ams-OSRAM Analysis in March (2026) | Price Target, Profits & Valuation

ams-OSRAM

SWX:AMS

CHF 8,55

CHF-0,34 (-3,82%)

8,55 CHF

CHF-0,34 (-3,82%)

End-of-day quote: 03/27/2026

ams-OSRAM Stock Value

Analysts currently give ams-OSRAM a rating of Hold.

Hold

ams-OSRAM Company Info

EPS Growth 5Y

-44,36%

Market Cap

CHF0,85 B

Long-Term Debt

CHF2,33 B

Quarterly earnings

04/30/2026 (E)

Dividend

CHF0,00

Dividend Yield

0,00%

Founded

1981

Industry

Information Technology

Country

Austria

Website

ams-OSRAM

ISIN Number

AT0000A3EPA4

Website

http://ams-osram.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

CHF8,20

-4.09%

Last Update: 03/28/2026

Analysts: 10

Highest Price Target CHF13,21

Average Price Target CHF8,20

Lowest Price Target CHF5,25

In the last five quarters, ams-OSRAM’s Price Target has fallen from CHF18,96 to CHF10,07 - a -46,89% decrease. Three analysts predict that ams-OSRAM’s share price will fall in the coming year, reaching CHF8,20. This would represent a decrease of -4,09%.

Top growth stocks in the information technology sector (5Y.)

What does ams-OSRAM do?

ams-OSRAM AG provides sensor solutions and lighting technologies. Business Segments The company operates through two primary reporting segments: Semiconductors and Lamps & Systems. Semiconductors This segment focuses on producing semiconductor-based products and solutions, including advanced LED technologies, which are tailored for automotive, consumer, industrial, and medical technology markets. This segment represents the majority of the company's revenue generation, showcasing the versati...

ams-OSRAM AG provides sensor solutions and lighting technologies.

Business Segments

The company operates through two primary reporting segments: Semiconductors and Lamps & Systems.

Semiconductors

This segment focuses on producing semiconductor-based products and solutions, including advanced LED technologies, which are tailored for automotive, consumer, industrial, and medical technology markets. This segment represents the majority of the company's revenue generation, showcasing the versatility and technological intrigue embedded within semiconductor-based innovations. The commitment to research and development within this segment is sizable, with substantial investments made to optimize and create products that meet current market demands and anticipate future needs.

Lamps & Systems

This segment dedicates itself to traditional lighting technologies and lighting systems, especially focused on automotive applications. This segment offers products that range from traditional bulbs to more sophisticated systems that integrate advanced technologies to provide improved efficiency and functionality in various environments.

Within both segments, the financial performance is monitored closely, with revenues, research and development expenditures, and segment-specific assets assessed regularly. This segmented structure enables company to maintain a clear focus on key operational areas, ensuring that resources are allocated efficiently and innovations are deployed effectively.

Business Strategy

Divesting non-core operations within the semiconductor domain is a vital aspect of this strategy, allowing the company to optimize resources and sharpen its focus on high-potential business lines. The priority given to passive optical components and the rationalization of business units from three to two is a strategic move aimed at enhancing accountability and performance across core business areas.

Another key aspect of the strategy involves heavy emphasis on research and development, targeting innovation that accommodates and anticipates market evolutions and customer needs. The company consistently invests significantly in R&D efforts, which fosters innovation and strengthens the company’s competitive positioning within the specialized markets it serves.

Overall, the company's strategy is designed to revitalize growth through focused investments and an unwavering commitment to innovation and customer satisfaction.

Products and Services

The company offers a wide variety of products and services across its two core segments: Semiconductors and Lamps & Systems.

In the Semiconductors segment, the company specializes in sensor technologies, including optical sensors, environmental sensors, and advanced semiconductor solutions that serve sectors such as automotive, industrial, and medical. The focus is on developing semiconductor components that are efficient and contribute to enhancing the overall user experience across various applications. The company also provides advanced LED technologies that are integrated into numerous products to optimize performance and energy efficiency.

The Lamps & Systems segment encompasses a range of lighting solutions tailored mainly for automotive applications, including traditional lighting systems and modern, advanced LED lighting technologies. The offerings in this segment are designed to improve visibility and safety while also enhancing aesthetics in various applications.

Moreover, the company provides dedicated solutions for lighting in industrial environments which are crucial for workplace safety and product optimization. Customization and flexibility of offerings ensure that customer-specific requirements are met efficiently and effectively.

Geographical Markets Served

The company markets its products globally, with revenues split across three major regions: EMEA (Europe, Middle East, and Africa), Americas (including North and South America), and Asia/Pacific.

In the EMEA region, the company has a strong presence with substantial revenues coming from key markets like Germany and Austria. The focus in this region often revolves around automotive and industrial applications, where stringent quality and technology standards are prevalent.

The Americas market has traditionally encompassed significant contributions from customers across automotive sectors, where there is a growing demand for efficient lighting and sensor technologies to enhance vehicle performance and user safety.

