SÜSS MicroTec

The SÜSS MicroTec share dropped 7.3% to €66.20 without any specific company-related trigger; the move followed broad selling pressure among semiconductor equipment suppliers. Half-year figures showed declining revenue but a record order backlog, fueling doubts about the pace of the business transformation. Warburg Research confirmed its "Buy" rating with a €105 price target but was unable to stabilize the share price in the short term. A weak market environment and bearish trading signals intensified the technical downtrend from the 52-week high. » Altro su de.investing.com

SUSS MicroTec recorded order growth of almost 146% to €410m in the first half of 2026 and an order backlog of €473.7m, supported by a major order of around €115m. However, revenue fell by about 24% to €202.8m and the EBIT margin dropped to 7%; management calls it a transition year. The annual guidance (revenue €425–485m, EBIT margin 8–10%) was confirmed. Operationally there were margin improvements and positive free cash flow in Q2, but on the chart the stock remains below its 50- and 100-day lines; a trend reversal would only be confirmed if it returned above those levels. » Altro su finanzen.net

SUSS MicroTec and Taiwanese equipment maker Manz Asia have agreed on a strategic collaboration to develop inkjet solutions for semiconductor manufacturing and advanced packaging. SUSS contributes semiconductor process know‑how, Manz Asia brings access to panel-level packaging and established inkjet technology. Market analyses see an addressable equipment market of more than $800 million by 2030, but no concrete orders, revenue contributions or timeline were disclosed. The cooperation strengthens the Ambition‑2030 strategy and is for now a strategic positioning signal rather than a near-term earnings driver. » Altro su finanzen.net