Sequans Communications Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 0/6
Die Gewinne von Sequans Communications sind jährlich um durchschnittlich 42.6% gestiegen, während die Gewinne der Branche Semiconductor jährlich um gewachsen um 5.3% gestiegen sind. Die Umsätze sind jährlich um rückläufig 10.9% gestiegen.
Wichtige Informationen
42.61%
Wachstumsrate der Gewinne
53.07%
EPS-Wachstumsrate
| Semiconductor Wachstum der Industrie | 27.66% |
| Wachstumsrate der Einnahmen | -10.86% |
| Eigenkapitalrendite | -11.40% |
| Netto-Marge | -81.58% |
| Letzte Ertragsaktualisierung | 30 Sep 2025 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Analyse-Update • May 03
SQNS: Higher Revenue Outlook Will Drive Long Term Earnings Repricing
Analysts have trimmed their average price target on Sequans Communications to $12.50 from $20.67, citing updated assumptions that combine stronger revenue growth expectations with a lower profit margin outlook and a higher future P/E multiple. Analyst Commentary Recent research notes on Sequans Communications have focused on recalibrated price targets that now sit closer to the new average of $12.50, with analysts updating their models around revenue growth prospects, margin structure, and the P/E multiple they are willing to apply.
Analyse-Update • Apr 18
SQNS: Recalibrated Expectations And Margin Execution Will Drive Future Upside
Analysts have reduced their fair value estimate for Sequans Communications from $35.00 to $20.00, citing recent price target cuts from multiple firms as well as updated assumptions on growth, margins and future P/E. Analyst Commentary Recent Street research on Sequans Communications has focused on revised price targets and refreshed assumptions around growth, margins and future P/E, with several firms updating their views in close succession.
Analyse-Update • Apr 04
SQNS: Execution And Earnings Delivery Will Determine Future Upside Potential
Narrative Update Analysts have reduced their price targets on Sequans Communications by $3 to $15, reflecting updated views on the stock while keeping fair value assumptions broadly unchanged. Analyst Commentary Bearish analysts have trimmed their price targets on Sequans Communications by amounts ranging from $3 to $15, signaling a more cautious stance on what they see as the company’s risk and reward profile at current levels.Analyse-Update • Mar 20
SQNS: Execution On Revenue And Margins Will Drive Future Upside Potential
Analysts have trimmed their price targets on Sequans Communications by $3 to $15, reflecting updated views on the company that align with only modest tweaks to revenue growth, profit margin, and future P/E assumptions in the latest valuation work. Analyst Commentary Recent Street research points to a more cautious stance on Sequans Communications, with several bearish analysts trimming their price targets by US$3 to US$15.Analyse-Update • Mar 06
SQNS: Stronger Revenue Outlook And Margins Will Support Future Upside
Analysts have lowered their price targets on Sequans Communications by $3 to $15, reflecting updated views on revenue growth, profit margins, and future P/E assumptions, while keeping the fair value estimate broadly unchanged. Analyst Commentary Recent research updates on Sequans Communications point to a more cautious tone, with several bearish analysts trimming their price targets.Analyse-Update • Feb 20
SQNS: Higher Revenue Outlook And Leaner Margins Will Drive Future Earnings
Analysts have reduced their price target on Sequans Communications from $11.00 to $8.00, citing updated assumptions that include higher projected revenue growth, lower expected profit margins, and a higher forward P/E multiple in recent research updates from several firms. Analyst Commentary Bearish analysts are trimming their expectations for Sequans Communications, with several research updates pointing to lower price targets concentrated over a short period.Analyseartikel • Feb 12
