Aixtron stock gains 1.82 percent as Jefferies keeps Buy

Published on 09/30/2026 at 10:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Jefferies keeps a EUR 44.00 target after its September 29, 2026 review, while Aixtron reported Q2 revenue of EUR 115.11 million. Q3 results are due October 29, 2026.

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Aixtron stock (ISIN DE000A0WMPJ6) was trading at EUR 37.39 at Lang & Schwarz on September 30, 2026 at 9:51 a.m. CEST, up 1.82 percent from the prior close of EUR 36.72. The immediate catalyst is a fresh Jefferies Buy rating with a EUR 44.00 price target, published after the analyst review dated September 29, 2026.

Jefferies keeps its EUR 44 target

According to finanzen.ch, Jefferies analyst Janardan Menon kept Aixtron at Buy and left the target at EUR 44.00 on September 29, 2026. The target is 17.68 percent above the Lang & Schwarz price, giving the rating a clear numerical reference without changing the euro price basis used for this article.

Jefferies also expects the semiconductor cycle to reach a peak in the fourth quarter, while its review says forecasts may rise only modestly. That combination leaves Aixtron tied to both demand for chip equipment and the timing of customer investments.

Q2 revenue reached EUR 115.11 million

Aixtron's Q2 2026 revenue was EUR 115.11 million, down 16.00 percent from the prior-year quarter, according to Glocalist on September 22, 2026. Earnings per share came in at EUR 0.17, compared with EUR 0.18 in the same quarter a year earlier.

The report also cited Q2 order intake of EUR 214.50 million, an 81.00 percent increase from the prior-year quarter. Optoelectronics remains an important growth area, while weaker conditions in parts of power electronics provide a counterweight to the order momentum.

Q3 results are due October 29

AIXTRON's investor-relations calendar schedules publication of the nine-month report for October 29, 2026, according to AIXTRON. The release should show whether the higher order intake is converting into deliveries and revenue during the second half of the year.

For investors, the key comparison is between the 81.00 percent order-intake increase and the 16.00 percent year-over-year revenue decline in Q2 2026. The October report will provide the next dated test of that conversion.

Stock gains in morning trading

Aixtron stock was trading at EUR 37.39 at Lang & Schwarz on September 30, 2026 at 9:51 a.m. CEST, up 1.82 percent versus the Lang & Schwarz prior close of EUR 36.72 on September 29, 2026.