Overview
France-based MBE equipment maker's 2025 revenue fell 2%
Order book at year-end 2025 rose 24% to €26.9 mln
Company's revenue in Europe and North America increased, reflecting market diversification
Outlook
RIBER expects strong demand for MBE systems driven by quantum dot lasers in 2026
Company anticipates industrialization and ramp-up of ROSIE platform in 2026
RIBER aims for revenue growth in 2026, contingent on export license approvals
Result Drivers
PRODUCTION SYSTEMS - Strong activity in production systems contributed to stable MBE systems revenue of €30.9 mln
ROSIE PLATFORM - Introduction of ROSIE platform confirmed growing industrial interest in MBE solutions for 300 mm lines
GEOGRAPHICAL DIVERSIFICATION - Revenue increased in Europe and North America, reflecting market diversification
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Miss
EUR 40.30 mln
EUR 41.40 mln (1 Analyst)
FY Order Backlog
EUR 26.90 mln
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"
Wall Street's median 12-month price target for Riber SA is €3.90, about 33.1% below its January 30 closing price of €5.83
The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 12 three months ago
Press Release: ID:nGNE5TWYVr
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)