ams-OSRAM AG (AUKUF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
ams-OSRAM AG (AUKUF) trades at $20.84 with AI Score 47/100 (Grade C). ams-OSRAM AG is a global leader in LED and optical sensor solutions, operating through its Semiconductor and Lamps & Systems segments. Market cap: $2.06B, Sector: Technology.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for AUKUF: AUKUF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates AUKUF against Technology peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AUKUF: the 1 perspectives are evenly split.
How is this calculated? →ams-OSRAM AG (AUKUF) Technology Profile & Competitive Position
ams-OSRAM AG is a global designer and manufacturer of LED and optical sensor solutions, serving the automotive, consumer, industrial, and medical markets. The company operates through its Semiconductor and Lamps & Systems segments, providing components and systems for lighting, sensing, and visualization applications. Headquartered in Austria, ams-OSRAM AG has a global presence.
What Is the Investment Thesis for AUKUF?
Investing in ams-OSRAM AG (AUKUF) presents a mixed outlook. The company's diverse product portfolio in LED and optical sensor solutions caters to growing markets like automotive and consumer electronics. However, with a negative P/E ratio of -7.03 and a negative profit margin of -3.9%, the company's current profitability is a concern. The gross margin of 25.5% indicates some efficiency in production, but needs improvement. Ongoing: The company's beta of 1.59 suggests higher volatility compared to the market. Upcoming: Successful integration of OSRAM and realization of synergies could drive future growth. Potential: Market cyclicality and intense competition pose potential risks.
Based on FMP financials and quantitative analysis
AUKUF Key Highlights
- Market Cap of $2.06B reflects the company's current valuation in the OTC market.
- P/E Ratio of -7.03 indicates the company is currently not profitable.
- Gross Margin of 25.5% shows the percentage of revenue exceeding the cost of goods sold.
- Beta of 1.59 suggests the stock is more volatile than the overall market.
- Dividend Yield of None indicates the company does not currently distribute dividends.
Who Are AUKUF's Competitors?
AUKUF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ADVOF Adtran Networks SE | $27.02 | +11.70% | $1.41B | 47 |
| ASMVY ASMPT Limited | $75.35 | +2.28% | $3.51B | 56 |
| AWEVF Alphawave IP Group plc | $1.25 | +0.00% | $998.34M | 51 |
| OXINF Oxford Instruments plc | $41.00 | +0.00% | $2.26B | 52 |
| ARM Arm Holdings plc American Depositary Shares | $322.82 | +2.39% | $343.48B | 72 |
| MRVL Marvell Technology, Inc. | $252.03 | +2.75% | $220.47B | 69 |
| SLAB Silicon Laboratories Inc. | $218.46 | +0.11% | $7.21B | 69 |
| KLAC KLA Corporation | $234.66 | -0.38% | $306.53B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AUKUF's Key Strengths?
- Strong technological expertise in LED and optical sensor solutions.
- Diverse product portfolio serving multiple markets.
- Global presence and established customer relationships.
- Focus on innovation and advanced technology.
What Are AUKUF's Weaknesses?
- Negative profitability and low profit margin.
- High debt levels.
- Exposure to cyclical trends in the semiconductor industry.
- Integration challenges following the OSRAM acquisition.
What Could Drive AUKUF Stock Higher?
- Successful integration of OSRAM operations to achieve synergies and cost savings.
- Increasing demand for LED and optical sensor solutions in automotive and consumer electronics.
- Development of new products and applications in emerging markets.
- Potential partnerships and acquisitions to expand market reach and product portfolio.
- Focus on innovation and advanced technology to maintain competitive advantage.
What Are the Key Risks for AUKUF?
- Financial-distress signal — its Altman Z-Score of 0.48 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-21.5%) — the business is not currently generating profit on shareholder capital.
- Intense competition from established semiconductor companies.
- Rapid technological changes and obsolescence of products.
- Economic downturns and reduced demand for semiconductors.
- Supply chain disruptions and geopolitical risks.
- Challenges in integrating OSRAM operations and realizing synergies.
What Are the Growth Opportunities for AUKUF?
- Expansion in Automotive Lighting and Sensing: The automotive industry is increasingly adopting advanced lighting and sensing technologies for safety and autonomous driving features. ams-OSRAM AG can capitalize on this trend by developing innovative LED and sensor solutions for automotive applications, including headlights, taillights, and LiDAR systems. The automotive semiconductor market is projected to grow significantly, offering a substantial opportunity for ams-OSRAM AG to increase its revenue and market share. Timeline: Ongoing.
