Professional
Added to YB: 2025-11-18
Pitch date: 2025-11-03
AIXA.DE [bullish]
AIXTRON SE
+7.76%
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 15.65
Price Target
59.00 (+250%)
Dividend
0.88%
EV/EBITDA
13.00
P/E
21.42
EV/Sales
2.99
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AIXTRON SE (GR:AIXA) - The Next AI and Datacenter Play
AIXA.DE: 'ASML of compound semiconductors' w/ 70-90% MOCVD market share enabling AI data centers via GaN/SiC power devices & InP lasers. Stock down YTD despite €1B+ 2028 revenue potential (vs €596M LTM). 800V data center ramp starts 2027, driving explosive GaN growth from ~zero to $2B+ market. Trading at 40-70% peer discount; €51+ price target implies 270%+ upside.
Read full article (49 min)