Acerinox Croissance future
Future contrôle des critères 4/6
Acerinox devrait augmenter ses bénéfices et son chiffre d'affaires de 34% et de 8.5% par an respectivement. Le BPA devrait croître de de 36% par an. Le rendement des capitaux propres devrait être 17.9% dans 3 ans.
Informations clés
34.0%
Taux de croissance des bénéfices
36.05%
Taux de croissance du BPA
| Metals and Mining croissance des bénéfices | 14.6% |
| Taux de croissance des recettes | 8.5% |
| Rendement futur des capitaux propres | 17.94% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 11 Aug 2026 |
Mises à jour récentes de la croissance future
Article d’analyse • Jul 29
Acerinox, S.A. (BME:ACX) Just Reported And Analysts Have Been Lifting Their Price Targets
Investors in Acerinox, S.A. ( BME:ACX ) had a good week, as its shares rose 9.4% to close at €18.06 following the...Article d’analyse • May 13
Here's What Analysts Are Forecasting For Acerinox, S.A. (BME:ACX) After Its First-Quarter Results
Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its first-quarter result this time last week. The...Recent updates
Nouveau récit • Aug 10
Trade Barriers And HPA Expansion Will Drive Long-Term Stainless Steel Upside
Catalysts About Acerinox Acerinox is a global producer of stainless steel and high performance alloys with operations in the United States, Europe and South Africa. What are the underlying business or industry changes driving this perspective?
Mise à jour du récit • Aug 10
ACX: Strong Earnings And Higher Street Views Will Likely Cap Near-Term Upside
Acerinox's analyst fair value estimate has shifted from €13.60 to €14.40 as analysts factor in a series of higher price targets and updated views on medium term prospects for the shares. Analyst Commentary Recent research updates on Acerinox show a mix of optimism on upside potential and a clear pocket of caution on execution and valuation risks.Article d’analyse • Jul 29
Acerinox, S.A. (BME:ACX) Just Reported And Analysts Have Been Lifting Their Price Targets
Investors in Acerinox, S.A. ( BME:ACX ) had a good week, as its shares rose 9.4% to close at €18.06 following the...
Mise à jour du récit • Jul 27
ACX: Recovery Execution And Margin Delivery Will Shape Balanced Future Upside
The analyst price target for Acerinox has moved from €14.38 to €17.47 as analysts factor in updated views on revenue growth, margins and P/E assumptions, along with a series of recent target increases from major banks across both bullish and cautious ratings. Analyst Commentary Recent research on Acerinox highlights a split view, with several bullish analysts lifting price targets in the €15 to €18.40 range while more cautious voices adjust targets upward but maintain restrained ratings.Nouveau récit • Jul 27
Future Trade Measures And HPA Expansions Will Likely Strain Margins And Earnings
Catalysts About Acerinox Acerinox is a global producer of stainless steel and high performance alloys with operations in the United States, Europe and South Africa. What are the underlying business or industry changes driving this perspective?Article d’analyse • May 13
Here's What Analysts Are Forecasting For Acerinox, S.A. (BME:ACX) After Its First-Quarter Results
Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its first-quarter result this time last week. The...Mise à jour du récit • Mar 10
ACX: Rising Revenue Assumptions Will Test Execution Risks And Support Upside Potential
The analyst price target for Acerinox has been nudged higher to €14.38 from €14.24, as analysts factor in updated assumptions on revenue growth, margins and valuation that accompany recent price target revisions from major firms. Analyst Commentary Recent research updates on Acerinox show a mix of cautious and more constructive views, with price targets moved higher but ratings still reflecting differing expectations on execution and valuation risk.Mise à jour du récit • Feb 23
ACX: Mixed Rating Shifts Will Test Earnings Resilience And Fairly Valued Outlook
Analysts have nudged their Acerinox price target slightly higher to €14.24, reflecting fine tuning of discount rate and P/E assumptions following mixed recent research that included both a downgrade and a small €1 upward revision from the Street. Analyst Commentary Recent commentary around Acerinox reflects a split view, with one firm such as JPMorgan turning more cautious while others fine tune their models and lift fair value estimates.Article d’analyse • Feb 16
Here's Why Acerinox (BME:ACX) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Mise à jour du récit • Feb 08
