In a report released today, Constantin Hesse from Jefferies maintained a Hold rating on Siltronic (0R8P – Research Report), with a price target of €45.00.
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Constantin Hesse’s rating is based on the current challenges facing Siltronic, particularly the ongoing trade tensions that continue to impact its end markets. Despite some clarity on tariffs, the elevated inventory levels of wafers remain a concern, which tempers expectations for a recovery in the second half of 2025.
Additionally, the company’s financial position is under pressure due to another year of high capital expenditures. While the valuation of the stock is at a low point, there is no evident catalyst for a re-rating at this time. Therefore, Hesse maintains a Hold rating, suggesting a cautious approach until more favorable conditions emerge.
In another report released on May 6, Berenberg Bank also maintained a Hold rating on the stock with a €40.00 price target.