JEN Jenoptik AG Loading...

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13:34
May 13
Gaetano Substack author, Gaetano Gaetano
Author details Q1 order surge (semi +163%), margin expansion (semi EBITDA margin +1,010 bps), and backlog growth (+22% from year-end) as evidence of a turning point for Jenoptik's semiconductor equipm
Author details Q1 order surge (semi +163%), margin expansion (semi EBITDA margin +1,010 bps), and backlog growth (+22% from year-end) as evidence of a turning point for Jenoptik's semiconductor equipment optics business, with the thesis that operating leverage shows up before revenue acceleration. Risk: Backlog conversion risk; Q1 benefited from a major order and easy comp, so next quarter must show breadth.
JEN
20:28
Apr 17
ParadisLabs AI/Semiconductor Analyst and Trader. 10+ yrs Portfolio Mana…
Bearish view on JEN due to high capex and fixed cost drag from a new fab, which will compress margins and likely cause a significant earnings miss by year-end despite its premium valuation.
JEN
HIGH

About JEN Analyst Coverage

Buzzberg tracks JEN (Jenoptik AG) across 2 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked.