X-FAB Silicon Foundries 향후 성장
Future 기준 점검 4/6
X-FAB Silicon Foundries (는) 각각 연간 39.9% 및 7.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 38.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.7% 로 예상됩니다.
핵심 정보
39.9%
이익 성장률
38.75%
EPS 성장률
| Semiconductor 이익 성장 | 42.6% |
| 매출 성장률 | 7.9% |
| 향후 자기자본이익률 | 5.74% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 10 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Jul 13
XFAB: Earnings Reset And Higher Future P/E Will Drive Repricing
X-FAB Silicon Foundries' updated analyst price target has been raised toward the upper end of recent Street research, with figures such as €6 from Deutsche Bank and €10.50 from Kepler Cheuvreux cited by analysts, who point to revised earnings expectations, adjusted fair value assumptions and a higher future P/E multiple as key drivers. Analyst Commentary Recent research on X-FAB Silicon Foundries shows a cluster of bullish analysts revisiting their assumptions, with several highlighting revised earnings expectations, higher fair value estimates and room for a stronger P/E multiple.
내러티브 업데이트 • Jun 29
XFAB: Future Earnings Reset Confidence Will Expose Execution Risk And Overvaluation
Analysts have lifted their fair value estimate for X-FAB Silicon Foundries from about €5.53 to roughly €6.69 per share, citing recent earnings-reset evidence and mixed rating changes as reasons to revisit assumptions for discount rates, revenue growth, profit margins, and future P/E levels. Analyst Commentary Recent research views on X-FAB Silicon Foundries are split, giving you a mix of optimism and caution to weigh against the updated fair value range.
내러티브 업데이트 • Jun 15
XFAB: Berenberg Downgrade Will Pressure Optimistic Q2 2026 Revenue Guidance
Analysts have nudged their fair value estimate for X-FAB Silicon Foundries higher to about €4.33 from roughly €4.30, linking the change to updated assumptions on growth, profitability and P/E expectations, alongside recent research that includes a downgrade from Berenberg. What's in the News X-FAB Silicon Foundries issued earnings guidance for the second quarter of 2026, with expected revenue in the range of US$190 million to US$200 million.내러티브 업데이트 • Jun 01
XFAB: Future Revenue Guidance Will Highlight Execution Risk And Overvaluation
Analysts have nudged their price target for X-FAB Silicon Foundries higher to about €5.53 from roughly €5.06, citing updated assumptions on fair value, discount rate, revenue growth, profit margins and future P/E. This comes even as some recent research has turned more cautious on the stock.내러티브 업데이트 • May 15
XFAB: Downgrade And Execution Risks Will Challenge Q2 2026 Guidance
Analysts have nudged their fair value estimate for X-FAB Silicon Foundries slightly higher to €4.30 from €4.28, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E, even as recent research includes a downgrade. Analyst Commentary Bearish analysts have become more cautious on X-FAB Silicon Foundries, with at least one research house moving to a weaker stance in recent commentary.내러티브 업데이트 • May 01
XFAB: Lowered Price Outlook Will Emphasize Execution Risk And Overvaluation
Analysts have reduced their price target on X-FAB Silicon Foundries by €1.40. This change reflects updated assumptions regarding fair value, revenue growth, profit margins and future P/E expectations.내러티브 업데이트 • Apr 17
XFAB: Neutral Outlook Where Refined Assumptions Will Guide Future Repricing
Analysts have adjusted their price target on X-FAB Silicon Foundries to €6.21 from €5.99, citing updated assumptions around fair value, revenue growth, profit margins and future P/E expectations, even as some research recently lowered their target by €1.40. Analyst Commentary Recent research on X-FAB Silicon Foundries reflects a mix of opinions on fair value and earnings potential, with some price targets adjusted lower and others pointing to room for re rating as assumptions on revenue, margins and P/E are updated.내러티브 업데이트 • Apr 02
