IHS Holding (IHS) Aperçu de l'action
IHS Holding Limited, avec ses filiales, développe, possède et exploite des infrastructures de communication partagées au Nigeria, au Cameroun, en Côte d'Ivoire, en Afrique du Sud et en Zambie. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 0/6 |
| Performances passées | 4/6 |
| Santé financière | 1/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
IHS Community Fair Values
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Analyst Price Targets
IHS Holding Limited Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$8.37 |
| Plus haut sur 52 semaines | US$8.95 |
| Plus bas sur 52 semaines | US$5.10 |
| Bêta | 0.74 |
| Variation sur 1 mois | 1.45% |
| Variation sur 3 mois | 4.49% |
| Variation sur 1 an | 52.46% |
| Variation sur 3 ans | 3.72% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | -50.76% |
Nouvelles et mises à jour récentes
Seeking Alpha • May 23
IHS Holding: Deal Or No Deal, This African Tower Giant Is Mispriced At 5.5x EBITDA
Summary IHS Holding Limited is subject to a $6.2 billion acquisition offer from MTN Group at $8.50 per share, representing a modest premium to the current trading price of $8.24. IHS posted a 151% YoY jump in Q1 2026 profit after tax, with free cash flow up 15.8% and net leverage declining to 2.9x. 72% of IHS revenue is secured in long-term contracts, but 70% of revenue is concentrated in Nigeria, presenting structural risk. I rate IHS a Hold with a price target of $11.50 over 18 to 24 months, representing 40% upside from current levels based on partial re-rating toward African peer multiples. Read the full article on Seeking Alpha
Mise à jour du récit • May 01
IHS: MTN Cash Merger Price And Shareholder Support Will Drive Upside
Analysts have reduced their price target on IHS Holding to $8.50 from $17.00, citing the agreed acquisition by MTN Group at $8.50 per share and the high level of existing shareholder support for the deal. Analyst Commentary Recent research on IHS Holding centers on the agreed acquisition by MTN Group at US$8.50 per share, which now anchors how many analysts think about valuation and risk.
Mise à jour du récit • Apr 17
IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk
Analysts have trimmed their price target on IHS Holding to $9.00 from $9.63, citing the agreed $8.50 per share cash takeover by MTN Group and the high level of existing shareholder support for the deal. Analyst Commentary Analysts are adjusting their views on IHS Holding now that the company has agreed to be acquired by MTN Group for $8.50 per share and a large block of shareholders has already backed the deal.Recent updates
Seeking Alpha • May 23
IHS Holding: Deal Or No Deal, This African Tower Giant Is Mispriced At 5.5x EBITDA
Summary IHS Holding Limited is subject to a $6.2 billion acquisition offer from MTN Group at $8.50 per share, representing a modest premium to the current trading price of $8.24. IHS posted a 151% YoY jump in Q1 2026 profit after tax, with free cash flow up 15.8% and net leverage declining to 2.9x. 72% of IHS revenue is secured in long-term contracts, but 70% of revenue is concentrated in Nigeria, presenting structural risk. I rate IHS a Hold with a price target of $11.50 over 18 to 24 months, representing 40% upside from current levels based on partial re-rating toward African peer multiples. Read the full article on Seeking AlphaMise à jour du récit • May 01
IHS: MTN Cash Merger Price And Shareholder Support Will Drive Upside
Analysts have reduced their price target on IHS Holding to $8.50 from $17.00, citing the agreed acquisition by MTN Group at $8.50 per share and the high level of existing shareholder support for the deal. Analyst Commentary Recent research on IHS Holding centers on the agreed acquisition by MTN Group at US$8.50 per share, which now anchors how many analysts think about valuation and risk.Mise à jour du récit • Apr 17
IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk
Analysts have trimmed their price target on IHS Holding to $9.00 from $9.63, citing the agreed $8.50 per share cash takeover by MTN Group and the high level of existing shareholder support for the deal. Analyst Commentary Analysts are adjusting their views on IHS Holding now that the company has agreed to be acquired by MTN Group for $8.50 per share and a large block of shareholders has already backed the deal.
