AT&S stock falls 4.87 percent as AI growth faces a test

Published on 10/07/2026 at 13:14 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

AT&S stock trades at EUR 215.00 on October 7, 2026, after a 4.87 percent decline in Vienna. Q1 revenue rose 37.5 percent to EUR 548.7 million.

At&S, AT0000969985, Illustration mit AI erstellt.

AT&S stock (ISIN AT0000969985) was trading at EUR 215.00 on the Vienna Stock Exchange on October 7, 2026, down 4.87 percent from the prior close. The latest operating figures point in the opposite direction: first-quarter fiscal 2026/27 revenue rose 37.5 percent to EUR 548.7 million.

AI demand lifts first quarter

According to TickerGuard on September 25, 2026, EBITDA increased from EUR 70.6 million to EUR 165.0 million in Q1 2026/27, lifting the EBITDA margin from 17.7 percent to 30.1 percent. EBIT reached EUR 73.4 million, compared with a loss of EUR 16.3 million in the prior-year quarter, while net income was EUR 40.8 million and earnings per share reached EUR 0.93.

AT&S describes itself as a manufacturer of high-end IC substrates and printed circuit boards for mobile devices, automotive, aerospace, industrial, medical and AI computing applications. Its investor page says the group employs around 14,000 people and operates production sites in Austria, China, Malaysia and India, making semiconductor infrastructure the central growth link in the business.

BlackRock holding drops below 4 percent

The freshest company disclosure concerned ownership rather than operations. According to OTS on October 6, 2026, BlackRock's total position in AT&S fell to 3.97 percent after crossing below the 4 percent threshold on October 2. The filing identifies 38,850,000 total voting rights and assigns 2.89 percent of direct voting rights to the reported position.

For investors, the sharper contrast is between the share price and the latest earnings base. The October 7 price is EUR 215.00 against a 52-week high of EUR 242.00, leaving the stock 11.16 percent below that high, while the Q1 EBITDA margin of 30.1 percent stands 12.4 percentage points above the prior-year margin.

November results are next checkpoint

AT&S lists AI infrastructure, advanced packaging and cash-flow generation among its investment themes. The next reported test is the half-year result for fiscal 2026/27, which TickerGuard identifies as November 5, 2026.

The market is therefore weighing a strong first quarter against execution demands from high-end substrate expansion. The October 7 decline gives investors a dated counterpoint to the 37.5 percent revenue growth and the return to positive quarterly earnings.

AT&S stock trades below yearly high

AT&S stock was last at EUR 215.00 on the Vienna Stock Exchange on October 7, 2026 at 12:57 p.m. CEST. Its market capitalization was EUR 8.4 billion, with a session range of EUR 214.50 to EUR 225.50.