Alstom SA

Report azionario ENXTPA:ALO

Capitalizzazione di mercato: €7.4b

Alstom Crescita futura

Criteri Future verificati 3/6

Alstom prevede che gli utili e i ricavi cresceranno rispettivamente di 28.7% e 5% all'anno. Si prevede che l'EPS crescerà di 28.5% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 8% in 3 anni.

Informazioni chiave

28.7%

Tasso di crescita degli utili

28.52%

Tasso di crescita dell'EPS

Machinery crescita degli utili29.1%
Tasso di crescita dei ricavi5.0%
Rendimento futuro del capitale proprio7.98%
Copertura analitica

Good

Ultimo aggiornamento27 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Jul 23

ALO: Execution And Cash Delivery Risks Will Likely Restrain Upside Potential

The updated analyst narrative on Alstom reflects a small reduction in fair value alongside a modest shift in assumptions, set against mixed Street price targets ranging from €19 to €28, as analysts weigh differing views on the stock. Analyst Commentary Recent Street updates on Alstom underline a split in opinion, with some investors seeing value at current levels while others highlight ongoing risks around execution, growth and balance sheet priorities.
Aggiornamento narrativa • Jul 01

ALO: Ongoing Execution Concerns Will Likely Cap Upside Despite New Contract Wins

Analysts have trimmed their price targets on Alstom, and the fair value estimate in this framework has moved from €13.18 to €12.12 as they factor in slightly higher discount rates and profit margin assumptions, along with revised growth expectations. Analyst Commentary Recent Street research on Alstom points to a cautious tone, with several bearish analysts adjusting price targets and ratings as they reassess risks around execution, margins and growth.
Aggiornamento narrativa • Jun 17

ALO: Future Margin Delivery And Project Execution Will Drive Share Price Upside

Alstom's latest narrative update reflects a moderation in the analyst price target to €19 to €27 per share, as analysts balance slightly lower revenue growth assumptions with improved profit margin and a reduced future P/E framework. Analyst Commentary Recent research activity around Alstom highlights a split view, with some cautious moves on price targets alongside a set of more constructive voices that see upside potential for the stock based on execution and valuation.
Aggiornamento narrativa • Jun 02

ALO: Large Contract Pipeline And Margin Gains Should Support Higher Future P/E

Alstom's analyst price targets have edged lower, with one major bank trimming its view by €1 to €27 and others cutting targets by as much as €6.30, as analysts factor in slightly softer revenue growth assumptions, modestly higher margin expectations, and a reduced discount rate. Analyst Commentary Bullish Takeaways Bullish analysts point to recent target raises, such as the €2 increase from Morgan Stanley, as a signal that they see room for upside if Alstom can execute on its plans and meet internal milestones.
Articolo di analisi • May 23

Alstom's (EPA:ALO) Solid Earnings Are Supported By Other Strong Factors

The subdued stock price reaction suggests that Alstom SA's ( EPA:ALO ) strong earnings didn't offer any surprises. Our...
Aggiornamento narrativa • May 15

ALO: Large Contract Pipeline Will Support Higher Future P/E Multiple

Alstom's updated analyst price target has been reset lower to about €22.04 from €26.21, as analysts factor in revised profit margin expectations, a higher discount rate, and updated views on the appropriate future P/E multiple following recent rating changes and mixed target moves across the Street. Analyst Commentary Recent research coverage around Alstom reflects a mixed tone, with some analysts turning more constructive while others stay cautious and reset expectations.
Aggiornamento narrativa • Apr 28

ALO: Future Contract Execution And Margin Recovery Will Drive Upside Potential

Alstom’s analyst price target has been revised from about €34.30 to about €28.00 as analysts factor in updated views on discount rates, profit margins, revenue growth and future P/E after a recent mix of target cuts, a downgrade and an upgrade from major brokerages. Analyst Commentary Recent research shows a mixed but constructive tone around Alstom, with some firms trimming price targets while others adjust views and ratings to reflect updated assumptions on discount rates, margins and growth.
Aggiornamento narrativa • Apr 14

