ITM Power Croissance future
Future contrôle des critères 2/6
ITM Power devrait augmenter ses bénéfices et son chiffre d'affaires de 31.2% et de 31.6% par an respectivement. Le BPA devrait croître de de 34.5% par an. Le rendement des capitaux propres devrait être -6.4% dans 3 ans.
Informations clés
31.2%
Taux de croissance des bénéfices
34.52%
Taux de croissance du BPA
| Electrical croissance des bénéfices | 45.8% |
| Taux de croissance des recettes | 31.6% |
| Rendement futur des capitaux propres | -6.42% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 06 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • May 11
ITM: Recent Contract Wins And Funding Support Will Drive Repricing
Analysts have raised their price targets for ITM Power by £0.26, reflecting updated views on fair value, risk, and earnings potential following recent research updates. Analyst Commentary Recent research updates on ITM Power show a cluster of bullish analysts revisiting their models, with both rating and price target changes pointing to a more constructive stance on the stock.
Mise à jour du récit • Apr 25
ITM: Giga PtX Progress And 2026 Execution Will Still Likely Disappoint
Analysts have nudged their price target for ITM Power higher to £0.55, reflecting updated assumptions around discount rates, revenue growth and future P/E, along with a £0.10 price target increase in recent Street research. Analyst Commentary Recent Street commentary around ITM Power sits on a mixed footing, with the headline price target of £0.55 shaped by both more constructive and more cautious inputs.Mise à jour du récit • Apr 10
ITM: Milford Haven Progress And 2026 Outlook Will Still Likely Disappoint
Analysts have modestly lowered their price target on ITM Power to £0.55, with the unchanged fair value reflecting small tweaks to assumptions around discount rate, revenue growth and future P/E rather than a shift in the core outlook. What's in the News ITM Power confirmed that the 20 MW Notice to Proceed announced in February 2026 relates to MorGen Energy's West Wales Hydrogen project in Milford Haven.Mise à jour du récit • Mar 27
ITM: FID Backlog And 2026 Guidance Will Still Likely Disappoint
Analysts have kept their fair value target for ITM Power steady at £0.55, citing only slight tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially shift their overall valuation view. What's in the News ITM Power confirmed that the previously announced 20 MW Notice to Proceed relates to MorGen Energy's West Wales Hydrogen project in Milford Haven, which has now reached Final Investment Decision, with commissioning targeted for 2028 and expected output of around 2,000 tonnes of hydrogen per year (Key Developments).Mise à jour du récit • Mar 12
ITM: Raised 2026 Guidance Will Still Likely Underdeliver
Analysts have kept their £0.55 fair value estimate for ITM Power essentially unchanged, with only very small tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E filtering into their updated price target rationale. What's in the News ITM Power raised earnings guidance for fiscal 2026, now expecting revenue between £40 million and £43 million, an 11% midpoint increase from the prior £35 million to £40 million range (Corporate guidance).Mise à jour du récit • Feb 25
ITM: Raised 2026 Guidance And New Contracts Will Still Likely Underdeliver
Analysts have kept their fair value estimate for ITM Power steady at £0.55, reflecting only small tweaks to assumptions around discount rate, revenue growth and future P/E, rather than a shift in their overall view of the shares. What's in the News ITM Power raised earnings guidance for fiscal 2026, now expecting revenue between £40 million and £43 million, an 11% midpoint increase from the prior £35 million to £40 million range (Corporate Guidance).Mise à jour du récit • Feb 11
ITM: Expanding Electrolyser Contract Wins Will Still Likely Underdeliver
Analysts have slightly lifted their fair value estimate for ITM Power from £0.53 to £0.55. This reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.Mise à jour du récit • Jan 28
ITM: Expanding Hydrogen Contract Pipeline Will Still Likely Underdeliver
Analysts have adjusted their price target on ITM Power, keeping fair value steady at £0.53 while fine tuning discount rate, revenue growth and profit margin assumptions. This reflects updated views on risk, earnings potential and a slightly lower future P/E multiple.Mise à jour du récit • Jan 10
ITM: Large Hydrogen Project Pipeline Will Likely Underdeliver Despite New Contract Wins
Analysts have maintained their fair value estimate for ITM Power at £0.53, making only modest adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E. This reflects fine tuning of their views rather than a major shift in outlook.Mise à jour du récit • Dec 27
ITM: Future Revenue From Large Hydrogen Projects Will Likely Disappoint
Analysts have nudged their price target for ITM Power slightly higher to reflect marginally improved revenue growth expectations and a modestly lower discount rate, while keeping fair value estimates broadly unchanged. What's in the News Signed a major contract with Octopus Energy Generation to deploy NEPTUNE V green hydrogen systems at Kimberly Clark's Northfleet plant, with the goal of decarbonising Andrex product manufacturing by 2027 (client announcement).Mise à jour du récit • Dec 12
ITM: Future Multiple Expansion Will Likely Outrun Moderating Revenue Outlook
Analysts have lifted their price target for ITM Power from 0.40 to 0.53, citing a higher fair value assessment despite moderating revenue growth expectations and a richer future earnings multiple. What's in the News Reaffirmed fiscal 2026 revenue guidance at £35 million to £40 million, with expected half year revenue of £18 million.Article d’analyse • Oct 04
Why Investors Shouldn't Be Surprised By ITM Power Plc's (LON:ITM) 25% Share Price Surge
Those holding ITM Power Plc ( LON:ITM ) shares would be relieved that the share price has rebounded 25% in the last...
Mise à jour du récit • Aug 26
EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion
The analyst price target for ITM Power has increased, primarily reflecting a higher future P/E multiple rather than any meaningful change in revenue growth forecasts, with the new fair value now at £0.945. What's in the News ITM Power expects fiscal 2026 revenue of £35–40 million, representing approximately 50% year-on-year growth and over 600% increase in three years, predominantly from its contracted order backlog.
