PVA TePla 향후 성장
Future 기준 점검 5/6
PVA TePla (는) 각각 연간 35.9% 및 17.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 35.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 20.4% 로 예상됩니다.
핵심 정보
35.9%
이익 성장률
35.52%
EPS 성장률
| Semiconductor 이익 성장 | 30.4% |
| 매출 성장률 | 17.6% |
| 향후 자기자본이익률 | 20.37% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 12 May 2026 |
최근 향후 성장 업데이트
분석 기사 • Mar 25
PVA TePla AG Just Missed EPS By 23%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for PVA TePla AG ( ETR:TPE ) shareholders, with its shares surging 17% to €31.40 in the...분석 기사 • Nov 15
PVA TePla AG (ETR:TPE) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
It's been a mediocre week for PVA TePla AG ( ETR:TPE ) shareholders, with the stock dropping 14% to €20.26 in the week...Recent updates
내러티브 업데이트 • May 06
TPE: Recent Upgrades And Higher Assumed P/E May Support Fair Value
Analysts have raised their price target on PVA TePla by €2. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent target increases and an upgrade from several banks.
내러티브 업데이트 • Apr 21
TPE: Multi Year Revenue Guidance Will Test Optimistic Profit And P E Assumptions
The analyst price target for PVA TePla has shifted from €25.00 to €30.00, reflecting analysts' updated assumptions around revenue growth, profit margins, the discount rate and a higher future P/E following recent research updates from major banks. Analyst Commentary Recent research updates from large banks have focused on how PVA TePla's growth profile and earnings power might support a higher valuation, with price targets in the latest notes framed around revised assumptions for revenue, margins and the appropriate P/E multiple.내러티브 업데이트 • Apr 06
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have lifted their price target on PVA TePla by €4.09 to reflect updated assumptions for fair value, revenue growth, profit margins and P/E, supported by recent target hikes and upgrades from several major banks. Analyst Commentary Bullish Takeaways Bullish analysts have lifted price targets by up to €12 per share, which points to higher assessed fair value based on their updated assumptions for revenue growth, margins and P/E.분석 기사 • Mar 25
PVA TePla AG Just Missed EPS By 23%: Here's What Analysts Think Will Happen Next
It's been a pretty great week for PVA TePla AG ( ETR:TPE ) shareholders, with its shares surging 17% to €31.40 in the...내러티브 업데이트 • Mar 23
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have lifted the implied fair value for PVA TePla by about €0.59 to €30.43, citing updated expectations for revenue growth, profit margins and future P/E in light of recent price target increases from several firms. Analyst Commentary Bullish Takeaways Bullish analysts have increased price targets multiple times in recent research, which feeds directly into the higher implied fair value of €30.43.
내러티브 업데이트 • Mar 19
Massive jump in order intake and multiple expansion
On their last earnings report, order intake increased again and accelerated to 77.7% putting the book-to-bill ratio at 1.1 now. The market is assigning a higher multiple now based on better visibility, order intake acceleration and management effectiveness.내러티브 업데이트 • Mar 09
TPE: Multi Year Revenue Guidance And Recent Pullback Will Shape Outlook
Analysts have lifted their price target on PVA TePla to €25.00 from €15.50, citing recent upgrades and research that frame the recent share selloff as overdone and note higher valuation assumptions based on current expectations. Analyst Commentary Recent research highlights a split in how the market views PVA TePla.내러티브 업데이트 • Feb 23
TPE: Recent Upgrades And 2027 Revenue Guidance Will Support Share Rebound
Analysts have slightly reduced their price target for PVA TePla to about €29.84 from roughly €30.34, while remaining constructive on the shares. Recent upgrades highlight expectations that softer growth metrics could be temporary and that the stock’s recent selloff may have gone too far.내러티브 업데이트 • Feb 09
TPE: Recent Buyback And Jefferies Upgrade Will Support Share Rebound
Analysts have raised their fair value estimate for PVA TePla from about €29.43 to roughly €30.34 per share. They attribute this change to updated assumptions on growth, margins and P/E, and to recent research that characterizes the prior share selloff as overdone and any slowdown in growth momentum as temporary.분석 기사 • Feb 03
What Is PVA TePla AG's (ETR:TPE) Share Price Doing?
