ams-OSRAM stock analysis
ams-OSRAM (DQW) Stock Price & Analysis
DQW Stock Chart & Stats
- Day’s Range
- EUR 16.05 - EUR 17.55
- 52-Week Range
- EUR 7.31 - EUR 27.30
- Previous Close
- EUR 18.05
- Volume
- N/A
- Average Volume (3M)
- 7,434
- Market Cap
- EUR 1.79B
- Enterprise Value
- EUR 1.81B
- Total Cash (Recent Filing)
- EUR 1.03B
- Total Debt (Recent Filing)
- EUR 2.28B
- Price to Earnings (P/E)
- ―
- Beta
- 2.18
- Next Earnings
- Feb 16, 2027 (Est.)
- EPS Estimate
- -0.12
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Design-win Momentum
Broad-based design wins across automotive, industrial and consumer applications can support future product adoption and revenue visibility. Continued specification into new platforms also strengthens ams-OSRAM’s competitive position and creates opportunities for longer-lived component demand.
Automotive Content Gains
Automotive design-ins typically develop over longer platform cycles, making steady content and share gains a durable growth driver. Strength in high-density forward lighting and other vehicle applications can increase the company’s embedded value per platform over time.
Cost Savings And Margin Recovery
Executed savings and productivity measures provide a tangible path to improve profitability beyond revenue recovery alone. If the program continues, lower structural costs and better factory performance should support more resilient margins and cash generation over the next several quarters.
Bears Say
Elevated Leverage
The combination of higher leverage and a much smaller equity cushion reduces financial flexibility and increases refinancing exposure. It may constrain investment, restructuring and strategic choices, while interest and debt obligations remain a significant burden during an earnings recovery.
Weak And Inconsistent Cash Generation
Declining operating cash flow and recurring negative free cash flow weaken the company’s ability to fund investment and debt obligations internally. This raises reliance on liquidity management or external financing and makes the turnaround more sensitive to execution and working-capital demands.
Consumer And China Exposure Weakness
Weakness in China’s Android and domestic automotive markets can pressure volume, factory utilization and product mix across important end markets. Prolonged softness would make revenue recovery less dependable and could delay improvement in the company’s lower-margin consumer-related activities.
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Company Description
ams-OSRAM
Established in 1981 and headquartered in Premstätten, Austria, ams-OSRAM AG is a global enterprise specializing in the design, manufacturing, and commercialization of LED and optical sensor technologies. Its comprehensive solutions serve markets across Europe, the Middle East, Africa, the Americas, and the Asia-Pacific region. The company operates through two distinct divisions: Semiconductor and Lamps & Systems. The Semiconductor segment focuses on delivering advanced semiconductor-based products, which include light-emitting diodes (LEDs), lasers, and various optical and image sensors, primarily catering to the automotive, consumer electronics, and industrial sectors. Conversely, the Lamps & Systems segment provides a diverse array of lamps and integrated lighting systems. This portfolio encompasses spectral sensing, smart and ambient illumination, horticultural lighting, time-of-flight systems, presence detection, near-infrared technology, human-centric lighting, and comprehensive indoor and outdoor lighting solutions for the automotive, industrial, and medical industries. Originally known as ams AG, the company officially adopted its current name, ams-OSRAM AG, in January 2022.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Aldo Kamper
- Employees
- 19,120
- Website
- ams-osram.com
- Address
- Tobelbader Strasse 30, Premstätten, ST, 8141, AT
ams-OSRAM (DQW) Earnings & Revenues
DQW Company Deck
DQW Earnings Call
Earnings Call SentimentPositive
The call was broadly positive: the core portfolio grew on a like-for-like basis, Opto Semiconductors and Lamps & Systems delivered strong results, design wins were substantial, liquidity and net debt improved, and AI photonics technology and ecosystem validation advanced. Offsetting issues included reported revenue and adjusted EBITDA declines caused by divestments, weakness in the China Android market, short-term orders, supply-chain constraints, low-margin LSP manufacturing services and the early commercialization stage of AI photonics. Positive operating and strategic developments significantly outweighed the stated challenges.
View all DE:DQW earnings summariesDQW Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 4 | 4 | 14 |
| Technical Analysis | 4 | 4 | 2 |
| Moving Averages | 0 | 0 | 12 |