Nouveau récit • Apr 01
EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion
EU hydrogen strategy could boost ITM's revenues due to increased demand for their technology as electrolyzer capacity expands.Article d’analyse • Aug 17
ITM Power Plc (LON:ITM) Just Reported And Analysts Have Been Cutting Their Estimates
Last week saw the newest annual earnings release from ITM Power Plc ( LON:ITM ), an important milestone in the...Article d’analyse • Dec 12
Calculating The Intrinsic Value Of ITM Power Plc (LON:ITM)
Key Insights ITM Power's estimated fair value is UK£0.62 based on Dividend Discount Model Current share price of...Article d’analyse • Oct 14
Is It Time To Consider Buying ITM Power Plc (LON:ITM)?
ITM Power Plc ( LON:ITM ), is not the largest company out there, but it received a lot of attention from a substantial...Article d’analyse • Aug 23
Companies Like ITM Power (LON:ITM) Are In A Position To Invest In Growth
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Article d’analyse • May 13
We Think ITM Power (LON:ITM) Needs To Drive Business Growth Carefully
We can readily understand why investors are attracted to unprofitable companies. For example, although...Article d’analyse • Feb 02
Is ITM Power (LON:ITM) In A Good Position To Deliver On Growth Plans?
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 4/30/2029 | 118 | N/A | N/A | N/A | 1 |
| 4/30/2028 | 92 | -11 | -51 | -16 | 6 |
| 4/30/2027 | 59 | -24 | -54 | -29 | 8 |
| 4/30/2026 | 41 | -28 | -38 | -26 | 8 |
| 10/31/2025 | 29 | -31 | -13 | 1 | N/A |
| 7/31/2025 | 27 | -38 | -23 | -9 | N/A |
| 4/30/2025 | 26 | -46 | -33 | -20 | N/A |
| 1/31/2025 | 25 | -43 | -48 | -35 | N/A |
| 10/31/2024 | 23 | -41 | -62 | -50 | N/A |
| 7/31/2024 | 20 | -34 | -64 | -50 | N/A |
| 4/30/2024 | 17 | -27 | -65 | -51 | N/A |
| 1/31/2024 | 14 | -44 | -69 | -54 | N/A |
| 10/31/2023 | 12 | -60 | -73 | -58 | N/A |
| 7/31/2023 | 9 | -81 | -80 | -65 | N/A |
| 4/30/2023 | 5 | -101 | -88 | -73 | N/A |
| 1/31/2023 | 4 | -95 | -87 | -71 | N/A |
| 10/31/2022 | 4 | -88 | -86 | -70 | N/A |
| 7/31/2022 | 5 | -67 | -68 | -54 | N/A |
| 4/30/2022 | 6 | -47 | -49 | -38 | N/A |
| 1/31/2022 | 7 | -39 | -39 | -30 | N/A |
| 10/31/2021 | 9 | -31 | -29 | -22 | N/A |
| 7/31/2021 | 7 | -29 | -33 | -21 | N/A |
| 4/30/2021 | 6 | -28 | -36 | -20 | N/A |
| 1/31/2021 | 4 | -30 | N/A | N/A | N/A |
| 10/31/2020 | 2 | -32 | -35 | -18 | N/A |
| 7/31/2020 | 4 | -31 | -29 | -15 | N/A |
| 4/30/2020 | 5 | -30 | -23 | -12 | N/A |
| 1/31/2020 | 6 | -22 | N/A | N/A | N/A |
| 10/31/2019 | 7 | -14 | -18 | -10 | N/A |
| 7/31/2019 | 6 | -12 | N/A | -11 | N/A |
| 4/30/2019 | 5 | -9 | N/A | -12 | N/A |
| 1/31/2019 | 4 | -9 | N/A | -12 | N/A |
| 10/31/2018 | 3 | -9 | N/A | -11 | N/A |
| 7/31/2018 | 3 | -7 | N/A | -10 | N/A |
| 4/30/2018 | 3 | -6 | N/A | -8 | N/A |
| 1/31/2018 | 4 | -5 | N/A | -6 | N/A |
| 10/31/2017 | 4 | -4 | N/A | -5 | N/A |
| 7/31/2017 | 3 | -4 | N/A | -5 | N/A |
| 4/30/2017 | 2 | -4 | N/A | -5 | N/A |
| 1/31/2017 | 2 | -4 | N/A | -5 | N/A |
| 10/31/2016 | 2 | -3 | N/A | -5 | N/A |
| 7/31/2016 | 2 | -4 | N/A | -6 | N/A |
| 4/30/2016 | 2 | -4 | N/A | -7 | N/A |
| 1/31/2016 | 2 | -4 | N/A | -7 | N/A |
| 10/31/2015 | 2 | -5 | N/A | -7 | N/A |
| 7/31/2015 | 2 | -5 | N/A | -7 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: ITM devrait rester non rentable au cours des 3 prochaines années.
Bénéfices vs marché: ITM devrait rester non rentable au cours des 3 prochaines années.
Croissance élevée des bénéfices: ITM devrait rester non rentable au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de ITM ( 31.6% par an) devrait croître plus rapidement que le marché UK ( 4.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de ITM ( 31.6% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: ITM devrait être non rentable dans 3 ans.
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 14:37 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2025/10/31 |
| Revenus annuels | 2025/04/30 |
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 expliquant comment 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
ITM Power Plc est couverte par 25 analystes. 8 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 |
|---|---|
| Tom McColm | Allenby Capital Limited |
| Jesús Gómez Dominguez | Banco Santander |
| Anthony Plom | Berenberg |