SMA Solar Technology AG

Informe acción XTRA:S92

Capitalización de mercado: €1.7b

SMA Solar Technology Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de SMA Solar Technology de 83.2% y 6.5% por año respectivamente. Se prevé que el BPA crezca en un 82.9% al año. Se espera que la rentabilidad financiera sea de 22.2% en 3 años.

Información clave

83.2%

Tasa de crecimiento de los beneficios

82.93%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Electrical27.0%
Tasa de crecimiento de los ingresos6.5%
Rentabilidad financiera futura22.16%
Cobertura de analistas

Low

Última actualización09 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Mar 30

SMA Solar Technology AG (ETR:S92) Analysts Are Pretty Bullish On The Stock After Recent Results

Shareholders of SMA Solar Technology AG ( ETR:S92 ) will be pleased this week, given that the stock price is up 18% to...
Artículo de análisis Nov 16

SMA Solar Technology AG (ETR:S92) Released Earnings Last Week And Analysts Lifted Their Price Target To €20.20

Shareholders of SMA Solar Technology AG ( ETR:S92 ) will be pleased this week, given that the stock price is up 12% to...

Recent updates

Actualización de narrativa Jun 05

S92: Improving Order Momentum Will Shape Margins And Future Fair Value

Narrative Update: SMA Solar Technology The updated analyst price target for SMA Solar has moved from €39.00 to €71.00. Analysts attribute this change to improving order momentum and a series of recent price target increases.
Actualización de narrativa May 21

S92: Future Returns Will Rely On Converting Order Momentum Into Profitable Results

Analysts have lifted the fair value estimate for SMA Solar Technology from €28.00 to €43.00, reflecting higher Street price targets, including recent increases from Jefferies, Berenberg and Deutsche Bank. This follows commentary around improving order momentum and expectations for profitability supported by cost savings and strong order intake.
Actualización de narrativa May 04

S92: Weaker Margin Outlook Will Offset Benefits From Cost Savings Program

Analysts have raised SMA Solar Technology's fair value estimate from €40.80 to €45.20, citing a series of recent price target increases and expectations that profitability will benefit from cost savings and stronger order intake. Analyst Commentary Recent research updates show a mix of optimism around SMA Solar Technology's valuation and execution, with some clear areas of caution that investors should keep in mind.
Actualización de narrativa Apr 20

S92: Future Upside Will Depend On Delivering Planned Cost Savings

Analysts have lifted the fair value estimate for SMA Solar Technology from €15.00 to €28.00, reflecting updated expectations for higher revenue growth, stronger profit margins, and a lower assumed discount rate supported by recent price target increases and upgraded views on profitability and order intake. Analyst Commentary Recent research points to a more constructive view on SMA Solar Technology, with several price targets reset to reflect updated expectations around profitability and order intake.
Actualización de narrativa Apr 04

S92: Elevated R&D Spend Will Pressure Margins Despite Cost Savings Program

Narrative Update The analyst fair value estimate for SMA Solar Technology has moved from €29.80 to €40.80. This change is supported by recent price target increases from firms highlighting attractive valuation after the share price correction, expectations for improving profitability on cost savings and order intake, and updated views on margin impact from ongoing investment.
Artículo de análisis Mar 30

SMA Solar Technology AG (ETR:S92) Analysts Are Pretty Bullish On The Stock After Recent Results

Shareholders of SMA Solar Technology AG ( ETR:S92 ) will be pleased this week, given that the stock price is up 18% to...
Actualización de narrativa Mar 21

S92: Cost Savings And Investment Tension Will Shape Margins And Fair Value

Analysts have raised the SMA Solar Technology price target to €39 from €37, reflecting more supportive views on profitability as cost savings and order intake trends are reassessed. Analyst Commentary Recent research updates on SMA Solar Technology have centered on valuation, margin expectations and the impact of ongoing investment and cost savings programs.
Actualización de narrativa Mar 06

S92: Cost Savings And Order Intake Will Shape Margins And Fair Value

Narrative Update on SMA Solar Technology The Street price target for SMA Solar has moved from €37 to €39 as analysts point to the recent share price correction, improving profitability supported by cost savings, and solid order intake as key drivers for the revised view. Analyst Commentary Bullish analysts are leaning into the recent share price correction as a chance to revisit SMA Solar at what they see as more attractive valuation levels, especially as order intake remains solid and cost savings start to feed through to profitability.
Actualización de narrativa Feb 20

