • Apr 23ELG: Updated Guidance And Buyback Plan Will Support Future Earnings MultipleAnalysts have raised their price targets on Elmos Semiconductor by a combined €60, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples that support a higher valuation range. Analyst Commentary Bullish analysts have recently lifted their price targets on Elmos Semiconductor by a combined €60, with one move of €45 and another of €15, pointing to a higher valuation range supported by updated modeling assumptions.Price Target Changed • Apr 17Price target increased by 8.5% to €153Up from €141, the current price target is an average from 5 analysts. New target price is 11% below last closing price of €172. Stock is up 219% over the past year. The company is forecast to post earnings per share of €6.78 for next year compared to €5.88 last year.공시 • Apr 14Elmos Semiconductor SE, Annual General Meeting, May 27, 2026Elmos Semiconductor SE, Annual General Meeting, May 27, 2026.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €174, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €158 per share.내러티브 업데이트 • Apr 09ELG: Higher Earnings Visibility And Buybacks Will Shape Balanced Return OutlookAnalysts have raised the price target for Elmos Semiconductor to €150.40 from €97.17. The revised target reflects updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, supported by recent target increases from major research houses.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €149, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Semiconductor industry in Germany. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €156 per share.내러티브 업데이트 • Mar 26ELG: Higher Dividend And Buyback Framework Will Support Future Earnings MultipleAnalysts have raised their price target on Elmos Semiconductor from €145.00 to €180.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples following recent research. Analyst Commentary Recent research shows bullish analysts lifting their price target on Elmos Semiconductor to €180.00.Reported Earnings • Mar 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.내러티브 업데이트 • Mar 11ELG: Raised Expectations On Margins Will Heighten Future Execution RiskNarrative Update on Elmos Semiconductor The analyst price target for Elmos Semiconductor has been increased by €15. Analysts cite updated assumptions on revenue growth, profit margins and future P/E as the main factors behind this change.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €147, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.91 per share.Price Target Changed • Feb 25Price target increased by 17% to €128Up from €109, the current price target is an average from 5 analysts. New target price is 8.8% below last closing price of €140. Stock is up 101% over the past year. The company is forecast to post earnings per share of €5.63 for next year compared to €7.51 last year.내러티브 업데이트 • Feb 25ELG: Dividend, Buyback And R&D Expansion Will Support Steady Future P/EAnalysts have lifted their price target on Elmos Semiconductor by €15, citing slightly adjusted long term assumptions on revenue growth, profitability and P/E as the main factors supporting the new view. Analyst Commentary Bullish analysts are using the €15 price target lift as a signal that their long term view on Elmos Semiconductor is now aligned with slightly higher expectations for revenue growth, profitability and the P/E level they are comfortable assigning to the shares.내러티브 업데이트 • Feb 10ELG: Future P/E Repricing Will Support Higher Fair Value EstimateAnalysts have lifted their fair value estimate for Elmos Semiconductor from €118.32 to €145.00, citing updated assumptions around revenue growth, profit margins and future P/E expectations as the key drivers behind the higher target. Analyst Commentary Recent research points to a more confident stance on Elmos Semiconductor, with bullish analysts adjusting their fair value assumptions and supporting a higher price target.Buy Or Sell Opportunity • Feb 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to €122. The fair value is estimated to be €98.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years.분석 기사 • Feb 08Elmos Semiconductor (ETR:ELG) Is Paying Out A Larger Dividend Than Last YearThe board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 1st of June will be increased to...Declared Dividend • Feb 08Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but not covered by cash flows (318% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 06Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026Elmos Semiconductor SE announced Annual dividend of EUR 1.5000 per share payable on June 01, 2026, ex-date on May 28, 2026 and record date on May 29, 2026.Price Target Changed • Feb 03Price target increased by 7.5% to €114Up from €106, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €114. Stock is up 62% over the past year. The company is forecast to post earnings per share of €5.43 for next year compared to €7.51 last year.내러티브 업데이트 • Jan 27ELG: Execution Risk On 2025 Margin Guidance Will Constrain Future UpsideNarrative Update Analysts have raised their price targets for Elmos Semiconductor, with recent revisions moving one target to €90 and another firm adding a further €15 increase, supported by updated assumptions for growth, margins, and a slightly adjusted P/E outlook. Analyst Commentary Recent research updates on Elmos Semiconductor reflect a more mixed tone than the headline price target changes might suggest.Price Target Changed • Jan 23Price target increased by 7.5% to €109Up from €101, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €110. Stock is up 45% over the past year. The company is forecast to post earnings per share of €5.47 for next year compared to €7.51 last year.