Vusion (VU) Aktienübersicht
Die VusionGroup S.A. bietet Digitalisierungslösungen für den Handel in Europa, Asien und Nordamerika an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 6/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
Belohnungen
Risikoanalyse
VU Community Fair Values
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Analyst Price Targets
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Vusion S.A. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | €135.60 |
| 52-Wochen-Hoch | €262.00 |
| 52-Wochen-Tief | €99.95 |
| Beta | 0.57 |
| 1 Monat Veränderung | 9.35% |
| 3 Monate Veränderung | 12.07% |
| 1 Jahr Veränderung | -41.45% |
| 3 Jahre Veränderung | 19.58% |
| 5 Jahre Veränderung | 204.72% |
| Veränderung seit IPO | 744.86% |
Aktuelle Nachrichten und Updates
Narrative-Update • Jul 22
VU: Expanded Retail Rollouts Will Support Future Repricing Confidence
Analysts have raised the Vusion price target from €138 to €180, citing recent Street research that includes a new €180 target, a revised €220 target, and updated assumptions around discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent Street research on Vusion reflects a mix of optimism on the long term story and more cautious signals around valuation and execution risks.
Narrative-Update • Jul 07
VU: Future Store Rollouts Will Support Rebased Earnings Expectations
Analysts have revised their fair value estimate for Vusion to €260, down from €290, reflecting updated views on revenue growth potential and profitability, alongside recent Street price target moves to €220 and €180. Analyst Commentary on Vusion Recent Street research on Vusion points to a cluster of supportive views, even as fair value estimates and targets have been reset.
Narrative-Update • Jun 23
VU: Store Digitization Contracts And Cloud Rollouts Will Support Future Upside
Analysts have trimmed their Vusion fair value estimate from €220 to €210, citing updated assumptions on the discount rate, revenue growth, profit margins and P/E multiples, along with recent Street research that includes an upgrade to Outperform with a €180 price target. What’s in the News for Vusion Vusion extended its partnership with JYSK to support store modernization and cloud transformation, including upgraded electronic shelf labels in 450 Nordic stores and a rollout to 750 additional European stores, with deployment targeted to reach about 2,500 stores across the Nordic, DACH, and Benelux regions by 2027.Recent updates
Narrative-Update • Jul 22
VU: Expanded Retail Rollouts Will Support Future Repricing Confidence
Analysts have raised the Vusion price target from €138 to €180, citing recent Street research that includes a new €180 target, a revised €220 target, and updated assumptions around discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent Street research on Vusion reflects a mix of optimism on the long term story and more cautious signals around valuation and execution risks.Narrative-Update • Jul 07
VU: Future Store Rollouts Will Support Rebased Earnings Expectations
Analysts have revised their fair value estimate for Vusion to €260, down from €290, reflecting updated views on revenue growth potential and profitability, alongside recent Street price target moves to €220 and €180. Analyst Commentary on Vusion Recent Street research on Vusion points to a cluster of supportive views, even as fair value estimates and targets have been reset.Narrative-Update • Jun 23
VU: Store Digitization Contracts And Cloud Rollouts Will Support Future Upside
Analysts have trimmed their Vusion fair value estimate from €220 to €210, citing updated assumptions on the discount rate, revenue growth, profit margins and P/E multiples, along with recent Street research that includes an upgrade to Outperform with a €180 price target. What’s in the News for Vusion Vusion extended its partnership with JYSK to support store modernization and cloud transformation, including upgraded electronic shelf labels in 450 Nordic stores and a rollout to 750 additional European stores, with deployment targeted to reach about 2,500 stores across the Nordic, DACH, and Benelux regions by 2027.Narrative-Update • Jun 04
VU: Store Digitization Rollout And New Contracts Will Support Future Upside
Analysts have nudged the price target for Vusion higher from about €212.57 to €220.00, citing updated assumptions for fair value, revenue growth, discount rate, profit margin and future P/E. This comes alongside recent Street views that include an upgrade to Outperform and a reaffirmed Buy rating with a €250 target.
