Top winner SÜSS Microtec: analyst on 40% price gain with secret AI Highflyer

The young correction of the KI-Highflyer hat sits on the stock of SÜSS Microtec ausgebremst. If the half-turning gear has become a trend, that is a fact. This means that a number of positive analyst sentiments have arisen. Today Jefferies explains with a fresh purchase recommendation after.

ACTIONS-Reader delete: SÜSS Microtec has in the past months a German boost through the Capacitätsausbau in its ability, the Microchips for the Einsatz in KI-Applications restore. Some people believe that their own products can yield a production of high-quality chips as a meaningful Auftragsfertiger.

Das Unternehmen is a hidden diamond, so Jefferies-Technology-Expertin Olivia Honychurch. In the Zulieferkette of Nvidia and the Thema Künstliche Intelligenz (KI), the Unternehmen in Europe are a single proposition. Honychurch has the most skittish Angebot in Bereich Chip on Wafer on Substrate (CoWoS), which ensures a triple process of the Unternehmensumsätze stehe.

CoWoS is a powerful technology used by the recovery of AI chips – also for the Hopper and the recommended Blackwell series from Nvidia. The next question after CoWoS is in the last two years that the development is stimulated. Honychurch explained, the guardrails and margin adjustments were unestimated. If you make a purchase at a purchase of 76 euros with “Buy” recommendations.

DER AKTIONÄR has to do with the following: I have a good chance that Halbjah the Aufträge of KI-affects in the Vergleich zum first grime zunehmen and thus the Erwartung stutzen, that Kapazitäten of SÜSS auch im nachsten Jahr fully ausgelastet sein dürften. With a 25er KUV of 2.2 and a KGV of 20, operation is no longer as safe.

Hauck and Aufhäuser analyst Tim Wunderlich had the chance to put “Hold” on “Buy” – with a price of 72.10 euros. The analysis of temporary bonds is increasingly done by the core argument of analysts after a conversation with management. Berenberg (“Buy”) sees the paper first at a fair price of 80 euros. The title is a component of “European Mid Cap All Stars”.