ACS Actividades de Construcción y Servicios (ACS) Aperçu de l'action
ACS, Actividades de Construcción y Servicios, S.A. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 4/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 4/6 |
ACS Community Fair Values
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Analyst Price Targets
ACS, Actividades de Construcción y Servicios, S.A. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €107.90 |
| Plus haut sur 52 semaines | €141.20 |
| Plus bas sur 52 semaines | €62.85 |
| Bêta | 0.61 |
| Variation sur 1 mois | -8.33% |
| Variation sur 3 mois | -14.57% |
| Variation sur 1 an | 64.23% |
| Variation sur 3 ans | 239.95% |
| Variation sur 5 ans | 370.15% |
| Évolution depuis l'introduction en bourse | 1,836.46% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Aug 06
ACS: Data Center Venture And Equity Raise Will Drive Future Upside
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to about €127 from about €119, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for ACS Actividades de Construcción y Servicios ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50-50 data center joint venture, with a 1.7 gigawatt development portfolio that represents about 1.2 gigawatts of IT load across Europe, the United States and Australia.Article d’analyse • Aug 02
ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Interim Results: Here's What Analysts Are Forecasting For This Year
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) shareholders are probably feeling a little disappointed...
Mise à jour du récit • Jul 23
ACS: Coravel Data Center Venture Will Drive Future Upside Potential
Analysts have lifted their price target for ACS Actividades de Construcción y Servicios from €106.24 to €159.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple based on their latest models. What's in the News ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50/50 data center joint venture, with a 1.7-gigawatt development portfolio representing 1.2 gigawatts of IT load across Europe, the United States and Australia, and secured a first major hyperscaler customer agreement covering about 140 megawatts of critical IT load at the Dallas Fort Worth campus plus rights to roughly 100 megawatts of future expansion capacity.Recent updates
Mise à jour du récit • Aug 06
ACS: Data Center Venture And Equity Raise Will Drive Future Upside
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to about €127 from about €119, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for ACS Actividades de Construcción y Servicios ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50-50 data center joint venture, with a 1.7 gigawatt development portfolio that represents about 1.2 gigawatts of IT load across Europe, the United States and Australia.Article d’analyse • Aug 02
ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Interim Results: Here's What Analysts Are Forecasting For This Year
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) shareholders are probably feeling a little disappointed...Mise à jour du récit • Jul 23
ACS: Coravel Data Center Venture Will Drive Future Upside Potential
Analysts have lifted their price target for ACS Actividades de Construcción y Servicios from €106.24 to €159.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple based on their latest models. What's in the News ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50/50 data center joint venture, with a 1.7-gigawatt development portfolio representing 1.2 gigawatts of IT load across Europe, the United States and Australia, and secured a first major hyperscaler customer agreement covering about 140 megawatts of critical IT load at the Dallas Fort Worth campus plus rights to roughly 100 megawatts of future expansion capacity.