XFAB: Neutral Coverage And Trimmed Outlook Will Guide Execution Focus
Analysts have trimmed their price target on X-FAB Silicon Foundries by €1.40. This reflects a more neutral stance that incorporates recent reassessments of the company’s outlook and valuation assumptions.내러티브 업데이트 • Mar 19
XFAB: Neutral Coverage And Revised Assumptions Will Shape Future Repricing
Analysts have trimmed their price targets on X-FAB Silicon Foundries by about €1.40 after recent research updates from major banks and brokers, reflecting updated assumptions for slower revenue growth, lower profit margins, and a higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts still see support for the current valuation, pointing to a higher future P/E multiple that suggests investors are willing to pay up for X-FAB Silicon Foundries if execution on growth projects holds.내러티브 업데이트 • Mar 05
XFAB: Cautious Outlook Will Test Q1 2026 Guidance And Profitability
Analysts have trimmed their price target on X-FAB Silicon Foundries by €1.40, citing updated assumptions around revenue growth, profit margins, the discount rate, and a higher future P/E multiple. Analyst Commentary Recent research points to a more cautious tone around X-FAB Silicon Foundries, with price targets adjusted to reflect updated assumptions on growth, profitability, and valuation multiples.내러티브 업데이트 • Feb 19
XFAB: Neutral Coverage And Refined Assumptions Will Shape Future Repricing
Analysts have trimmed their price target on X-FAB Silicon Foundries by €1.40, reflecting slightly lower fair value estimates and tempered assumptions for revenue growth, margins and future P/E following recent research updates from major firms. Analyst Commentary Recent research updates point to a more measured stance on X-FAB Silicon Foundries, with analysts fine tuning their fair value views rather than making sweeping revisions.분석 기사 • Feb 08
X-FAB Silicon Foundries SE Just Missed EPS By 31%: Here's What Analysts Think Will Happen Next
There's been a notable change in appetite for X-FAB Silicon Foundries SE ( EPA:XFAB ) shares in the week since its...내러티브 업데이트 • Feb 05
XFAB: Neutral Coverage And Refined Assumptions Will Support Future Repricing
Analysts have reduced their fair value estimate for X-FAB Silicon Foundries from €6.86 to €6.37, citing updated assumptions for revenue growth, profit margins, and future P/E multiples following recent neutral research coverage. Analyst Commentary Recent research coverage has taken a neutral stance on X-FAB Silicon Foundries, which aligns with the trimmed fair value estimate and reflects a mix of constructive and cautious views on execution, growth, and valuation.분석 기사 • Jan 30
X-FAB Silicon Foundries (EPA:XFAB) Is Experiencing Growth In Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...내러티브 업데이트 • Jan 22
XFAB: Neutral Ratings And CEO Transition Will Shape Future Repricing
Narrative Update on X-FAB Silicon Foundries Analysts have adjusted their price target on X-FAB Silicon Foundries, maintaining it at €7.56. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions following recent neutral and Hold stances in Street research.내러티브 업데이트 • Jan 08
XFAB: Hold Downgrade And CEO Transition Will Set Up Future Upside
Narrative Update on X-FAB Silicon Foundries Analysts have revised their stance on X-FAB Silicon Foundries, setting a lower price target of €6. This reflects a more cautious view that still broadly aligns with existing fair value and earnings assumptions.분석 기사 • Jan 07
Is X-FAB Silicon Foundries (EPA:XFAB) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Dec 24
XFAB: Future Returns Will Improve As Hold Downgrade Masks Demand Recovery Potential
