AIXTRON SE

XTRA:AIXA Stok Raporu

Piyasa değeri: €3.8b

AIXTRON Yönetim

Yönetim kriter kontrolleri 3/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Felix Grawert

İcra Kurulu Başkanı

€4.1m

Toplam tazminat

CEO maaş yüzdesi13.01%
CEO görev süresi9.1yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi4yrs
Yönetim Kurulu ortalama görev süresi3.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 26

AIXA: GaN And AI Demand Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for AIXTRON, with the implied price target moving from about €51.81 to €48.94 as they factor in updated assumptions and recent Street research. This research included a revision of a key target from €70 to €60.
Anlatı Güncellemesi • Aug 12

AIXA: GaN Demand And New Partnerships Will Drive Future Repricing

The analyst price target for AIXTRON has been reset lower from about €73 to roughly €68, with analysts pointing to updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E after recent Street research updates, including the move in JPMorgan's target from €70 to €60. Analyst Commentary Recent Street research on AIXTRON shows a mix of reassessment and ongoing confidence.
Anlatı Güncellemesi • Jul 29

AIXA: Raised Street Expectations On GaN Demand Will Drive Repricing

AIXTRON's updated analyst price target of €73.00, compared with the prior fair value estimate of €67.38, reflects analysts' adjustment to a slightly lower discount rate, a modestly higher revenue growth outlook, and a higher future P/E assumption, even though anticipated profit margins are set at a somewhat lower level. Analyst Commentary Recent research on AIXTRON shows a mix of views, although there is a clear cluster of bullish analysts who see room for further value creation based on their revised price targets and ratings.
Anlatı Güncellemesi • Jul 15

AIXA: Rising Street Optimism On GaN And AI Demand Will Drive Upside

The updated analyst price target for AIXTRON rises from a fair value estimate of about €35.89 to roughly €51.81. This reflects higher assumed revenue growth and P/E multiples in line with recent target increases around €41 to €70 cited by several banks, even as some analysts have turned more cautious on the stock.
Anlatı Güncellemesi • Jul 01

AIXA: AI Data Center Hopes Will Struggle Against Mounting Execution Risks

The updated analyst price target for Aixtron rises from about €26 to €39. This reflects revised assumptions on fair value, discount rate, revenue growth, profit margin and future P/E that are broadly in line with recent target increases from several banks, including higher estimates up to €70.
Anlatı Güncellemesi • Jun 17

AIXA: Raised Street Expectations And New Capacity Plans Will Shape Repricing

The updated analyst price target for Aixtron stock has moved higher to about €67 from roughly €55, as analysts factor in revised fair value estimates supported by Street research that includes several recent target increases along with mixed rating changes. Analyst Commentary Recent Street research on Aixtron reflects a mix of upgraded price targets and rating downgrades, leaving investors with a varied set of views to weigh.
Anlatı Güncellemesi • Jun 03

AIXA: Elevated P E And Execution Risks May Pressure AI Equipment Optimism

AIXTRON's analyst price target has been updated from about €13.50 to roughly €26.27, with analysts pointing to revised assumptions around revenue growth, profit margins, and future P/E to justify the change. Analyst Commentary Recent research on AIXTRON sends mixed signals.
Anlatı Güncellemesi • May 15

AIXA: Mixed Rating Shifts And 2026 Guidance Will Drive A Measured Reassessment

Analysts lifted the AIXTRON fair value estimate from €36.50 to €55.30, citing updated assumptions for revenue growth, profit margins and future P/E, following a combination of higher price targets from banks such as JPMorgan, Citi and Morgan Stanley, as well as several recent downgrades. Analyst Commentary Recent research shows a split view on AIXTRON, with several downgrades appearing alongside higher fair value and price targets from bullish analysts.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • May 09

Is Now The Time To Look At Buying AIXTRON SE (ETR:AIXA)?

While AIXTRON SE ( ETR:AIXA ) might not have the largest market cap around , it led the XTRA gainers with a relatively...
Analiz Makalesi • Apr 06

AIXTRON SE (ETR:AIXA) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough

Unfortunately for some shareholders, the AIXTRON SE ( ETR:AIXA ) share price has dived 26% in the last thirty days...
Analiz Makalesi • Mar 07

AIXTRON's (ETR:AIXA) Shareholders Will Receive A Smaller Dividend Than Last Year

AIXTRON SE ( ETR:AIXA ) has announced that on 20th of May, it will be paying a dividend of€0.15, which a reduction from...
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Yeni Anlatı • 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.
Analiz Makalesi • Jan 28

Returns Are Gaining Momentum At AIXTRON (ETR:AIXA)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analiz Makalesi • Jan 08

At €15.81, Is AIXTRON SE (ETR:AIXA) Worth Looking At Closely?