Neues Narrative • Jun 04
Vusion's Profit Margin to Grow by 9.74% Promises Bright Future
My personal estimation of VUSION’s fair value is between €200 to 275 per share , implying +40% to +90% upside versus the current price of ~€140. This valuation is supported by a combination of sell-side consensus (≈€220) and intrinsic valuation models pointing closer to €275.Narrative-Update • May 16
VU: Store Digitization Rollout Will Support Future Upside As Discount Assumptions Tighten
Narrative Update on Vusion Analysts have reduced their average price target for Vusion by €2 to €250, citing refreshed models that slightly adjust the discount rate and forward P/E assumptions while leaving fair value estimates broadly unchanged. Analyst Commentary Recent commentary suggests that the modest trim in the target to €250 is more about fine tuning assumptions than a change in the core view on Vusion, with fair value seen as broadly consistent with earlier work.Narrative-Update • May 01
VU: Store Digitization Rollout Will Support Future Upside Despite Refined Expectations
Analysts have trimmed the Vusion price target from about €260 to roughly €213, reflecting updated views on revenue growth, margins and a slightly higher future P/E, in line with recent Street research that modestly lowered targets around €250. Analyst Commentary Recent research updates point to only a small adjustment in VusionGroup's price targets, suggesting analysts are refining their views rather than making wholesale changes to the investment case.Neues Narrative • Apr 30
Store Digitization Risks Will Persist Yet Service Adoption Will Eventually Reward Patience
Catalysts About Vusion Vusion provides electronic shelf labels, cloud software, data and computer vision solutions that digitize and automate physical retail stores. What are the underlying business or industry changes driving this perspective?Neues Narrative • Feb 27
Store Digitization And Higher Margin Services Will Transform Long Term Earnings Potential
Catalysts About Vusion VusionGroup provides electronic shelf labels and value added software and data solutions that help retailers digitize and automate physical stores. What are the underlying business or industry changes driving this perspective?Narrative-Update • Feb 22
VU: Store Digitization Deals Will Support Future Upside Despite Rating Downgrades
Analysts trimmed their price target on Vusion by €18 to reflect recent rating changes, including a move to Neutral and a lower target from €228 to €210, while keeping their underlying growth and margin assumptions broadly similar. Analyst Commentary Recent research updates point to a more cautious stance on Vusion, with the rating moved to Neutral and the price target now set at €210.Narrative-Update • Feb 06
VU: Store Digitization Rollouts Will Support Future Upside Despite Softer Sentiment
Analysts have trimmed their price targets on Vusion slightly, with recent Street research including a cut of €18 and a move to a target of €210, which helps to explain the modest adjustment in the updated fair value framework. Analyst Commentary Recent Street research on Vusion points to a more balanced stance, with some analysts stepping back from earlier enthusiasm while still assigning a triple digit price target.Narrative-Update • Jan 23
VU: Major Store Digitization Rollouts Will Support Future Share Upside
Analysts have reduced their price target on Vusion from €283.88 to €259.75. This reflects updated assumptions for slower revenue growth, slightly lower profit margins, a marginally higher discount rate, and a higher forward P/E multiple based on recent research updates.Analyseartikel • Jan 16
With A 27% Price Drop For Vusion S.A. (EPA:VU) You'll Still Get What You Pay For
Unfortunately for some shareholders, the Vusion S.A. ( EPA:VU ) share price has dived 27% in the last thirty days...Narrative-Update • Jan 08
VU: Major Retail Rollouts Will Support Future Share Upside Potential
Analysts have nudged their price target on VusionGroup higher to about €284 from roughly €282, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E, which together support a modestly higher fair value estimate. What's in the News VusionGroup announced a new deployment of its smart electronic shelf labels and VusionCloud platform across more than 200 OBI home improvement stores in Germany, integrating with OBI's existing Cisco Meraki wireless infrastructure without additional hardware to automate pricing and reduce manual in store tasks (Client announcement).Analyseartikel • Dec 29