In the Asia/Pacific region, the company's operations extend significantly, particularly within Greater China, which has shown remarkable growth in demand for both automotive and consumer electronic products. The diversified market demands and growth potential in this region allow for robust revenue opportunities for the company.

Seasonality

The company operates in sectors that experience some degree of seasonality, particularly within the consumer and automotive markets. Typically, higher revenue periods coincide with seasonal demand spikes, such as holidays and end-of-year sales periods when there is a notable increase in automotive sales and consumer electronics.

Conversely, the company may experience lower sales activity during off-peak seasons, which could influence production levels and operational strategies to manage inventory effectively. Understanding these seasonal trends helps the company in planning its manufacturing and marketing strategies accordingly, ensuring that resources are allocated efficiently to manage fluctuating demand.

Customers

The company serves a diverse set of customers across multiple sectors. The clientele includes leading automotive manufacturers, industrial organizations, medical technology companies, and consumer electronics companies. The company's strategic focus is on building strong relationships with key customers, which has resulted in a substantial customer base.

The segmentation of customers also allows for tailored solutions that precisely meet client-specific requirements, enhancing operational efficiencies and enabling the company to address different market needs effectively. The company continuously seeks to expand its customer reach globally, ensuring that its innovative products are available to a wide range of industries.

Sales and Marketing

The company employs a multi-channel marketing strategy focused on reaching customers through direct sales, partnerships, and online platforms. The company emphasizes building lasting relationships with customers and distributors, enabling a personalized approach to meeting client needs.

Comprehensive marketing campaigns highlight the innovative capabilities of products, focusing on performance, quality, and environmental sustainability. Additionally, the utilization of digital channels for marketing enhances visibility and creates customer awareness of new offerings.

History

The company was founded in 1981. The company was formerly known as ams AG and changed its name to ams-OSRAM AG in 2022.

ams-OSRAM Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by sectors:** - Optoelectronics: approx. 60% - Sensors: approx. 25% - Lighting: approx. 15% **TOP 3 Markets:** 1. **Automotive Industry:** approx. 40% 2. **Consumer Goods/Electronics:** approx. 35% 3. **Industrial Applications:** approx. 25% ams-OSRAM AG generates the majori...

At which locations are the company’s products manufactured?

**Production sites of ams-OSRAM AG:** 1. **Premstätten, Austria** 2. **Regensburg, Germany** 3. **Kulim, Malaysia** 4. **Wuxi, China** 5. **Singapore** ams-OSRAM AG operates several production sites worldwide to manufacture its semiconductor and optoelectronic products. The headquarters and one of...

What strategy does ams-OSRAM pursue for future growth?

**Revenue Growth:** Estimated 5-7% annually (2026-2028) **Focus on Automotive and Industrial Applications** ams-OSRAM AG is pursuing a strategy aimed at strengthening its market position in the automotive and industrial applications sectors. The company plans to expand its product range in these...

Which raw materials are imported and from which countries?

**Main raw materials:** Gallium arsenide, Indium phosphide, Silicon carbide **Countries of origin:** China, USA, Germany ams-OSRAM AG is a leading company in the semiconductor and optoelectronics industry. The production of sensors and LED technologies requires specific semiconductor materials su...

How strong is the company’s competitive advantage?

**Market share:** Estimated 12% in the area of optical sensors (2026) **Research and development investments:** 8% of revenue (2025) **Gross margin:** 35% (2025) ams-OSRAM AG has established itself as one of the leading providers in the field of optical sensors and lighting solutions. The compa...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 55% (estimated for 2026) **Insider Buys/Sells:** No significant transactions reported (2026) The institutional investor share in ams-OSRAM AG is estimated to be around 55%. This demonstrates the confidence of large institutional investors in the company and its f...

What percentage market share does ams-OSRAM have?

**Market share of ams-OSRAM AG:** Estimated 6% (2026) **Top competitors and their market shares:** 1. **Samsung Electronics:** 20% 2. **LG Innotek:** 15% 3. **Lumileds:** 10% 4. **Nichia Corporation:** 9% 5. **Cree, Inc.:** 8% 6. **ams-OSRAM AG:** 6% 7. **Seoul Semiconductor:** 5% 8. **Everlight El...

Is ams-OSRAM stock currently a good investment?

**Revenue Growth:** 5.8% (2025) **Profit Growth:** 4.5% (2025) **Research & Development:** 12% of revenue (2025) ams-OSRAM AG achieved a revenue growth of 5.8% in 2025, indicating stable demand in the sensor and optoelectronics sectors. Profit growth was at 4.5%, attributed to efficient cost co...

Does ams-OSRAM pay a dividend – and how reliable is the payout?

**Dividend payment:** No dividend (2026) ams-OSRAM AG has not paid any dividends in recent years. The company has focused on investing its financial resources in growth initiatives and the integration of OSRAM in the past. Therefore, the reliability of dividend payments is not guaranteed as the co...

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ams-OSRAM Stock Value

ams-OSRAM Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does ams-OSRAM do?

ams-OSRAM Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

ams-OSRAM Stock Value

ams-OSRAM Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does ams-OSRAM do?

ams-OSRAM Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.