Added to YB: 2026-09-09
Pitch date: 2026-09-07
WAF.DE [neutral]
Siltronic AG
-0.19%
current return
Author Info
No bio for this author
Company Info
Siltronic AG, together with its subsidiaries, develops, produces, markets, and sells hyperpure silicon wafers for the semiconductor industry in Germany, Rest of Europe, the United States, Taiwan, Mainland China, South Korea, Rest of Asia, and internationally.
Market Cap
EUR 2.3B
Pitch Price
EUR 79.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.44
P/E
-12.18
EV/Sales
2.56
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
2 Attractive Ideas - Siltronic AG
WAF.DE (monitor): Siltronic, the world’s fourth-largest semiconductor-wafer maker, is showing early signs of cyclical recovery: customer advance payments bottomed in Q4 2025, pulled-forward orders reduced inventory days, and management said July volumes were progressing well. Consensus still expects just 7% and -1% year-over-year revenue growth in Q3 and Q4 2026. More evidence of the cyclical inflection is needed; a potential sale remains possible but uncertain.
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