분석 기사 • Jan 21Why We Like The Returns At Elmos Semiconductor (ETR:ELG)What are the early trends we should look for to identify a stock that could multiply in value over the long term...내러티브 업데이트 • Jan 11ELG: Higher Revenue Assumptions Will Face Limited Upside And Execution RisksAnalysts have lifted their price target on Elmos Semiconductor to €90 from €85, citing updated assumptions on revenue growth and profitability that support a slightly adjusted P/E outlook, while leaving their fair value view unchanged. Analyst Commentary Even with the higher €90 price target, the tone from bearish analysts remains measured.Buy Or Sell Opportunity • Dec 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €95.70. The fair value is estimated to be €78.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.내러티브 업데이트 • Dec 26ELG: Higher Long Term Assumptions Will Face Stable Earnings And Execution RisksAnalysts have nudged their price target on Elmos Semiconductor higher to EUR 90 from EUR 85, citing slightly stronger long term revenue growth assumptions and a modestly higher valuation multiple, despite a largely unchanged profit outlook. Analyst Commentary Bearish analysts acknowledge that the new EUR 90 price target reflects slightly improved long term growth assumptions, but emphasize that the rating remains at Hold.분석 기사 • Dec 25Elmos Semiconductor (ETR:ELG) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Dec 17+ 4 more updatesElmos Semiconductor SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026Elmos Semiconductor SE announced that they will report fiscal year 2025 final results on Mar 19, 2026내러티브 업데이트 • Dec 12ELG: Higher Revenue Outlook Will Meet Cautious Earnings And Execution ExpectationsAnalysts have raised their price target on Elmos Semiconductor from EUR 85 to EUR 90, citing improving revenue growth expectations and slightly higher profit margin forecasts, despite a modest uptick in the discount rate and a marginally lower future P/E multiple. Analyst Commentary While the latest target price increase reflects recognition of Elmos Semiconductor's solid fundamentals, the rating remains at Hold, underscoring a cautious stance on the stock's risk reward profile.분석 기사 • Dec 09Are Elmos Semiconductor SE (ETR:ELG) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Elmos Semiconductor is €79.66 based on 2 Stage Free Cash Flow to Equity...Buy Or Sell Opportunity • Nov 28Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €97.60. The fair value is estimated to be €79.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.분석 기사 • Nov 27Does Elmos Semiconductor (ETR:ELG) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Nov 12Elmos Semiconductor's (ETR:ELG) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Elmos Semiconductor SE ( ETR:ELG ), the market responded by bidding up the...New Risk • Nov 05New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.분석 기사 • Nov 04Elmos Semiconductor SE's (ETR:ELG) Business And Shares Still Trailing The MarketElmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.8x might make it look like a buy right...분석 기사 • Oct 22What Is Elmos Semiconductor SE's (ETR:ELG) Share Price Doing?While Elmos Semiconductor SE ( ETR:ELG ) might not have the largest market cap around , it saw a decent share price...공시 • Oct 17Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH.Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Following the closing of the transaction, Elmos Semiconductor SE now holds 100 percent of the shares. Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025.분석 기사 • Sep 19Why The 24% Return On Capital At Elmos Semiconductor (ETR:ELG) Should Have Your AttentionIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...분석 기사 • Aug 20These 4 Measures Indicate That Elmos Semiconductor (ETR:ELG) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.분석 기사 • Jul 21With EPS Growth And More, Elmos Semiconductor (ETR:ELG) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Jul 09Elmos Semiconductor SE (ETR:ELG) Shares Fly 28% But Investors Aren't Buying For GrowthElmos Semiconductor SE ( ETR:ELG ) shares have continued their recent momentum with a 28% gain in the last month alone...Price Target Changed • Jul 02Price target increased by 7.7% to €93.00Up from €86.33, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of €92.60. Stock is up 27% over the past year. The company is forecast to post earnings per share of €5.39 for next year compared to €7.51 last year.Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.75 per share.분석 기사 • Jun 25Is It Too Late To Consider Buying Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it saw a significant share price rise of...분석 기사 • May 23Elmos Semiconductor SE (ETR:ELG) Surges 28% Yet Its Low P/E Is No Reason For ExcitementElmos Semiconductor SE ( ETR:ELG ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €75.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.71 per share.Upcoming Dividend • May 09Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 13% and the cash payout ratio is 87%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (1.1%).분석 기사 • May 09Elmos Semiconductor SE (ETR:ELG) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesShareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 12% to...분석 기사 • May 08We Think Elmos Semiconductor (ETR:ELG) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 07First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024)First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.