Allegro.eu Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Allegro.eu de 14.9% y 10.6% por año respectivamente. Se prevé que el BPA crezca en un 15.5% al año. Se espera que la rentabilidad financiera sea de 23.5% en 3 años.
Información clave
14.9%
Tasa de crecimiento de los beneficios
15.48%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Multiline Retail | 6.5% |
| Tasa de crecimiento de los ingresos | 10.6% |
| Rentabilidad financiera futura | 23.46% |
| Cobertura de analistas | Good |
| Última actualización | 09 Sep 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
AI And Logistics Targets Will Likely Strain Margins And Future Earnings
Catalysts About Allegro.eu Allegro.eu operates a large e commerce marketplace and related services in Poland and selected Central and Eastern European markets. What are the underlying business or industry changes driving this perspective?
ALE: Mixed Rating Shifts And Governance Changes Will Shape Return Potential
Analysts have nudged their fair value estimate for Allegro.eu higher to around PLN 43 from roughly PLN 42, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E in the context of recent price targets clustered around PLN 41 to PLN 47. Analyst Commentary Recent research on Allegro.eu points to a mixed set of views.ALE: Mixed Rating Moves And Governance Tweaks Will Shape Future Return Profile
Analysts have raised their fair value estimate for Allegro.eu to PLN 42.23 from PLN 40.58, citing Street research that includes higher price targets around PLN 41 to PLN 47 and updated assumptions on growth, margins and P/E multiples. Analyst Commentary Recent Street research on Allegro.eu shows a split view, with some analysts highlighting upside potential and others flagging a more balanced risk and reward profile after the recent share price performance.ALE: Balanced Ratings Shifts And Governance Changes Will Shape Future Return Profile
Analysts have raised their average price target on Allegro.eu to PLN 40.58 from PLN 38.65, reflecting updated views on fair value and earnings potential after recent target changes to PLN 46 and PLN 41, along with adjustments to the discount rate, revenue growth, and profit margin assumptions. Analyst Commentary Recent research updates on Allegro.eu show a mix of optimism and caution, with fresh price targets and rating changes shaping how analysts think about the stock's valuation, growth prospects, and execution risk.ALE: Governance Revisions And Steady Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target for Allegro.eu slightly to PLN38.65, reflecting updated assumptions for the discount rate, revenue, profit margin, and future P/E that broadly align with previous expectations. What’s in the News for Allegro.eu Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.ALE: Leadership Transition And Revised Assumptions Will Shape Future Return Potential
Analysts have trimmed their price target on Allegro.eu from PLN 40.36 to PLN 38.65, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers behind the recalibration. What's in the News Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns
Analysts have made a small upward adjustment to their fair value estimate for Allegro.eu, now at €40.36 per share compared with the previous €40.29 per share, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan for Allegro.eu SA on November 18, 2025, setting the framework for future repurchases (Key Developments).ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns
Analysts have reduced their price target for Allegro.eu by approximately €0.11. This reflects slightly adjusted assumptions regarding discount rates, revenue growth, profit margins and future P/E multiples, while their overall view remains broadly unchanged.ALE: Steady Outlook And Ongoing Buybacks Will Support Stronger Share Performance
Analysts have kept their fair value estimate for Allegro.eu steady at €40.40, with small adjustments to the discount rate, profit margin assumptions and a slightly lower future P/E helping to refine their price target without shifting the headline number. What's in the News Allegro.eu completed a share buyback tranche between November 18, 2025 and December 3, 2025, repurchasing 4,664,941 shares, equal to 0.44% of share capital, for PLN 148.56m (company filing).Is Allegro.eu (WSE:ALE) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...ALE: Execution Momentum And Buybacks Will Support Stronger Share Performance
Analysts have nudged their price target on Allegro.eu slightly lower to PLN 40.40 from PLN 40.54, reflecting modest tweaks to growth and discount rate assumptions, even as they acknowledge improving execution momentum and a more balanced risk reward profile. Analyst Commentary Recent commentary from Goldman Sachs, which upgraded Allegro.eu to Neutral from Sell with a higher price target, underscores a shift toward a more balanced stance on the stock as execution trends improve.ALE: Shares Will Benefit From Upgraded Outlook And Execution Momentum
Analysts have modestly lowered their price target for Allegro.eu to PLN 40.54 from PLN 40.93. They cite the company's ongoing execution momentum and an improved balance of risk and reward as key factors behind the adjustment.ALE: Shares Will Benefit From Improved Execution Momentum And Risk Outlook
Analysts have raised their price target for Allegro.eu from PLN 39.87 to PLN 40.93. They cite increased execution momentum and a more balanced risk/reward outlook for the company's shares.