S92: Elevated R&D Spend Will Pressure Margins And Future Earnings Expectations

Analysts have reduced their price target for SMA Solar to €37, down from €39. This change reflects a view that higher R&D spending and uncertainty around the recovery in the Home & Business Solutions segment could affect margins.
Actualización de narrativa Feb 06

S92: Cost Savings And R&D Spending Will Shape Margins And Fair Value

Narrative Update The analyst fair value estimate for SMA Solar Technology has shifted from €21.00 to €37.00, as analysts incorporate a lower assumed discount rate, higher projected profit margins and a reduced future P/E multiple, alongside recent research that highlights both margin risks from R&D investment and expectations for improved profitability supported by cost savings and order intake. Analyst Commentary Recent research on SMA Solar Technology reflects a mix of optimism on long term earnings potential and caution around execution risks, especially around margins and segment recovery.
Actualización de narrativa Jan 22

S92: Margin Pressure From R&D And Weak Home Segment Will Undercut Expectations

Analysts have lifted their fair value estimate for SMA Solar Technology from €23.60 to €29.80. This reflects updated assumptions around revenue growth, profit margin potential, and R&D driven investment in the business.
Artículo de análisis Jan 14

Is SMA Solar Technology (ETR:S92) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Jan 08

S92: Cost Savings And Large Orders Will Likely Disappoint Elevated Expectations

Analysts have raised their price target for SMA Solar Technology to €39 from €22, citing expectations for rising profitability supported by the existing cost savings program and continued elevated large scale order intake. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a €39 target as supported by expectations for rising profitability, which they link to the existing cost savings program already in place.
Actualización de narrativa Dec 23

S92: Rising Orders Will Likely Fail To Offset Execution Risks

Analysts have increased their price target for SMA Solar Technology to EUR 39 from EUR 22, citing expectations for strengthening profitability driven by existing cost savings initiatives and sustained large-scale order momentum. Analyst Commentary Recent research updates highlight a shift in sentiment toward SMA Solar Technology, with bullish analysts pointing to improving fundamentals and a clearer path to earnings growth, even as some cautionary flags remain around demand visibility and regional risk.
Actualización de narrativa Dec 09

S92: Elevated Cost Savings Dependence Will Likely Constrain Future Order Momentum

Analysts have increased their price target for SMA Solar Technology to EUR 39 from EUR 22, citing expectations for rising profitability driven by ongoing cost savings and sustained, elevated large-scale order intake. Analyst Commentary Following the recent target price increase, Street research highlights a more constructive stance on SMA Solar Technology, driven by improving fundamentals and clearer visibility on future earnings power.
Actualización de narrativa Nov 25

S92: Rising Uncertainty In The United States Will Limit Order Momentum

Analysts have raised their price target for SMA Solar Technology from €18.80 to €23.60, citing improved profitability forecasts as well as confidence in continued cost savings and solid order momentum. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded their outlook for SMA Solar, citing a rising trajectory in profitability that is expected to play out over the next several years.
Artículo de análisis Nov 17

SMA Solar Technology AG (ETR:S92) Held Back By Insufficient Growth Even After Shares Climb 35%

SMA Solar Technology AG ( ETR:S92 ) shareholders have had their patience rewarded with a 35% share price jump in the...
Artículo de análisis Nov 16

SMA Solar Technology AG (ETR:S92) Released Earnings Last Week And Analysts Lifted Their Price Target To €20.20

Shareholders of SMA Solar Technology AG ( ETR:S92 ) will be pleased this week, given that the stock price is up 12% to...
Actualización de narrativa Nov 10

S92: Uncertainty In Key Markets Will Pressure Results Despite Strong Orders

Analysts have raised their price target for SMA Solar Technology, increasing it by €6 to €22 per share. They cited expectations for strong third quarter results, balanced by ongoing market uncertainties.
Actualización de narrativa Oct 27

Short-Term Order Momentum And US Uncertainty Will Influence Near-Term Performance

Analysts have increased their price target for SMA Solar Technology from €17.60 to €18.80. This change reflects improved revenue growth expectations and stronger near-term demand.
Artículo de análisis Oct 03