분석 기사 • Apr 25Elmos Semiconductor SE (ETR:ELG) Shares Could Be 43% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Elmos Semiconductor fair value estimate is €103 Elmos...분석 기사 • Apr 08Investors Don't See Light At End Of Elmos Semiconductor SE's (ETR:ELG) Tunnel And Push Stock Down 26%To the annoyance of some shareholders, Elmos Semiconductor SE ( ETR:ELG ) shares are down a considerable 26% in the...분석 기사 • Apr 06Elmos Semiconductor's (ETR:ELG) Upcoming Dividend Will Be Larger Than Last Year'sElmos Semiconductor SE's ( ETR:ELG ) dividend will be increasing from last year's payment of the same period to €1.00...공시 • Apr 01Elmos Semiconductor SE, Annual General Meeting, May 15, 2025Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.분석 기사 • Mar 28Additional Considerations Required While Assessing Elmos Semiconductor's (ETR:ELG) Strong EarningsLast week's profit announcement from Elmos Semiconductor SE ( ETR:ELG ) was underwhelming for investors, despite...New Risk • Mar 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 8.8% per year for the foreseeable future. High level of non-cash earnings (34% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.분석 기사 • Mar 23Elmos Semiconductor (ETR:ELG) Is Increasing Its Dividend To €1.00The board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 20th of May will be increased to...Declared Dividend • Mar 23Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 16th May 2025 Payment date: 20th May 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 16% over the next 2 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €7.51 (up from €5.79 in FY 2023). Revenue: €581.1m (up 1.1% from FY 2023). Net income: €128.7m (up 30% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Mar 21Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025Elmos Semiconductor SE announced Annual dividend of EUR 1.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.분석 기사 • Mar 11Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Buy Or Sell Opportunity • Feb 25Now 22% undervaluedOver the last 90 days, the stock has risen 14% to €69.80. The fair value is estimated to be €89.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years.분석 기사 • Feb 14Is Now An Opportune Moment To Examine Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it led the XTRA gainers with a relatively...새로운 내러티브 • Feb 08Operational Efficiency And China Presence Will Drive Future Success In Automotive Semiconductors Strategic focus on operational efficiency and lower capital expenditures could improve net margins and financial efficiency. 분석 기사 • Jan 30Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Jan 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €78.10. The fair value is estimated to be €65.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 5.4% in the next 2 years.분석 기사 • Jan 07Investors Shouldn't Overlook Elmos Semiconductor's (ETR:ELG) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...공시 • Dec 30Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE.Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023. Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse. Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024.분석 기사 • Dec 06A Look At The Intrinsic Value Of Elmos Semiconductor SE (ETR:ELG)Key Insights Elmos Semiconductor's estimated fair value is €63.67 based on 2 Stage Free Cash Flow to Equity With €65.00...공시 • Nov 26+ 1 more updateElmos Semiconductor SE to Report Fiscal Year 2024 Final Results on Mar 20, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 20, 2025공시 • Nov 25+ 2 more updatesElmos Semiconductor SE to Report Fiscal Year 2024 Results on Feb 18, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 results on Feb 18, 2025분석 기사 • Nov 22Elmos Semiconductor SE's (ETR:ELG) Share Price Is Matching Sentiment Around Its EarningsElmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right...New Risk • Nov 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.분석 기사 • Nov 09Elmos Semiconductor SE (ETR:ELG) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkShareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 11% to...Reported Earnings • Nov 07Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: EPS: €1.49 (down from €1.63 in 3Q 2023). Revenue: €156.6m (up 3.4% from 3Q 2023). Net income: €25.5m (down 8.7% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €63.20, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €101 per share.Price Target Changed • Oct 25Price target decreased by 8.4% to €86.53Down from €94.50, the current price target is an average from 6 analysts. New target price is 40% above last closing price of €61.90. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of €5.74 for next year compared to €5.79 last year.분석 기사 • Oct 22Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...분석 기사 • Sep 27Elmos Semiconductor (ETR:ELG) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...분석 기사 • Aug 16Elmos Semiconductor SE (ETR:ELG) Shares Could Be 37% Below Their Intrinsic Value EstimateKey Insights Elmos Semiconductor's estimated fair value is €122 based on 2 Stage Free Cash Flow to Equity Elmos...분석 기사 • Aug 04Elmos Semiconductor SE Just Beat EPS By 19%: Here's What Analysts Think Will Happen NextElmos Semiconductor SE ( ETR:ELG ) came out with its interim results last week, and we wanted to see how the business...Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: €1.42 (up from €1.34 in 2Q 2023). Revenue: €142.0m (up 4.4% from 2Q 2023). Net income: €24.3m (up 5.9% from 2Q 2023). Profit margin: 17% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.