- Growth in Consumer Electronics: The demand for advanced sensors and LEDs in consumer electronics, such as smartphones, wearables, and augmented reality devices, is increasing. ams-OSRAM AG can leverage its expertise in optical sensors and LEDs to develop solutions for these applications, including ambient light sensors, proximity sensors, and display backlighting. The consumer electronics market is a large and growing market, providing a significant opportunity for ams-OSRAM AG. Timeline: Ongoing.
- Penetration of Industrial Market: The industrial sector is adopting advanced lighting and sensing technologies for automation, machine vision, and industrial safety applications. ams-OSRAM AG can expand its presence in the industrial market by offering solutions for these applications, including LED lighting for factories and warehouses, and sensors for industrial robots and automation systems. The industrial market offers a stable and growing revenue stream for ams-OSRAM AG. Timeline: Ongoing.
- Development of Medical Applications: The medical industry is using advanced lighting and sensing technologies for diagnostics, imaging, and treatment applications. ams-OSRAM AG can develop solutions for medical applications, such as LED lighting for surgical rooms and sensors for medical devices. The medical market offers high margins and growth potential for ams-OSRAM AG. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: ams-OSRAM AG can pursue strategic partnerships and acquisitions to expand its product portfolio, geographic reach, and market share. By partnering with or acquiring companies with complementary technologies or market access, ams-OSRAM AG can accelerate its growth and strengthen its competitive position. Strategic partnerships and acquisitions can provide access to new markets and technologies, enhancing ams-OSRAM AG's long-term growth prospects. Timeline: Ongoing.
What Opportunities Does AUKUF Have?
- Growth in automotive lighting and sensing market.
- Expansion in consumer electronics and industrial automation.
- Development of new applications in medical and healthcare.
- Strategic partnerships and acquisitions to expand market reach.
What Threats Does AUKUF Face?
- Intense competition from established semiconductor companies.
- Rapid technological changes and obsolescence.
- Economic downturns and reduced demand for semiconductors.
- Supply chain disruptions and geopolitical risks.
What Are AUKUF's Competitive Advantages?
- Technological expertise in LED and optical sensor design.
- Strong relationships with key customers in automotive and consumer electronics.
- Proprietary technology and intellectual property.
- Global presence and established distribution network.
What Does AUKUF Do?
ams-OSRAM AG, formerly known as ams AG, was founded in 1981 and rebranded in January 2022 after the acquisition of OSRAM. Headquartered in Premstätten, Austria, the company designs, manufactures, and sells LED and optical sensor solutions across Europe, the Middle East, Africa, the Americas, and the Asia/Pacific regions. The company operates through two primary segments: Semiconductors and Lamps & Systems. The Semiconductor segment focuses on semiconductor-based products and solutions, including LEDs, lasers, and optical and image sensors, catering to automotive, consumer, and industrial end markets. These products are essential for applications such as advanced driver-assistance systems (ADAS), mobile devices, and industrial automation. The Lamps & Systems segment provides lamps and lighting systems, including spectral sensing, ambient and smart lighting, horticulture lighting, time-of-flight, presence detection, near-infrared, human-centric lighting, and outdoor and indoor lighting solutions, serving automotive, industrial, and medical end markets. ams-OSRAM AG's products are used in a wide array of applications, from automotive lighting and sensing to consumer electronics and medical diagnostics. The company's focus on innovation and advanced technology has positioned it as a key player in the LED and optical sensor market.
What Products and Services Does AUKUF Offer?
- Designs and manufactures LED solutions.
- Produces optical sensor solutions.
- Offers semiconductor-based products for automotive applications.
- Provides lighting systems for industrial markets.
- Develops solutions for consumer electronics.
- Creates lighting and sensor solutions for medical applications.
- Offers spectral sensing technology.
- Provides ambient and smart lighting solutions.
How Does AUKUF Make Money?
- Sells LED and optical sensor components to manufacturers.
- Provides lighting systems to automotive and industrial clients.
- Generates revenue through product sales in various markets.
- Focuses on innovation and advanced technology to drive sales.
What Industry Does AUKUF Operate In?
ams-OSRAM AG operates in the semiconductor industry, which is characterized by rapid technological advancements and intense competition. The industry is driven by increasing demand for semiconductors in various applications, including automotive, consumer electronics, and industrial automation. The global semiconductor market is projected to reach hundreds of billions of dollars in the coming years. ams-OSRAM AG competes with companies like ADVOF, ASMVY, AWEVF, MYBUF, and OXINF, focusing on niche markets within the broader semiconductor landscape. The industry is also subject to cyclical trends, with periods of high demand followed by periods of oversupply and price declines.
Who Are AUKUF's Key Customers?
- Automotive manufacturers integrating LEDs and sensors into vehicles.