AIXTRON SE ( ETR:AIXA ), is not the largest company out there, but it received a lot of attention from a substantial...
Analiz Makalesi • Nov 24

Earnings Working Against AIXTRON SE's (ETR:AIXA) Share Price

With a price-to-earnings (or "P/E") ratio of 12.8x AIXTRON SE ( ETR:AIXA ) may be sending bullish signals at the...
Analiz Makalesi • Nov 08

Why AIXTRON's (ETR:AIXA) Shaky Earnings Are Just The Beginning Of Its Problems

The subdued market reaction suggests that AIXTRON SE's ( ETR:AIXA ) recent earnings didn't contain any surprises. We...
Analiz Makalesi • Nov 03

Earnings Miss: AIXTRON SE Missed EPS By 9.4% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on AIXTRON SE ( ETR:AIXA ), given that the company fell short of...
Analiz Makalesi • Oct 28

Returns At AIXTRON (ETR:AIXA) Are On The Way Up

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analiz Makalesi • Oct 04

What Does AIXTRON SE's (ETR:AIXA) Share Price Indicate?

AIXTRON SE ( ETR:AIXA ), is not the largest company out there, but it saw significant share price movement during...
Analiz Makalesi • Sep 14

AIXTRON SE's (ETR:AIXA) Intrinsic Value Is Potentially 50% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, AIXTRON fair value estimate is €24.38 AIXTRON is estimated to...
Analiz Makalesi • Jul 29

AIXTRON SE (ETR:AIXA) Doing What It Can To Lift Shares

There wouldn't be many who think AIXTRON SE's ( ETR:AIXA ) price-to-earnings (or "P/E") ratio of 18.8x is worth a...
Analiz Makalesi • Jul 12

AIXTRON (ETR:AIXA) Knows How To Allocate Capital Effectively

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analiz Makalesi • Jun 24

Is Now The Time To Look At Buying AIXTRON SE (ETR:AIXA)?

While AIXTRON SE ( ETR:AIXA ) might not have the largest market cap around , it saw significant share price movement...

CEO Tazminat Analizi

Felix Grawert'un ücretlendirmesi AIXTRON'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

€58m

Mar 31 2026n/an/a

€58m

Dec 31 2025€4m€539k

€85m

Sep 30 2025n/an/a

€91m

Jun 30 2025n/an/a

€109m

Mar 31 2025n/an/a

€101m

Dec 31 2024€5m€430k

€106m

Sep 30 2024n/an/a

€115m

Jun 30 2024n/an/a

€123m

Mar 31 2024n/an/a

€153m

Dec 31 2023€4m€430k

€145m

Sep 30 2023n/an/a

€134m

Jun 30 2023n/an/a

€113m

Mar 31 2023n/an/a

€90m

Dec 31 2022€4m€430k

€100m

Sep 30 2022n/an/a

€102m

Jun 30 2022n/an/a

€114m

Mar 31 2022n/an/a

€105m

Dec 31 2021€4m€430k

€96m

Sep 30 2021n/an/a

€69m

Jun 30 2021n/an/a

€44m

Mar 31 2021n/an/a

€40m

Dec 31 2020€1m€373k

€35m

Sep 30 2020n/an/a

€22m

Jun 30 2020n/an/a

€20m

Mar 31 2020n/an/a

€24m

Dec 31 2019€1m€330k

€33m

Tazminat ve Piyasa: Felix 'nin toplam tazminatı ($USD 4.78M ), German pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.31M ).

Tazminat ve Kazançlar: Felix 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

Felix Grawert (51 yo)

9.1yrs
Görev süresi
€4,144,000
Tazminat

Dr. Felix J. Grawert, Ph.D. has been Chairman of Chairman of Executive Board and Chief Executive Officer at AIXTRON SE since April 1, 2021. Dr. Grawert has been a Member of the Executive Board at AIXTRON S...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Felix Grawert
President9.1yrs€4.14mVeri yok
Christian Danninger
CFO & Member of the Executive Board5.3yrs€2.35mVeri yok
Charles Russell
Chief Accounting Officerno dataVeri yokVeri yok
Christian Ludwig
Vice President of Investor Relations & Corporate Communications2.3yrsVeri yokVeri yok
Vincent Meric
Senior Vice President of Marketingno dataVeri yokVeri yok
Christoph Putz
Senior Manager of ESG & Sustainabilityno dataVeri yokVeri yok
Ralf Penner
Senior IR Manager2.7yrsVeri yokVeri yok
4.0yrs
Ortalama Görev Süresi

Deneyimli Yönetim: AIXA 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Stefan Traeger
Independent Member of the Supervisory Board4.3yrs€80.00kVeri yok
Alexander F.M. Everke
Independent Chairman of the Supervisory Board2.3yrs€210.00kVeri yok
F.J. van Hout
Independent Deputy Chairman of the Supervisory Board7.3yrs€120.00kVeri yok
Ingo Bank
Independent Member of the Supervisory Board1.3yrs€63.00kVeri yok
Anna Weber
Independent Member of the Supervisory Board7.3yrs€100.00kVeri yok
Karen Florschutz
Independent Member of the Supervisory Board2.3yrs€80.00kVeri yok
3.3yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: AIXA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.3 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/15 01:36
Gün Sonu Hisse Fiyatı2026/09/15 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

AIXTRON SE 51 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Knut WollerBaader Helvea Equity Research
Rohan BahlBarclays
"Simon ColesBarclays