ACS Actividades de Construcción y Servicios (ACS) Panoramica del titolo
ACS, Actividades de Construcción y Servicios, S.A. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
ACS Community Fair Values
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Analyst Price Targets
Concorrenti di ACS, Actividades de Construcción y Servicios, S.A.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | €110.80 |
| Massimo di 52 settimane | €141.20 |
| Minimo di 52 settimane | €59.05 |
| Beta | 0.61 |
| Variazione di 1 mese | -11.00% |
| Variazione a 3 mesi | -21.08% |
| Variazione di 1 anno | 86.53% |
| Variazione a 3 anni | 252.98% |
| Variazione a 5 anni | 386.82% |
| Variazione dall'IPO | 1,888.50% |
Notizie e aggiornamenti recenti
Articolo di analisi • 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...
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Recent updates
Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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).Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrativa • 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.Rendimenti per gli azionisti
| ACS | ES Construction | ES Mercato | |
|---|---|---|---|
| 7D | 3.1% | 3.9% | 1.2% |
| 1Y | 86.5% | 46.5% | 34.6% |
Ritorno vs Industria: ACS ha superato il Spanish Construction che ha restituito 46.5 % nell'ultimo anno.
Rendimento vs Mercato: ACS ha superato il mercato Spanish che ha restituito 34.6 % nell'ultimo anno.
Volatilità dei prezzi
| ACS volatility | |
|---|---|
| ACS Average Weekly Movement | 5.6% |
| Construction Industry Average Movement | 5.6% |
| Market Average Movement | 3.2% |
| 10% most volatile stocks in ES Market | 6.6% |
| 10% least volatile stocks in ES Market | 0.7% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di ACS è stato volatile rispetto al mercato Spanish.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di ACS è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni Spanish.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1942 | 152,300 | Juan Cases | www.grupoacs.com |
ACS, Actividades de Construcción y Servicios, S.A. fornisce costruzioni e servizi correlati in Spagna, Stati Uniti, Australia, Canada, Germania, resto d'Europa e a livello internazionale. L'azienda svolge attività di edilizia civile per la costruzione di infrastrutture, quali autostrade, superstrade, ferrovie, opere marittime, aeroporti, edifici residenziali, infrastrutture e strutture sociali; centri dati, strutture sanitarie ed educative, aeroporti, sport e uffici commerciali; strade e ponti, dighe e impianti di trattamento delle acque e progetti sotterranei. Offre inoltre servizi infrastrutturali per i settori ferroviario, dei trasporti, delle comunicazioni e della tecnologia, dell'energia, delle risorse, dell'acqua e della difesa, nonché servizi di manutenzione per edifici, luoghi pubblici e organizzazioni; servizi minerari.
ACS, Actividades de Construcción y Servicios, S.A. Riepilogo dei fondamenti
| ACS statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | €30.70b |
| Utili (TTM) | €1.01b |
| Ricavi(TTM) | €51.91b |
30.4x
Rapporto P/E0.6x
Rapporto P/SACS è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ACS Conto economico (TTM) | |
|---|---|
| Ricavi | €51.91b |
| Costo del fatturato | €35.96b |
| Profitto lordo | €15.95b |
| Altre spese | €14.94b |
| Utili | €1.01b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.65 |
| Margine lordo | 30.72% |
| Margine di profitto netto | 1.95% |
| Rapporto debito/patrimonio netto | 241.0% |
Come si è comportato ACS nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.1%
Rendimento attuale del dividendo60%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/04 23:29 |
| Prezzo dell'azione a fine giornata | 2026/08/04 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
ACS, Actividades de Construcción y Servicios, S.A. è coperta da 28 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Luis Arredondo | Banco de Sabadell. S.A. |
| null null | Banco de Sabadell. S.A. |
| José Arroyas | Banco Santander |