SMA Solar Technology AG (ETR:S92) Stock Catapults 46% Though Its Price And Business Still Lag The Industry

SMA Solar Technology AG ( ETR:S92 ) shareholders are no doubt pleased to see that the share price has bounced 46% in...
Artículo de análisis Sep 21

Does This Valuation Of SMA Solar Technology AG (ETR:S92) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, SMA Solar Technology fair value estimate is €16.63 SMA Solar...
Actualización de narrativa Sep 03

EMEA Price Pressure And US Backlog Will Shape Energy Transition

Due to downward revisions in both consensus revenue growth and net profit margin forecasts, analysts have reduced SMA Solar Technology’s fair value estimate, lowering the consensus price target from €18.60 to €17.60. What's in the News Preliminary H1 2025 results indicate sales of €684.9 million, down from €759.3 million in H1 2024, and a loss before interest and taxes of €19.0 million compared to a profit of €56.2 million.
Actualización de narrativa Aug 08

EMEA Price Pressure And US Backlog Will Shape Energy Transition

The upward revision in SMA Solar Technology’s fair value is primarily supported by a modest increase in the company’s Future P/E multiple, with the consensus analyst price target rising from €17.80 to €18.80. What's in the News Preliminary H1 2025 results show sales of €684.9 million, down from €759.3 million H1 2024, and LBIT of €19.0 million versus EBIT of €56.2 million prior year.
Artículo de análisis Aug 02

Does SMA Solar Technology (ETR:S92) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jul 03

Improved Revenues Required Before SMA Solar Technology AG (ETR:S92) Stock's 26% Jump Looks Justified

SMA Solar Technology AG ( ETR:S92 ) shares have continued their recent momentum with a 26% gain in the last month...
Artículo de análisis May 28

Shareholders May Be Wary Of Increasing SMA Solar Technology AG's (ETR:S92) CEO Compensation Package

Key Insights SMA Solar Technology to hold its Annual General Meeting on 3rd of June Total pay for CEO Jurgen Reinert...
Artículo de análisis May 11

SMA Solar Technology AG's (ETR:S92) Share Price Boosted 53% But Its Business Prospects Need A Lift Too

SMA Solar Technology AG ( ETR:S92 ) shares have had a really impressive month, gaining 53% after a shaky period...
Artículo de análisis May 10

Earnings Beat: SMA Solar Technology AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for SMA Solar Technology AG ( ETR:S92 ) shareholders, with its shares surging 15% to...
Artículo de análisis Mar 27

SMA Solar Technology AG's (ETR:S92) Shares Bounce 41% But Its Business Still Trails The Market

SMA Solar Technology AG ( ETR:S92 ) shares have continued their recent momentum with a 41% gain in the last month...
Artículo de análisis Mar 24

Is Now An Opportune Moment To Examine SMA Solar Technology AG (ETR:S92)?

SMA Solar Technology AG ( ETR:S92 ), is not the largest company out there, but it led the XTRA gainers with a...
Artículo de análisis Feb 10

There's No Escaping SMA Solar Technology AG's (ETR:S92) Muted Earnings

SMA Solar Technology AG's ( ETR:S92 ) price-to-earnings (or "P/E") ratio of 6.1x might make it look like a strong buy...
User avatar
Nueva narrativa Jan 17

Unfavorable Market Conditions Will Impact Home And C&I Segments

Destocking and high inventory levels in Home and C&I segments could suppress revenue growth and lead to inventory write-downs, impacting margins negatively.
Artículo de análisis Dec 17

Returns At SMA Solar Technology (ETR:S92) Are On The Way Up

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
Artículo de análisis Nov 24

We Think That There Are More Issues For SMA Solar Technology (ETR:S92) Than Just Sluggish Earnings

Last week's earnings announcement from SMA Solar Technology AG ( ETR:S92 ) was disappointing to investors, with a...
Artículo de análisis Nov 19

SMA Solar Technology AG (ETR:S92) Shares Could Be 40% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, SMA Solar Technology fair value estimate is €21.33 SMA Solar...
Artículo de análisis Oct 14

SMA Solar Technology AG's (ETR:S92) Low P/E No Reason For Excitement

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 17x, you may consider SMA...
Artículo de análisis Aug 29

Is Now The Time To Look At Buying SMA Solar Technology AG (ETR:S92)?

