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AIXTRON SE Stock Price

XTRA:AIXA Community·€6.1b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 58 Fair Values set on narratives written by author

AIXA Share Price Performance

€53.68
41.41 (337.67%)
€35.89
Fair Value
€53.68
41.41 (337.67%)
49.6% overvalued intrinsic discount
€35.89
Fair Value
Price €53.68
AnalystConsensusTarget €35.89
AnalystHighTarget €55.30
AnalystLowTarget €13.50

AIXA Community Narratives

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Fair Value €35.89 49.6% overvalued intrinsic discount

AIXA: Compound Semiconductors And AI Demand Will Drive Balanced Long-Term Opportunity

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36users have followed this narrative
·
Fair Value €55.3 2.9% undervalued intrinsic discount

Electric Vehicle And Renewable Adoption Will Boost Compound Semiconductor Demand

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1users have followed this narrative
·
Fair Value €13.5 297.6% overvalued intrinsic discount

Overcapacity In SiC Production Will Limit New Orders

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€55.3
2.9% undervalued intrinsic discount
Revenue
31.58% p.a.
Profit Margin
22.08%
Future PE
25.94x
Price in 2029
€70.71
€35.89
49.6% overvalued intrinsic discount
Revenue
13.33% p.a.
Profit Margin
17.85%
Future PE
35.46x
Price in 2029
€45.45
€13.5
297.6% overvalued intrinsic discount
Revenue
3.12% p.a.
Profit Margin
16.61%
Future PE
21.66x
Price in 2029
€17.16

Trending Discussion

Updated Narratives

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

Fair Value: €55.3 2.9% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AIXA: Rebased 2026 Outlook Will Expose Execution Risk Despite Malaysia Expansion

Fair Value: €35.89 49.6% overvalued intrinsic discount
36 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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AIXA: Higher Future P/E Assumptions Will Face Execution Risk Test

Fair Value: €13.5 297.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
1 Reward

AIXTRON SE Key Details

€503.4m

Revenue

€304.4m

Cost of Revenue

€199.0m

Gross Profit

€140.8m

Other Expenses

€58.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
0.52
39.53%
11.56%
0%
View Full Analysis

About AIXA

Founded
1983
Employees
1057
CEO
Felix Grawert
WebsiteView website
www.aixtron.com

AIXTRON SE, together with its subsidiaries, manufactures and sells deposition equipment to the semiconductor industry in Asia, Europe, and the United States. The company offers G10-SiC, G10-GaN, G10-AsP, AIX G5+ C, Closed Coupled Showerhead systems for research and development, AIX 2800G4-TM, and AIX G5 WW C. It also develops, produces, and installs equipment for the deposition of semiconductor materials; and offers deposition processes, consulting, training, customer support, and other related services, as well as peripheral equipment and services to support the operation of its systems. In addition, the company engages in supplying deposition equipment for volume production; and research and development and pre-series production activities. Its products are used in laser, LED, display technologies, optical data transmission, SiC and GaN power electronics, and other applications. AIXTRON SE was founded in 1983 and is headquartered in Herzogenrath, Germany.

Recent AIXA News & Updates

Narrative Update May 15

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

Analysts lifted the AIXTRON fair value estimate from €36.50 to €55.30, citing updated assumptions for revenue growth, profit margins and future P/E, following a combination of higher price targets from banks such as JPMorgan, Citi and Morgan Stanley, as well as several recent downgrades. Analyst Commentary Recent research shows a split view on AIXTRON, with several downgrades appearing alongside higher fair value and price targets from bullish analysts.
Narrative Update Apr 29

AIXA: Rebased 2026 Outlook Will Expose Execution Risk Despite Malaysia Expansion

AIXTRON's updated analyst price target moves from €32.53 to €35.89, as analysts factor in revised assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following a mix of recent upgrades, target hikes and downgrades across the Street. Analyst Commentary Recent Street research on AIXTRON reflects a mix of optimism on long term growth potential and caution around execution risk and valuation, which helps explain the shift in the consolidated price target.

Recent updates

No updates