분석 기사 • Jul 29Is Now The Time To Look At Buying Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), might not be a large cap stock, but it received a lot of attention from a...분석 기사 • Jul 15Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Jun 19Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 06Elmos Semiconductor (ETR:ELG) Is Very Good At Capital AllocationFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...이익 및 매출 성장 예측XTRA:ELG - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028826162131203512/31/2027744144125185512/31/202665812311216253/31/202660810985129N/A12/31/202558310166120N/A9/30/2025559124554N/A6/30/20255751261867N/A3/31/20255711232079N/A12/31/2024581129-5116N/A9/30/202459210233118N/A6/30/2024587105-1695N/A3/31/2024581103-5581N/A12/31/202357599-25103N/A9/30/202354493-6558N/A6/30/202351285-7140N/A3/31/202348278-3453N/A12/31/2022447711599N/A9/30/2022407641092N/A6/30/20223685322100N/A3/31/2022341451994N/A12/31/2021322401180N/A9/30/2021305312579N/A6/30/2021266162158N/A3/31/2021245101436N/A12/31/20202336527N/A9/30/20202402431N/A6/30/2020267121142N/A3/31/2020275182058N/A12/31/201927319N/A46N/A9/30/201925026N/A41N/A6/30/201925131N/A48N/A3/31/201925332N/A52N/A12/31/201825432N/A48N/A9/30/201827134N/A52N/A6/30/201826331N/A42N/A3/31/201825327N/A34N/A12/31/201725025N/A38N/A9/30/201724522N/A39N/A6/30/201724019N/A39N/A3/31/201723618N/A34N/A12/31/201622916N/A33N/A9/30/201622012N/A39N/A6/30/201621913N/A42N/A3/31/201621812N/A46N/A12/31/201522016N/A50N/A9/30/201521818N/A38N/A6/30/201521817N/A37N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ELG 의 연간 예상 수익 증가율(14.4%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: ELG 의 연간 수익(14.4%)이 German 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: ELG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ELG 의 수익(연간 11.5%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ELG 의 수익(연간 11.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ELG의 자본 수익률은 3년 후 17.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 15:39종가2026/05/20 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 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Elmos Semiconductor SE는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Tammy QiuBerenbergAmelie Dueckelmann-DublanyBerenbergRobert SandersDeutsche Bank8명의 분석가 더 보기
Price Target Changed • May 05Price target increased by 7.5% to €162Up from €150, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €191. Stock is up 220% over the past year. The company is forecast to post earnings per share of €7.11 for next year compared to €5.88 last year.
Price Target Changed • Apr 17Price target increased by 8.5% to €153Up from €141, the current price target is an average from 5 analysts. New target price is 11% below last closing price of €172. Stock is up 219% over the past year. The company is forecast to post earnings per share of €6.78 for next year compared to €5.88 last year.
Price Target Changed • Feb 25Price target increased by 17% to €128Up from €109, the current price target is an average from 5 analysts. New target price is 8.8% below last closing price of €140. Stock is up 101% over the past year. The company is forecast to post earnings per share of €5.63 for next year compared to €7.51 last year.
Price Target Changed • Feb 03Price target increased by 7.5% to €114Up from €106, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €114. Stock is up 62% over the past year. The company is forecast to post earnings per share of €5.43 for next year compared to €7.51 last year.
Price Target Changed • Jan 23Price target increased by 7.5% to €109Up from €101, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €110. Stock is up 45% over the past year. The company is forecast to post earnings per share of €5.47 for next year compared to €7.51 last year.
Price Target Changed • Jul 02Price target increased by 7.7% to €93.00Up from €86.33, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of €92.60. Stock is up 27% over the past year. The company is forecast to post earnings per share of €5.39 for next year compared to €7.51 last year.
속보 • May 15Elmos Semiconductor Share Placement Boosts Free Float and Eyes Potential MDAX InclusionTwo major Elmos Semiconductor shareholders placed around 1.77 million existing shares via an accelerated bookbuilding process. The transaction increases the company’s free float, which may support a potential inclusion in the MDAX index. The selling shareholders agreed to a 180-day lock-up following the placement, and the offer was directed solely at institutional investors. A higher free float and improved liquidity can make the stock more accessible for larger funds and index trackers, which can change how trading activity develops over time. Investors may want to watch how ownership concentration, trading volumes and any future index-related announcements evolve following this placement.
내러티브 업데이트 • May 14ELG: Raised Guidance And Buybacks Are Expected To Support Higher Earnings MultipleNarrative Update: Elmos Semiconductor The analyst fair value estimate for Elmos Semiconductor has shifted from €180.00 to €210.00, with analysts linking this change to updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent price target revisions from major firms. Analyst Commentary Recent research updates point to a constructive tone around Elmos Semiconductor, with bullish analysts revising their price targets higher and aligning their models with the latest fair value estimate shift to €210.00.
