[REVISION HISTORY]
Siltronic analyst rating upgrades
Updated 1 time since CLSTR started tracking revisions of this situation.
What changed
2026-08-03 08:32 UTC → 2026-08-03 12:59 UTC ·
added
removed
In late July early August 2026, Siltronic AG posted a Q2 2025 loss but saw its shares rise over 8 % after the release. Analysts kept a Buy stance, with Jefferies maintaining its recommendation and a €100 price target, while MWB Research upgraded to Buy with a €85 target, citing recovering demand for 200‑mm wafers and a new Singapore plant. A few days later, UBS upgraded reiterated its upgrade of Siltronic AG to Buy and lifted its Buy, confirming the €105 price target to €105, pointing to it set in late July. The bank emphasized that a tightening supply and of semiconductor wafers together with strong wafer demand that for 200‑mm wafers could boost lift wafer prices and improve margins. The same report also noted JPMorgan’s downgrade of Kion Group, but This reaffirmation aligns with earlier upgrades from Jefferies, MWB Research and the focus remained on Siltronic’s improving market outlook. prior UBS upgrade, underscoring a consistent bullish outlook for Siltronic despite the Q2 2025 loss reported in July.
Versions
- 2026-08-03 12:59 UTC Siltronic analyst rating upgrades
- 2026-08-03 08:32 UTC Siltronic analyst rating upgrades
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