PVA TePla AG ( ETR:TPE ), might not be a large cap stock, but it received a lot of attention from a substantial price...
내러티브 업데이트 • Jan 26
TPE: Deferred Orders And Buyback Are Expected To Support Future Recovery
Analysts have raised their price target for PVA TePla from €26 to €31, citing recent research that characterizes the earlier share selloff as excessive and views the slowdown in growth momentum as temporary. Analyst Commentary Bullish analysts are framing the recent share weakness as an opportunity, pointing to a gap between current pricing and what they see as the company’s medium term potential once short term softness passes.분석 기사 • Jan 16
PVA TePla AG (ETR:TPE) Looks Just Right With A 28% Price Jump
PVA TePla AG ( ETR:TPE ) shares have had a really impressive month, gaining 28% after a shaky period beforehand. The...분석 기사 • Jan 14
PVA TePla (ETR:TPE) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Jan 11
TPE: Deferred Orders Will Support Future Recovery As Metrology Demand Remains Resilient
Analysts have trimmed their price expectations for PVA TePla, reflecting a shift from earlier optimism around metrology orders and industrial recovery to a more cautious stance given limited growth visibility, customer delays and a softer outlook for Si wafers. Modeled fair value remains at €39.00 with slightly adjusted revenue growth, profit margin and P/E assumptions.내러티브 업데이트 • Dec 26
TPE: Delayed Orders Will Unlock Upside As Metrology Demand Supports Future Recovery
Analysts have reduced their price target on PVA TePla from EUR 37 to EUR 26. This reflects increased caution around growth visibility amid macro uncertainty, customer delays and a softer outlook for Si wafers, even though long term revenue growth and profit margin assumptions have only been modestly trimmed.내러티브 업데이트 • Dec 12
TPE Will See Delayed Orders Potentially Unlock Upside As Outlook Stabilizes
Analysts have trimmed their price target for PVA TePla to EUR 26 from EUR 37, citing reduced growth visibility amid macro uncertainty, customer delays and a softer outlook for silicon wafers, even as underlying margin and revenue growth assumptions remain broadly resilient. Analyst Commentary Bullish analysts continue to highlight the company’s capacity to deliver solid operational execution, even as macro headwinds weigh on near term sentiment.분석 기사 • Nov 15
PVA TePla AG (ETR:TPE) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates
It's been a mediocre week for PVA TePla AG ( ETR:TPE ) shareholders, with the stock dropping 14% to €20.26 in the week...분석 기사 • Nov 14
PVA TePla AG (ETR:TPE) Shares May Have Slumped 26% But Getting In Cheap Is Still Unlikely
PVA TePla AG ( ETR:TPE ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...내러티브 업데이트 • Oct 28
Order Momentum And Segment Recovery Will Drive Strong Performance Ahead
Analysts have raised their fair value estimate for PVA TePla from €27.46 to €29.43. They cite increased order momentum in key segments and an improved outlook for future quarters.분석 기사 • Oct 07
Returns At PVA TePla (ETR:TPE) Appear To Be Weighed Down
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...내러티브 업데이트 • Sep 20
Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations
Analysts have raised their outlook on PVA TePla, citing stronger-than-expected order intake, improved demand visibility, and enhanced confidence in the company's growth prospects, resulting in a consensus price target increase from €24.51 to €27.46. Analyst Commentary Bullish analysts cite significantly stronger-than-expected order intake as a key driver for upward price target revisions.내러티브 업데이트 • Sep 05
Expanding Metrology And Silicon Carbide Solutions Will Strengthen Operations