New Risk • May 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • May 08Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €206. The fair value is estimated to be €165, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 26% in 2 years. Earnings are forecast to grow by 37% in the next 2 years.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: €1.52 (up from €1.08 in 1Q 2025). Revenue: €152.5m (up 20% from 1Q 2025). Net income: €26.2m (up 41% from 1Q 2025). Profit margin: 17% (up from 15% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) also missed analyst estimates by 8.4%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 05Price target increased by 7.5% to €162Up from €150, the current price target is an average from 4 analysts. New target price is 15% below last closing price of €191. Stock is up 220% over the past year. The company is forecast to post earnings per share of €7.11 for next year compared to €5.88 last year.
내러티브 업데이트 • Apr 23ELG: Updated Guidance And Buyback Plan Will Support Future Earnings MultipleAnalysts have raised their price targets on Elmos Semiconductor by a combined €60, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples that support a higher valuation range. Analyst Commentary Bullish analysts have recently lifted their price targets on Elmos Semiconductor by a combined €60, with one move of €45 and another of €15, pointing to a higher valuation range supported by updated modeling assumptions.
Price Target Changed • Apr 17Price target increased by 8.5% to €153Up from €141, the current price target is an average from 5 analysts. New target price is 11% below last closing price of €172. Stock is up 219% over the past year. The company is forecast to post earnings per share of €6.78 for next year compared to €5.88 last year.
공시 • Apr 14Elmos Semiconductor SE, Annual General Meeting, May 27, 2026Elmos Semiconductor SE, Annual General Meeting, May 27, 2026.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €174, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 110% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €158 per share.
내러티브 업데이트 • Apr 09ELG: Higher Earnings Visibility And Buybacks Will Shape Balanced Return OutlookAnalysts have raised the price target for Elmos Semiconductor to €150.40 from €97.17. The revised target reflects updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, supported by recent target increases from major research houses.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €149, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 28x in the Semiconductor industry in Germany. Total returns to shareholders of 76% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €156 per share.
내러티브 업데이트 • Mar 26ELG: Higher Dividend And Buyback Framework Will Support Future Earnings MultipleAnalysts have raised their price target on Elmos Semiconductor from €145.00 to €180.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples following recent research. Analyst Commentary Recent research shows bullish analysts lifting their price target on Elmos Semiconductor to €180.00.
Reported Earnings • Mar 20Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: €5.88 (down from €7.51 in FY 2024). Revenue: €582.6m (flat on FY 2024). Net income: €101.1m (down 21% from FY 2024). Profit margin: 17% (down from 22% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.5%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
내러티브 업데이트 • Mar 11ELG: Raised Expectations On Margins Will Heighten Future Execution RiskNarrative Update on Elmos Semiconductor The analyst price target for Elmos Semiconductor has been increased by €15. Analysts cite updated assumptions on revenue growth, profit margins and future P/E as the main factors behind this change.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €147, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 29x in the Semiconductor industry in Germany. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €83.91 per share.
Price Target Changed • Feb 25Price target increased by 17% to €128Up from €109, the current price target is an average from 5 analysts. New target price is 8.8% below last closing price of €140. Stock is up 101% over the past year. The company is forecast to post earnings per share of €5.63 for next year compared to €7.51 last year.
내러티브 업데이트 • Feb 25ELG: Dividend, Buyback And R&D Expansion Will Support Steady Future P/EAnalysts have lifted their price target on Elmos Semiconductor by €15, citing slightly adjusted long term assumptions on revenue growth, profitability and P/E as the main factors supporting the new view. Analyst Commentary Bullish analysts are using the €15 price target lift as a signal that their long term view on Elmos Semiconductor is now aligned with slightly higher expectations for revenue growth, profitability and the P/E level they are comfortable assigning to the shares.
내러티브 업데이트 • Feb 10ELG: Future P/E Repricing Will Support Higher Fair Value EstimateAnalysts have lifted their fair value estimate for Elmos Semiconductor from €118.32 to €145.00, citing updated assumptions around revenue growth, profit margins and future P/E expectations as the key drivers behind the higher target. Analyst Commentary Recent research points to a more confident stance on Elmos Semiconductor, with bullish analysts adjusting their fair value assumptions and supporting a higher price target.
Buy Or Sell Opportunity • Feb 09Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to €122. The fair value is estimated to be €98.88, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 0.3% in the next 2 years.
분석 기사 • Feb 08Elmos Semiconductor (ETR:ELG) Is Paying Out A Larger Dividend Than Last YearThe board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 1st of June will be increased to...
