Added to YB: 2026-03-02
Pitch date: 2026-02-26
AIXA.DE [neutral]
AIXTRON SE
+6.4%
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 2.7B
Pitch Price
EUR 25.94
Price Target
N/A
Dividend
0.62%
EV/EBITDA
18.85
P/E
30.33
EV/Sales
4.33
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aixtron | Earnings Preview: Full Year 2026 Guide Incoming
AIXA.DE (earnings preview): Q4 results tmrw w/ full 2026 guide. Opto strongest theme—COHR/LITE proactive capacity adds for scale-up CPO (dwarf scale-out TAM). Consensus 2026 opto 130-155M looks low. 800VDC GaN tools likely ordered Q3'26-Q1'27 for 2027-28 chip ramp. China SiC soft <10% sales but matters less as opto/GaN re-rate story. 2026 guide: ~520-540M rev (flat YoY), 18% OPM, 41-42% GM. Q4 orders key metric, consensus 129-137M (50% opto). Upside from backlog/TAM commentary on CPO supercycle.
Read full article (4 min)