Mise à jour du récit • Jul 09
ACS: Rich Morgan Stanley Upgrade Will Likely Expose Overvaluation Risk
The analyst price target for ACS Actividades de Construcción y Servicios has been revised from €54.82 to €78.10. Analysts attribute the change to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, as reflected in recent Street research such as the Morgan Stanley upgrade.Mise à jour du récit • Jun 25
ACS: Bank Upgrades And Equity Raise Will Shape Future Upside Potential
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €118.61 from €115.44. This reflects updated views on revenue growth, discount rate assumptions and future P/E, supported by recent research upgrades at major banks.Mise à jour du récit • Jun 05
ACS: Data Center Rerating And Equity Raise Will Temper Future Upside
Narrative Update: ACS Actividades de Construcción y Servicios The analyst price target for ACS Actividades de Construcción y Servicios has been revised from about €100.05 to roughly €115.44, with analysts citing updated fair value assumptions, slightly higher projected revenue growth and profit margins, a higher future P/E multiple, and recent upgrades at major banks as key drivers of the change. Analyst Commentary Recent Street research on ACS Actividades de Construcción y Servicios has focused on updated views of the company’s valuation, its exposure to data center assets, and the implications of recent rating and target price changes for the stock’s risk and reward profile.Article d’analyse • May 24
We Think That There Are Issues Underlying ACS Actividades de Construcción y Servicios' (BME:ACS) Earnings
ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) robust earnings report didn't manage to move the...Article d’analyse • May 15
€110 - That's What Analysts Think ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Is Worth After These Results
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) came out with its quarterly results last week, and we...Mise à jour du récit • Apr 19
ACS: Data Center Upgrade Euphoria Will Likely Outrun Real Profit Delivery
Narrative Update on ACS Actividades de Construcción y Servicios The updated analyst price target for ACS has moved in line with a higher fair value estimate of €100.05, up from €96.44. Analysts are factoring in slightly stronger expected revenue growth, a marginally lower discount rate and support from recent upgrades that highlight the company's data center exposure and positioning in hyperscaler related construction.Mise à jour du récit • Apr 04
ACS: Data Center Hype Will Likely Exceed Real Earnings Delivery
Narrative Update on ACS Actividades de Construcción y Servicios The analyst price target for ACS has been nudged higher to €96.44 from €94.97, with analysts pointing to a slightly adjusted fair value model and growing focus on its data center exposure as key reasons behind the change. Analyst Commentary Recent Street research has turned more constructive on ACS, with several upgrades tied to how the market is valuing its data center exposure and positioning in hyperscaler related projects.Mise à jour du récit • Mar 21
ACS: Data Center Exposure Will Likely Balance Future Share Opportunities And Risks
Narrative Update on ACS Actividades de Construcción y Servicios The analyst fair value estimate for ACS has been revised from €89.20 to €94.97, with analysts pointing to higher assumed revenue growth, slightly stronger profit margins, a higher future P/E multiple, and growing attention to the company's data center exposure as key drivers behind the updated target range from recent research. Analyst Commentary Recent Street research on ACS has focused heavily on the company’s role in data center construction and how that feeds into valuation assumptions, growth expectations, and execution risk.Mise à jour du récit • Mar 06
ACS: Data Center Capex Reliance Will Likely Restrain Future Share Returns
Analysts have nudged their fair value estimate for ACS Actividades de Construcción y Servicios up from about €87.02 to about €89.20, reflecting improved views on its data center exposure and updated P/E and margin assumptions following recent rating and target changes on the stock. Analyst Commentary Recent research highlights a mix of enthusiasm about ACS Actividades de Construcción y Servicios' role in data center construction alongside a more measured stance from others who prefer to wait for clearer execution and valuation evidence.Mise à jour du récit • Feb 20
ACS: Data Center Hype Will Likely Limit Future Share Upside
Analysts have lifted their price target on ACS Actividades de Construcción y Servicios to about €87 from roughly €83, citing updated assumptions on discount rates, revenue growth and margins, along with recent research highlighting ACS's role as a key contractor in data center construction and a mix of more positive and neutral ratings on the stock. Analyst Commentary Recent research on ACS highlights a split between more optimistic views that focus on data center exposure and more neutral positions that balance growth opportunities with execution and valuation questions.Mise à jour du récit • Feb 05
ACS: Neutral Initiation Will Expose Limited Upside To Fair Value
Analysts have nudged their fair value estimate for ACS Actividades de Construcción y Servicios to €82.85 from €82.36, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E after recent research, including a new neutral initiation at Deutsche Bank. Analyst Commentary Recent research around ACS Actividades de Construcción y Servicios centers on how current assumptions for discount rate, revenue growth, profit margin and future P/E line up with the group’s execution risk and earnings visibility.Article d’analyse • Jan 22
ACS Actividades de Construcción y Servicios (BME:ACS) Ticks All The Boxes When It Comes To Earnings Growth
