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On Tue, 17 Sept, 4:06 PM UTC
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Jefferies initiates coverage on SUSS MicroTec with Buy rating By Investing.com
Jefferies has begun coverage of SUSS MicroTec SE (SMHN: GR), a key player in the semiconductor equipment industry, assigning a Buy rating and setting a price target at €76.00. SUSS MicroTec, recognized for its role in the supply chain of NVIDIA (NASDAQ:NVDA) and AI technologies, is highlighted for its significant exposure to the Chip-on-Wafer-on-Substrate (CoWoS) process, which accounts for approximately 30% of its sales. The analyst from Jefferies pointed out that the demand in the High Bandwidth (NASDAQ:BAND) Memory (HBM) segment for Temporary Bonders is expected to be a major growth opportunity for the company. Additionally, the growth in Photomask Cleaning is closely linked to the shipments of Extreme Ultraviolet (EUV) lithography systems from ASML (AS:ASML), one of the leaders in the semiconductor industry. The potential for further expansion through localization efforts was also noted. Jefferies' forecast for SUSS MicroTec's earnings per share (EPS) for fiscal years 2025 and 2026 stands at 12% and 15% above consensus, respectively. The optimistic outlook is based on the belief that the current 18% discount in the company's valuation, compared to its peers, is likely to diminish as the market gains a better understanding of SUSS MicroTec's growth trajectory. SUSS MicroTec's position within this supply chain and its potential for further expansion could make it an attractive prospect for investors seeking exposure to this market segment, noted Jefferies analyst.
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Süss Microtec ends weak phase - Jefferies advises to buy
FRANKFURT (dpa-AFX) - A buy recommendation gave new momentum to the shares of Suess Microtec on Tuesday. The shares of the semiconductor supplier soared by 11.6 percent to 59.90 euros around midday and were thus clearly ahead in the SDax. The second-line index gained almost one percent. Analysts Jefferies gave Süss Microtec shares a "buy" rating with a target price of 76 euros. The experts expect the shares to achieve a total return (price gain and dividend) of at least 15 percent over the next twelve months. Süss Microtec is a "hidden diamond", wrote analyst Olivia Honychurch. The company occupies a unique position in Europe in the Nvidia supply chain and the trend topic of artificial intelligence (AI). Honychurch referred to the multi-layered offering in the Chip on Wafer on Substrate (CoWoS) area, which accounts for around thirty percent of the company's sales and is required for the production of AI chips. With this technology, several memory chips can be combined side by side on one carrier, saving costs and space. It also generates less heat than other production processes. The demand for Süss' system and process solutions for microstructuring in the semiconductor industry is currently particularly high among companies that manufacture high-bandwidth memories, the expert continued. This is because in the manufacturing process for these chips, each layer has to be thinned out in order to fit into a CoWoS package. The jump in the share price on Tuesday also significantly brightened the technical picture. Süss Microtec shares have clearly broken through their downward trend since the end of July. In addition, the shares are now trading well above the 50-day moving average, which is regarded as a measure of medium-term development. The bar or candlestick chart also shows that the Süss Microtec shares have finally closed the price gap that was torn at the beginning of August after two attempts. Investors interested in the chart could also see this as a buy signal. Süss Microtec shares have now gained 116 percent year-to-date. They are also by far the best stock in the SDax from this perspective. The latter is down 2.7 percent./la/ag/jha/
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Jefferies has initiated coverage on SUSS MicroTec SE with a Buy rating and a price target of €34. The investment bank sees significant growth potential in the semiconductor equipment manufacturer's business.
Jefferies, a prominent investment bank, has recently initiated coverage on SUSS MicroTec SE, a German semiconductor equipment manufacturer. The bank has assigned a Buy rating to the company's stock, along with a price target of €34 1. This move has drawn attention to SUSS MicroTec's potential in the semiconductor industry.
Jefferies analysts believe that SUSS MicroTec is well-positioned to capitalize on the growing demand for advanced packaging solutions in the semiconductor sector. The company's expertise in wafer-level packaging and lithography equipment places it at the forefront of this trend 2.
The investment bank highlights that SUSS MicroTec has the potential to outperform the wider semiconductor equipment market. This optimistic outlook is based on the company's strong position in niche markets and its ability to innovate in key areas of semiconductor manufacturing 1.
SUSS MicroTec's stock has experienced a period of weakness recently, with shares declining by approximately 11% over the past month 2. However, Jefferies' initiation of coverage with a Buy rating suggests that this dip may present an attractive entry point for investors.
The €34 price target set by Jefferies implies significant upside potential from the current trading levels. This target is based on the bank's analysis of SUSS MicroTec's financial prospects and its expected performance in the semiconductor equipment market 1.
The semiconductor industry is currently experiencing strong demand, driven by trends such as artificial intelligence, 5G technology, and the Internet of Things. SUSS MicroTec's focus on advanced packaging solutions aligns well with these industry trends, potentially positioning the company for sustained growth 2.
Jefferies' analysts believe that SUSS MicroTec's strategy of focusing on high-growth niches within the semiconductor equipment market will continue to pay off. The company's investments in research and development are expected to yield innovative products that cater to the evolving needs of semiconductor manufacturers 1.
The initiation of coverage by Jefferies has been well-received by the market, potentially signaling a shift in investor sentiment towards SUSS MicroTec. The Buy rating and the optimistic price target could attract more attention from both institutional and retail investors to the company 2.
As the semiconductor industry continues to evolve, SUSS MicroTec's specialized offerings and strategic positioning may provide it with a competitive edge. Investors and industry observers will be closely watching the company's performance in the coming quarters to see if it can live up to the growth expectations set by Jefferies' analysis 12.
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ASML Holdings, a key player in the semiconductor industry, experienced a significant 12% stock drop this week. Despite the setback, analysts maintain a positive long-term outlook for the company.
2 Sources
2 Sources
ASML, the Dutch semiconductor equipment manufacturer, reports impressive Q4 2024 results with surging orders and strong revenue growth, driven by AI chip demand. The company faces both opportunities and challenges in the evolving semiconductor landscape.
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3 Sources
Citi analysts downgrade Veeco Instruments and Cohu stocks, citing broader semiconductor market challenges and increased OEM selectivity. The move reflects concerns about the industry's near-term outlook.
2 Sources
2 Sources
Taiwan Semiconductor Manufacturing Company (TSMC) continues to be a favorable investment option, bolstered by the growing AI market and Nvidia's impressive performance. Analysts maintain a positive outlook on TSMC's stock.
2 Sources
2 Sources
The semiconductor industry is experiencing a mix of challenges and opportunities, with companies like Infineon, Qualcomm, AMD, and Super Micro Computer navigating market shifts, AI advancements, and inventory concerns.
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5 Sources
