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SMA Solar Technology Community
XTRA:S92 Community
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SMA Solar Technology
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SMA Solar Technology
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Global Rates And Fierce Competition Will Dent Solar Demand
Key Takeaways Rising financing costs, policy uncertainty, and trade risks threaten demand, revenue stability, and market expansion for the company's solar inverters. Intensifying low-cost competition and lagging technological innovation risk compressing margins, eroding market share, and undermining long-term earnings potential.
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€15.00
FV
38.0% overvalued
intrinsic discount
-1.90%
Revenue growth p.a.
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16 days ago
author updated this narrative
SMA Solar Technology
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Global Decarbonization Will Expand Inverter And Storage Demand
Key Takeaways Accelerated cost savings and strong product leadership are set to lift recurring margins and profits beyond market expectations. Proactive global expansion and diversification in projects and regions will reduce volatility and drive sustained long-term revenue growth.
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€22.00
FV
5.9% undervalued
intrinsic discount
4.79%
Revenue growth p.a.
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16 days ago
author updated this narrative
SMA Solar Technology
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
EMEA Price Pressure And US Backlog Will Shape Energy Transition
Key Takeaways Persistent weak demand and intense price competition in key segments are eroding margins and threatening both long-term revenue and earnings stability. Ongoing regulatory uncertainty and global trade risks could undermine growth prospects and put further pressure on recent valuation gains.
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€17.80
FV
16.3% overvalued
intrinsic discount
1.45%
Revenue growth p.a.
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about 16 hours ago
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Your Valuation for
S92
S92
SMA Solar Technology
Your Fair Value
€
Current Price
€20.70
84.0% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-189m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue €1.6b
Earnings €228.5m
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