WAF Share Price Performance
€58.60
10.82 (22.65%)
11.4% overvalued intrinsic discount
€52.60
Fair Value
Price €58.60
AnalystConsensusTarget €52.60
AnalystLowTarget €39.00
AnalystHighTarget €70.00
Fair Value€52.60
Share Pricen/a
Siltronic AG Stock Price
- 3 Narratives written by author
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- 26 Fair Values set on narratives written by author
WAF Community Narratives
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Fair Value €52.6 11.4% overvalued intrinsic discount
Improved Inventory Trends And New Partnerships Will Support Revenue Recovery
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Fair Value €39 50.3% overvalued intrinsic discount
Rising Geopolitical And Compliance Costs Will Dampen Semiconductor Margins
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Fair Value €70 16.3% undervalued intrinsic discount
AI And Automotive Trends Will Drive Advanced Wafer Demand
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Improved Inventory Trends And New Partnerships Will Support Revenue Recovery
Key Takeaways Expansion into advanced wafer production and phase-out of lower-margin products positions the company for stronger margins and growth as AI and data center demand rises. Long-term customer contracts and sustained R&D investments support revenue stability, margin resilience, and a competitive edge despite current industry softness.Read more
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AN
€52.6
11.4% overvalued intrinsic discount
Fair Value
Profit Margin
11.33%
Future PE
11.51x
Price in 2029
€68.03
Rising Geopolitical And Compliance Costs Will Dampen Semiconductor Margins
Key Takeaways Escalating geopolitical tensions and intensifying competition threaten Siltronic's market access, pricing power, and long-term revenue prospects. Persistently high compliance, energy, and capital costs, along with inventory overhang, are expected to pressure earnings quality and free cash flow.Read more
9
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AN
€39
50.3% overvalued intrinsic discount
Fair Value
Profit Margin
11.25%
Future PE
8.43x
Price in 2029
€50.96
AI And Automotive Trends Will Drive Advanced Wafer Demand
Key Takeaways Accelerated growth and margin expansion are expected from investments in advanced wafer technologies and rising demand in AI, automotive, and next-gen electronics sectors. Long-term agreements and industry consolidation provide strong pricing power and earnings stability, insulating Siltronic from market volatility and supporting profitability.Read more
19
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€70
16.3% undervalued intrinsic discount
Fair Value
Profit Margin
10.54%
Future PE
15.87x
Price in 2029
€90.95
Trending Discussion
Recently Updated Narratives
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WAF: Fair Value View Will Balance Raised Multiple And Earnings Headwinds
Fair Value: €52.6 11.4% overvalued intrinsic discount
11 followersusers have followed this narrative
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AN
WAF: Higher Required Returns Will Likely Pressure An Already Stretched Outlook
Fair Value: €39 50.3% overvalued intrinsic discount
1 followerusers have followed this narrative
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WAF: Potential 2026 Volume Recovery Will Signal A More Constructive Earnings Floor
Fair Value: €70 16.3% undervalued intrinsic discount
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Snowflake Analysis
Siltronic AG Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Apr 29, 2026
- -2.31
- 8.26%
- -5.14%
- 66.8%
About WAF
- Founded
- 1953
- Employees
- 4400
- CEO
- WebsiteView website
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.
