← Analyst Upside
AU · rank #13 · 2026-07-22
SMHN
XETRA · EUR · $1.83B (USD)
SignalSell
verdict · CAUTION
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 0.546 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.13 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 2 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $107.69 | +28.1% |
| Momentum acceleration 3-month minus 12-month momentum. | -6.04% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.38 |
| Gross margin TTM | +34.8% |
| 52w high | $118.40 |
| Market cap (USD) | $1.83B |
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 is a leading manufacturer of equipment and process solutions for advanced backend and photomask applications in the semiconductor industry.
Rationale
Positive earnings revision momentum and 28.1% analyst upside are supported by a record €149.3 million Q1 2026 order intake and the stock's inclusion in the MDAX.
Material risks
- 1Profitability compression from an adverse product mix, elevated ramp-up costs at the Taiwan facility, or inventory write-downs could trigger downward analyst revisions.
- 2High sensitivity to global semiconductor capital expenditure cycles and potential volatility in AI-driven demand could disrupt backlog execution.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.
OpenAI
Caution
Claude
Caution
Gemini
Proceed