VusionGroup (EPA:VU) Seems To Use Debt Rather Sparingly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Narrative-Update • Dec 24
VU: Big Retail Rollouts Will Drive Shares Higher Over Time
Analysts have marginally lifted their price target on VusionGroup, nudging it higher by a fraction of a percent to roughly €282 per share, citing fine tuned assumptions around the discount rate, long term revenue growth, profit margins, and future valuation multiples. What's in the News VusionGroup will deploy its advanced electronic shelf labels and VusionCloud platform across more than 200 OBI home improvement stores in Germany, fully leveraging OBI's existing Cisco Meraki wireless infrastructure to automate pricing and cut non sales tasks.Narrative-Update • Dec 10
VU: Major Retail Rollouts And Long Term Contracts Will Drive Shares Higher
Analysts have modestly raised their price target on VusionGroup to $281.57 per share, citing slightly higher assumed discount rates as well as stable long term growth and profitability expectations that support a steady valuation outlook. What's in the News VusionGroup to deploy its smart electronic shelf labels and VusionCloud platform across more than 200 OBI DIY stores in Germany, fully integrating with existing Cisco Meraki infrastructure and requiring no additional hardware (Client Announcement) Strategic partnership with DM to roll out the EdgeSense digital shelf platform in a phased program covering about 70 stores, using IoT, data, computer vision, and AI to streamline operations and enhance customer experience (Strategic Alliance) Morrisons becomes the first major UK supermarket chain to deploy 10.8 million electronic shelf labels across all 497 supermarkets, with rollout starting in early 2026 and tied to a broader digital transformation program including shelf edge cameras and upgraded in store wi fi (Client Announcement) Asda extends VusionGroup electronic shelf labels and digital solutions to 250 of its largest Express convenience stores after a successful trial, deploying about 700,000 digital displays that automate pricing updates and improve on shelf information such as allergens and unit prices (Client Announcement) Following record first half results, VusionGroup raises 2025 revenue guidance to around €1.5 billion, implying roughly 50 percent growth, and targets more than 80 percent growth in value added services revenue while reiterating expectations for a record fourth quarter (Corporate Guidance) Valuation Changes Fair Value: unchanged at approximately €281.57 per share, reflecting stable long term assumptions.Narrative-Update • Nov 26
VU: Major Retail Rollouts And Revenue Milestones Will Drive Shares Higher
Narrative Update: VusionGroup Analyst Price Target Adjustment Analysts have made a minor upward adjustment to their price target for VusionGroup, now valuing shares at $281.57. This reflects incremental improvements in the company’s financial assumptions.Narrative-Update • Nov 07
VU: Revenue Milestones And Major Retail Partnerships Will Drive Future Performance
Narrative Update on VusionGroup: Analyst Price Target Adjustment Analysts have lowered their price target for VusionGroup to $281.57. They cite expectations for a higher discount rate and reduced profit margins, which together reflect a more cautious outlook on the company’s future growth and earnings potential.Narrative-Update • Oct 24
Retail Digitalization Will Expand With Network Rollout Across UK Supermarkets In 2025
Narrative Update: Analyst Price Target Revision for VusionGroup Analysts have raised their price target for VusionGroup from $276 to approximately $281.57, citing improved profit margin and modestly higher revenue growth projections as key drivers for the upward revision. What's in the News Morrisons will deploy VusionGroup electronic shelf labels across all 497 UK supermarkets, installing 10.8 million smart labels to improve pricing accuracy, automate tasks, and enhance customer service (Client Announcements).Analyseartikel • Oct 03
VusionGroup S.A. (EPA:VU) Looks Just Right With A 27% Price Jump
VusionGroup S.A. ( EPA:VU ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...Narrative-Update • Sep 24
EdgeSense And VusionCloud Will Expand IoT Retail Network In 2025
