Elmos Semiconductor SE

XTRA:ELG Voorraadrapport

Marktkapitalisatie: €2.8b

Elmos Semiconductor Beheer

Beheer criteriumcontroles 3/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Arne Schneider

Algemeen directeur

n/a

Totale compensatie

Percentage CEO-salarisn/a
Dienstverband CEO12yrs
Eigendom CEO0.4%
Management gemiddelde ambtstermijn7.5yrs
Gemiddelde ambtstermijn bestuur12.1yrs

Recente managementupdates

Recent updates

Narratiefupdate Jul 15

ELG: Higher Multiple And Board Transition Will Test Execution Resilience

Analysts have raised their price target on Elmos Semiconductor to €160 from €135, citing updated assumptions for revenue growth, profitability, and a higher future P/E multiple in their models. Analyst Commentary on Elmos Semiconductor Recent research on Elmos Semiconductor highlights a mix of optimism on the company’s long term potential and caution around what is already reflected in the current share price.
Narratiefupdate Jul 01

ELG: Index Move And Dividend Policy Will Shape Balanced Return Outlook

Analysts have raised their fair value estimate for Elmos Semiconductor from €150.40 to €180.00, citing updated assumptions for revenue growth, profit margins, and future P/E multiples that align with the recent upward revision in Street price targets. What’s in the News for Elmos Semiconductor Elmos Semiconductor SE added to the Germany MDAX Index (Performance), reflecting its inclusion in a larger mid cap benchmark.
Narratiefupdate Jun 17

ELG: Higher Multiple And MDAX Promotion Will Magnify Execution Risk

Elmos Semiconductor's analyst price target has moved from €90 to €135, with analysts pointing to updated fair value assumptions and revised expectations for future P/E, discount rate, revenue growth, and profit margins as key drivers behind the change. Analyst Commentary on Elmos Semiconductor Recent research updates on Elmos Semiconductor highlight both optimism around revised fair value assumptions and a more cautious tone from some bearish analysts who are focused on potential execution and valuation risks.
Narratiefupdate Jun 03

ELG: Higher Dividend And Guidance Are Expected To Support Multiple Re Rating

Analysts have lifted their price target for Elmos Semiconductor to €215, up €5, citing updated assumptions on fair value, revenue, profit margin and future P/E, alongside recent target increases from Street research. Analyst Commentary Recent Street research shows bullish analysts lifting their fair value assumptions for Elmos Semiconductor, with price targets referenced at €215 and individual target moves of €53 and €45.
Narratiefupdate May 14

ELG: Raised Guidance And Buybacks Are Expected To Support Higher Earnings Multiple

Narrative 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.
Narratiefupdate Apr 23

ELG: Updated Guidance And Buyback Plan Will Support Future Earnings Multiple

Analysts 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.
Narratiefupdate Apr 09

ELG: Higher Earnings Visibility And Buybacks Will Shape Balanced Return Outlook

Analysts 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.
Narratiefupdate Mar 26

ELG: Higher Dividend And Buyback Framework Will Support Future Earnings Multiple

Analysts 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.
Narratiefupdate Mar 11

ELG: Raised Expectations On Margins Will Heighten Future Execution Risk

Narrative 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.
Narratiefupdate Feb 25

ELG: Dividend, Buyback And R&D Expansion Will Support Steady Future P/E

Analysts 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.
Narratiefupdate Feb 10

ELG: Future P/E Repricing Will Support Higher Fair Value Estimate

Analysts 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.
Analyse-artikel Feb 08

Elmos Semiconductor (ETR:ELG) Is Paying Out A Larger Dividend Than Last Year

The board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 1st of June will be increased to...
Narratiefupdate Jan 27

ELG: Execution Risk On 2025 Margin Guidance Will Constrain Future Upside

Narrative 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.
Analyse-artikel Jan 21

Why 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...
Narratiefupdate Jan 11

ELG: Higher Revenue Assumptions Will Face Limited Upside And Execution Risks

Analysts 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.
Narratiefupdate Dec 26

ELG: Higher Long Term Assumptions Will Face Stable Earnings And Execution Risks

Analysts 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.
Analyse-artikel Dec 25

Elmos Semiconductor (ETR:ELG) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Narratiefupdate Dec 12

ELG: Higher Revenue Outlook Will Meet Cautious Earnings And Execution Expectations

Analysts 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.
Analyse-artikel Dec 09

Are 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...
Analyse-artikel Nov 27

Does 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...
Analyse-artikel Nov 12

Elmos Semiconductor's (ETR:ELG) Solid Earnings May Rest On Weak Foundations

Following the solid earnings report from Elmos Semiconductor SE ( ETR:ELG ), the market responded by bidding up the...
Analyse-artikel Nov 04

Elmos Semiconductor SE's (ETR:ELG) Business And Shares Still Trailing The Market

Elmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.8x might make it look like a buy right...
Analyse-artikel Oct 22

What 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...
Analyse-artikel Sep 19

Why The 24% Return On Capital At Elmos Semiconductor (ETR:ELG) Should Have Your Attention

If 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...
Analyse-artikel Aug 20

These 4 Measures Indicate That Elmos Semiconductor (ETR:ELG) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analyse-artikel Jul 21

With EPS Growth And More, Elmos Semiconductor (ETR:ELG) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyse-artikel Jul 09

Elmos Semiconductor SE (ETR:ELG) Shares Fly 28% But Investors Aren't Buying For Growth

Elmos Semiconductor SE ( ETR:ELG ) shares have continued their recent momentum with a 28% gain in the last month alone...
Analyse-artikel Jun 25

Is 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...
Analyse-artikel May 23

