Monitor this situation.

Unsubscribe anytime.

[SITUATION] · [QUIET] · [BUSINESS]

2 clusters · 17 sources · 4 days · First seen 12 days ago · Last updated 8 days ago

Siltronic analyst rating upgrades

Overview

In early August 2026, UBS reiterated its upgrade of Siltronic AG to Buy, confirming the €105 price target it set in late July. The bank emphasized that a tightening supply of semiconductor wafers together with strong demand for 200‑mm wafers could lift wafer prices and improve margins. This reaffirmation aligns with earlier upgrades from Jefferies, MWB Research and the prior UBS upgrade, underscoring a consistent bullish outlook for Siltronic despite the Q2 2025 loss reported in July.

Entities

Siltronic AG · FMC Fresenius Medical Care · UBS Group AG · Deutsche Börse AG · Greek government

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[● 2 SOURCES] UBS initiated coverage of GEC Tern with a Buy recommendation. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] UBS set a target price of €55 per share for GEC Tern. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] UBS expects an upside of about 22 % from the current price of GEC Tern. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] GEC Tern holds one of the largest concession portfolios in Europe. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] Transport concessions represent about 64 % of GEC Tern's portfolio value. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] Construction activities account for roughly 23 % of GEC Tern's portfolio value. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] UBS projects GEC Tern's EBITDA to double by 2030 compared with 2025. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] UBS values GEC Tern's current market price as roughly a 40 % discount to the intrinsic value of its concessions. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] UBS launched coverage of GEC Tern with a “Buy” recommendation. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] UBS estimated the upside from the target price at about 22 % over the current share price. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] UBS noted that GEC Tern’s concession portfolio represents about 64 % of the group’s total value. www.businessdaily.gr · www.dnews.gr
[● 2 SOURCES] UBS projects GEC Tern’s EBITDA to double between 2026 and 2030 compared with 2025. www.businessdaily.gr · www.dnews.gr

Timeline

8 days ago

[BUSINESS] 17 sources
UBS rates Greek infrastructure group GEC Tern “Buy” with €55 target
UBS gives GEC Tern a “Buy” rating, sets a €55 target price (≈22 % upside) and flags undervaluation and strong concession assets.
12 days ago

[BUSINESS] 5 sources
Siltronic shares rebound after Q2 loss as analysts keep buy rating
Siltronic posted Q2 revenue of €321.6 M, EBITDA €69.4 M, after‑tax loss €63.2 M; shares rose >8 % to €73.45 as Jefferies kept Buy with €100 target and MWB raised its target to €85.

Sources

abcbourse.com · aktiencheck.de · aktienkurs-orderbuch.finanznachrichten.de · businessdaily.gr · dnews.gr · finanzen.at · finanzen.ch · finanznachrichten.de · it-boltwise.de · kapitalmarktexperten.de · paparazzi.com.ar · sharedeals.de · teleborsa.it · ugebrev.dk · wkzo.com · wvfm1065.com · wxerfm.com

This summary has been updated 1 time: see revision history