Upward revisions to PVA TePla’s consensus price target reflect stronger-than-expected order intake and improved revenue visibility, supporting increased analyst conviction in growth prospects, with the fair value rising from €23.41 to €24.51. Analyst Commentary Order intake has exceeded expectations, indicating strong demand and operational momentum.분석 기사 • Sep 01
Earnings Not Telling The Story For PVA TePla AG (ETR:TPE) After Shares Rise 29%
PVA TePla AG ( ETR:TPE ) shares have continued their recent momentum with a 29% gain in the last month alone. The last...분석 기사 • Aug 19
PVA TePla AG Just Missed EPS By 33%: Here's What Analysts Think Will Happen Next
XTRA:TPE 1 Year Share Price vs Fair Value Explore PVA TePla's Fair Values from the Community and select yours PVA TePla...분석 기사 • Aug 14
These 4 Measures Indicate That PVA TePla (ETR:TPE) Is Using Debt Reasonably Well
XTRA:TPE 1 Year Share Price vs Fair Value Explore PVA TePla's Fair Values from the Community and select yours Some say...내러티브 업데이트 • Aug 13
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
Half-year 2025 report was very insightful. They are clearly executing on their strategy.분석 기사 • Jul 03
PVA TePla AG's (ETR:TPE) 26% Share Price Surge Not Quite Adding Up
PVA TePla AG ( ETR:TPE ) shares have continued their recent momentum with a 26% gain in the last month alone. Looking...분석 기사 • Jun 18
We Think Some Shareholders May Hesitate To Increase PVA TePla AG's (ETR:TPE) CEO Compensation
Key Insights PVA TePla to hold its Annual General Meeting on 24th of June CEO Jalin Ketter's total compensation...분석 기사 • May 17
PVA TePla AG (ETR:TPE) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Shareholders might have noticed that PVA TePla AG ( ETR:TPE ) filed its quarterly result this time last week. The early...분석 기사 • Apr 27
PVA TePla AG (ETR:TPE) Stock Catapults 28% Though Its Price And Business Still Lag The Market
PVA TePla AG ( ETR:TPE ) shareholders have had their patience rewarded with a 28% share price jump in the last month...분석 기사 • Apr 16
Why The 20% Return On Capital At PVA TePla (ETR:TPE) Should Have Your Attention
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
새로운 내러티브 • Apr 15
PVA TePla's New Strategy Aims for 22% Revenue Growth in Semiconductor Recovery
SummaryFounded on 1977, PVA Tepla is a German company that operates through Semiconductor Systems and Industrial Systems segments. They are material science experts. Their main customers are the large분석 기사 • Mar 22
Analyst Estimates: Here's What Brokers Think Of PVA TePla AG (ETR:TPE) After Its Yearly Report
It's been a pretty great week for PVA TePla AG ( ETR:TPE ) shareholders, with its shares surging 10% to €15.29 in the...
새로운 내러티브 • Mar 17
New Facility And Silicon Carbide R&D Will Improve Efficiency And Boost Competitive Edge
The new Italian facility is expected to enhance margins through better cost control and operational efficiency by reducing supplier dependencies.분석 기사 • Mar 04
Does PVA TePla (ETR:TPE) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Aug 18
Results: PVA TePla AG Exceeded Expectations And The Consensus Has Updated Its Estimates
PVA TePla AG ( ETR:TPE ) just released its quarterly report and things are looking bullish. The company beat forecasts...분석 기사 • Aug 03
We Like PVA TePla's (ETR:TPE) Returns And Here's How They're Trending
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...분석 기사 • Jun 15
PVA TePla (ETR:TPE) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 02
Investors Shouldn't Be Too Comfortable With PVA TePla's (ETR:TPE) Earnings
Investors were disappointed with PVA TePla AG's ( ETR:TPE ) earnings, despite the strong profit numbers. Our analysis...분석 기사 • Mar 21
PVA TePla (ETR:TPE) Could Become A Multi-Bagger
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...분석 기사 • Jan 23
Are Investors Undervaluing PVA TePla AG (ETR:TPE) By 23%?
Key Insights The projected fair value for PVA TePla is €26.36 based on 2 Stage Free Cash Flow to Equity PVA TePla is...분석 기사 • Nov 03
At €16.12, Is PVA TePla AG (ETR:TPE) Worth Looking At Closely?
