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Siltronic AG Stock Price

XTRA:WAF Community·€2.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

WAF Share Price Performance

€83.90
45.76 (119.98%)
€138.26
Fair Value
€83.90
45.76 (119.98%)
39.3% undervalued intrinsic discount
€138.26
Fair Value
Price €83.90
European_Hidden_Gem_Stocks €138.26
AnalystConsensusTarget €74.00
AnalystLowTarget €74.00

WAF Community Narratives

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Fair Value €138.26 39.3% undervalued intrinsic discount

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

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·
Fair Value €74 13.4% overvalued intrinsic discount

Improved Inventory Trends And New Partnerships Will Support Revenue Recovery

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Fair Value €74 13.4% overvalued intrinsic discount

Rising Geopolitical And Compliance Costs Will Dampen Semiconductor Margins

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€114
26.4% undervalued intrinsic discount
Profit Margin
5.74%
Future PE
40.02x
Price in 2029
€152.7

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: €138.26 39.3% undervalued intrinsic discount
2 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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WAF: Tighter Wafer Supply Will Likely Expose An Uneven AI Recovery Path

Fair Value: €74 13.4% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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WAF: Tightening Wafer Supply And Cycle Turn Will Support A Firmer Earnings Floor

Fair Value: €114 26.4% undervalued intrinsic discount
2 users have set this as their fair value
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Snowflake Analysis

Reasonable growth potential and slightly overvalued.

1 Risk
1 Reward

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.