AIXTRON: I Am Doubling Down

  • AIXTRON reported good Q4 2024 results but weak order activity and cautious guidance for FY25. Since my last article in February, shares have pulled back from the EUR 13-14 range and are now trading around EUR 10. Long-term structural drivers across SiC, GaN, and microLEDs should lead to a rebound for AIXTRON shares.