SPIE SA

Informe acción ENXTPA:SPIE

Capitalización de mercado: €8.3b

SPIE Crecimiento futuro

Future controles de criterios 5/6

Se prevé un crecimiento anual de los beneficios y los ingresos de SPIE de 20.3% y 5.8% por año respectivamente. Se prevé que el BPA crezca en un 20.6% al año. Se espera que la rentabilidad financiera sea de 22.3% en 3 años.

Información clave

20.3%

Tasa de crecimiento de los beneficios

20.58%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Commercial Services15.7%
Tasa de crecimiento de los ingresos5.8%
Rentabilidad financiera futura22.28%
Cobertura de analistas

Good

Última actualización20 Jul 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Aug 03

SPIE SA (EPA:SPIE) Released Earnings Last Week And Analysts Lifted Their Price Target To €49.15

Investors in SPIE SA ( EPA:SPIE ) had a good week, as its shares rose 2.6% to close at €50.10 following the release of...

Recent updates

Actualización de narrativa Jun 30

SPIE: Energy Infrastructure Wins And Mixed Execution Risks Will Shape 2026 Outlook

Analysts have raised the SPIE fair value estimate from €46.0 to €50.0, based on updated assumptions regarding revenue growth, profit margins, the discount rate and future P/E. These updates are broadly consistent with recent upward revisions to Street price targets, which have moved from €2 to €8.
Actualización de narrativa Jun 16

SPIE: Higher Earnings Visibility Will Support Further Share Price Upside

Analysts have nudged their fair value estimate for SPIE to €61, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple that aligns with recent price target increases from major banks. Analyst Commentary Recent Street research has pointed to a more optimistic stance on SPIE, with major banks adjusting price targets higher in light of updated views on the company’s earnings power and valuation framework.
Actualización de narrativa Jun 02

SPIE: Offshore Wind Wins And Buybacks Will Support Higher Earnings Multiple

Narrative Update on SPIE The updated analyst price target for SPIE moves to €56.18 from €55.59. Analysts attribute this to refreshed assumptions for revenue growth, discount rate, profit margins and future P/E, which support the change following recent target raises from €49.50 to €51 and further upward revisions of €2 and €8 by the Street.
Actualización de narrativa May 03

SPIE: Future Revenue Will Surpass €10b As Earnings Multiple Expands

The updated analyst price target for SPIE increases to €55.59 from €53.45, with analysts citing refreshed assumptions on revenue growth and P/E, along with recent Street target hikes of €8 and €2, as key supports for this revision. Analyst Commentary Bullish Takeaways Bullish analysts point to successive target lifts, including the recent €8 move at JPMorgan and prior €2 and €1.50 steps, as support for a higher valuation framework on SPIE.
Actualización de narrativa Apr 18

SPIE: Model Refinements And Governance Shifts Will Shape Balanced 2026 Outlook

Analysts have raised their price target on SPIE to €51 from €49.50, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E. These revisions keep the estimated fair value broadly aligned with previous levels.
Actualización de narrativa Apr 03

SPIE: Updated Outlook And Leadership Change Will Shape Measured 2026 Prospects

Analysts have nudged their price target for SPIE to €51 from €49.50, reflecting updated assumptions around modestly higher revenue growth, a slightly stronger profit margin profile, and a near unchanged future P/E multiple. Analyst Commentary The latest price target move to €51, alongside an Equal Weight stance, signals that analysts see some support for the current valuation but remain hesitant to adopt a more positive view.
Actualización de narrativa Mar 20

SPIE: Higher Medium Term Confidence Will Support Further Share Price Upside

Analysts have nudged their 12 month view on SPIE higher, with the headline change being a price target move from €49.50 to €51. This is supported by slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that keep fair value around €60.
Actualización de narrativa Mar 06