Analysts have nudged their price target for X-FAB Silicon Foundries lower to EUR 6.00, reflecting a more cautious stance following a recent downgrade to Hold, while leaving long term growth and profitability assumptions broadly unchanged. Analyst Commentary Analysts view the revised EUR 6.00 price target as broadly aligned with the company’s current execution profile, balancing solid structural growth drivers in specialty foundry markets with elevated uncertainty around near term order momentum.내러티브 업데이트 • Dec 10
XFAB: Future Returns Will Improve As Revenue Guidance Supports Profitability
Analysts have trimmed their price target on X-FAB Silicon Foundries to EUR 6 from EUR 6.86, reflecting a more cautious stance on the shares after a recent downgrade to Hold. Analyst Commentary Analysts note that while the revised price target implies more limited upside, the company still retains attributes that support a neutral stance rather than a more negative view.내러티브 업데이트 • Nov 26
XFAB: Future Profitability Will Increase As Operational Efficiency Initiatives Take Hold
Analysts have lowered their price target for X-FAB Silicon Foundries from €6.86 to €6.86. This change reflects concerns over the company's reduced profit margin outlook and expectations for a higher future price-to-earnings ratio.내러티브 업데이트 • Nov 09
XFAB: Profitability And Market Efficiency Will Drive Future Opportunity
Narrative Update on X-FAB Silicon Foundries Analysts have revised their price target for X-FAB Silicon Foundries downward to EUR 6 from EUR 7. They cite a more conservative outlook on fair value and revenue growth, despite improved profit margins and a lower anticipated future P/E ratio.분석 기사 • Nov 04
Market Cool On X-FAB Silicon Foundries SE's (EPA:XFAB) Revenues Pushing Shares 26% Lower
The X-FAB Silicon Foundries SE ( EPA:XFAB ) share price has fared very poorly over the last month, falling by a...분석 기사 • Oct 29
The Return Trends At X-FAB Silicon Foundries (EPA:XFAB) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...분석 기사 • Sep 09
Weak Statutory Earnings May Not Tell The Whole Story For X-FAB Silicon Foundries (EPA:XFAB)
A lackluster earnings announcement from X-FAB Silicon Foundries SE ( EPA:XFAB ) last week didn't sink the stock price...분석 기사 • Aug 31
Here's Why X-FAB Silicon Foundries (EPA:XFAB) Is Weighed Down By Its Debt Load
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Aug 05
X-FAB Silicon Foundries SE (EPA:XFAB) Just Reported And Analysts Have Been Lifting Their Price Targets
ENXTPA:XFAB 1 Year Share Price vs Fair Value Explore X-FAB Silicon Foundries's Fair Values from the Community and...분석 기사 • Aug 02
Is It Too Late To Consider Buying X-FAB Silicon Foundries SE (EPA:XFAB)?
X-FAB Silicon Foundries SE ( EPA:XFAB ), might not be a large cap stock, but it saw a significant share price rise of...분석 기사 • May 14
Is X-FAB Silicon Foundries (EPA:XFAB) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Apr 25
What Does X-FAB Silicon Foundries SE's (EPA:XFAB) Share Price Indicate?
X-FAB Silicon Foundries SE ( EPA:XFAB ), is not the largest company out there, but it received a lot of attention from...분석 기사 • Apr 05
Investors Give X-FAB Silicon Foundries SE (EPA:XFAB) Shares A 26% Hiding
The X-FAB Silicon Foundries SE ( EPA:XFAB ) share price has fared very poorly over the last month, falling by a...분석 기사 • Feb 14
X-FAB Silicon Foundries' (EPA:XFAB) Sluggish Earnings Might Be Just The Beginning Of Its Problems
A lackluster earnings announcement from X-FAB Silicon Foundries SE ( EPA:XFAB ) last week didn't sink the stock price...
새로운 내러티브 • Feb 09
180-Nanometer Expansion And Silicon Carbide Tech Will Fuel Future Success
Capacity expansion and new technology offerings are expected to drive future revenue growth and improve net margins as recovery occurs in key markets.분석 기사 • Feb 08
Market Cool On X-FAB Silicon Foundries SE's (EPA:XFAB) Earnings
With a price-to-earnings (or "P/E") ratio of 9.9x X-FAB Silicon Foundries SE ( EPA:XFAB ) may be sending bullish...분석 기사 • Dec 06
At €4.88, Is It Time To Put X-FAB Silicon Foundries SE (EPA:XFAB) On Your Watch List?
