Aixtron upgraded to Overweight from Neutral at JPMorgan

JPMorgan analyst Craig McDowell upgraded Aixtron (AIXXF) to Overweight from Neutral with a price target of EUR 25.20, up from EUR 13.50. The firm sees a “clean setup” for Aixtron shares with 2026 having been de-risked following the company’s Q3 profit warning and a multi-legged upcycle to come, the analyst tells investors in a research note. JPMorgan adds that order activity for Aixtron should improve through 2026, supporting 2027 plus revenue estimates, as Power orders begin to rebuild, with expectation for continued strong activity in Optoelectronics.