AIXTRON Future Growth
Future criteria checks 4/6
AIXTRON is forecast to grow earnings and revenue by 33.7% and 16.2% per annum respectively. EPS is expected to grow by 33.9% per annum. Return on equity is forecast to be 14.2% in 3 years.
Key information
33.7%
Earnings growth rate
33.90%
EPS growth rate
| Semiconductor earnings growth | 29.7% |
| Revenue growth rate | 16.2% |
| Future return on equity | 14.15% |
| Analyst coverage | Good |
| Last updated | 06 May 2026 |
Recent future growth updates
Recent updates
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.Narrative Update • Apr 14
AIXA: Rebased 2026 Outlook Will Test Overheated Expectations Despite Malaysia Expansion
Analysts have raised the AIXTRON price target by about €1.27, reflecting updated assumptions for slightly higher revenue growth, profit margins and future P/E, along with a mix of recent upgrades and downgrades from major banks. Analyst Commentary Recent Street research on AIXTRON shows a mix of optimism and caution, with several firms adjusting ratings and price targets and a few turning more cautious after earlier upgrades.Narrative Update • Mar 31
AIXA: Rebased 2026 Outlook And AI Demand Will Shape Rerated Expectations
AIXTRON's revised analyst price target of €31.27, up from €26.85, reflects updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a series of recent price target hikes and rating upgrades from major banks. Analyst Commentary Recent Street research on AIXTRON has been active, with several large banks adjusting ratings and targets.
Narrative Update • Mar 17
AIXA: Upgraded Views And 2026 Guidance Will Shape A More Balanced Outlook
AIXTRON's updated analyst price target has moved from €22.00 to €36.50, as analysts point to a series of recent upgrades and higher targets around €31 to €36.40 that reflect their revised assumptions on growth, margins and future P/E levels. Analyst Commentary Recent Street research on AIXTRON has tilted clearly positive, with multiple bullish analysts revising their views and lifting price targets into the low to mid €30s.Narrative Update • Mar 03
AIXA: Data Center And AI Demand Will Support Re Rated Outlook
Analysts have lifted their price target on AIXTRON to about €26.85 from roughly €19.83, reflecting updated assumptions for higher revenue, slightly stronger profit margins and a modestly higher future P/E, in line with recent Street targets moving toward €31. Analyst Commentary Recent Street research has clustered around a €31 price target, with several firms lifting their numbers from previous ranges near €20 to €25.20.
Narrative Update • Feb 16
AIXA: Higher Future P/E Assumptions Will Face Execution Risk Test
Analysts have nudged their price target on AIXTRON to €13.50, citing updated assumptions on revenue growth and profit margins, as well as a higher future P/E multiple backed by recent upgrades from major research houses. Analyst Commentary Recent research coverage on AIXTRON has included upgrades and refreshed views, but not all commentary is uniformly positive.Narrative Update • Feb 02
AIXA: Data Center And AI Power Demand Will Guide Balanced Long Term Outlook
The updated analyst price framework for AIXTRON points to a fair value increase from about €18.25 to about €19.83, as analysts factor in Street research that highlights expected benefits from data center and artificial intelligence power demand, along with a higher assumed future P/E multiple. Analyst Commentary Recent Street research on AIXTRON has centered on the potential impact of data center and artificial intelligence related power demand on the company’s growth profile, and on how much investors are willing to pay for that growth via a higher P/E multiple.Narrative Update • Jan 19
AIXA: Data Center And AI Power Demand Will Shape Fair Long Term Outlook
The updated analyst price target for AIXTRON shifts from about €17.50 to roughly €18.25, with analysts pointing to expectations around data center and artificial intelligence related demand as key reasons for their revised fair value, alongside modest tweaks to growth, margin and future P/E assumptions. Analyst Commentary Recent research shows a mix of optimism and caution around AIXTRON, with several price target changes and rating moves clustered around expectations for data center and artificial intelligence related demand.Narrative Update • Jan 05
AIXA: AI Data Center Hopes Will Face Execution And Timing Test