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Mise à jour du récit • Jan 21
ACS: Stock Split And Data Center Focus Will Expose Valuation Risks
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €82.36 from €80.53, citing small adjustments to fair value assumptions, discount rate, revenue growth, profit margin and future P/E inputs. What's in the News ACS, Actividades de Construcción y Servicios, S.A. plans a 1 for 2.70146 stock split or significant stock dividend scheduled for 21 Jan 2026 (Key Developments).Mise à jour du récit • Jan 07
ACS: Data Center Focus Will Highlight Execution Risks At Unchanged €80.53 Estimate
Analysts have lifted their price target on ACS Actividades de Construcción y Servicios to €80.53 per share, a change they link to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, even though the updated fair value figure itself remains at €80.53. What's in the News ACS Actividades de Construcción y Servicios is scheduled to hold a 3Q 2025 Results Presentation combined with a Data Center Investor Day, giving investors a focused look at recent financial results alongside its data center activities (Key Developments).Article d’analyse • Jan 04
Calculating The Intrinsic Value Of ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS)
Key Insights ACS Actividades de Construcción y Servicios' estimated fair value is €97.67 based on 2 Stage Free Cash...Mise à jour du récit • Dec 15
ACS: U.S. Construction Exposure Will Drive Earnings While Leaving Execution Risks Elevated
Analysts have raised their price target on ACS Actividades de Construcción y Servicios by EUR 3 to approximately EUR 80.53, citing a slightly lower discount rate, improved revenue growth expectations, and stronger long term earnings potential driven by the company’s exposure to U.S. construction. Analyst Commentary Bullish analysts highlight that the improved price target reflects growing confidence in ACS’s earnings trajectory, particularly as its U.S. construction operations are expected to deliver outsized growth over the next few years.Article d’analyse • Dec 08
Some Shareholders Feeling Restless Over ACS, Actividades de Construcción y Servicios, S.A.'s (BME:ACS) P/E Ratio
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider ACS...Mise à jour du récit • Nov 30
ACS: U.S. Market Momentum Will Balance Competitive Pressures and Execution Risks
Analysts have raised their price target for ACS Actividades de Construcción y Servicios from €64.04 to €77.53, citing improved growth prospects and the company's strong exposure to U.S. construction markets as key factors behind the upgrade. Analyst Commentary Recent analyst reports reveal a mix of optimism and caution regarding the outlook for ACS Actividades de Construcción y Servicios.Article d’analyse • Nov 22
ACS Actividades de Construcción y Servicios' (BME:ACS) Shareholders May Want To Dig Deeper Than Statutory Profit
ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) healthy profit numbers didn't contain any surprises...Article d’analyse • Nov 19
€69.90 - That's What Analysts Think ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Is Worth After These Results
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) last week reported its latest third-quarter results...Mise à jour du récit • Nov 16
ACS: U.S. Construction Expansion Will Pose Key Execution Risks Ahead
Narrative Update on ACS Actividades de Construcción y Servicios Analysts have raised their price target for ACS to €78 from €52.50, citing improved revenue growth and margins as a result of the company's expanding presence in U.S. construction markets. Analyst Commentary Bullish Takeaways Bullish analysts cite the company's increasing exposure to U.S. construction markets as a central driver for anticipated strong earnings growth through 2026.Article d’analyse • Nov 01
The Return Trends At ACS Actividades de Construcción y Servicios (BME:ACS) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Mise à jour du récit • Oct 31
ACS: Rising U.S. Construction Exposure Will Face Margin Pressures Ahead
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to approximately €78, up significantly from €52.50. They cite expectations of robust earnings growth driven by the company's expanding U.S. construction operations.Mise à jour du récit • Oct 17
Digital Infrastructure And Demographic Trends Will Expand Horizons
Analysts have raised their price target for ACS Actividades de Construcción y Servicios from €60.25 to €61.27, citing improved revenue growth projections and stronger U.S. construction exposure as key factors supporting this upward revision. Analyst Commentary As ACS Actividades de Construcción y Servicios attracts renewed attention from investment firms, analysts are weighing the company’s strategic positioning and outlook.Mise à jour du récit • Oct 03
Digital Infrastructure And Demographic Trends Will Expand Horizons
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €78 from €52.50, citing stronger expected earnings growth due to the company's exposure to U.S. construction. Analyst Commentary Bullish Takeaways Bullish analysts highlight ACS's increased exposure to the U.S. construction market, which is expected to be a major driver of growth over the coming years.Article d’analyse • Sep 28
Is Now The Time To Put ACS Actividades de Construcción y Servicios (BME:ACS) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Article d’analyse • Sep 14
A Look At The Fair Value Of ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ACS Actividades de Construcción y Servicios fair value...Article d’analyse • Sep 01
Investor Optimism Abounds ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) But Growth Is Lacking
There wouldn't be many who think ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) price-to-earnings (or...
