AIXTRON

Aixtron shares rose strongly within the recovering tech sector, leading the MDAX with a gain of 4.3%. Kepler Cheuvreux upgraded the stock from hold to buy and set a target of €44, while JPMorgan confirmed its overweight rating but slightly lowered its target to €52.50. The drivers are increased customer bookings, longer delivery times and stronger demand for GaN and SiC products; technically, a move above the 50-day line would be an important buy signal. » Więcej na deraktionaer.de

Aixtron sees sustained high demand due to the global expansion of AI data centers and expects a strong growth year in 2027. In the third quarter the company received orders worth €275 million, and the order backlog rose to €549 million. Revenue climbed in Q3 to around €184 million, and EBIT increased by 270 percent to about €57 million. Aixtron confirmed its guidance for 2026 with expected revenue of €530–590 million and an EBIT margin of 17–20 percent. » Więcej na finanzen.net

Aixtron reports order intake of €275 million for the third quarter, exceeding the forecast of €220–230 million. A favorable product mix and strong operating leverage lifted the EBIT margin to 31% (expectation 26%), prompting analysts to raise their margin forecasts for 2026. After the price correction, the valuation stands at around 15.5 times the estimated EBIT for 2027; the share rose by seven percent. » Więcej na n-tv.de

At chip-equipment maker Aixtron, the business recovery continued in the third quarter, supported by strong demand in the optoelectronics sector. According to JPMorgan, these orders bolstered the outlook, whereupon the stock rose six percent. » Więcej na handelsblatt.com

Aixtron shares jumped to €39.67, approaching the round €40 level. Operationally, revenue and EBIT fell in Q2, while order intake recovered strongly, rising 81% to €214.5 million and lifting the order backlog to €456.9 million. The company is counting on a ramp-up in production, larger deliveries in the optoelectronics segment from Q3, and reiterates its full-year target of around €560 million in revenue with improved margins. Free cash flow rose significantly; analysts remain mostly constructive but have differing price targets depending on how the order backlog is executed. » Więcej na finanzen.net