Allegro's International Growth And FinTech Expansion Solidify Future Success
Allegro's expansion into Hungary and focus on international markets could drive significant GMV growth and diversify revenue streams.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 16,735 | 2,702 | 2,784 | 4,272 | 10 |
| 12/31/2027 | 14,982 | 2,323 | 2,378 | 3,828 | 12 |
| 12/31/2026 | 13,403 | 1,894 | 1,874 | 3,182 | 12 |
| 3/31/2026 | 11,852 | 1,828 | 1,853 | 2,829 | N/A |
| 12/31/2025 | 11,458 | 1,694 | 1,927 | 2,870 | N/A |
| 9/30/2025 | 11,499 | 1,331 | 1,510 | 2,342 | N/A |
| 6/30/2025 | 11,220 | 1,128 | 1,535 | 2,320 | N/A |
| 3/31/2025 | 10,970 | 1,089 | 1,956 | 2,655 | N/A |
| 12/31/2024 | 10,367 | 1,189 | 3,005 | 3,623 | N/A |
| 9/30/2024 | 10,751 | 548 | 3,003 | 3,558 | N/A |
| 6/30/2024 | 10,583 | 597 | 3,388 | 3,856 | N/A |
| 3/31/2024 | 10,309 | 369 | 2,952 | 3,417 | N/A |
| 12/31/2023 | 10,185 | 284 | 2,070 | 2,541 | N/A |
| 9/30/2023 | 10,233 | 697 | 1,992 | 2,500 | N/A |
| 6/30/2023 | 10,121 | -1,744 | 1,466 | 2,054 | N/A |
| 3/31/2023 | 9,934 | -1,927 | 1,042 | 1,735 | N/A |
| 12/31/2022 | 9,005 | -1,917 | 1,132 | 1,855 | N/A |
| 9/30/2022 | 7,523 | -1,897 | 672 | 1,387 | N/A |
| 6/30/2022 | 6,437 | 628 | 738 | 1,381 | N/A |
| 3/31/2022 | 5,535 | 987 | 852 | 1,360 | N/A |
| 12/31/2021 | 5,353 | 1,090 | 1,000 | 1,407 | N/A |
| 9/30/2021 | 5,051 | 1,151 | 1,043 | 1,364 | N/A |
| 6/30/2021 | 4,746 | 448 | 1,234 | 1,499 | N/A |
| 3/31/2021 | 4,457 | 80 | 1,394 | 1,641 | N/A |
| 12/31/2020 | 3,998 | -335 | 1,279 | 1,510 | N/A |
| 9/30/2020 | 3,504 | -672 | 1,305 | 1,509 | N/A |
| 6/30/2020 | 3,196 | -444 | 1,111 | 1,303 | N/A |
| 3/31/2020 | 2,760 | -569 | 1,083 | 1,234 | N/A |
| 12/31/2019 | 2,592 | -602 | N/A | 1,247 | N/A |
| 12/31/2018 | 1,978 | -802 | N/A | 919 | N/A |
| 12/31/2017 | 1,663 | -890 | N/A | 440 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (14.9% al año) de ALE es superior a la tasa de ahorro (5.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (14.9% al año) de ALE crezcan más rápidamente que el mercado Polish (11% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de ALE crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (10.6% al año) de ALE crezcan más rápidamente que los del mercado Polish (4.8% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 10.6% al año) de ALE 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 ALE sea alta dentro de 3 años (23.5%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/11 17:54 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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 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
Allegro.eu S.A. está cubierta por 34 analistas. 12 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.
| Analista | Institución |
|---|---|
| Andrew Ross | Barclays |
| Beata Szparaga-Wasniewska | Biuro maklerskie mBanku |
| Pawel Szpigiel | Biuro maklerskie mBanku |