Elmos Semiconductor SE (ETR:ELG) Surges 28% Yet Its Low P/E Is No Reason For Excitement

Elmos Semiconductor SE ( ETR:ELG ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...
Analyse-artikel May 09

Elmos Semiconductor SE (ETR:ELG) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

Shareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 12% to...
Analyse-artikel May 08

We Think Elmos Semiconductor (ETR:ELG) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyse-artikel Apr 25

Elmos Semiconductor SE (ETR:ELG) Shares Could Be 43% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Elmos Semiconductor fair value estimate is €103 Elmos...
Analyse-artikel Apr 08

Investors 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...
Analyse-artikel Apr 06

Elmos Semiconductor's (ETR:ELG) Upcoming Dividend Will Be Larger Than Last Year's

Elmos Semiconductor SE's ( ETR:ELG ) dividend will be increasing from last year's payment of the same period to €1.00...
Analyse-artikel Mar 28

Additional Considerations Required While Assessing Elmos Semiconductor's (ETR:ELG) Strong Earnings

Last week's profit announcement from Elmos Semiconductor SE ( ETR:ELG ) was underwhelming for investors, despite...
Analyse-artikel Mar 23

Elmos Semiconductor (ETR:ELG) Is Increasing Its Dividend To €1.00

The board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 20th of May will be increased to...
Analyse-artikel Mar 11

Should 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...
Analyse-artikel Feb 14

Is 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...
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Nieuw narratief Feb 08

Operational 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.
Analyse-artikel Jan 30

Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyse-artikel Jan 07

Investors Shouldn't Overlook Elmos Semiconductor's (ETR:ELG) Impressive Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Analyse-artikel Dec 06

A 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...
Analyse-artikel Nov 22

Elmos Semiconductor SE's (ETR:ELG) Share Price Is Matching Sentiment Around Its Earnings

Elmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right...
Analyse-artikel Nov 09

Elmos Semiconductor SE (ETR:ELG) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Shareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 11% to...

Analyse CEO-vergoeding

Hoe is Arne Schneider's beloning veranderd ten opzichte van Elmos Semiconductor's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

€109m

Dec 31 2025n/an/a

€101m

Sep 30 2025n/an/a

€124m

Jun 30 2025n/an/a

€126m

Mar 31 2025n/an/a

€123m

Dec 31 2024€2m€454k

€129m

Sep 30 2024n/an/a

€102m

Jun 30 2024n/an/a

€105m

Mar 31 2024n/an/a

€103m

Dec 31 2023€2m€454k

€99m

Sep 30 2023n/an/a

€93m

Jun 30 2023n/an/a

€85m

Mar 31 2023n/an/a

€78m

Dec 31 2022€2m€420k

€71m

Sep 30 2022n/an/a

€64m

Jun 30 2022n/an/a

€53m

Mar 31 2022n/an/a

€45m

Dec 31 2021€2m€678k

€40m

Sep 30 2021n/an/a

€31m

Jun 30 2021n/an/a

€16m

Mar 31 2021n/an/a

€10m

Dec 31 2020€1m€857k

€6m

Compensatie versus markt: Er zijn onvoldoende gegevens om vast te stellen of de totale vergoeding van Arne redelijk is in vergelijking met bedrijven van vergelijkbare omvang in de German markt.

Compensatie versus inkomsten: De vergoeding van Arne is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Arne Schneider (50 yo)

12yrs
Tenure
€1,882,276
Compensatie

Dr. Arne Schneider has been Chief Executive Officer at Elmos Semiconductor SE since January 1, 2021. Dr. Schneider has been the Member of the Management Board at Elmos Semiconductor SE (formerly known as E...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Arne Schneider
CEO & Member of the Management Board12yrs€1.88m0.38%
€ 10.6m
Jan Dienstuhl
Chief Development & Sales Officer and Member of Management Board7.5yrs€993.89kgeen gegevens
Margarita Mamberger
Chief Financial Officerno datageen gegevensgeen gegevens
Patrick Schmitt
Chief Operating Officerno datageen gegevensgeen gegevens
Jochen Vaihinger
Chief Technology Officerno datageen gegevensgeen gegevens
Ralf Hoppe
Head of Investor Relations & Public Relationsno datageen gegevensgeen gegevens
Anton Mindl
Advisor5.5yrs€161.78k1.39%
€ 38.3m
Burkhard Spreckelsen
Chief Development Officerno datageen gegevensgeen gegevens
Michael Neuhauser
Chief Product Officerno datageen gegevensgeen gegevens
7.5yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van ELG is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7.5 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Günter Zimmer
Independent Vice Chairman & Honorary Chairman of Supervisory Board9.2yrs€90.00kgeen gegevens
Klaus Weyer
Founder & Independent Chairman of the Supervisory Board20.5yrs€140.00k22.28%
€ 616.0m
Thomas Lehner
Employee Representative Member of the Supervisory Board15.1yrs€60.00kgeen gegevens
Sven-Olaf Schellenberg
Employee Representative Member of the Supervisory Board15.2yrs€60.00kgeen gegevens
Guido Meyer
Member of Supervisory Boardless than a year€932.80kgeen gegevens
Tobias Weyer
Member of Supervisory Boardless than a yeargeen gegevensgeen gegevens
12.1yrs
Gemiddelde duur
62.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van ELG zijn ervaren en ervaren (gemiddelde ambtstermijn van 12.1 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/23 18:46
Aandelenkoers aan het einde van de dag2026/07/23 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Elmos Semiconductor SE wordt gevolgd door 11 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Tammy QiuBerenberg
Amelie Dueckelmann-DublanyBerenberg
Robert SandersDeutsche Bank