tiprankstipranks
Trending News
More News >
Advertisement
Advertisement

VAT Group Ends 2025 with Strong Orders on AI-Led Chip Demand and Solid Margin Performance

Story Highlights
  • VAT Group’s Q4 2025 orders surged on AI-driven semiconductor demand.
  • Full-year 2025 sales and margins strengthened, underscoring VAT’s role in structural chip market growth.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
VAT Group Ends 2025 with Strong Orders on AI-Led Chip Demand and Solid Margin Performance

Claim 50% Off TipRanks Premium

An announcement from VAT Group AG ( (CH:VACN) ) is now available.

VAT Group AG reported a strong finish to 2025, with fourth-quarter order intake rising 28% quarter-on-quarter to around CHF 305 million and exceeding the prior year, supported by technology transitions in semiconductors, robust AI-related demand and continued strength from Chinese customers, though part of the surge reflects CHF 30–35 million of orders pulled forward ahead of 2026 price increases. Fourth-quarter sales were roughly flat sequentially at CHF 257 million but still above guidance, while for the full year 2025 net sales climbed about 14% to CHF 1.07 billion and the company sustained a solid EBITDA margin of around 30% and free cash flow above CHF 225 million; management highlighted that capex for AI data centers and fully utilized HBM/DRAM capacity underpin its view that the structural growth path toward a USD 1 trillion semiconductor market remains intact, reinforcing VAT’s positioning as a key beneficiary of next-generation chip investments despite currency headwinds and a lower year-end order backlog.

The most recent analyst rating on (CH:VACN) stock is a Sell with a CHF325.00 price target. To see the full list of analyst forecasts on VAT Group AG stock, see the CH:VACN Stock Forecast page.

More about VAT Group AG

VAT Group AG is the world’s leading supplier of high-end vacuum valves, serving the semiconductor, display, photovoltaic and vacuum coating industries, as well as various industrial and research sectors. The company operates through its Valves and Global Service segments, providing vacuum valves, original spare parts, repairs, upgrades and on-site support. It generated net sales of CHF 942 million in 2024, employs around 3,200 people worldwide, and manufactures in Switzerland, Malaysia and Romania with representation in 29 countries.

Average Trading Volume: 88,267

Technical Sentiment Signal: Buy

Current Market Cap: CHF13.16B

For detailed information about VACN stock, go to TipRanks’ Stock Analysis page.

Disclaimer & DisclosureReport an Issue

Looking for investment ideas? Subscribe to our Smart Investor newsletter for weekly expert stock picks!
Get real-time notifications on news & analysis, curated for your stock watchlist. Download the TipRanks app today! Get the App
1