JEN Jenoptik AG Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
13:21
Jun 23
Jun 23
Buy JEN as a family-run duopoly in heavy-duty laundry equipment with a track record of value creation, currently benefiting from global demand uplift in automated laundry equipment.
MED
13:34
May 13
May 13
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.
20:28
Apr 17
Apr 17
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.
HIGH
About JEN Analyst Coverage
Buzzberg tracks JEN (Jenoptik AG) across 3 sources. 1 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (33%). 3 total trade ideas tracked. Latest voices: Myles, Gaetano, ParadisLabs.