At&S stock: Simply Wall St lifts fair value to EUR 284.20 for At&S stock

Published on 10/21/2026 at 17:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-quarter revenue hit EUR 548.70 million, up 37.50 percent. At&S stock costs EUR 173.80 on October 21, 2026, up 9.31 percent versus Tradegate close.

Analyst valuation and results

Simply Wall St lifted its fair value estimate from EUR 272.20 to EUR 284.20 on October 9, 2026.
AT&S generated EUR 548.70 million in first-quarter fiscal 2026/27 revenue, up 37.50 percent year over year.
AT&S stock costs EUR 173.80 at Lang & Schwarz on October 21, 2026 at 5:17 p.m. CEST, 9.31 percent above the Tradegate close of October 20, 2026.
AT&S is scheduled to publish half-year fiscal 2026/27 results on November 5, 2026.

At&S, AT0000969985, Illustration mit AI erstellt.

At&S stock is valued against a revised EUR 284.20 fair value estimate after Simply Wall St lifted its model from EUR 272.20, as Yahoo Finance reported on October 9, 2026. The estimate stands 63.52 percent above the EUR 173.80 price at Lang & Schwarz on October 21, 2026 at 5:17 p.m. CEST.

Revenue growth leads the case

AT&S reported EUR 548.70 million in revenue for the first quarter of fiscal 2026/27, up 37.50 percent from the prior-year period, according to TickerGuard. EBITDA increased from EUR 70.60 million to EUR 165.00 million, lifting the margin from 17.70 percent to 30.10 percent. The period covered April through June 2026, and the figures provide the operating comparison behind the higher valuation estimate.

Stock position and valuation

The Lang & Schwarz price of EUR 173.80 was 9.31 percent above the Tradegate close of EUR 159.00 on October 20, 2026. The broader 52-week range runs from EUR 25.00 to EUR 242.00, while market capitalization stood at EUR 6.8 billion on October 21, 2026. The price-to-earnings ratio was 131.13 on the same date.

Results date and operating risk

AT&S is scheduled to publish its half-year fiscal 2026/27 results on November 5, 2026, a date listed by TickerGuard. The same analysis reports that five customers represented 76.50 percent of fiscal 2025/26 revenue, compared with 71.30 percent a year earlier. Customer concentration therefore remains a quantified counterweight to the first-quarter margin improvement.

AT&S makes high-end IC substrates and printed circuit boards for mobile devices, automotive, aerospace, industrial, medical and high-performance computing applications, according to AT&S. The company says it employs around 14,000 people and operates production sites in Austria, China, Malaysia and India.

What the estimate implies

The revised EUR 284.20 fair value gives the share a clear numerical hurdle above the current euro quotation. The upcoming November 5 results will put the 37.50 percent revenue increase and 30.10 percent EBITDA margin against a broader six-month period.

Price and investor perspective

For investors, the key tension is visible in the numbers: first-quarter EBITDA more than doubled, while the five largest customers accounted for 76.50 percent of the prior fiscal year's revenue. AT&S stock was trading at EUR 173.80 at Lang & Schwarz on October 21, 2026 at 5:17 p.m. CEST, 9.31 percent above the Tradegate close of October 20, 2026 at EUR 159.00. The further course of trading is shown by the continuously updated real-time quote of At&S stock.