Elmos stock gained 3.75 percent as wafer capacity expands

Published on 10/04/2026 at 19:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Elmos stock gained 3.75 percent to EUR 160.60 on October 2, 2026, while market capitalization reached EUR 2.8 billion. Q2 sales rose 11.2 percent year over year.

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Elmos stock (ISIN DE0005677108) gained 3.75 percent to EUR 160.60 on Xetra on October 2, 2026, with a session high of EUR 160.80 and market capitalization of EUR 2.8 billion. The move followed a month in which the Dortmund-based chipmaker highlighted additional wafer capacity and delivered double-digit growth in the first half of 2026.

Capacity secured through 2028

According to Elmos on September 17, 2026, an expanded supply agreement gives the company access to significantly higher Dortmund wafer capacity through at least 2028. The agreement targets high-voltage technologies used in automotive applications and complements Elmos' foundry partnerships.

The capacity decision matters because Elmos operates a fabless model while relying on manufacturing partners and selected established production capacity. Its product portfolio centers on mixed-signal semiconductors for sensors, motor control, lighting, safety and driver-assistance systems, according to the company investor presentation summarized by Quartr on September 21, 2026.

Revenue grows while profit moderates

Elmos reported Q2 2026 sales of EUR 162 million, up 11.2 percent from the prior year, with a gross margin of 44 percent and an operating EBIT margin of 24.4 percent, Quartr reported from the investor materials. First-half sales rose 15 percent, while the operating EBIT margin stood at 24.1 percent.

The comparison is mixed: finance data show Q2 net income of EUR 21.1 million against EUR 26.2 million in Q1 2026, while quarterly revenue increased from EUR 152.5 million to EUR 162.0 million. The figures put execution and margin protection alongside capacity expansion as the key operating question for the next report.

Analyst target stays above market price

Finanzen reported on September 22, 2026, that Berenberg kept Elmos at Buy with a EUR 215 price target after a meeting with CEO Arne Schneider. The target lies 33.9 percent above the October 2 Xetra price of EUR 160.60.

MarketScreener's September 2026 consensus lists a Buy rating, five analysts and an average target of EUR 193.00. That average target lies 20.2 percent above the October 2 price, but the market has already advanced 106.2 percent from the 52-week low of EUR 77.90, leaving the next results update important for validating the growth case.

Stock rises ahead of November results

Elmos stock was last at EUR 160.60 on Xetra on October 2, 2026, with a 52-week range of EUR 77.90 to EUR 206.00 and volume of 28,331 shares. The company is scheduled to publish its Q3 2026 report on November 10, 2026, according to the financial calendar shown by Onvista.