ACX: Mixed Rating Shifts Will Test Margin Resilience And Fairly Valued Outlook
The analyst price target on Acerinox has been adjusted slightly, with fair value moving from €14.28 to €14.24 as analysts factor in updated assumptions on growth, profitability and P/E multiples following recent mixed research that includes both target increases and reductions. Analyst Commentary Recent research on Acerinox reflects a mix of optimism and caution, which helps explain why the consolidated fair value estimate is only slightly lower at €14.24.Mise à jour du récit • Jan 23
ACX: Margin Resilience And Cost Control Will Guide Balanced Fairly Valued Outlook
Analysts have increased Acerinox's fair value estimate to €14.28 from €13.92, reflecting recent Street price target revisions that include both small reductions and a €1 target increase at one firm. Analyst Commentary Recent research opinions on Acerinox present a mix of optimism and caution, which helps explain why the updated fair value estimate sits close to, but not far from, the range of published price targets.Mise à jour du récit • Jan 09
ACX: Margin Resilience And Cost Control Will Shape Balanced Medium Term Outcomes
Narrative Update on Acerinox The updated analyst price target for Acerinox edges up to about €13.92 from €13.84, as analysts factor in recent target revisions around €13.70 and €11, alongside modest tweaks to fair value, discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street commentary on Acerinox centers on modest downward revisions to published price targets, with views split between more optimistic and more cautious takes on execution and valuation risk.Mise à jour du récit • Dec 19
ACX: Margin Resilience And Cost Control Will Support Medium Term Upside Potential
Acerinox's analyst price target has been nudged higher to EUR 13.84 from roughly EUR 13.77, as analysts point to slightly improved fair value and profit margin expectations despite recent target trims at major banks. Analyst Commentary Recent research updates reflect a mixed but generally supportive stance on Acerinox, as modest target cuts coexist with an overall upward drift in consensus fair value estimates.Mise à jour du récit • Dec 05
ACX: Future Margin Stability Will Support Medium Term Shareholder Returns
The analyst price target for Acerinox has been trimmed slightly, with fair value easing from EUR 13.56 to EUR 13.77 as analysts factor in marginally higher discount rates while still acknowledging modestly improving growth and profitability metrics reflected in updated revenue growth, profit margin, and forward P E assumptions. Analyst Commentary Recent Street research reflects a more nuanced stance on Acerinox, with modest target cuts aligning valuations more closely with updated growth and execution expectations rather than signaling a fundamental change in the investment case.Article d’analyse • Nov 29
Acerinox, S.A.'s (BME:ACX) Intrinsic Value Is Potentially 45% Above Its Share Price
Key Insights Acerinox's estimated fair value is €17.62 based on 2 Stage Free Cash Flow to Equity Acerinox's €12.17...Mise à jour du récit • Nov 21
ACX: Improved Revenue Outlook Will Drive Future Shareholder Returns
Narrative Update on Acerinox The analyst price target for Acerinox has seen a slight increase, rising by EUR 0.06 to EUR 13.56. Analysts reflect updated forecasts for modestly higher revenue growth and stable market conditions.Mise à jour du récit • Nov 05
ACX: Stronger Profit Margin Will Support A Positive Earnings Outlook
Analysts have raised their price target for Acerinox from €13.31 to €13.49. This reflects modest optimism based on slight improvements in projected profit margin and future earnings multiples, despite a lowered revenue growth outlook.Article d’analyse • Oct 28
Acerinox, S.A.'s (BME:ACX) Price In Tune With Earnings
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 17x, you may consider...Mise à jour du récit • Oct 22
Analysts Revise Acerinox Price Target as Market Outlook and Valuation Expectations Shift
Acerinox's analyst price target has been revised downward from €13.39 to €13.31. This change reflects slightly lower fair value estimates as analysts moderate expectations amid increasingly conservative industry forecasts.Mise à jour du récit • Oct 08
Tariff Clarity And Sustainable Demand Will Shape Stainless Steel Future
The analyst price target for Acerinox has been revised upward from €13.04 to €13.39. Analysts cite updated forecasts for revenue growth and discount rate, while also noting recent mixed target adjustments from major banks.