Despite a notable reduction in forecast revenue growth, a lower future P/E multiple has supported an increase in VusionGroup’s consensus price target from €256.93 to €276.00. What's in the News VusionGroup raised its 2025 annual revenue target to approximately €1.5 billion (from €1.4 billion), implying 50% growth.Analyseartikel • Sep 18
Earnings Update: VusionGroup S.A. (EPA:VU) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Shareholders of VusionGroup S.A. ( EPA:VU ) will be pleased this week, given that the stock price is up 15% to €239...Analyseartikel • Jun 27
VusionGroup S.A.'s (EPA:VU) 25% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, VusionGroup S.A. ( EPA:VU ) shares have been powering on, with a gain of 25% in the last...Analyseartikel • Jun 11
Shareholders Will Most Likely Find VusionGroup S.A.'s (EPA:VU) CEO Compensation Acceptable
Key Insights VusionGroup to hold its Annual General Meeting on 17th of June CEO Thierry Gadou's total compensation...Neues Narrative • May 11
EdgeSense And VusionCloud Will Expand IoT Retail Network In 2025
Strategic R&D investments and key partnerships are positioning VusionGroup as a leader in retail IoT, with technology developments driving potential earnings growth.Analyseartikel • Mar 01
VusionGroup S.A. (EPA:VU) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable
VusionGroup S.A. ( EPA:VU ) shares have continued their recent momentum with a 25% gain in the last month alone...Analyseartikel • Jan 12
When Should You Buy VusionGroup S.A. (EPA:VU)?
While VusionGroup S.A. ( EPA:VU ) might not have the largest market cap around , it received a lot of attention from a...Analyseartikel • Dec 24
After Leaping 30% VusionGroup S.A. (EPA:VU) Shares Are Not Flying Under The Radar
VusionGroup S.A. ( EPA:VU ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...Analyseartikel • May 12
Statutory Profit Doesn't Reflect How Good VusionGroup's (EPA:VU) Earnings Are
Even though VusionGroup S.A.'s ( EPA:VU ) recent earnings release was robust, the market didn't seem to notice. Our...Analyseartikel • May 08
Is VusionGroup (EPA:VU) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Apr 18
VusionGroup's (EPA:VU) Returns On Capital Are Heading Higher
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analyseartikel • Feb 17
Investors Appear Satisfied With VusionGroup S.A.'s (EPA:VU) Prospects As Shares Rocket 27%
Despite an already strong run, VusionGroup S.A. ( EPA:VU ) shares have been powering on, with a gain of 27% in the last...Analyseartikel • Feb 09
Should You Be Adding VusionGroup (EPA:VU) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analyseartikel • Jan 25
Is There Now An Opportunity In VusionGroup S.A. (EPA:VU)?
VusionGroup S.A. ( EPA:VU ), might not be a large cap stock, but it saw a significant share price rise of 49% in the...Analyseartikel • Dec 24
SES-imagotag Société Anonyme's (EPA:SESL) P/S Is Still On The Mark Following 33% Share Price Bounce
SES-imagotag Société Anonyme ( EPA:SESL ) shares have had a really impressive month, gaining 33% after a shaky period...Analyseartikel • Dec 17
Returns At SES-imagotag Société Anonyme (EPA:SESL) Are On The Way Up
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Analyseartikel • Nov 05
Do SES-imagotag Société Anonyme's (EPA:SESL) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analyseartikel • Oct 23
What Does SES-imagotag Société Anonyme's (EPA:SESL) Share Price Indicate?
SES-imagotag Société Anonyme ( EPA:SESL ), might not be a large cap stock, but it saw significant share price movement...Analyseartikel • Oct 07
SES-imagotag Société Anonyme (EPA:SESL) Has A Rock Solid Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Sep 05
Returns Are Gaining Momentum At SES-imagotag Société Anonyme (EPA:SESL)
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Analyseartikel • Jul 28
Is Now The Time To Put SES-imagotag Société Anonyme (EPA:SESL) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analyseartikel • Jun 21
Is SES-imagotag Société Anonyme (EPA:SESL) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • May 25
Is There An Opportunity With SES-imagotag Société Anonyme's (EPA:SESL) 45% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, SES-imagotag Société Anonyme fair value estimate is €262...Analyseartikel • Apr 05
Here's Why We Think SES-imagotag Société Anonyme (EPA:SESL) Is Well Worth Watching
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analyseartikel • Mar 10
When Should You Buy SES-imagotag Société Anonyme (EPA:SESL)?
