← Analyst Upside
AU · rank #12 · 2026-07-20
SMHN
XETRA · EUR · $1.73B (USD)
SignalSell
verdict · CAUTION
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.809 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.13 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $107.69 | +35.8% |
| Momentum acceleration 3-month minus 12-month momentum. | -5.23% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.38 |
| Gross margin TTM | +34.8% |
| 52w high | $118.40 |
| Market cap (USD) | $1.73B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
SÜSS MicroTec SE makes semiconductor backend and photomask equipment, with H1 2025 sales growing strongly but order intake and backlog softening.
Rationale
The analyst-upside signal is reinforced by 35.8% upside to target, net positive estimate revisions over 30/60/90 days, high analyst rating, and 75% revision agreement, despite the weak prior earnings surprise.
Material risks
- 1H1 2025 book-to-bill fell to 0.63 as order intake dropped 13.2% year on year, which could undercut future revenue growth if AI-related demand recovery slips.
- 2Margin pressure from mix, Taiwan ramp-up costs, and inventory write-downs could keep earnings below expectations even if sales stay strong.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Proceed
Claude
Caution
Gemini
Error