- Consumer electronics companies using sensors in smartphones and wearables.
- Industrial companies using lighting and sensing solutions for automation.
- Medical device manufacturers incorporating sensors into medical equipment.
Company Profile
ams-OSRAM AG operates in the Semiconductors industry within the Technology sector. It is headquartered in Premstätten, AT. The company is led by CEO Aldo Kamper. AUKUF has traded publicly since 2012.
ROE -21%Key Financial Metrics
Return on equity for ams-OSRAM AG stands at -21.5%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -3.1%, showing how much profit it generates from its asset base. Its free cash flow yield is 1.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.40 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -11.5%, the inverse of the P/E and a quick read on earnings relative to price.
AUKUF Valuation & Market Position
With a $2.06B market cap, ams-OSRAM AG sits in the mid-cap segment of the market. Relative to its peer group, AUKUF's quantitative score of 47/100 is roughly in line with the peer average of 56/100.
Quarterly Financial Performance: ams-OSRAM AG
Revenue for ams-OSRAM AG came in at $793.4M during Q1 2026, a 9.2% contraction versus the preceding quarter. The company recorded a net loss of $153.5M, with diluted EPS of $-1.56. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Technology. Across the four most recent quarters, AUKUF averaged $-0.51 in diluted EPS.
F-Score 4/9Financial Health
ams-OSRAM AG's Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 0.48 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project ams-OSRAM AG revenue of about $3.19B for fiscal 2026, with EPS near $-0.93. The estimate reflects 8 contributing analysts.
AUKUF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests those in the know see long-term value, a potentially strong signal.
- Community sentiment indicates growing belief in ams-OSRAM's innovative sensor technology, particularly in automotive.
- Positive market perception around the company's strategic shift towards higher-margin products could drive future growth.
- There's a sense that ams-OSRAM's restructuring efforts are starting to pay off, improving overall efficiency.
Bear Case
- Despite insider buying, some worry about the overall debt load and its potential impact on future flexibility.
- Community discussions reveal concerns about increasing competition in the sensor market eroding ams-OSRAM's market share.
- Market perception is mixed, with some questioning the speed and effectiveness of the ongoing restructuring process.
- Bearish voices highlight the potential for further supply chain disruptions affecting ams-OSRAM's manufacturing capabilities.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $793M | -$153M | -$1.56 |
| Q4 2025 | $874M | -$20M | -$0.20 |
| Q3 2025 | $853M | -$28M | -$0.28 |
| Q2 2025 | $775M | $1M | $0.01 |
Based on FMP financials and quantitative analysis
AUKUF Latest News
-
UBS Remains Neutral on indie Semiconductor (INDI)
Yahoo! Finance: AUKUF News · May 23, 2026
-
Here’s Why indie Semiconductor (INDI) Is One of the Best Semiconductor Stocks to Buy Under $30
Yahoo! Finance: AUKUF News · May 22, 2026
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indie Semiconductor To Acquire The Fabless CMOS Image Sensor Group From ams OSRAM for €40M; Deal Is Expected To Close In Q3 And Be Immediately Accretive
benzinga · May 11, 2026
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Swiss AI Optics Trade Sends AMS-Osram Up Nearly 30%
gurufocus.com · May 8, 2026
AUKUF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AUKUF.
Price Targets
Wall Street price target analysis for AUKUF.
AUKUF MoonshotScore
What does this score mean?
The MoonshotScore rates AUKUF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
UBS Remains Neutral on indie Semiconductor (INDI)
Here’s Why indie Semiconductor (INDI) Is One of the Best Semiconductor Stocks to Buy Under $30
indie Semiconductor To Acquire The Fabless CMOS Image Sensor Group From ams OSRAM for €40M; Deal Is Expected To Close In Q3 And Be Immediately Accretive
Swiss AI Optics Trade Sends AMS-Osram Up Nearly 30%
Leadership: Aldo Kamper
CEO
Aldo Kamper serves as the CEO of ams-OSRAM AG. His career spans various leadership roles in the technology sector, bringing extensive experience in strategic management and operational excellence. Before joining ams-OSRAM, he held key positions at leading technology firms, contributing to their growth and market expansion. His background includes a strong focus on innovation and customer-centric solutions. Kamper's expertise lies in driving business transformation and fostering a culture of continuous improvement.
Track Record: Under Aldo Kamper's leadership, ams-OSRAM AG has focused on integrating OSRAM and streamlining operations to enhance efficiency and profitability. He has emphasized innovation in LED and optical sensor technologies, driving the development of new products for automotive, consumer, and industrial markets. Kamper has also overseen strategic initiatives to expand the company's global presence and strengthen its relationships with key customers. His tenure has been marked by a commitment to sustainable growth and creating long-term value for shareholders.
