Added to YB: 2025-10-23
Pitch date: 2025-10-21
AIXA.DE [neutral]
AIXTRON SE
+26.42%
current return
Author Info
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Company Info
AIXTRON SE, together with its subsidiaries, provides deposition equipment to the semiconductor industry in Asia, Europe, and the United States.
Market Cap
EUR 1.9B
Pitch Price
EUR 13.34
Price Target
N/A
Dividend
0.88%
EV/EBITDA
13.00
P/E
21.42
EV/Sales
2.99
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Aixtron SE (AIXA Germany): waiting for the next cycle to light up again
AIXA.DE (quick overview): Compound semiconductor equipment leader caught between cycles; Q3 margins slipped to low teens on euro headwinds & shipment timing; trimmed FY guidance on macro delays not structural issues; GaN/SiC demand tepid as customers digest 2021-23 overbuild; inflection expected H1 2026 with 800V GaN for AI datacenters & EV rebound.
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