SMA Solar Technology AG ( ETR:S92 ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Aug 11

SMA Solar Technology AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

SMA Solar Technology AG ( ETR:S92 ) just released its latest quarterly results and things are looking bullish. It was...
Artículo de análisis Aug 09

Investors Should Be Encouraged By SMA Solar Technology's (ETR:S92) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Artículo de análisis Jul 19

Is SMA Solar Technology (ETR:S92) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jun 20

Investors Don't See Light At End Of SMA Solar Technology AG's (ETR:S92) Tunnel And Push Stock Down 42%

SMA Solar Technology AG ( ETR:S92 ) shareholders that were waiting for something to happen have been dealt a blow with...
Artículo de análisis May 22

We think SMA Solar Technology AG's (ETR:S92) CEO May Struggle To See Much Of A Pay Rise This Year

Key Insights SMA Solar Technology's Annual General Meeting to take place on 28th of May Salary of €1.19m is part of CEO...
Artículo de análisis May 11

SMA Solar Technology AG Just Missed Earnings - But Analysts Have Updated Their Models

SMA Solar Technology AG ( ETR:S92 ) missed earnings with its latest first-quarter results, disappointing...
Artículo de análisis May 03

Should You Investigate SMA Solar Technology AG (ETR:S92) At €49.72?

SMA Solar Technology AG ( ETR:S92 ), might not be a large cap stock, but it saw significant share price movement during...
Artículo de análisis Apr 18

Shareholders Would Enjoy A Repeat Of SMA Solar Technology's (ETR:S92) Recent Growth In Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Artículo de análisis Apr 05

Additional Considerations Required While Assessing SMA Solar Technology's (ETR:S92) Strong Earnings

Despite announcing strong earnings, SMA Solar Technology AG's ( ETR:S92 ) stock was sluggish. We think that the market...

Previsiones de crecimiento de beneficios e ingresos

XTRA:S92 - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20281,7861361371955
12/31/20271,6941101241635
12/31/20261,61670741085
3/31/20261,529-188-3011N/A
12/31/20251,516-18193143N/A
9/30/20251,605-297147203N/A
6/30/20251,456-20484150N/A
3/31/20251,496-141-5528N/A
12/31/20241,530-118-215-125N/A
9/30/20241,62680-261-156N/A
6/30/20241,884166-245-146N/A
3/31/20241,899202-5732N/A
12/31/20231,90422656141N/A
9/30/20231,67922578148N/A
6/30/20231,37317090156N/A
3/31/20231,21310537102N/A
12/31/20221,06656-3329N/A
9/30/2022963-272282N/A
6/30/2022967-471268N/A
3/31/2022964-282070N/A
12/31/2021983-234794N/A
9/30/2021998343074N/A
6/30/20211,001392366N/A
3/31/202197936-536N/A
12/31/20201,02728-70-31N/A
9/30/20201,05811-56-24N/A
6/30/20201,0678-62-32N/A
3/31/20201,0352-69-41N/A
12/31/2019915-9N/A-1N/A
9/30/2019817-195N/A-75N/A
6/30/2019729-201N/A-82N/A
3/31/2019746-189N/A-69N/A
12/31/2018761-175N/A-54N/A
9/30/201887414N/A-1N/A
6/30/201890533N/A51N/A
3/31/201890027N/A80N/A
12/31/201789130N/A117N/A
9/30/201783018N/A101N/A
6/30/201784519N/A133N/A
3/31/201787217N/A142N/A
12/31/201694729N/A145N/A
9/30/20161,00466N/A163N/A
6/30/20161,04359N/A142N/A
3/31/20161,00450N/A137N/A
12/31/201598223N/A104N/A
9/30/2015943-132N/A68N/A
6/30/2015885-151N/A18N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que S92 sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (1.9%).

Beneficios vs. Mercado: Se prevé que S92 sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que S92 sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (6.5% al año) de S92 crezcan más despacio que el mercado de German (6.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 6.5% al año) de S92 crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de S92 sea alta dentro de 3 años (22.2%)


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/15 21:46
Precio de las acciones al final del día2026/06/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

SMA Solar Technology AG está cubierta por 21 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
James FontanelliArete Research Services LLP
Rupesh MadlaniBarclays
Lasse StuebenBerenberg