Added to YB: 2025-11-04
Pitch date: 2025-10-31
AIXA.DE [bullish]
AIXTRON SE
+21.77%
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 13.85
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
value
Aixtron SE (AIXA Germany): holding the line while the power cycle resets
AIXA.DE (quick overview): Power semi digestion continues w/ softer YOY revenue but 39% gross margins & positive FCF intact. Management reiterates 2025 targets: mid-€500m sales, 40%+ gross margins, high-teen EBIT margins. Datacom lasers accelerating on AI datacenter demand, GaN traction building. Trading 10x fwd EBITDA vs mid-teens historical avg. Catalysts: GaN adoption in AI power by 2026.
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