While X-FAB Silicon Foundries SE ( EPA:XFAB ) might not have the largest market cap around , it saw a decent share...새로운 내러티브 • Nov 05
An appealing family owned and managed semi conductor company
It is a family owned company with a management being there already for longtime and having themselves important stakes분석 기사 • Oct 28
Results: X-FAB Silicon Foundries SE Beat Earnings Expectations And Analysts Now Have New Forecasts
There's been a notable change in appetite for X-FAB Silicon Foundries SE ( EPA:XFAB ) shares in the week since its...분석 기사 • Sep 28
X-FAB Silicon Foundries (EPA:XFAB) Might Have The Makings Of A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...분석 기사 • Aug 02
X-FAB Silicon Foundries' (EPA:XFAB) Shareholders May Want To Dig Deeper Than Statutory Profit
The stock price didn't jump after X-FAB Silicon Foundries SE ( EPA:XFAB ) posted decent earnings last week. We did some...분석 기사 • Jul 29
X-FAB Silicon Foundries SE Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Shareholders might have noticed that X-FAB Silicon Foundries SE ( EPA:XFAB ) filed its half-yearly result this time...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,009 | 79 | 91 | 182 | 7 |
| 12/31/2027 | 924 | 50 | -4 | 104 | 7 |
| 12/31/2026 | 829 | 11 | -19 | 85 | 7 |
| 3/31/2026 | 862 | 19 | -5 | 124 | N/A |
| 12/31/2025 | 870 | 30 | -60 | 144 | N/A |
| 9/30/2025 | 837 | 21 | -181 | 131 | N/A |
| 6/30/2025 | 815 | 30 | -279 | 160 | N/A |
| 3/31/2025 | 804 | 51 | -320 | 186 | N/A |
| 12/31/2024 | 816 | 62 | -313 | 196 | N/A |
| 9/30/2024 | 865 | 108 | -175 | 302 | N/A |
| 6/30/2024 | 893 | 123 | -158 | 253 | N/A |
| 3/31/2024 | 915 | 142 | 6 | 399 | N/A |
| 12/31/2023 | 907 | 162 | 72 | 410 | N/A |
| 9/30/2023 | 853 | 164 | 54 | 345 | N/A |
| 6/30/2023 | 807 | 108 | 80 | 328 | N/A |
| 3/31/2023 | 769 | 76 | -33 | 148 | N/A |
| 12/31/2022 | 739 | 52 | -81 | 100 | N/A |
| 9/30/2022 | 728 | 34 | -85 | 63 | N/A |
| 6/30/2022 | 709 | 70 | -24 | 104 | N/A |
| 3/31/2022 | 681 | 90 | -1 | 105 | N/A |
| 12/31/2021 | 658 | 84 | 43 | 110 | N/A |
| 9/30/2021 | 621 | 100 | 64 | 124 | N/A |
| 6/30/2021 | 548 | 66 | 23 | 68 | N/A |
| 3/31/2021 | 506 | 33 | 36 | 75 | N/A |
| 12/31/2020 | 478 | 14 | 36 | 74 | N/A |
| 9/30/2020 | 455 | -47 | 10 | 50 | N/A |
| 6/30/2020 | 490 | -43 | 16 | 67 | N/A |
| 3/31/2020 | 502 | -45 | -33 | 32 | N/A |
| 12/31/2019 | 506 | -49 | N/A | 15 | N/A |
| 9/30/2019 | 530 | -31 | N/A | -2 | N/A |
| 6/30/2019 | 551 | -11 | N/A | 9 | N/A |
| 3/31/2019 | 575 | -1 | N/A | 36 | N/A |
| 12/31/2018 | 588 | 23 | N/A | 49 | N/A |
| 9/30/2018 | 605 | 59 | N/A | 75 | N/A |
| 6/30/2018 | 593 | 69 | N/A | 59 | N/A |
| 3/31/2018 | 577 | 92 | N/A | 61 | N/A |
| 12/31/2017 | 582 | 90 | N/A | 63 | N/A |
| 9/30/2017 | 587 | 71 | N/A | 61 | N/A |
| 6/30/2017 | 575 | 65 | N/A | 103 | N/A |
| 3/31/2017 | 554 | 54 | N/A | 78 | N/A |
| 12/31/2016 | 513 | 46 | N/A | 74 | N/A |
| 12/31/2015 | 331 | 13 | N/A | 38 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: XFAB 의 연간 예상 수익 증가율(39.9%)이 saving rate(2.5%)보다 높습니다.
수익 vs 시장: XFAB 의 연간 수익(39.9%)이 French 시장(12.5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: XFAB 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: XFAB 의 수익(연간 7.9%)이 French 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: XFAB 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: XFAB의 자본 수익률은 3년 후 5.7%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/17 19:12 |
| 종가 | 2026/07/17 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
X-FAB Silicon Foundries SE는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Anna Patrice | Berenberg |
| Trion Reid | Berenberg |
| Aleksander Peterc | Bernstein |