Nouveau récit • Feb 09
Haynes Acquisition And Europa Plant Revamp Will Boost Future Market Expansion
Completion of the Haynes acquisition and Bahru Stainless sale are poised to enhance future revenue, EBITDA, and net earnings through market expansion and accounting gains.Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 7,362 | 458 | 474 | 686 | 11 |
| 12/31/2027 | 6,970 | 387 | 396 | 655 | 12 |
| 12/31/2026 | 6,227 | 249 | 137 | 490 | 10 |
| 6/30/2026 | 5,696 | 54 | 18 | 351 | N/A |
| 3/31/2026 | 5,618 | -45 | 65 | 390 | N/A |
| 12/31/2025 | 5,785 | -40 | 146 | 455 | N/A |
| 9/30/2025 | 5,801 | 70 | 99 | 390 | N/A |
| 6/30/2025 | 5,693 | 93 | -76 | 176 | N/A |
| 3/31/2025 | 5,486 | 182 | -21 | 205 | N/A |
| 12/31/2024 | 5,416 | 225 | 89 | 294 | N/A |
| 9/30/2024 | 5,625 | 42 | 292 | 463 | N/A |
| 6/30/2024 | 5,869 | 65 | 667 | 824 | N/A |
| 3/31/2024 | 6,315 | 145 | 521 | 688 | N/A |
| 12/31/2023 | 6,616 | 228 | 307 | 481 | N/A |
| 9/30/2023 | 6,799 | 163 | 552 | 738 | N/A |
| 6/30/2023 | 7,421 | 225 | 205 | 391 | N/A |
| 3/31/2023 | 8,211 | 426 | 293 | 451 | N/A |
| 12/31/2022 | 8,716 | 556 | 407 | 544 | N/A |
| 9/30/2022 | 8,935 | 940 | 118 | 231 | N/A |
| 6/30/2022 | 8,464 | 978 | 260 | 357 | N/A |
| 3/31/2022 | 7,554 | 760 | 344 | 439 | N/A |
| 12/31/2021 | 6,708 | 572 | 286 | 388 | N/A |
| 9/30/2021 | 5,989 | 391 | 347 | 438 | N/A |
| 6/30/2021 | 5,406 | 250 | 352 | 453 | N/A |
| 3/31/2021 | 4,953 | 99 | 373 | 480 | N/A |
| 12/31/2020 | 4,671 | 49 | 319 | 421 | N/A |
| 9/30/2020 | 4,551 | -142 | 181 | 308 | N/A |
| 6/30/2020 | 4,651 | -127 | 200 | 330 | N/A |
| 3/31/2020 | 4,718 | -65 | N/A | N/A | N/A |
| 12/31/2019 | 4,761 | -60 | N/A | 359 | N/A |
| 9/30/2019 | 4,818 | 129 | N/A | 387 | N/A |
| 6/30/2019 | 4,880 | 168 | N/A | 299 | N/A |
| 3/31/2019 | 4,977 | 212 | N/A | N/A | N/A |
| 12/31/2018 | 5,029 | 237 | N/A | 326 | N/A |
| 9/30/2018 | 5,005 | 298 | N/A | 295 | N/A |
| 6/30/2018 | 4,789 | 221 | N/A | 430 | N/A |
| 3/31/2018 | 4,645 | 194 | N/A | N/A | N/A |
| 12/31/2017 | 4,644 | 234 | N/A | 366 | N/A |
| 9/30/2017 | 4,571 | 193 | N/A | 343 | N/A |
| 6/30/2017 | 4,509 | 222 | N/A | 181 | N/A |
| 3/31/2017 | 4,274 | 187 | N/A | 301 | N/A |
| 12/31/2016 | 3,975 | 80 | N/A | 269 | N/A |
| 9/30/2016 | 3,839 | 32 | N/A | 244 | N/A |
| 6/30/2016 | 3,828 | -12 | N/A | 315 | N/A |
| 3/31/2016 | 4,049 | 4 | N/A | 263 | N/A |
| 12/31/2015 | 4,240 | 43 | N/A | 17 | N/A |
| 9/30/2015 | 4,417 | 58 | N/A | N/A | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de ACX ( 34% par an) est supérieure au taux d'épargne ( 2.9% ).
Bénéfices vs marché: Les bénéfices de ACX ( 34% par an) devraient croître plus rapidement que le marché Spanish ( 12% par an).
Croissance élevée des bénéfices: Les bénéfices de ACX devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ACX ( 8.5% par an) devrait croître plus rapidement que le marché Spanish ( 6.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ACX ( 8.5% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de ACX devrait être faible dans 3 ans ( 17.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/12 08:06 |
| Cours de l'action en fin de journée | 2026/08/12 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
Acerinox, S.A. est couverte par 27 analystes. 12 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. |
| Robert Jackson | Banco Santander |
| Alessandro Abate | Berenberg |