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3 Industrial Stocks With Minimal Debt Headed For GrowthZetaKap • Tue, Sep 18, 2012
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5 Highly Liquid Industrial Stocks With Strong Growth ProjectionsZetaKap • Fri, Aug 17, 2012
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Earnings Preview: CreeVytautas Drumelis • Fri, Aug 3, 2012 -
7 Fast Growth Small Cap Industrials With Strong Cash ReservesZetaKap • Mon, Jul 30, 2012
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5 Stocks To Survive EurogeddonMyPlanIQ • Mon, Jan 23, 2012 -
10 High Dividend Yield Stocks With Consistently Rising LiquidityKapitall • Thu, Jan 12, 2012
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Aixtron's CEO Discusses Q1 2012 Results - Earnings Call TranscriptFri, Apr 27, 2012
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Aixtron's CEO Discusses Q4 2011 Results - Earnings Call TranscriptThu, Mar 1, 2012
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Aixtron SE's CEO Discusses Q3 2011 Results - Earnings Call TranscriptSat, Oct 29, 2011
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AIXTRON's CEO Discusses Q2 2011 Results - Earnings Call TranscriptSat, Jul 30, 2011
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AIXTRON's CEO Discusses Q1 2011 Results - Earnings Call TranscriptSat, Apr 30, 2011
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Aixtron CEO Discusses Q4 2010 Results - Earnings Call TranscriptMon, Mar 14, 2011
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at MarketWatch.com (Mar 15, 2012)
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at MarketWatch.com (Jun 22, 2011)
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at MarketWatch.com (Dec 23, 2010)
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at MarketWatch.com (May 25, 2010)
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at CNBC.com (May 14, 2010)
AIXG vs. ETF Alternatives
Company Description
Currently, there's no company description for AIXG.
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Wednesday, May 29, 1:41 PM Veeco (VECO +3.3%) rallies after UBS raises its estimates and PT, citing expansion plans from the company's top Chinese customer. The report might also be giving a lift to LED wafer vendor Rubicon (RBCN +3.3%). Veeco and rival Aixtron (AIXG -1.2%) sold off last month on a report the companies have drastically cut prices for LED manufacturing gear due to Chinese competition. Shares sold off more moderately in early May on a report the Shenzhen, China government is ending an LED manufacturing incentive plan. 1 Comment [Tech, On the Move]
- Thursday, May 2, 10:28 AM Veeco (VECO -2.8%), Aixtron (AIXG -1.3%), and Rubicon (RBCN -0.7%) slump after the Shenzhen, China government reportedly ends a 7-year, $21B LED incentive plan that helped make the city China's LED manufacturing capital. Notable Calls observes sell-side firms have named Chinese subsidy cuts as a risk for Veeco (I, II, III). Shares might also be pressured by GT Advanced's (GTAT -7.3%) revenue miss and light 2013 guidance - GT only saw $16.6M in new orders in Q1, and removed $356M worth of sapphire furnace orders from its backlog that considers at-risk. (LED equipment price cuts) Comment! [Tech, On the Move]
- Tuesday, April 23, 10:20 AM Storage/hard drive stocks are outperforming, possibly aided by Veeco's Q1 bookings numbers: the company reported hard drive equipment bookings totaled $27M, down 7% Y/Y but up 60% Q/Q in spite of slumping PC demand. Veeco added on its CC (transcript) hard drive customers are "starting to make selective technology buy decisions" once more. STX +2.6%. WDC +2.6%. EMC +1.8%. NTAP +2.7%. XRTX +1.6%. QTM +5.1%. EMC reports tomorrow morning. Also, LED/solar equipment makers Aixtron (AIXG +9%) and GT Advanced (GTAT +2.7%) are getting a lift from Veeco's numbers and bullish Q2 commentary. 2 Comments [Tech, On the Move]
