UBS reports 4.95 percent stake in PVA TePla: PVA TePla stock gains 3.49 percent

Published on 10/02/2026 at 17:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

PVA TePla stock costs EUR 35.86 on October 2, 2026 versus EUR 34.65. First-half orders rose 80.00 percent to EUR 186.70 million.

Isometrische 3D-Grafik der Wertschöpfungskette vom Rohsilizium bis zum fertigen Chip — PVA TePla AG (DE0007461006) stellt isometrisch die Halbleiter-Wertschöpfungskette vom Rohstoff zum Chip dar, Illustration mit AI erstellt.

UBS reported a total position of 4.95 percent in PVA TePla after crossing the threshold on September 17, 2026, according to finanzen.net on September 22, 2026. PVA TePla stock was trading at EUR 35.86 at Lang & Schwarz on October 2, 2026, up 3.49 percent versus the prior close of EUR 34.65.

Orders accelerate in first half

PVA TePla collected EUR 186.70 million in orders during the first half of 2026, an increase of 80.00 percent from the same period a year earlier, according to Zukunftsbilanzen on September 30, 2026. Revenue reached EUR 120.50 million, while the first-half EBITDA fell from EUR 14.90 million to EUR 4.40 million.

The contrast gives the stock a clear operating question: demand is building faster than earnings. PVA TePla's metrology capacity is described as largely booked through mid-2027, while management expects better utilization in the second half of 2026.

Profit recovery remains central

The same report says PVA TePla is targeting EUR 500.00 million of revenue in 2028, compared with EUR 244.00 million in fiscal year 2025. That implies a revenue target more than twice the historical base, but the first-half EBITDA decline shows why execution and product mix remain important.

The company expects fiscal-year 2026 EBITDA of EUR 26.00 million to EUR 31.00 million, with the outcome expected in the lower half of that range. The next reporting milestone is scheduled for November 5, 2026, when PVA TePla plans to publish its third-quarter 2026 report and hold a conference call, according to its investor-relations calendar.

Stock gains while earnings lag

At EUR 35.86, the Lang & Schwarz price stood 23.28 percent below the EUR 46.74 52-week high on October 2, 2026. The combination of an 80.00 percent order increase and a lower EUR 4.40 million first-half EBITDA puts the upcoming quarterly report at the center of the valuation debate. The further course of trading is shown by the continuously updated real-time quote of PVA TePla stock.