JPMorgan cuts target for Aixtron stock from EUR 60.00 to EUR 54.00

Published on 10/07/2026 at 14:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter orders rose 81.00 percent to EUR 214.50 million. Aixtron stock costs EUR 37.90 on October 7, 2026 after EUR 39.18, minus 3.27 percent.

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Aixtron stock (ISIN DE000A0WMPJ6) was at EUR 37.90 at Lang & Schwarz on October 7, 2026 at 2:32 p.m. CEST, down 3.27 percent from the EUR 39.18 prior close. The latest analyst signal came from dpa-AFX: JPMorgan cut its Aixtron target from EUR 60.00 to EUR 54.00 in a note dated September 30, 2026, while retaining an Overweight rating.

Orders strengthen the second half

Aixtron's second-quarter orders rose 81.00 percent year over year to EUR 214.50 million, according to onemarkets Blog on October 5, 2026. First-half orders reached EUR 386.00 million, up 54.00 percent, and the equipment backlog stood at EUR 456.90 million, 61.00 percent above the prior-year level.

The operational picture was less uniform. Second-quarter revenue fell 16.00 percent year over year to EUR 115.10 million, while operating profit declined 38.00 percent to EUR 14.70 million and the EBIT margin fell from 17.00 percent to 13.00 percent, the same report said.

Targets test execution

Aixtron kept its 2026 revenue outlook at EUR 560.00 million with a EUR 30.00 million range, while targeting a gross margin of 42.00 percent and an EBIT margin of 17.00 to 20.00 percent, according to onemarkets Blog on October 5, 2026. With first-half revenue at EUR 174.50 million, the second half must contribute EUR 385.50 million to reach the midpoint of that outlook.

JPMorgan's target cut highlights the execution risk despite its positive rating. The bank said its revenue and profit expectations were above consensus and pointed to optoelectronics strength, while it also called for faster order growth before investor interest could improve, according to dpa-AFX on October 1, 2026.

Next results arrive October 29

Aixtron's investor-relations calendar schedules its nine-month report for October 29, 2026. The company says its shares are listed in the Prime Standard of the Frankfurt Stock Exchange, while Deutsche Börse identifies the security as AIXTRON SE on Xetra and assigns ticker AIXA.

Stock trades below EUR 40

The EUR 37.90 Lang & Schwarz price was EUR 1.28 below the EUR 39.18 prior close on October 7, 2026, a minus 3.27 percent daily move. The next reporting date is October 29, 2026, leaving order conversion and margin delivery as the clearest reported tests for the 2026 outlook. The further course of trading is shown by the continuously updated real-time quote of Aixtron stock.