Analysts have lifted their fair value estimate for AIXTRON from €10.90 to €13.50. This reflects recent price target increases and rating upgrades that reference potential benefits from data center and artificial intelligence related demand.Analysis Article • Dec 27
AIXTRON (ETR:AIXA) Is Doing The Right Things To Multiply Its Share Price
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Narrative Update • Dec 19
AIXA: Data Center And AI Power Demand Will Shape Balanced Long Term Outlook
The updated analyst price target for AIXTRON has moved higher, supported by analysts citing an increasingly compelling long term growth outlook tied to data center and artificial intelligence demand. Analyst Commentary Recent Street research reflects a generally constructive stance on AIXTRON, with several price target increases and rating upgrades highlighting confidence in the company’s medium to long term growth profile, particularly in data center and artificial intelligence related demand.Narrative Update • Dec 05
AIXA: Data Center And AI Power Demand Will Shape Balanced Future Outlook
The analyst price target for AIXTRON has been modestly increased to EUR 17.50 from EUR 16.93, as analysts highlight stronger long term growth prospects tied to data center and artificial intelligence demand, alongside improving revenue growth and profit margin outlooks. Analyst Commentary Recent Street research reflects a generally constructive stance on AIXTRON, with several upgrades and target price increases underscoring confidence in the companys long term positioning in data center and artificial intelligence related demand.Narrative Update • Nov 21
AIXA: Opportunities And Risks Will Be Shaped By Data Center And AI Trends
AIXTRON's analyst price target has increased from €15.05 to €16.93, as analysts cite optimism around long-term growth drivers such as data center expansion and advancing artificial intelligence applications. Analyst Commentary Recent street research on AIXTRON has highlighted both enthusiasm and caution in the investment community.Analysis Article • Nov 09
AIXTRON SE's (ETR:AIXA) Shares Climb 27% But Its Business Is Yet to Catch Up
The AIXTRON SE ( ETR:AIXA ) share price has done very well over the last month, posting an excellent gain of 27...Narrative Update • Nov 03
AIXA: Compound Semiconductors And AI Demand Will Drive Balanced Long-Term Opportunity
AIXTRON's analyst average price target has been revised slightly lower to €15.05, as analysts highlight near-term sector caution and changing profit margin expectations. Analyst Commentary Recent analyst notes on AIXTRON reflect a range of perspectives on the company's near-term and long-term prospects.Narrative Update • Oct 20
Optoelectronics And Compound Semiconductors Will Unlock Global Opportunity
AIXTRON's analyst average price target has been revised down by about EUR 0.92 to EUR 15.05, as analysts factor in slightly lower growth and margin expectations for the coming periods. Analyst Commentary Recent updates from street research reveal mixed perspectives on AIXTRON's prospects, and the valuation remains a point of debate among market observers.Analysis Article • Sep 20
Is There Now An Opportunity In AIXTRON SE (ETR:AIXA)?
While AIXTRON SE ( ETR:AIXA ) might not have the largest market cap around , it saw a double-digit share price rise of...Analysis Article • Sep 05
AIXTRON SE's (ETR:AIXA) Intrinsic Value Is Potentially 55% Above Its Share Price
Key Insights AIXTRON's estimated fair value is €18.56 based on 2 Stage Free Cash Flow to Equity Current share price of...Analysis Article • Aug 21
AIXTRON SE's (ETR:AIXA) Share Price Is Matching Sentiment Around Its Earnings
With a price-to-earnings (or "P/E") ratio of 13.3x AIXTRON SE ( ETR:AIXA ) may be sending bullish signals at the...Analysis Article • Jun 22
Returns At AIXTRON (ETR:AIXA) Are On The Way Up
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Analysis Article • May 21
AIXTRON SE (ETR:AIXA) Stock Catapults 27% Though Its Price And Business Still Lag The Market
Those holding AIXTRON SE ( ETR:AIXA ) shares would be relieved that the share price has rebounded 27% in the last...Analysis Article • May 15
AIXTRON's (ETR:AIXA) Shareholders Will Receive A Smaller Dividend Than Last Year
AIXTRON SE ( ETR:AIXA ) is reducing its dividend from last year's comparable payment to €0.15 on the 20th of May. This...
