QM · rank #6 · 2026-07-22
SMHN
XETRA · EUR · $1.68B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +163.07% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +11.6% |
| Profit margin Net profit margin, trailing 12 months. | +6.9% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $1.68B |
| Anchor (recent) Close on 2026-06-22 | $108.50 |
| Anchor (far) Close on 2025-06-20 | $41.24 |
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 develops and manufactures specialized semiconductor backend equipment, specializing in wafer bonding and photomask handling solutions for global packaging and chipmaking customers [SUMMARY].
Rationale
Strong momentum is supported by AI tailwinds and fast-entry MDAX inclusion, while quality metrics are backed by a robust €330.1m order backlog that secures full-year 2026 revenue visibility [RECENT_DEVELOPMENTS, BUSINESS_STATUS, FINANCIAL_NOTES].
Material risks
- 1Execution and conversion risk of the backlog, highlighted by the steep Q1 2026 year-on-year revenue drop and net income contraction [TOP_RISKS].
- 2Geopolitical exposure from Taiwan expansion and the long-term threat of key customers building in-house advanced packaging alternatives [TOP_RISKS].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.