Declared Dividend • Feb 08Dividend increased to €1.50Dividend of €1.50 is 50% higher than last year. Ex-date: 28th May 2026 Payment date: 1st June 2026 Dividend yield will be 1.3%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but not covered by cash flows (318% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 14% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 06Elmos Semiconductor SE announces Annual dividend, payable on June 01, 2026Elmos Semiconductor SE announced Annual dividend of EUR 1.5000 per share payable on June 01, 2026, ex-date on May 28, 2026 and record date on May 29, 2026.
Price Target Changed • Feb 03Price target increased by 7.5% to €114Up from €106, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €114. Stock is up 62% over the past year. The company is forecast to post earnings per share of €5.43 for next year compared to €7.51 last year.
내러티브 업데이트 • Jan 27ELG: Execution Risk On 2025 Margin Guidance Will Constrain Future UpsideNarrative Update Analysts have raised their price targets for Elmos Semiconductor, with recent revisions moving one target to €90 and another firm adding a further €15 increase, supported by updated assumptions for growth, margins, and a slightly adjusted P/E outlook. Analyst Commentary Recent research updates on Elmos Semiconductor reflect a more mixed tone than the headline price target changes might suggest.
Price Target Changed • Jan 23Price target increased by 7.5% to €109Up from €101, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of €110. Stock is up 45% over the past year. The company is forecast to post earnings per share of €5.47 for next year compared to €7.51 last year.
분석 기사 • Jan 21Why We Like The Returns At Elmos Semiconductor (ETR:ELG)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
내러티브 업데이트 • Jan 11ELG: Higher Revenue Assumptions Will Face Limited Upside And Execution RisksAnalysts have lifted their price target on Elmos Semiconductor to €90 from €85, citing updated assumptions on revenue growth and profitability that support a slightly adjusted P/E outlook, while leaving their fair value view unchanged. Analyst Commentary Even with the higher €90 price target, the tone from bearish analysts remains measured.
Buy Or Sell Opportunity • Dec 29Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to €95.70. The fair value is estimated to be €78.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.
내러티브 업데이트 • Dec 26ELG: Higher Long Term Assumptions Will Face Stable Earnings And Execution RisksAnalysts have nudged their price target on Elmos Semiconductor higher to EUR 90 from EUR 85, citing slightly stronger long term revenue growth assumptions and a modestly higher valuation multiple, despite a largely unchanged profit outlook. Analyst Commentary Bearish analysts acknowledge that the new EUR 90 price target reflects slightly improved long term growth assumptions, but emphasize that the rating remains at Hold.
분석 기사 • Dec 25Elmos Semiconductor (ETR:ELG) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Dec 17+ 4 more updatesElmos Semiconductor SE to Report Fiscal Year 2025 Final Results on Mar 19, 2026Elmos Semiconductor SE announced that they will report fiscal year 2025 final results on Mar 19, 2026
내러티브 업데이트 • Dec 12ELG: Higher Revenue Outlook Will Meet Cautious Earnings And Execution ExpectationsAnalysts have raised their price target on Elmos Semiconductor from EUR 85 to EUR 90, citing improving revenue growth expectations and slightly higher profit margin forecasts, despite a modest uptick in the discount rate and a marginally lower future P/E multiple. Analyst Commentary While the latest target price increase reflects recognition of Elmos Semiconductor's solid fundamentals, the rating remains at Hold, underscoring a cautious stance on the stock's risk reward profile.
분석 기사 • Dec 09Are Elmos Semiconductor SE (ETR:ELG) Investors Paying Above The Intrinsic Value?Key Insights The projected fair value for Elmos Semiconductor is €79.66 based on 2 Stage Free Cash Flow to Equity...
Buy Or Sell Opportunity • Nov 28Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €97.60. The fair value is estimated to be €79.69, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 21%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to decline by 1.1% in the next 2 years.
분석 기사 • Nov 27Does Elmos Semiconductor (ETR:ELG) Deserve A Spot On Your Watchlist?It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Nov 12Elmos Semiconductor's (ETR:ELG) Solid Earnings May Rest On Weak FoundationsFollowing the solid earnings report from Elmos Semiconductor SE ( ETR:ELG ), the market responded by bidding up the...
New Risk • Nov 05New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €1.37 (vs €1.49 in 3Q 2024)Third quarter 2025 results: EPS: €1.37 (down from €1.49 in 3Q 2024). Revenue: €140.8m (down 10% from 3Q 2024). Net income: €23.6m (down 7.6% from 3Q 2024). Profit margin: 17% (in line with 3Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 23% per year.