AUKUF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that ams-OSRAM AG (AUKUF) may not meet the minimum financial standards required for higher tiers like OTCQX or OTCQB, or for listing on major exchanges like NYSE or NASDAQ. Companies in this tier often have limited reporting requirements and may not be subject to the same level of regulatory scrutiny as those on higher tiers or exchanges. This can result in less transparency and potentially higher risks for investors. The OTC Other tier is often populated by shell companies, bankrupt entities, and companies with questionable operations.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited Financial Disclosure: Lack of comprehensive and timely financial information.
- Low Liquidity: Difficulty in buying or selling shares without affecting the price.
- Regulatory Scrutiny: Potential for increased regulatory oversight and compliance costs.
- Market Volatility: Higher price volatility due to limited trading activity.
- Operational Risks: Increased risk of fraud or mismanagement due to less stringent listing requirements.
- Verify the company's registration and legal status.
- Obtain and review any available financial statements.
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Evaluate the company's compliance with regulatory requirements.
- Understand the risks associated with investing in OTC securities.
- Consult with a qualified financial advisor.
- Established Business Operations: ams-OSRAM AG has a history dating back to 1981.
- Global Presence: The company operates in multiple regions, including Europe, Asia, and the Americas.
- Recognizable Brand: ams-OSRAM AG is a well-known name in the LED and optical sensor industry.
- Significant Employee Base: The company employs approximately 19,700 people.
- Presence in Multiple Markets: The company serves diverse markets, including automotive, consumer, and industrial.
Common Questions About AUKUF (Technology)
What does ams-OSRAM AG do?
ams-OSRAM AG is a global leader in the design and manufacture of LED and optical sensor solutions. The company operates through two segments: Semiconductors and Lamps & Systems. The Semiconductor segment offers LEDs, lasers, and optical and image sensors for automotive, consumer, and industrial markets. The Lamps & Systems segment provides lighting systems for automotive, industrial, and medical applications. ams-OSRAM AG's products are used in a wide range of applications, from automotive lighting and sensing to consumer electronics and medical diagnostics. The company's business model focuses on providing innovative and high-performance solutions to its customers.
What do analysts say about AUKUF stock?
Analyst sentiment on AUKUF is currently mixed, reflecting the company's ongoing transition and market challenges. Key valuation metrics, such as the negative P/E ratio, indicate current unprofitability. Growth considerations include the successful integration of OSRAM and the realization of synergies. Analysts are closely monitoring the company's ability to improve its profit margins and capitalize on growth opportunities in automotive and consumer electronics. The stock's volatility, as indicated by its beta, suggests a higher risk profile.
What are the main risks for AUKUF?
The main risks for ams-OSRAM AG include intense competition in the semiconductor industry, rapid technological changes, and economic downturns that could reduce demand for its products. Supply chain disruptions and geopolitical risks also pose challenges. The company faces integration risks associated with the OSRAM acquisition, including potential difficulties in achieving synergies and cost savings. Additionally, the company's current negative profitability and high debt levels are significant concerns.
How does ams-OSRAM AG generate revenue from its technology products?
ams-OSRAM AG generates revenue primarily through the sale of its LED and optical sensor products to various end markets. In the Semiconductor segment, revenue is derived from the sale of LEDs, lasers, and optical sensors to automotive, consumer, and industrial customers. The Lamps & Systems segment generates revenue from the sale of lighting systems to automotive, industrial, and medical clients. The company's revenue model is based on product sales rather than subscription or recurring revenue models. Strategic partnerships and customer relationships also contribute to revenue generation.
How exposed is ams-OSRAM AG to technology disruption risks?
ams-OSRAM AG faces exposure to technology disruption risks due to the rapid pace of innovation in the semiconductor industry. Emerging technologies, such as new sensor technologies and alternative lighting solutions, could potentially disrupt the company's existing product lines. Platform shifts in consumer electronics and automotive markets also pose a threat. Competitive threats from established semiconductor companies and new entrants further exacerbate the risk. To mitigate these risks, ams-OSRAM AG invests in research and development to stay ahead of technological advancements and maintain its competitive edge.
What are the key factors to evaluate for AUKUF?
ams-OSRAM AG (AUKUF) holds an AI score of 47/100 (low). Not financial advice.
How frequently does AUKUF data refresh on this page?
AUKUF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven AUKUF's recent stock price performance?
ams-OSRAM AG (AUKUF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong technological expertise in LED and optical sensor solutions. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information.
- OTC market data may be limited or delayed.
- AI analysis is pending and may provide additional insights.