Mycronic AB (publ) (MYCR)
AI Signal
BUY
Sentiment
8/10
Risk
5/10
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Sentiment has clearly improved after the Q1 report, driven by record profitability, strong AI-related demand in Global Technologies and the raised full-year guidance; attention is now more on sustainability of orders/mix than on Q4 margin concerns.
Exchange
Nasdaq Stockholm
Type
Industrial
Sector
Electronics and semiconductor manufacturing equipment
Market Cap
$4.1B
Why BUY ?
Upgraded to ADD as Q1 confirms strong demand and profitability and management raised full-year guidance; risks remain in weaker PCB Assembly Solutions and potential volatility in Pattern Generators ordering, but the risk/reward has improved on momentum and execution proof.
- Consider adding in tranches following the strong Q1 confirmation, while acknowledging higher volatility after the sharp price reaction; focus monitoring on order intake and margins into Q2.
- Bull case: - The **Q1 report** could confirm Q4 margin pressure was temporary - Continued **large single tool orders** (e.g., SLX/Prexision) could lift sentiment - Strong balance sheet and dividend may support the share
Recent News
- Since 2026-04-06, Mycronic received a sizeable order for a customized SLX mask writer from a new customer (USD 27–30m, delivery in 2028). On 24 April, the company released Q1 2026 with record revenue and EBIT (order intake +23% YoY, net sales +17% YoY, EBIT +21% YoY, EBIT margin ~37%) and raised its 2026 net sales guidance from SEK 8.25bn to SEK 8.75bn. During the quarter it also confirmed delivery of the first Prexision 8000 Evo and that the ETZ and Cowin DST acquisitions have been completed (regulatory approval secured).
6 May 2026 —
AGM: dividend & LTIP
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