04:56 AM EDT, 05/05/2026 (MT Newswires) -- Mwb Research revised its price target and estimates for Aixtron (AIX.F, AIXA.F) as analysts flagged potential upside for the company's optoelectronics segment amid the structural shift in artificial intelligence data center architecture toward optical interconnects.

"Management indicated a rough requirement of ~90 G10 systems p.a. (±30%) for datacom laser applications alone, implying an annual market of ~EUR 240-480m (~360m at midpoint). Including ~20% after-sales, this implies a total opportunity approaching ~EUR 0.5bn at the high end of the range,"analysts said Monday. "...We further recalibrate our estimates to reflect the incremental information from the earnings call and improved visibility, leading to a higher price target of EUR 40.00 from EUR 35.00."

As such, the research firm raised its estimates for the group's 2027 sales and EPS by 5.6% and 9.8%, respectively, and by 6.6% and 8.6% for 2028. Forecasts for 2026 were unchanged.

Meanwhile, mwb reiterated its sell rating on the stock amid uncertainties in power. "With valuation already discounting a smooth execution alongside a timely recovery in power, we see limited upside and little room for missteps or delays, resulting in an unfavorable risk/reward,"the research firm added.