• 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author

ATS Share Price Performance

€154.20
134.54 (684.33%)
€258.12
Fair Value
€154.20
134.54 (684.33%)
40.3% undervalued intrinsic discount
€258.12
Fair Value
Price €154.20
AnalystConsensusTarget €258.12
AnalystLowTarget €100.00
AnalystHighTarget €600.00

ATS Community Narratives

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Fair Value €258.12 40.3% undervalued intrinsic discount

Manufacturing Delays In Austria And Malaysia Will Undermine Prospects

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Fair Value €100 54.2% overvalued intrinsic discount

AI Substrate Capacity And Margin Pressures Will Challenge Expectations For Years

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Fair Value €600 74.3% undervalued intrinsic discount

AI Substrate Demand And Cost Savings Will Drive Strong Long Term Upside

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Trending Discussion

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Updated Narratives

ATS logo

ATS: Kulim Expansion Will Test Higher Margin And Future P/E Assumptions

Fair Value: €258.12 40.3% undervalued intrinsic discount
10 users have set this as their fair value
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ATS logo

ATS: Aggressive Capacity Buildout Will Likely Expose Fragile Risk Reward Balance

Fair Value: €100 54.2% overvalued intrinsic discount
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ATS: Expanded Manufacturing Footprint Will Support Future Earnings Power

Fair Value: €600 74.3% undervalued intrinsic discount
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Snowflake Analysis

Exceptional growth potential with mediocre balance sheet.

2 Risks
1 Reward

AT & S Austria Technologie & Systemtechnik Aktiengesellschaft Key Details

€1.9b

Revenue

€1.6b

Cost of Revenue

€303.3m

Gross Profit

€249.9m

Other Expenses

€53.4m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 05, 2026
1.38
15.63%
2.75%
122.3%
View Full Analysis

About ATS

Founded
1987
Employees
14569
CEO
Michael Mertin
WebsiteView website
ats.net

AT & S Austria Technologie & Systemtechnik Aktiengesellschaft, together with its subsidiaries, manufactures, distributes, and sells printed circuit boards in Austria, Germany, rest of Europe, China, rest of Asia, and the Americas. The company operates through Electronics Solutions, Microelectronics, and Others segments. It offers integrated circuit substrates; printed circuit boards and modules; flexible and rigid-flex, thermally enhanced, high-density interconnect, substrate like, cavity, multilayer, and double-sided printed circuit boards; and test and reference boards. The company also provides Z-Interconnect, ECP, 2.5D, advanced and power packaging, radio frequency electronics, system in package, and mSAP technological solutions. In addition, it offers design, simulation, and turnkey solutions. The company distributes its products directly to original equipment and contract electronic manufacturers. It serves semiconductors and modules; communications and 5G; consumer electronics; medical; industrial; aerospace and aviation; and automotive sectors. AT & S Austria Technologie & Systemtechnik Aktiengesellschaft was incorporated in 1987 and is headquartered in Leoben, Austria.

Recent ATS News & Updates

Narrative Update Aug 20

ATS: Kulim Expansion Will Test Higher Margin And Future P/E Assumptions

Analysts have lifted the fair value estimate for AT & S Austria Technologie & Systemtechnik from €243.12 to €258.12. They point to recent price target increases to €120, €310 and most recently €320 as support for a higher profit margin outlook, along with a slightly adjusted discount rate and future P/E.
Narrative Update Aug 06

ATS: Aggressive Capacity Buildout Will Likely Expose Fragile Risk Reward Balance

The analyst fair value estimate for AT & S Austria Technologie & Systemtechnik has been raised from €35.00 to €100.00. This reflects a much higher price target framework that aligns with a series of recent price target increases from €82.00 to €320.00 cited by analysts.

Recent updates

No updates

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