Serenity: XFAB Far from its Peak, Bernstein's €12.8 Price Target Still Conservative
BlockBeats News, June 23rd, Serenity reported that Bernstein upgraded XFAB's rating from "Market Perform" to "Outperform", with the target price being significantly increased from 5 euros to 12.8 euros. However, Serenity believes that this target price is still only a lagging response to the automotive recovery, silicon carbide, and power semiconductor capacity ramp-up, and has yet to fully price in XFAB's potential value. If the market begins to factor in the possibility of XFAB transitioning to HVM (High Volume Manufacturing) in its pricing - especially its silicon photonics foundry business - there is still significant room for valuation upside.
Serenity specifically highlighted XFAB's multiple dark horses in the silicon photonics field: collaboration with Nvidia through the PhotonixFab platform, as well as partnership with LIGENTEC to develop SOI-based TFLN (Thin Film Lithium Niobate) technology. Regardless of whether Bernstein's target price is conservative, Serenity remains bullish on XFAB and is monitoring its future trajectory.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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