Aixtron stock gains as AI orders strengthen 2027 outlook

Published on 11/03/2026 at 18:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Aixtron stock is supported by stronger AI-related orders and a growing equipment backlog. Management kept its 2026 targets unchanged.

Orders strengthen the growth outlook

AI data-center demand drove a sharp increase in AIXTRON's optical equipment orders.
Management kept its 2026 revenue and margin targets unchanged while pointing to stronger growth in 2027.
Improving activity in GaN and SiC applications broadens the recovery beyond optoelectronics.

Aixtron, DE000A0WMPJ6, Illustration mit AI erstellt.

AIXTRON reported a sharp increase in third-quarter orders on Thursday, October 29, 2026, as demand for equipment used in AI data-center communications accelerated. In its corporate release carried by EQS News, the company reported third-quarter order intake of EUR 274.9 million, up 122% year-on-year.

AIXTRON stock traded at 34.15 euros on Lang & Schwarz at 18:00 CET on Tuesday, November 3, 2026. That was 4.21% above the 32.77-euro quote cited in the November 2 report at 09:21 CET. The move since that report is separate from the daily Xetra comparison.

Optoelectronics leads order momentum

Optoelectronics accounted for about 68% of equipment order intake in the quarter, reflecting demand for indium-phosphide components used in high-speed optical connections. Power electronics represented 24% of equipment orders, while AIXTRON reported improving momentum in gallium nitride and silicon carbide applications.

The equipment order backlog reached EUR 549.4 million at September 30, compared with EUR 286.5 million a year earlier. AIXTRON said the backlog provides revenue visibility well into 2027, with AI data-center expansion remaining the main structural driver for optical interconnect demand.

Guidance stays unchanged

Third-quarter revenue rose 54% year-on-year to EUR 183.6 million. Gross profit increased 88% to EUR 87.3 million, lifting the gross margin to 48% from 39% a year earlier. EBIT climbed to EUR 56.7 million from EUR 15.4 million, and the EBIT margin reached 31% versus 13%.

Management confirmed 2026 revenue guidance of EUR 560 million plus or minus EUR 30 million, a gross margin of about 42% and an EBIT margin between 17% and 20%. Production output is expected to rise further by year-end, while construction of the new manufacturing facility in Penang, Malaysia, remains on schedule.

The current order profile supports the case for a photonics-led recovery, but execution remains important. AIXTRON must expand capacity with suppliers and convert elevated orders into shipments while the first nine months still show a 3% year-on-year revenue decline.

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