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Siltronic AG Stock Price

XTRA:WAF Community·€2.2b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author
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WAF Share Price Performance

€74.60
38.40 (106.08%)
​
€138.26
Fair Value
€74.60
38.40 (106.08%)
46.0% undervalued intrinsic discount
€138.26
Fair Value
Price €74.60
European_Hidden_Gem_Stocks €138.26
AnalystConsensusTarget €94.50
AnalystLowTarget €74.00
Mon, 17 Aug 26
Fair Value€138.26
Share Pricen/a

WAF Community Narratives

EU
European_Hidden_Gem_Stocks
European_Hidden_Gem_Stocks's
Fair Value
·
Fair Value €138.26 46.0% undervalued intrinsic discount

Siltronic AG: 2-minute Drill - The Loss-Making AI Supplier at an Earnings Inflection

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2users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value €94.5 21.1% undervalued intrinsic discount

Improved Inventory Trends And New Partnerships Will Support Revenue Recovery

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12users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value €74 Fairly Valued intrinsic discount

Rising Geopolitical And Compliance Costs Will Dampen Semiconductor Margins

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1users have followed this narrative
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Siltronic
46.0% undervalued intrinsic discount

Siltronic AG: 2-minute Drill - The Loss-Making AI Supplier at an Earnings Inflection

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EU
European_Hidden_Gem_Stocks
Recommended Voice
European_Hidden_Gem_Stocks
Published 17 Aug
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Siltronic
21.1% undervalued intrinsic discount

Improved Inventory Trends And New Partnerships Will Support Revenue Recovery

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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Siltronic
Fairly Valued intrinsic discount

Rising Geopolitical And Compliance Costs Will Dampen Semiconductor Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 19 Aug
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Siltronic
34.6% undervalued intrinsic discount

AI And Automotive Trends Will Drive Advanced Wafer Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 5 Aug
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Trending Discussion

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Recently Updated Narratives

EU
European_Hidden_Gem_Stocks
WAF logo

Siltronic AG: 2-minute Drill - The Loss-Making AI Supplier at an Earnings Inflection

Fair Value: €138.26 46.0% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
WAF logo

WAF: Tightening Wafer Supply And AI Demand Will Shape 2026 Profit Weakness

Fair Value: €94.5 21.1% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
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WAF: Tighter Wafer Supply Will Likely Expose An Uneven AI Recovery Path

Fair Value: €74 Fairly Valued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Reasonable growth potential and fair value.

1 Risk
2 Rewards
View Full Analysis

Siltronic AG Key Details

€1.3b

Revenue

€1.3b

Cost of Revenue

-€44.3m

Gross Profit

€148.5m

Other Expenses

-€192.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 04, 2026
-6.43
-3.41%
-14.83%
60.3%
View Full Analysis

About WAF

Founded
1953
Employees
4210
CEO
Michael Heckmeier
WebsiteView website
www.siltronic.com

Siltronic AG, together with its subsidiaries, develops, produces, markets, and sells hyperpure silicon wafers for the semiconductor industry in Germany, Rest of Europe, the United States, Taiwan, Mainland China, South Korea, Rest of Asia, and internationally. The company offers polished and epitaxial wafers. It also provides Ultimate Silicon for use in CMOS technologies, such as DRAM and NAND components and memory chips; Float zone/FZ wafer based on float zone method; and HIREF wafers for discrete applications. Its products are used in electrical applications comprising computers, smartphones, industrial equipment, wind turbines, and cars with and without electric drives. The company was formerly known as Wacker Siltronic AG and changed its name to Siltronic AG in 2004. Siltronic AG was founded in 1953 and is headquartered in Munich, Germany.

Recent WAF News & Updates

User avatar
Narrative Update • Sep 03

WAF: Tightening Wafer Supply And AI Demand Will Shape 2026 Profit Weakness

The analyst fair value estimate for Siltronic has been raised from €74.0 to €94.5, as analysts point to tighter silicon wafer supply, a possible volume and pricing upturn, and refreshed price targets that now range from about €84 to €114. Analyst Commentary Recent research on Siltronic shows a mix of optimism about the wafer cycle and some caution on how smoothly any recovery might play out.
User avatar
Narrative Update • Aug 19

WAF: Tighter Wafer Supply Will Likely Expose An Uneven AI Recovery Path

Siltronic's updated fair value estimate has moved from €37.33 to €74.00, reflecting analysts' higher price targets in the €82 to €114 range and their view that tighter silicon wafer supply and a potentially improving wafer cycle support stronger volume and pricing assumptions. Analyst Commentary Recent Street research on Siltronic shows a mixed backdrop, with several bullish upgrades set against more cautious adjustments to price targets.

Recent updates

No updates

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