SPIE: Tesla Energy Storage Agreement Will Drive Margins And Upside Potential

Analysts have kept their fair value estimate for SPIE steady at €60.00, with updated assumptions showing slightly different discount rate, revenue growth, profit margin and future P/E inputs, which together drive only a marginal adjustment to their price target rationale. What's in the News CEO transition planned, with long-serving Chief Executive Officer Gauthier Louette set to step down after the annual general shareholders’ meeting on 30 April 2026, in line with the company’s age limit policy (Key Developments).
Actualización de narrativa Feb 20

SPIE: European Energy Storage Agreement Will Support Higher Margins And Upside Potential

Analysts have kept their €60.0 price target for SPIE unchanged, reflecting only minor tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E, rather than a shift in their overall view of the shares. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system (BESS) projects, with a renewable three year term covering group subsidiaries that have BESS installation expertise (Key Developments).
Actualización de narrativa Feb 05

SPIE: European Energy Storage Partnership Will Support Higher Margins And Share Price Potential

Analysts have adjusted their price target on SPIE to €60.00, keeping the level unchanged while refining their assumptions for discount rate, revenue growth, profit margin and future P/E, which they see as better reflecting current risk and earnings expectations. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system (BESS) projects, covering all SPIE group subsidiaries in Europe that work on BESS installations (Key Developments).
Artículo de análisis Jan 23

SPIE SA's (EPA:SPIE) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 39x SPIE SA ( EPA:SPIE ) may be sending very bearish signals at the...
Actualización de narrativa Jan 22

SPIE: European Energy Storage Agreement Will Shape Measured Outlook For 2025

Analysts have raised their price target on SPIE from €35.69 to €46.00, citing updated assumptions that include a slightly higher discount rate, revised estimates for revenue growth and profit margins, and a higher future P/E multiple. What's in the News SPIE signed a European framework agreement with Tesla covering battery energy storage system projects.
Actualización de narrativa Jan 08

SPIE: Future Revenue Will Surpass €10b With Measured Profitability Outlook

Analysts have nudged their fair value estimate for SPIE slightly higher, to €53.45 from €52.83, reflecting small adjustments to assumptions on the discount rate, revenue growth, profit margins and expected future P/E. What's in the News SPIE signed a European framework agreement with Tesla for battery energy storage system projects using Tesla Megapack solutions, covering all group subsidiaries in Europe with BESS installation expertise (Key Developments).
Actualización de narrativa Dec 16

SPIE: European Battery Projects Will Drive Higher Margins And Share Price Potential

Analysts have reduced their price target on SPIE by 2.00 dollars to 60.00 dollars. This reflects slightly lower assumptions for revenue growth and valuation multiples, which are only partly offset by improved margin expectations.
Actualización de narrativa Dec 01

SPIE: Future Revenue to Exceed €10 Billion as Profitability Set to Improve

Analysts have slightly reduced their price target for SPIE, lowering it from €52.50 to €49.50. This adjustment is due to a modest decrease in revenue growth expectations and updated market assessments.
Artículo de análisis Nov 12

SPIE's (EPA:SPIE) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Oct 28

Is There An Opportunity With SPIE SA's (EPA:SPIE) 43% Undervaluation?

Key Insights SPIE's estimated fair value is €81.91 based on 2 Stage Free Cash Flow to Equity SPIE is estimated to be...
Actualización de narrativa Oct 18

Energy Transition And Digitalization Trends Will Unlock Future Potential

The analyst price target for SPIE has been revised downward from €52.50 to €49.50. Analysts point to valuation concerns as the primary driver for the reduced estimate.
Artículo de análisis Oct 10

Here's Why SPIE (EPA:SPIE) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Actualización de narrativa Oct 03

Energy Transition And Digitalization Trends Will Unlock Future Potential

Analysts have marginally raised their fair value estimate for SPIE to €53.05 from €52. This change reflects modest adjustments to expected growth and profitability assumptions in light of recent market developments.
Artículo de análisis Sep 26

Is It Time To Consider Buying SPIE SA (EPA:SPIE)?