Nouveau récit • Mar 02
Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects
Aggressive investments and expansions could strain resources and dampen short to medium-term returns, impacting earnings growth.Rendement pour les actionnaires
| ACS | ES Construction | ES Marché | |
|---|---|---|---|
| 7D | -0.4% | -2.1% | -1.3% |
| 1Y | 64.2% | 32.3% | 27.1% |
Rendement vs Industrie: ACS a dépassé le secteur Spanish Construction qui a rapporté 32.3 % au cours de l'année écoulée.
Rendement vs marché: ACS a dépassé le marché Spanish qui a rapporté 27.1 % au cours de l'année écoulée.
Volatilité des prix
| ACS volatility | |
|---|---|
| ACS Average Weekly Movement | 4.1% |
| Construction Industry Average Movement | 4.7% |
| Market Average Movement | 3.0% |
| 10% most volatile stocks in ES Market | 6.3% |
| 10% least volatile stocks in ES Market | 0.6% |
Cours de l'action stable: ACS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Spanish.
Volatilité au fil du temps: La volatilité hebdomadaire de ACS ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1942 | 152,300 | Juan Cases | www.grupoacs.com |
ACS, Actividades de Construcción y Servicios, S.A. fournit des services de construction et des services connexes en Espagne, aux États-Unis, en Australie, au Canada, en Allemagne, dans le reste de l'Europe et à l'échelle internationale. La société entreprend des activités de construction civile liées à la construction d'infrastructures, telles que les autoroutes, les voies ferrées, les travaux maritimes, les aéroports, les bâtiments résidentiels et les infrastructures et installations sociales ; les centres de données, les installations de soins de santé et d'éducation, les aéroports, les sports et les bureaux commerciaux ; et les routes et les ponts, les barrages et les usines de traitement de l'eau, et les projets souterrains. Elle propose également des services d'infrastructure pour les secteurs des chemins de fer, des transports, des communications et de la technologie, de l'énergie, des ressources, de l'eau et de la défense, ainsi que des services de maintenance pour les bâtiments, les lieux publics et les organisations, et des services miniers.
ACS, Actividades de Construcción y Servicios, S.A. Résumé des fondamentaux
| ACS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €29.90b |
| Bénéfices(TTM) | €1.01b |
| Recettes(TTM) | €51.91b |
29.6x
Ratio P/E0.6x
Ratio P/SLe site ACS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ACS compte de résultat (TTM) | |
|---|---|
| Recettes | €51.91b |
| Coût des recettes | €35.96b |
| Marge brute | €15.95b |
| Autres dépenses | €14.94b |
| Les revenus | €1.01b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.65 |
| Marge brute | 30.72% |
| Marge bénéficiaire nette | 1.95% |
| Ratio dettes/capitaux propres | 241.0% |
Quelles ont été les performances à long terme de ACS?
Voir les performances historiques et les comparaisonsDividendes
2.2%
Rendement actuel des dividendes60%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/18 15:13 |
| Cours de l'action en fin de journée | 2026/08/18 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
ACS, Actividades de Construcción y Servicios, S.A. est couverte par 29 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Luis Arredondo | Banco de Sabadell. S.A. |
| José Arroyas | Banco Santander |