분석 기사 • Nov 04Elmos Semiconductor SE's (ETR:ELG) Business And Shares Still Trailing The MarketElmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.8x might make it look like a buy right...
분석 기사 • Oct 22What Is Elmos Semiconductor SE's (ETR:ELG) Share Price Doing?While Elmos Semiconductor SE ( ETR:ELG ) might not have the largest market cap around , it saw a decent share price...
공시 • Oct 17Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH.Elmos Semiconductor SE (XTRA:ELG) acquired remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025. Following the closing of the transaction, Elmos Semiconductor SE now holds 100 percent of the shares. Elmos Semiconductor SE (XTRA:ELG) completed the acquisition of remaining minority stake in DMOS Dresden MOS Design GmbH on October 16, 2025.
분석 기사 • Sep 19Why The 24% Return On Capital At Elmos Semiconductor (ETR:ELG) Should Have Your AttentionIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 • Aug 20These 4 Measures Indicate That Elmos Semiconductor (ETR:ELG) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: €1.61 (up from €1.42 in 2Q 2024). Revenue: €145.7m (up 2.6% from 2Q 2024). Net income: €27.6m (up 14% from 2Q 2024). Profit margin: 19% (up from 17% in 2Q 2024). Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) also surpassed analyst estimates by 41%. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.
분석 기사 • Jul 21With EPS Growth And More, Elmos Semiconductor (ETR:ELG) Makes An Interesting CaseIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 • Jul 09Elmos Semiconductor SE (ETR:ELG) Shares Fly 28% But Investors Aren't Buying For GrowthElmos Semiconductor SE ( ETR:ELG ) shares have continued their recent momentum with a 28% gain in the last month alone...
Price Target Changed • Jul 02Price target increased by 7.7% to €93.00Up from €86.33, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of €92.60. Stock is up 27% over the past year. The company is forecast to post earnings per share of €5.39 for next year compared to €7.51 last year.
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €88.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 18x in the Semiconductor industry in Germany. Total returns to shareholders of 154% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.75 per share.
분석 기사 • Jun 25Is It Too Late To Consider Buying Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it saw a significant share price rise of...
분석 기사 • May 23Elmos Semiconductor SE (ETR:ELG) Surges 28% Yet Its Low P/E Is No Reason For ExcitementElmos Semiconductor SE ( ETR:ELG ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 26%After last week's 26% share price gain to €75.10, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €80.71 per share.
Upcoming Dividend • May 09Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 16 May 2025. Payment date: 20 May 2025. Payout ratio is a comfortable 13% and the cash payout ratio is 87%. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (1.1%).
분석 기사 • May 09Elmos Semiconductor SE (ETR:ELG) Just Released Its First-Quarter Results And Analysts Are Updating Their EstimatesShareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 12% to...
분석 기사 • May 08We Think Elmos Semiconductor (ETR:ELG) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 07First quarter 2025 earnings released: EPS: €1.08 (vs €1.44 in 1Q 2024)First quarter 2025 results: EPS: €1.08 (down from €1.44 in 1Q 2024). Revenue: €126.9m (down 7.3% from 1Q 2024). Net income: €18.5m (down 25% from 1Q 2024). Profit margin: 15% (down from 18% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
분석 기사 • Apr 25Elmos Semiconductor SE (ETR:ELG) Shares Could Be 43% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Elmos Semiconductor fair value estimate is €103 Elmos...
분석 기사 • Apr 08Investors Don't See Light At End Of Elmos Semiconductor SE's (ETR:ELG) Tunnel And Push Stock Down 26%To the annoyance of some shareholders, Elmos Semiconductor SE ( ETR:ELG ) shares are down a considerable 26% in the...
분석 기사 • Apr 06Elmos Semiconductor's (ETR:ELG) Upcoming Dividend Will Be Larger Than Last Year'sElmos Semiconductor SE's ( ETR:ELG ) dividend will be increasing from last year's payment of the same period to €1.00...
공시 • Apr 01Elmos Semiconductor SE, Annual General Meeting, May 15, 2025Elmos Semiconductor SE, Annual General Meeting, May 15, 2025, at 10:00 W. Europe Standard Time.
분석 기사 • Mar 28Additional Considerations Required While Assessing Elmos Semiconductor's (ETR:ELG) Strong EarningsLast week's profit announcement from Elmos Semiconductor SE ( ETR:ELG ) was underwhelming for investors, despite...
New Risk • Mar 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 8.8% per year for the foreseeable future. High level of non-cash earnings (34% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
분석 기사 • Mar 23Elmos Semiconductor (ETR:ELG) Is Increasing Its Dividend To €1.00The board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 20th of May will be increased to...