- Monday, April 22, 4:27 PM Veeco (VECO) +8.6% AH after providing a Q1 business update that was better than feared. Bookings for the quarter totaled $70M, down 24% Q/Q and 38% Y/Y. LED/solar bookings amounted to $43M, -49% Y/Y, while hard drive equipment bookings fell 7% to $27M. The company's cash balance rose by $9M Q/Q to $588M. Veeco, whose earnings reports have been delayed as it does an accounting review, says MOCVD end market signals "are mixed but appear to be trending in a positive direction," with some LED customers operating at close to full capacity. Aixtron (AIXG) could rally in sympathy. (Q4 bookings) 4 Comments [Tech, Earnings, On the Move]
- Wednesday, April 17, 11:01 AM Veeco (VECO -7.7%) and Aixtron (AIXG -5.6%) get hammered after Digitimes reports the companies slashed prices for single-wafer MOCVD LED manufacturing systems to ~$1.4M from ~$2M, and 30%-40% for multi-wafer systems, due to Chinese competition. The companies have already been struggling with weak equipment demand on account of overcapacity: Digitimes Research estimates MOCVD shipments will fall 46% this year to 148; Veeco is seen shipping 89 of them, and Aixtron 53. Cree (CREE -3.7%) and GT Advanced (GTAT -4.2%) are also selling off. 1 Comment [Tech, On the Move]
- Tuesday, March 5, 9:42 AM Cree (CREE +11.4%) raises its FQ3 guidance: the company now expects revenue of $335M-$350M and EPS of $0.31-$0.36 vs. prior guidance of $325M-$345M and $0.30-$0.35, and a consensus of $336.1M and $0.33. Cree is also announcing new, aggressively-priced LED bulbs: Home Depot will sell a 40W-replacement bulb for $9.97, and 60W-replacements for $12.97 and $13.97. Shares are making new 52-week highs. Up in sympathy: RBCN +3%. AIXG +3.5%. GTAT +6%. VECO +5.5%. (PR) Comment! [Tech, On the Move, Earnings]
- Thursday, February 28, 1:55 PM Beaten-down Aixtron (AIXG +10.6%) skies higher after reporting Q4 revenue of €77.5M ($101.4M), soundly above a €66.1M consensus. EPS, hurt by restructuring efforts, came in at -€0.43, well below a -€0.07 consensus. Backlog fell 44% Y/Y to €79.4M and management declined to provide formal guidance, but it also thinks a 2H improvement in LED equipment is possible, and sees "incremental demand" from non-LED semiconductor apps for its MOCVD systems. Rival MOCVD system maker Veeco (VECO +4.1%) is up in sympathy. Comment! [Tech, Earnings, On the Move]
- Wednesday, February 20, 4:55 PM Rubicon (RBCN) has resumed trading and is down 17.7% in response to the ugly Q1 guidance accompanying its slight Q4 miss. LED equipment makers GTAT and AIXG could trade lower in sympathy, particularly in light of Rubicon's comments about excess inventory at a top LED client and very weak pricing for 2"-4" wafers. 1 Comment [Tech, On the Move]
- Tuesday, February 19, 1:36 PM LED equipment makers Veeco (VECO -1.8%) and Aixtron (AIXG -5.2%) slump after JPMorgan's Paul Coster lowers Veeco to Neutral. Coster, who's lowering his 2013 EPS forecast, is worried about weak near-term sales for MOCVD reactors from LED makers thanks to overcapacity - Veeco raised the issue on Feb. 8. LED chip/lighting giant Cree (CREE -0.3%) has been downgraded to Perform by Oppenheimer on valuation grounds - shares now trade at 27x FY14E EPS - but is only off slightly. Comment! [Tech, On the Move]
- Friday, February 8, 10:20 AM LED/hard drive equipment maker Veeco (VECO -2.1%) slides after reporting its Q4 bookings totaled $92.3M, +10% Q/Q but -37% Y/Y. The company, whose full Q4 results are on hold thanks to an accounting review, added it doesn't "see any clear signs" LED industry overcapacity and weak end-market demand for hard drives will improve in the near-term. Moreover, "competitive pricing pressure" exists in the LED equipment space. AIXG -1.6%. Comment! [Tech, Earnings, On the Move]
- Wednesday, January 23, 1:45 PM Cree's (CREE +20.2%) big FQ2 beat and strong FQ3 guidance is fueling a rally in LED stocks. SemiLEDs (LEDS +31.7%) is the biggest winner, but Aixtron (AIXG +7.9%), Veeco (VECO +4.6%), and (to a lesser extent) Rubicon (RBCN +1.3%) are also up. Piper has belatedly launched coverage on Cree with an Overweight, and Needham declares the report a validation of the company's vertical integration strategy. Cree noted on its earnings call LED pricing remains tough, but also forecast strong growth for its higher-margin SC3 products. 1 Comment [Tech, On the Move]