Time To Worry? Analysts Are Downgrading Their Sequans Communications S.A. (NYSE:SQNS) Outlook
Today is shaping up negative for Sequans Communications S.A. ( NYSE:SQNS ) shareholders, with the analysts delivering a...Analyse-Update • Feb 06
SQNS: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings
Analysts have increased their fair value estimate for Sequans Communications from US$3.50 to US$11.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple as the main drivers of the change. Valuation Changes Fair value estimate revised from US$3.50 to US$11.00 per share.Analyse-Update • Jan 23
SQNS: Bitcoin Buybacks And Design Wins Will Drive Future Upside
Analysts have trimmed their price target on Sequans Communications to US$35 from US$75, citing softer Q3 sales tied to project timing and supply constraints. They also noted expectations that Q4 could reflect benefits from the company’s expanding 3 year design wins and bitcoin funded buyback activity.Analyse-Update • Jan 08
SQNS: Buybacks And Expanding Design Wins Will Drive Future Upside
Analysts have reset their price target on Sequans Communications to $35, down from a split adjusted $75, citing softer Q3 sales tied to project timing and supply constraints, but pointing to expected Q4 recovery supported by expanding 3 year design wins and the company's bitcoin redemption for share buybacks, alongside a fresh Buy initiation at $13 from another firm. Analyst Commentary Bullish analysts are framing the recent pullback in expectations as more about timing and supply constraints than a shift in the long term story, and they are still anchoring on higher valuation potential for Sequans Communications over time.Analyse-Update • Dec 14
SQNS Will See Buybacks And Design Wins Drive Future Upside
Analysts have reduced their price target on Sequans Communications to $35.00 from $75.00, citing near term sales shortfalls tied to project timing and supply constraints, but highlighting accelerating design wins and strategic capital deployment as support for a still constructive outlook. Analyst Commentary Bullish analysts acknowledge near term execution headwinds but argue that the medium term investment case for Sequans remains intact, supported by a growing portfolio of design wins and a more shareholder friendly capital allocation strategy.Analyse-Update • Nov 29
SQNS: Share Buybacks And Expanding Design Wins Will Drive Q4 Recovery
Analysts have lowered their price target for Sequans Communications from $21.33 to $20.67, citing near-term sales headwinds. However, they maintain a positive view on future design wins and an improving revenue growth outlook.Analyse-Update • Nov 15
SQNS: Share Buybacks And Design Wins Will Drive A Fourth Quarter Recovery
Sequans Communications' analyst price target has been lowered significantly from $41 to approximately $21.33. Analysts cite weaker-than-expected third quarter sales, ongoing supply chain challenges, and the company's evolving strategies as primary factors driving the revision.Analyseartikel • Nov 06
What You Need To Know About The Sequans Communications S.A. (NYSE:SQNS) Analyst Downgrade Today
The latest analyst coverage could presage a bad day for Sequans Communications S.A. ( NYSE:SQNS ), with the analysts...Analyse-Update • Oct 31
SQNS: Recent Bitcoin Treasury Initiative Will Drive Long-Term Shareholder Value
Analysts have maintained their price target for Sequans Communications at $41.00. This reflects continued optimism due to the company's recent strategic initiatives and coverage initiations that emphasize long-term growth potential.Analyse-Update • Oct 16
IoT And 5G Expansion Will Advance Markets Despite Bitcoin Risks
Analysts have lowered their fair value target for Sequans Communications from $55.00 to $41.00. This decision is based on adjustments to revenue growth forecasts, profit margin expectations, and observations regarding the company’s evolving bitcoin treasury strategy.Seeking Alpha • Sep 26