SES-imagotag Société Anonyme ( EPA:SESL ), is not the largest company out there, but it received a lot of attention...Analyseartikel • Feb 07
Is There An Opportunity With SES-imagotag Société Anonyme's (EPA:SESL) 31% Undervaluation?
How far off is SES-imagotag Société Anonyme ( EPA:SESL ) from its intrinsic value? Using the most recent financial...Analyseartikel • Jan 07
SES-imagotag Société Anonyme's (EPA:SESL) Returns Have Hit A Wall
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Aktionärsrenditen
| VU | FR Electronic | FR Markt | |
|---|---|---|---|
| 7D | 7.6% | 1.3% | 1.2% |
| 1Y | -41.5% | -30.1% | 3.2% |
Rendite im Vergleich zur Industrie: VU unter dem Niveau der Branche French Electronic , die im vergangenen Jahr eine Rendite von -30.1% erzielte.
Rendite vs. Markt: VU hinter dem Markt French zurück, der im vergangenen Jahr eine Rendite von 3.2 erzielte.
Preisvolatilität
| VU volatility | |
|---|---|
| VU Average Weekly Movement | 7.1% |
| Electronic Industry Average Movement | 6.2% |
| Market Average Movement | 4.6% |
| 10% most volatile stocks in FR Market | 10.4% |
| 10% least volatile stocks in FR Market | 2.5% |
Stabiler Aktienkurs: Der Aktienkurs von VU war in den letzten 3 Monaten im Vergleich zum French -Markt volatil.
Volatilität im Zeitverlauf: VUDie wöchentliche Volatilität (7%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der French Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1992 | 1,089 | Thierry Gadou | vusion.com |
Die VusionGroup S.A. bietet Digitalisierungslösungen für den Handel in Europa, Asien und Nordamerika an. Zu den Produkten gehören VusionLive, das die Abläufe in den Geschäften mit datengestützter Intelligenz verbindet; VusionCloud, eine IoT-Plattform, die die Abläufe in den Geschäften von Anfang bis Ende optimiert; SESimagotag elektronische Regaletiketten, die die Regale digitalisieren; Captana, das Computer Vision/AI bietet, um die Verfügbarkeit im Regal und die Leistung der Geschäfte zu maximieren; Memory Retail Intelligence; Engage, ein Einzelhandelsmedium, das digitale Kampagnen durchführt; und PDI digital Industrial IoT. Das Unternehmen war früher als SES-imagotag Société Anonyme bekannt und änderte im Januar 2024 seinen Namen in VusionGroup S.A..
Vusion S.A.'s Grundlagenzusammenfassung
| VU grundlegende Statistiken | |
|---|---|
| Marktanteil | €2.18b |
| Gewinn(TTM) | €143.34m |
| Umsatz(TTM) | €1.47b |
15.8x
Kurs-Gewinn-Verhältnis 1.5x
Kurs-Umsatz-VerhältnisIst VU zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| VU Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | €1.47b |
| Kosten der Einnahmen | €1.03b |
| Bruttogewinn | €438.81m |
| Sonstige Ausgaben | €295.47m |
| Gewinn | €143.34m |
Zuletzt gemeldete Gewinne
Dec 31, 2025
Datum des nächsten Gewinnberichts
Sep 21, 2026
| Gewinn per Aktie (EPS) | 8.56 |
| Bruttomarge | 29.81% |
| Nettogewinnspanne | 9.74% |
| Schulden/Eigenkapital-Verhältnis | 9.4% |
Wie hat sich VU auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.7%
Aktuelle Dividendenrendite10%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/29 20:19 |
| Aktienkurs zum Tagesende | 2026/07/29 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Vusion S.A. wird von 20 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Remi Grenu | Berenberg |
| Gerhard Orgonas | Berenberg |
| Benjamin Thielmann | Berenberg |