SPIE SA ( EPA:SPIE ), might not be a large cap stock, but it saw significant share price movement during recent months...
Artículo de análisis Sep 08

SPIE (EPA:SPIE) Has Announced A Dividend Of €0.30

SPIE SA ( EPA:SPIE ) has announced that it will pay a dividend of €0.30 per share on the 18th of September. This makes...
Actualización de narrativa Aug 06

Energy Transition And Digitalization Trends Will Unlock Future Potential

Despite a notable downgrade in consensus revenue growth forecasts, SPIE's consensus price target has risen significantly—driven by valuation multiple expansion—with the target increasing from €45.65 to €50.85. What's in the News SPIE SA reaffirmed its 2025 earnings outlook, expecting strong total growth and Group revenue to exceed EUR 10 billion, including ongoing organic growth and active bolt-on M&A.
Artículo de análisis Aug 03

SPIE SA (EPA:SPIE) Released Earnings Last Week And Analysts Lifted Their Price Target To €49.15

Investors in SPIE SA ( EPA:SPIE ) had a good week, as its shares rose 2.6% to close at €50.10 following the release of...
Artículo de análisis Jul 27

SPIE (EPA:SPIE) Is Looking To Continue Growing Its Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
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Nueva narrativa Dec 08

Focus On Renewable Energy And Decisive Acquisitions With Vattenfall And Correll Group Will Propel Revenue Growth And Margin Expansion

SPIE's strategic focus on renewable energy projects in Poland and offshore wind initiatives is expected to enhance revenue and market position.

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:SPIE - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202812,7134907909619
12/31/202712,02245976099711
12/31/202611,21440369690911
12/31/202510,492176812887N/A
9/30/202510,423190892969N/A
6/30/202510,3552039721,052N/A
3/31/202510,182238902986N/A
12/31/202410,009273832921N/A
9/30/20249,673248792877N/A
6/30/20249,337222752834N/A
3/31/20249,076230702774N/A
12/31/20238,814239652713N/A
9/30/20238,690195580640N/A
6/30/20238,565152509566N/A
3/31/20238,382152510572N/A
12/31/20228,200152512577N/A
9/30/20227,869168501570N/A
6/30/20227,539185490562N/A
3/31/20227,305177469539N/A
12/31/20217,072169449516N/A
9/30/20217,045161399462N/A
6/30/20217,019152349407N/A
3/31/20216,880103422484N/A
12/31/20206,74153494560N/A
9/30/20206,78461N/AN/AN/A
6/30/20206,82768613685N/A
3/31/20206,935114488559N/A
12/31/20197,043159362432N/A
9/30/20196,964176N/AN/AN/A
6/30/20196,886192N/A395N/A
3/31/20196,818177N/A380N/A
12/31/20186,750162N/A366N/A
9/30/20186,683124N/AN/AN/A
6/30/20186,61687N/A161N/A
3/31/20186,400100N/A229N/A
12/31/20176,185114N/A297N/A
9/30/20175,724154N/AN/AN/A
6/30/20175,263193N/A259N/A
3/31/20175,124194N/A309N/A
12/31/20164,985196N/A358N/A
9/30/20165,094153N/AN/AN/A
6/30/20165,203109N/A310N/A
3/31/20165,33360N/A400N/A
12/31/20155,43151N/A273N/A
9/30/20155,46312N/AN/AN/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (20.3% al año) de SPIE es superior a la tasa de ahorro (2.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (20.3% al año) de SPIE crezcan más rápidamente que el mercado French (12.4% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de SPIE crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (5.8% al año) de SPIE crezcan más rápidamente que los del mercado French (5.8% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.8% al año) de SPIE 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 SPIE sea alta dentro de 3 años (22.3%)


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/20 15:46
Precio de las acciones al final del día2026/07/20 00:00
Beneficios2025/12/31
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

SPIE SA está cubierta por 20 analistas. 11 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
Anna PatriceBerenberg
Aleksander PetercBernstein
Laurent GelebartBNP Paribas