While PVA TePla AG ( ETR:TPE ) might not be the most widely known stock at the moment, it saw a decent share price...분석 기사 • Aug 06
We Ran A Stock Scan For Earnings Growth And PVA TePla (ETR:TPE) Passed With Ease
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 429 | 43 | 16 | 36 | 7 |
| 12/31/2027 | 349 | 27 | 8 | 25 | 9 |
| 12/31/2026 | 270 | 11 | -5 | 20 | 9 |
| 12/31/2025 | 244 | 8 | -14 | 12 | N/A |
| 9/30/2025 | 247 | 15 | 1 | 25 | N/A |
| 6/30/2025 | 254 | 21 | 17 | 41 | N/A |
| 3/31/2025 | 268 | 26 | 23 | 47 | N/A |
| 12/31/2024 | 270 | 27 | 22 | 46 | N/A |
| 9/30/2024 | 271 | 25 | 12 | 23 | N/A |
| 6/30/2024 | 272 | 27 | 4 | 15 | N/A |
| 3/31/2024 | 266 | 25 | -11 | 0 | N/A |
| 12/31/2023 | 263 | 24 | -9 | 2 | N/A |
| 9/30/2023 | 265 | 26 | -6 | 1 | N/A |
| 6/30/2023 | 252 | 23 | -13 | -6 | N/A |
| 3/31/2023 | 230 | 20 | -14 | -7 | N/A |
| 12/31/2022 | 205 | 18 | -21 | -14 | N/A |
| 9/30/2022 | 171 | 11 | 32 | 36 | N/A |
| 6/30/2022 | 165 | 12 | 36 | 40 | N/A |
| 3/31/2022 | 165 | 13 | 58 | 62 | N/A |
| 12/31/2021 | 156 | 12 | 55 | 59 | N/A |
| 9/30/2021 | 155 | 14 | 14 | 15 | N/A |
| 6/30/2021 | 147 | 13 | 18 | 18 | N/A |
| 3/31/2021 | 134 | 12 | 9 | 10 | N/A |
| 12/31/2020 | 137 | 13 | 7 | 8 | N/A |
| 9/30/2020 | 132 | 9 | -1 | 2 | N/A |
| 6/30/2020 | 128 | 8 | -9 | -6 | N/A |
| 3/31/2020 | 128 | 8 | -19 | -16 | N/A |
| 12/31/2019 | 131 | 8 | -3 | -1 | N/A |
| 9/30/2019 | 124 | 7 | N/A | 27 | N/A |
| 6/30/2019 | 122 | 9 | N/A | 29 | N/A |
| 3/31/2019 | 107 | 7 | N/A | 39 | N/A |
| 12/31/2018 | 97 | 6 | N/A | 12 | N/A |
| 9/30/2018 | 91 | 9 | N/A | 10 | N/A |
| 6/30/2018 | 80 | 5 | N/A | 16 | N/A |
| 3/31/2018 | 81 | 5 | N/A | 19 | N/A |
| 12/31/2017 | 85 | 6 | N/A | 39 | N/A |
| 9/30/2017 | 85 | 3 | N/A | 15 | N/A |
| 6/30/2017 | 91 | 3 | N/A | 12 | N/A |
| 3/31/2017 | 93 | 5 | N/A | 5 | N/A |
| 12/31/2016 | 87 | 3 | N/A | -4 | N/A |
| 9/30/2016 | 85 | 1 | N/A | -1 | N/A |
| 6/30/2016 | 77 | 1 | N/A | 0 | N/A |
| 3/31/2016 | 72 | -2 | N/A | 1 | N/A |
| 12/31/2015 | 72 | -1 | N/A | 5 | N/A |
| 9/30/2015 | 66 | -7 | N/A | 4 | N/A |
| 6/30/2015 | 67 | -8 | N/A | 5 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: TPE 의 연간 예상 수익 증가율(35.9%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: TPE 의 연간 수익(35.9%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: TPE 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: TPE 의 수익(연간 17.6%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: TPE 의 수익(연간 17.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: TPE의 자본 수익률은 3년 후 20.4%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 11:41 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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.
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산업 및 섹터 지표
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분석가 소스
PVA TePla AG는 18명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gustav Froberg | Berenberg |
| Tammy Qiu | Berenberg |
| Jakob Bluestone | BNP Paribas |