- Tuesday, January 22, 2:04 PM Veeco (VECO +2.8%) trades higher after announcing Chinese LED maker KaiStar has placed an order for the company's TurboDisc manufacturing systems, including Veeco's new/costly MaxBright product. Meanwhile, rival Aixtron (AIXG -4.4%) is having a bad day. Comment! [Tech, On the Move]
- Tuesday, January 15, 2:35 PM Veeco (VECO -3.4%) has a bad day after Piper starts coverage with a Neutral and $27 PT. Shares of the hard-luck LED/solar equipment maker have been range-bound for a while. LED equipment rival Aixtron (AIXG -3.4%) is also lower. Comment! [Tech, On the Move]
- Wednesday, November 7, 2012, 11:09 AM Rubicon (RBCN -20.8%) has made multi-year lows after using its Q3 report to guide for Q4 revenue to be flat Q/Q (well below a consensus for a 30% increase), and for EPS to come in at -$0.02 to -$0.05 (below a $0.04 consensus). Rubicon notes prices for 2"-4" LED wafers continues to fall, and that weak industry demand has slowed the adoption of costlier 6" wafers, which are also seeing price pressure. LED equipment suppliers are underperforming. AIXG -3.2%. VECO -2.4%. (PR) Comment! [Tech, Earnings, On the Move]
- Monday, October 22, 2012, 4:49 PM More on Veeco's Q3: Bookings fell another 18% Q/Q to $84M, with major drops in orders for both LED/solar and (especially) hard drive manufacturing gear. Book-to-bill was a mere 0.66. Veeco expects Q4 revenue of $100M-$115M and EPS of $0.04-$0.16, well below a consensus of $132.3M and $0.34. VECO -7.3% AH. Rival AIXG -0.9%. GTAT, IVAC, and XRTX also bear watching. CC at 5PM ET (webcast). (PR) Comment! [Tech, Earnings, On the Move]
- Wednesday, October 17, 2012, 10:48 AM Several LED industry stocks jump in response to Cree's (CREE +12.3%) FQ1 results and FQ2 guidance: winners include Rubicon (RBCN +3.4%), SemiLEDs (LEDS +7.2%), Aixtron (AIXG +3.4%), and GT Advanced (GTAT +2%). Investors might also be taking heart in Cree's earnings call remarks about short lead times, in-line LED price declines, and strong LED lighting demand - the industry has been hammered by intense price declines in recent years. Comment! [Tech, On the Move]
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Ryan Mallory
Fuinhaz Setups for April 24 2013 | $AIXG $ARNA $ASML $BMC $BRCM $DGIT $GOLD $NFLX | SharePlanner http://bit.ly/ZkFLxT - View all 0 replies
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ZetaKap
3 Industrial Stocks With Minimal Debt Headed For Growth http://bit.ly/OBAw3G $AIXG $ESIO $STRL @ZetaKap - View all 0 replies
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Michael Bryant
Time to buy German semiconductor maker Aixtron SE (AIXG). 4.2% dividend and bouncing off a 52-week low. http://yhoo.it/wzQDrD= - View all 4 replies
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1980XLS-2.0: They are not a semi-conductor mnfgr. they compete directly with VECO. They make LED production equipment.
LATEST REPLIES
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Michael Bryant
Time to buy German semiconductor maker Aixtron SE (AIXG). 4.2% dividend and bouncing off a 52-week low. http://yhoo.it/wzQDrD= - View all 4 replies
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1980XLS-2.0: They are not a semi-conductor mnfgr. they compete directly with VECO. They make LED production equipment.
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Michael Bryant
"China to phase out incandescent bulbs." CREE, VECO, & AIXG are down about 50% this year. LEDS is down by a lot. http://on-msn.com/sqxoa3 - View all 1 replies
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golfitobob: China has own plants an opening more to build domestic job market . Might not import any by time phase out time is reached !
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