New Narrative • Feb 26
Advancements In SiC, GaN, And Micro LED Will Strengthen Future Market Position
Market leadership in silicon carbide and gallium nitride technologies positions AIXTRON for future revenue growth through increased customer demand and technological expansions.Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2028 | 878 | 175 | 122 | 150 | 12 |
| 12/31/2027 | 756 | 139 | 80 | 121 | 14 |
| 12/31/2026 | 571 | 83 | 186 | 209 | 14 |
| 3/31/2026 | 503 | 58 | 199 | 227 | N/A |
| 12/31/2025 | 557 | 85 | 181 | 208 | N/A |
| 9/30/2025 | 596 | 91 | 95 | 126 | N/A |
| 6/30/2025 | 633 | 109 | 55 | 99 | N/A |
| 3/31/2025 | 627 | 101 | -10 | 69 | N/A |
| 12/31/2024 | 633 | 106 | -72 | 26 | N/A |
| 9/30/2024 | 621 | 115 | -86 | 47 | N/A |
| 6/30/2024 | 629 | 123 | -86 | 36 | N/A |
| 3/31/2024 | 671 | 153 | -145 | -60 | N/A |
| 12/31/2023 | 630 | 145 | -110 | -47 | N/A |
| 9/30/2023 | 599 | 134 | -95 | -66 | N/A |
| 6/30/2023 | 523 | 113 | -100 | -70 | N/A |
| 3/31/2023 | 452 | 90 | -13 | 16 | N/A |
| 12/31/2022 | 463 | 100 | 7 | 37 | N/A |
| 9/30/2022 | 461 | 102 | 42 | 63 | N/A |
| 6/30/2022 | 503 | 114 | 30 | 50 | N/A |
| 3/31/2022 | 468 | 105 | 98 | 117 | N/A |
| 12/31/2021 | 429 | 96 | 49 | 66 | N/A |
| 9/30/2021 | 356 | 69 | 9 | 24 | N/A |
| 6/30/2021 | 289 | 44 | 6 | 17 | N/A |
| 3/31/2021 | 278 | 40 | -78 | -67 | N/A |
| 12/31/2020 | 269 | 35 | -48 | -39 | N/A |
| 9/30/2020 | 236 | 22 | 7 | 13 | N/A |
| 6/30/2020 | 225 | 20 | 32 | 38 | N/A |
| 3/31/2020 | 232 | 24 | 56 | 59 | N/A |
| 12/31/2019 | 260 | 33 | N/A | 43 | N/A |
| 9/30/2019 | 272 | 39 | N/A | 13 | N/A |
| 6/30/2019 | 283 | 46 | N/A | 22 | N/A |
| 3/31/2019 | 275 | 42 | N/A | 21 | N/A |
| 12/31/2018 | 269 | 46 | N/A | 12 | N/A |
| 9/30/2018 | 235 | 55 | N/A | 19 | N/A |
| 6/30/2018 | 234 | 47 | N/A | 18 | N/A |
| 3/31/2018 | 239 | 32 | N/A | 14 | N/A |
| 12/31/2017 | 230 | 7 | N/A | 69 | N/A |
| 9/30/2017 | 266 | -14 | N/A | 54 | N/A |
| 6/30/2017 | 255 | -22 | N/A | 45 | N/A |
| 3/31/2017 | 229 | -22 | N/A | 16 | N/A |
| 12/31/2016 | 196 | -24 | N/A | -38 | N/A |
| 9/30/2016 | 169 | -32 | N/A | -67 | N/A |
| 6/30/2016 | 173 | -28 | N/A | -79 | N/A |
| 3/31/2016 | 179 | -35 | N/A | -55 | N/A |
| 12/31/2015 | 198 | -29 | N/A | -46 | N/A |
| 9/30/2015 | 193 | -46 | N/A | -4 | N/A |
| 6/30/2015 | 184 | -67 | N/A | -15 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AIXA's forecast earnings growth (33.7% per year) is above the savings rate (1.9%).
Earnings vs Market: AIXA's earnings (33.7% per year) are forecast to grow faster than the German market (16.7% per year).
High Growth Earnings: AIXA's earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: AIXA's revenue (16.2% per year) is forecast to grow faster than the German market (6.4% per year).
High Growth Revenue: AIXA's revenue (16.2% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: AIXA's Return on Equity is forecast to be low in 3 years time (14.2%).
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/08 12:37 |
| End of Day Share Price | 2026/05/08 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
AIXTRON SE is covered by 47 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Knut Woller | Baader Helvea Equity Research |
| Christopher Muse | Barclays |
| Andrew Gardiner | Barclays |