Declared Dividend • Mar 23Dividend increased to €1.00Dividend of €1.00 is 18% higher than last year. Ex-date: 16th May 2025 Payment date: 20th May 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (14% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 16% over the next 2 years. However, it would need to fall by 84% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 21Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: €7.51 (up from €5.79 in FY 2023). Revenue: €581.1m (up 1.1% from FY 2023). Net income: €128.7m (up 30% from FY 2023). Profit margin: 22% (up from 17% in FY 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 34%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Mar 21Elmos Semiconductor SE announces Annual dividend, payable on May 20, 2025Elmos Semiconductor SE announced Annual dividend of EUR 1.0000 per share payable on May 20, 2025, ex-date on May 16, 2025 and record date on May 19, 2025.
분석 기사 • Mar 11Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Buy Or Sell Opportunity • Feb 25Now 22% undervaluedOver the last 90 days, the stock has risen 14% to €69.80. The fair value is estimated to be €89.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 4.5% in 2 years. Earnings are forecast to grow by 4.5% in the next 2 years.
분석 기사 • Feb 14Is Now An Opportune Moment To Examine Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it led the XTRA gainers with a relatively...
새로운 내러티브 • Feb 08Operational Efficiency And China Presence Will Drive Future Success In Automotive Semiconductors Strategic focus on operational efficiency and lower capital expenditures could improve net margins and financial efficiency.
분석 기사 • Jan 30Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Jan 10Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to €78.10. The fair value is estimated to be €65.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 35%. Revenue is forecast to grow by 6.3% in 2 years. Earnings are forecast to grow by 5.4% in the next 2 years.
분석 기사 • Jan 07Investors Shouldn't Overlook Elmos Semiconductor's (ETR:ELG) Impressive Returns On CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
공시 • Dec 30Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE.Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023. Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse. Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024.
분석 기사 • Dec 06A Look At The Intrinsic Value Of Elmos Semiconductor SE (ETR:ELG)Key Insights Elmos Semiconductor's estimated fair value is €63.67 based on 2 Stage Free Cash Flow to Equity With €65.00...
공시 • Nov 26+ 1 more updateElmos Semiconductor SE to Report Fiscal Year 2024 Final Results on Mar 20, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 final results at 12:00 PM, Central European Standard Time on Mar 20, 2025
공시 • Nov 25+ 2 more updatesElmos Semiconductor SE to Report Fiscal Year 2024 Results on Feb 18, 2025Elmos Semiconductor SE announced that they will report fiscal year 2024 results on Feb 18, 2025
분석 기사 • Nov 22Elmos Semiconductor SE's (ETR:ELG) Share Price Is Matching Sentiment Around Its EarningsElmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right...
New Risk • Nov 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.
분석 기사 • Nov 09Elmos Semiconductor SE (ETR:ELG) Just Released Its Third-Quarter Earnings: Here's What Analysts ThinkShareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 11% to...
Reported Earnings • Nov 07Third quarter 2024 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2024 results: EPS: €1.49 (down from €1.63 in 3Q 2023). Revenue: €156.6m (up 3.4% from 3Q 2023). Net income: €25.5m (down 8.7% from 3Q 2023). Profit margin: 16% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €63.20, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 45% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €101 per share.
Price Target Changed • Oct 25Price target decreased by 8.4% to €86.53Down from €94.50, the current price target is an average from 6 analysts. New target price is 40% above last closing price of €61.90. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of €5.74 for next year compared to €5.79 last year.
분석 기사 • Oct 22Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 • Sep 27Elmos Semiconductor (ETR:ELG) Knows How To Allocate Capital EffectivelyIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 • Aug 16Elmos Semiconductor SE (ETR:ELG) Shares Could Be 37% Below Their Intrinsic Value EstimateKey Insights Elmos Semiconductor's estimated fair value is €122 based on 2 Stage Free Cash Flow to Equity Elmos...
분석 기사 • Aug 04Elmos Semiconductor SE Just Beat EPS By 19%: Here's What Analysts Think Will Happen NextElmos Semiconductor SE ( ETR:ELG ) came out with its interim results last week, and we wanted to see how the business...
Reported Earnings • Aug 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: €1.42 (up from €1.34 in 2Q 2023). Revenue: €142.0m (up 4.4% from 2Q 2023). Net income: €24.3m (up 5.9% from 2Q 2023). Profit margin: 17% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 19%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
분석 기사 • Jul 29Is Now The Time To Look At Buying Elmos Semiconductor SE (ETR:ELG)?Elmos Semiconductor SE ( ETR:ELG ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 • Jul 15Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Jun 19Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt ResponsiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • Jun 06Elmos Semiconductor (ETR:ELG) Is Very Good At Capital AllocationFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...