Mise à jour du récit • Apr 02
IHS: MTN Cash Offer Will Cap Upside And Drive Bearish Repricing
Analysts have trimmed their price target on IHS Holding to $8.50 from $17, reflecting the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support already lined up for the deal. Analyst Commentary Bearish analysts are signaling a more cautious stance on IHS Holding after the agreed cash offer of $8.50 per share, with price targets being reset to align with the proposed deal terms.Mise à jour du récit • Mar 19
IHS: MTN Cash Offer And Downgrade Will Define Risk And Upside
Analysts have trimmed their price target on IHS Holding to $8.50 from $17.00 following the announced $8.50 per share merger agreement with MTN Group and the securing of support from shareholders holding more than 40% of the stock. Analyst Commentary Bearish analysts are treating the agreed US$8.50 per share merger price as a ceiling on near term upside, resetting expectations and bringing ratings in line with the proposed deal value.Mise à jour du récit • Mar 05
IHS: MTN Cash Offer Will Anchor Returns And Limit Standalone Upside
Analysts have adjusted their price target on IHS Holding to $8.50, down from $17.00. This reflects the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support for the proposed merger.Mise à jour du récit • Feb 19
IHS: Merger Agreement At US$8.50 Will Drive Emerging Market Upside
The analyst price target for IHS Holding has been revised from about $16.75 to $12.00. This reflects the $8.50 per share MTN Group merger agreement and recent Street research that has adjusted ratings and targets closer to the proposed deal value.Article d’analyse • Feb 11
Is It Too Late To Consider Buying IHS Holding Limited (NYSE:IHS)?
While IHS Holding Limited ( NYSE:IHS ) might not have the largest market cap around , it led the NYSE gainers with a...Mise à jour du récit • Feb 05
IHS: Emerging Market Leadership And Cash Generation Will Drive Brazil Tower Upside
Narrative Update on IHS Holding The latest analyst price targets for IHS Holding, rising to a range of about $9 to $12, reflect updated views on fair value, discount rates, revenue growth, profit margins, and future P/E. Analysts point to operational performance, cash generation, and progress on growth initiatives as key supports for these targets.Mise à jour du récit • Jan 22
IHS: Emerging Markets Volatility Will Restrain Upside Despite Q3 Cash Strength
Analysts have nudged their price targets on IHS Holding higher, with recent moves from $8.75 to $9 and from $11 to $12. These changes reflect views that its Q3 operational performance, cash generation, and progress on growth initiatives support slightly better valuation assumptions.Mise à jour du récit • Jan 08
IHS: Emerging Markets Execution Risks Will Limit Upside Despite Cash Resilience
The analyst price target for IHS Holding is now set at US$9 to US$12, reflecting a modest trim in our fair value estimate to US$6.00 from US$6.25 as analysts point to resilient cash generation, stronger profitability assumptions and the company's leadership position in its key emerging markets. Analyst Commentary Recent research updates on IHS Holding point to a fairly tight cluster of valuation views, with published price targets now running from US$9 to US$12.Article d’analyse • Dec 31
We Think IHS Holding (NYSE:IHS) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Mise à jour du récit • Dec 22
IHS Price Outlook Will Be Driven By Brazil Tower Agreement
Analysts have raised their price target on IHS Holding, reflected in an updated fair value estimate moving from about $15.71 to $16.20. They cite stronger operational performance, resilient cash generation, and continued strategic progress in key emerging markets as key factors behind the revision.Mise à jour du récit • Dec 08
IHS: Emerging Market Leadership Will Drive Cash Generation And Share Upside
The analyst price target for IHS Holding has been nudged higher, rising to a range anchored around $9 to $12 per share as analysts cite strong operational performance, resilient cash generation, and continued strategic progress in key emerging markets. Analyst Commentary Bullish analysts highlight that the recent price target increases reflect growing confidence in IHS Holding's ability to execute on its growth strategy, particularly in key emerging markets where tower demand and data usage trends remain supportive.Mise à jour du récit • Nov 24