Sequans Communications: Between Chips And Bitcoin, A Hold (Downgrade)
Summary Sequans Communications is now rated Hold as dilution risk overshadows the value of its Bitcoin treasury and core IoT business. SQNS holds 3,200 BTC, but the fully diluted share count drops the Bitcoin floor value per share below current trading levels. The IoT chip business shows promise with Cat-1bis and RedCap, but revenue and margin volatility persist, requiring execution and scale. Ongoing equity issuance to fund Bitcoin accumulation creates uncertainty; clear dilution caps and capital allocation transparency are needed for a more constructive view. Read the full article on Seeking AlphaAnalyse-Update • Sep 19
IoT And 5G Expansion Will Advance Markets Despite Bitcoin Risks
Analysts have sharply raised Sequans Communications’ price target from $5.50 to $55.00, driven by a transformative bitcoin treasury strategy, strengthened balance sheet from a $384M capital raise, and expectations of long-term value beyond its semiconductor core. Analyst Commentary The launch of a bitcoin treasury strategy marks a major strategic shift for Sequans, signaling diversification beyond its core semiconductor business.Analyse-Update • Sep 04
IoT And 5G Expansion Will Advance Markets Despite Bitcoin Risks
Sequans Communications’ consensus price target remained steady at $5.50 as analysts balanced the company’s strategic shift to a bitcoin treasury, supported by a $384M private placement, with its efforts to diversify away from semiconductor cycles and potentially enhance shareholder value through crypto asset exposure. Analyst Commentary Implementation of a bitcoin treasury strategy, signaling a major strategic shift from the core chip business.Neue Analyse • May 11
Monarch And Calliope Projects Will Advance 5G IoT Amid Tensions
Sequans expects significant revenue growth from Monarch and Calliope chip projects, accelerated by increased demand in telematics, security, and industrial markets.Seeking Alpha • Jun 30
Sequans: Finally Ready To Achieve Its Potential
Summary Sequans, a developer and provider of 5G and 4G chips and modules for IoT devices, is expected to provide significant upside with its stock potentially doubling over the next year. The company's Taurus 5G chips are expected to capitalize on the growing 5G/4G Cellular IoT market, projected to exceed $3 billion by 2025. SQNS can achieve $125M+ of annualized product design wins by 2023YE, not reflecting the “opportunity pipeline” where SQNS is likely to solidify new 5G chip relationships and receive up-front payments. The company is set to become a leader in the 5G chip market with its “Taurus” line and is expected to capitalize on the growing 5G/4G Cellular IoT market, projected to exceed $3 billion by 2025. The company is also a potential takeout candidate, with a target price of $6-8 per share based on 4-5x EV/sales valuation. Read the full article on Seeking AlphaAnalyseartikel • Apr 05
Does Sequans Communications (NYSE:SQNS) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Analyseartikel • Feb 19
The Consensus EPS Estimates For Sequans Communications S.A. (NYSE:SQNS) Just Fell Dramatically
Market forces rained on the parade of Sequans Communications S.A. ( NYSE:SQNS ) shareholders today, when the analysts...Seeking Alpha • Feb 14
Sequans Communications Non-GAAP EPADS of -$0.06 misses by $0.02, revenue of $15.9M misses by $0.35M
Sequans Communications press release (NYSE:SQNS): Q4 Non-GAAP EPADS of -$0.06 misses by $0.02. Revenue of $15.9M (+15.2% Y/Y) misses by $0.35M. Q1 Outlook: Taking into consideration the impact of excess inventory primarily at one key customer, the delay of design win project launches, and the historically seasonally lower activity in the first quarter, management is targeting revenues of around $12 million vs consensus of $14.88M, with 70% gross margin for the quarter ending March 31, 2023.Analyseartikel • Dec 17
