UBS has reduced its price target for Aixtron from €14.90 to €12.70 while maintaining a "Neutral" rating. Analyst Madeleine Jenkins noted a significantly lower revenue outlook for 2025 and revised down earnings per share estimates for 2025 and 2026, citing a lack of short-term positive price drivers.
ubs maintains neutral rating on aixtron with target price of 14.90 euros
UBS has maintained a "Neutral" rating for Aixtron, setting a target price of 14.90 euros. While sales exceeded analysts' expectations by five percent, the operating result (EBIT) fell short by six percent. Analyst Madeleine Jenkins anticipates a 10 to 15 percent decline in the EBIT consensus for 2025.
ubs lowers price target for suss microtec to 39.10 euros
UBS has reduced its price target for SUSS MicroTec from €40.30 to €39.10, maintaining a "Sell" rating. Analyst Madeleine Jenkins noted that while the semiconductor supplier has shown strong performance, future order development is expected to slow, particularly in 2024. Earnings expectations for 2025 have been slightly raised due to strong order intake in the final quarter, but forecasts for the upcoming year have been lowered.
ubs lowers price target for suss microtec maintains sell rating
UBS has reduced its price target for Suss MicroTec from €40.30 to €39.10, maintaining a "Sell" rating. Analyst Madeleine Jenkins noted that while the semiconductor supplier has shown strong performance, the order trend is expected to decline, with the final quarter likely marking the peak. Earnings expectations for 2025 have been slightly raised due to strong order intake, but forecasts for the upcoming year have been lowered due to anticipated sluggish development.
UBS has reduced its price target for Suss Microtec from 40.30 to 39.10 euros, maintaining a "Sell" rating. Analyst Madeleine Jenkins noted that while the semiconductor equipment supplier has shown strong performance, future order trends may not be as optimistic, with the final quarter expected to be the peak. Earnings expectations for 2025 have been slightly raised due to strong order intake, but forecasts for the upcoming year have been lowered due to anticipated sluggish growth.
ubs initiates sell rating on suss microtec amid cautious outlook
UBS analyst Madeleine Jenkins has initiated coverage on SUSS MicroTec SE with a Sell rating and a price target of EUR40.30, citing a cautious outlook for 2025. Despite a projected 34% sales increase in 2024 driven by high-bandwidth memory and AI demand, Jenkins expects a 7% revenue decline in 2025, contrasting with the consensus of an 11% increase. The analysis suggests that market expectations may be overly optimistic as demand normalizes in key markets.
ubs initiates sell rating for süss microtec with target of 40.30 euros
UBS has initiated coverage of Süss Microtec with a 'Sell' rating and a target price of 40.30 euros. Analyst Madeleine Jenkins highlighted the company's vulnerability to challenges in 2025, despite anticipated growth in the Advanced Backend Solutions segment in 2024, which is expected to normalize thereafter. Additionally, demand for Photomask Solutions is projected to decline following a strong performance in 2024.
UBS has reduced its target price for Aixtron from €20.90 to €14.90, maintaining a "neutral" rating. The downgrade follows the company's quarterly results and reflects a forecasted delay in market recovery until 2025, leading to significant cuts in earnings projections for 2025 and 2026. Analyst Madeleine Jenkins noted that the semiconductor supplier's stock currently lacks positive price drivers.
UBS has reduced its price target for Aixtron from 20.90 to 14.90 euros, maintaining a "Neutral" rating. Analyst Madeleine Jenkins cited a delayed market recovery expected in 2025, leading to significant cuts in earnings forecasts for 2025 and 2026, as the semiconductor supplier's shares lack positive price drivers.
UBS has reduced its price target for Aixtron from 20.90 to 14.90 euros, maintaining a "Neutral" rating. Analyst Madeleine Jenkins cited a delayed market recovery expected in 2025, leading to significant cuts in earnings forecasts for 2025 and 2026, as the semiconductor supplier's shares lack positive price drivers.
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