IHS: Leadership Strength Will Drive Operational Performance And Market Expansion
Narrative Update on IHS Holding Analysts have modestly revised their price target for IHS Holding, increasing it by $1 to $12 per share. They cite strong operational performance, resilient cash generation, and ongoing strategic progress in emerging markets.Article d’analyse • Nov 20
IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively
Despite posting healthy earnings, IHS Holding Limited's ( NYSE:IHS ) stock has been quite weak. Our analysis suggests...Article d’analyse • Nov 15
IHS Holding Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
A week ago, IHS Holding Limited ( NYSE:IHS ) came out with a strong set of third-quarter numbers that could potentially...Mise à jour du récit • Nov 06
IHS: Future Performance Will Improve as Operations Are Streamlined and Guidance Rises
Analysts have raised their price target for IHS Holding from $5.50 to $6.25, citing recent financial outperformance and improved operational stability. Analyst Commentary Analyst sentiment around IHS Holding has shifted in light of the company's recent results and operational improvements.Mise à jour du récit • Oct 23
Analysts Raise Price Target for IHS Holding Amid Upbeat Results and Mixed Outlook
The analyst price target for IHS Holding has increased by $0.75 to $6.25 per share. Analysts cite stronger-than-expected quarterly results and improved operational stability as key reasons for the upward revision.Mise à jour du récit • Oct 09
Wireless Rollout In Africa And Latin America Will Boost Demand
Analysts have raised their price target for IHS Holding from $9.21 to $9.66. They cite improved financial guidance and operational streamlining as reasons for a more optimistic outlook on the company's future performance.Mise à jour du récit • Aug 15
Wireless Rollout In Africa And Latin America Will Boost Demand
Analysts cite raised financial guidance, operational improvements, and a stable carrier spending outlook as supporting factors for near-term stock appreciation, resulting in a modest price target increase to $6.25, though the overall consensus target remains unchanged at $8.96. Analyst Commentary Raised financial guidance after a quarter exceeding Street expectations.Nouveau récit • May 17
Extended Nigeria Contracts And Tax Cuts Will Improve Cash Flow
Extended contracts with key customers improve financial visibility and long-term revenue growth while supporting increased contracted revenue.Article d’analyse • May 13
IHS Holding Limited (NYSE:IHS) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 30% in the...Seeking Alpha • Apr 19
IHS Holding: Solid Competitive Advantage And Growth Catalysts
Summary I recommend a buy rating for IHS Holding due to its strong competitive advantages, visible growth catalysts, and improved balance sheet. IHS's scale, contractual visibility, and de-risked economics provide significant competitive advantages, reducing competition and enhancing margins. Growth catalysts include a 50% tariff increase in Nigeria and increasing mobile data consumption, driving demand for telecom infrastructure. IHS's stronger cash flow and balance sheet, with potential for share buybacks or dividends, further support the buy rating. Read the full article on Seeking AlphaArticle d’analyse • Mar 22
Subdued Growth No Barrier To IHS Holding Limited (NYSE:IHS) With Shares Advancing 36%
Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 36% in the...Seeking Alpha • Feb 12
IHS Holding: Value Is Slowly Being Recognized
Summary IHS Holding's stock has risen 28% since my last article, arguably due to a more stable currency and more US dollar availability in Nigeria. Nigeria's naira is expected to stabilize and potentially strengthen. Increased US dollar availability strengthens IHS Holding's balance sheet, reduces FX risk, and boosts investor confidence. Shares are still a buy with a price target of $5 unchanged. Read the full article on Seeking AlphaArticle d’analyse • Jan 23