Here's Why Sequans Communications (NYSE:SQNS) Can Afford Some Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Nov 02
Sequans Communications Non-GAAP EPADS of $0.01 beats by $0.03, revenue of $16.5M beats by $0.8M
Sequans Communications press release (NYSE:SQNS): Q3 Non-GAAP EPADS of $0.01 beats by $0.03. Revenue of $16.5M (+38.7% Y/Y) beats by $0.8M. Taking into consideration current customer demand and the ongoing impact of supply chain constraints on the Company's ability to ship orders, management expects revenue to be flat or slightly down sequentially for the quarter ending December 31, 2022, while still representing significant growth compared with the fourth quarter of 2021, with gross margin expected to exceed 65%.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Sequans Communications Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 Sep 25 | 32 | -26 | 21 | 32 |
| 30 Jun 25 | 37 | 54 | 24 | 32 |
| 31 Mar 25 | 39 | 62 | 25 | 29 |
| 31 Dec 24 | 37 | 58 | 26 | 29 |
| 30 Sep 24 | 31 | 42 | 28 | 27 |
| 30 Jun 24 | 28 | -40 | 27 | 25 |
| 31 Mar 24 | 28 | -48 | 28 | 25 |
| 31 Dec 23 | 34 | -41 | 28 | 26 |
| 30 Sep 23 | 45 | -29 | 27 | 27 |
| 30 Jun 23 | 53 | -22 | 23 | 28 |
| 31 Mar 23 | 59 | -16 | 21 | 28 |
| 31 Dec 22 | 61 | -9 | 20 | 27 |
| 30 Sep 22 | 58 | -12 | 20 | 27 |
| 30 Jun 22 | 54 | -9 | 19 | 27 |
| 31 Mar 22 | 52 | -7 | 19 | 27 |
| 31 Dec 21 | 51 | -20 | 19 | 28 |
| 30 Sep 21 | 53 | -24 | 18 | 28 |
| 30 Jun 21 | 55 | -33 | 17 | 30 |
| 31 Mar 21 | 54 | -51 | 17 | 31 |
| 31 Dec 20 | 51 | -55 | 17 | 31 |
| 30 Sep 20 | 45 | -51 | 16 | 29 |
| 30 Jun 20 | 37 | -53 | 17 | 27 |
| 31 Mar 20 | 33 | -38 | 17 | 25 |
| 31 Dec 19 | 31 | -37 | 16 | 24 |
| 30 Sep 19 | 27 | -38 | 18 | 25 |
| 30 Jun 19 | 31 | -37 | 18 | 25 |
| 31 Mar 19 | 36 | -37 | 19 | 27 |
| 31 Dec 18 | 40 | -36 | 19 | 28 |
| 30 Sep 18 | 45 | -34 | 18 | 27 |
| 30 Jun 18 | 47 | -31 | 17 | 27 |
| 31 Mar 18 | 47 | -29 | 16 | 27 |
| 31 Dec 17 | 48 | -26 | 15 | 25 |
| 30 Sep 17 | 51 | -24 | 15 | 26 |
| 30 Jun 17 | 52 | -22 | 15 | 25 |
| 31 Mar 17 | 49 | -21 | 14 | 26 |
| 31 Dec 16 | 46 | -25 | 13 | 26 |
| 30 Sep 16 | 42 | -29 | 13 | 27 |
| 30 Jun 16 | 39 | -27 | 12 | 26 |
| 31 Mar 16 | 37 | -29 | 11 | 25 |
| 31 Dec 15 | 33 | -27 | 11 | 25 |
| 30 Sep 15 | 28 | -27 | 11 | 25 |
| 30 Jun 15 | 25 | -32 | 12 | 27 |
Qualität der Erträge: SQNS ist derzeit unrentabel.
Wachsende Gewinnspanne: SQNS ist derzeit unrentabel.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: SQNS ist unrentabel, hat aber in den letzten 5 Jahren die Verluste mit einer Rate von 42.6% pro Jahr reduziert.
Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von SQNS verglichen werden, da das Unternehmen derzeit nicht profitabel ist.
Erträge im Vergleich zur Industrie: SQNS ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Semiconductor (10.3%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: SQNS hat eine negative Eigenkapitalrendite (-11.4%), da es derzeit unrentabel ist.
Kapitalrendite
Rendite auf das eingesetzte Kapital
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Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 20:57 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2025/09/30 |
| Jährliche Einnahmen | 2024/12/31 |
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 |
|
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| 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
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung 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
Sequans Communications S.A. wird von 12 Analysten beobachtet. 4 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 |
|---|---|
| Tristan Gerra | Baird |
| Scott Searle | Benchmark Company |
| Gary Mobley | Benchmark Company |