Investors Aren't Buying IHS Holding Limited's (NYSE:IHS) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.7x IHS Holding Limited ( NYSE:IHS ) is a stock worth...Article d’analyse • Oct 02
Lacklustre Performance Is Driving IHS Holding Limited's (NYSE:IHS) Low P/S
You may think that with a price-to-sales (or "P/S") ratio of 0.5x IHS Holding Limited ( NYSE:IHS ) is a stock worth...Article d’analyse • Jun 17
Little Excitement Around IHS Holding Limited's (NYSE:IHS) Revenues
With a price-to-sales (or "P/S") ratio of 0.6x IHS Holding Limited ( NYSE:IHS ) may be sending bullish signals at the...Article d’analyse • Mar 12
Benign Growth For IHS Holding Limited (NYSE:IHS) Underpins Stock's 25% Plummet
To the annoyance of some shareholders, IHS Holding Limited ( NYSE:IHS ) shares are down a considerable 25% in the last...Article d’analyse • Mar 01
IHS Holding (NYSE:IHS) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Article d’analyse • Jan 08
Getting In Cheap On IHS Holding Limited (NYSE:IHS) Might Be Difficult
It's not a stretch to say that IHS Holding Limited's ( NYSE:IHS ) price-to-sales (or "P/S") ratio of 0.7x right now...Rendement pour les actionnaires
| IHS | US Telecom | US Marché | |
|---|---|---|---|
| 7D | 1.3% | 3.3% | 2.5% |
| 1Y | 52.5% | 3.7% | 26.4% |
Rendement vs Industrie: IHS a dépassé le secteur US Telecom qui a rapporté 3.7 % au cours de l'année écoulée.
Rendement vs marché: IHS a dépassé le marché US qui a rapporté 26.4 % au cours de l'année écoulée.
Volatilité des prix
| IHS volatility | |
|---|---|
| IHS Average Weekly Movement | 1.2% |
| Telecom Industry Average Movement | 7.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: IHS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de IHS ( 1% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2001 | 2,344 | Sam Darwish | www.ihstowers.com |
IHS Holding Limited, avec ses filiales, développe, possède et exploite des infrastructures de communication partagées au Nigeria, au Cameroun, en Côte d'Ivoire, en Afrique du Sud et en Zambie. La société propose des services de colocation et de modification de bail, qui permettent aux clients de louer de l'espace sur des tours existantes aux côtés des locataires actuels, d'installer des équipements supplémentaires sur une tour et de demander des services auxiliaires ; des sites construits sur mesure ; des solutions à l'intérieur des bâtiments et des systèmes d'antennes distribuées, qui permettent aux clients de louer de l'espace dans des emplacements sécurisés à l'intérieur de grands complexes immobiliers, tels que les centres commerciaux, les stades et les aéroports ; des services d'installation non intrusive de petites cellules sur des locaux commerciaux, des lampadaires et des poteaux ; des services de connectivité par fibre optique jusqu'aux tours ; des services de téléphonie rurale ; et des services gérés, y compris des services de maintenance, de sécurité et d'alimentation électrique. L'entreprise dessert des fournisseurs de services de communication, des opérateurs de réseaux mobiles, des fournisseurs de services internet, des radiodiffuseurs, des fonctions de sécurité et des entreprises privées.
IHS Holding Limited Résumé des fondamentaux
| IHS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.82b |
| Bénéfices(TTM) | US$637.80m |
| Recettes(TTM) | US$1.61b |
4.4x
Ratio P/E1.8x
Ratio P/SLe site IHS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| IHS compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.61b |
| Coût des recettes | US$706.50m |
| Marge brute | US$898.80m |
| Autres dépenses | US$261.00m |
| Les revenus | US$637.80m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 1.89 |
| Marge brute | 55.99% |
| Marge bénéficiaire nette | 39.73% |
| Ratio dettes/capitaux propres | -13,232.5% |
Quelles ont été les performances à long terme de IHS?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 21:10 |
| Cours de l'action en fin de journée | 2026/05/26 00:00 |
| Les revenus | 2026/03/31 |
| 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 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
IHS Holding Limited est couverte par 12 analystes. 3 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 |
|---|---|
| Maurice Patrick | Barclays |
| Michael Rollins | Citigroup Inc |
| James Schneider | Goldman Sachs |