ALO: Recent Contract Wins Will Support Higher Future P/E Reassessment

Alstom's updated analyst price target edges up to about €26.21 from roughly €26.18, with analysts pointing to refreshed views on revenue, profitability and future P/E multiples following recent upgrades and target raises from major firms. Analyst Commentary Recent research on Alstom has been mixed, with some firms raising targets or upgrading the stock and others turning more cautious before later revising their stance again.
Aggiornamento narrativa • Mar 31

ALO: Future Execution On Major Contracts Will Support Upside Potential

Alstom's updated analyst price target edges higher to €31, with analysts pointing to slightly stronger revenue growth and margin assumptions, along with a modestly lower future P/E multiple. Analyst Commentary Recent research updates show a mix of views on Alstom, with some firms turning more cautious while others are raising valuation markers.
Aggiornamento narrativa • Mar 17

ALO: Large Contract Wins And Execution Will Support Future P/E Reassessment

Alstom's updated analyst price target has edged higher, with recent €0.90 and €4 price target revisions supported by analysts citing adjusted discount rate assumptions and a steady long term P/E outlook. Analyst Commentary Recent research on Alstom presents a mix of optimism and caution, with price target moves and rating changes reflecting different views on how well the company can execute against current expectations.
Aggiornamento narrativa • Mar 03

ALO: Order Execution And Contract Delivery Will Shape Future P/E Balance

Analysts have nudged their average price target on Alstom slightly higher to €26.18, reflecting updated views that incorporate recent target increases from some banks and more cautious stances from others. Analyst Commentary Recent research on Alstom has been mixed, with some large banks lifting their targets and others turning more cautious.
Aggiornamento narrativa • Feb 16

ALO: Order Execution Risks Will Drive Future P/E Compression Concerns

Alstom's analyst price targets have edged higher to around €26.18, with analysts pointing to updated fair value assumptions, a slightly lower discount rate, modestly adjusted revenue growth and profit margin expectations, and a small shift in assumed future P/E multiples as key drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets, with some moving toward the low €30s, which signals a view that the current share price may not fully reflect their assumptions for earnings power and valuation multiples.
Aggiornamento narrativa • Feb 02

ALO: Improving Margins And New Contracts Will Support Future Upside Potential

Analysts have nudged their price targets on Alstom higher, with our fair value estimate moving from €33.40 to €34.30. This reflects updated views on revenue growth, profit margins and recent target increases from firms such as Deutsche Bank and JPMorgan.
Aggiornamento narrativa • Jan 19

ALO: Order Momentum And Repriced P/E Will Shape Balanced Near-Term Performance

Analysts have nudged their price targets on Alstom higher, with our updated fair value estimate moving from €23.72 to €25.84. This reflects recent target raises to around €31, supported by slightly higher assumed revenue growth, a lower discount rate and a somewhat richer future P/E.
Aggiornamento narrativa • Jan 05

ALO: Execution Risks Will Likely Restrain Upside Despite Raised Expectations

Alstom's analyst fair value estimate has been revised from €12.11 to €13.18 as analysts factor in updated expectations for revenue growth, profit margins, and a slightly higher future P/E multiple following recent price target increases to €20, €27, and €28.80. Analyst Commentary Recent research on Alstom points to a mix of confidence in the equity story and caution around how much is already reflected in valuation.
Aggiornamento narrativa • Dec 15

ALO: Improving Margins And Cash Generation Will Support Upside Potential

Analysts have nudged their fair value estimate for Alstom slightly higher to EUR 33.40 from EUR 33.00, citing incremental optimism around margins and earnings durability that outweighs a modestly higher discount rate and only marginally softer long term revenue growth assumptions. Analyst Commentary Recent Street research points to a gradually improving sentiment backdrop for Alstom, with a series of upward price target revisions underscoring growing confidence in the companys execution and earnings trajectory.
Aggiornamento narrativa • Dec 01

ALO: Price Momentum And Leadership Change Will Drive Near-Term Performance

Alstom's analyst price target has been modestly raised from €23.59 to €23.72, as analysts cite continued optimism stemming from incremental improvements in revenue growth and fair value projections. Analyst Commentary Recent updates from street research highlight a continued sense of optimism among analysts regarding Alstom’s near-term prospects, as well as areas of lingering caution that shape current price targets and ratings.
Articolo di analisi • Nov 21

Statutory Profit Doesn't Reflect How Good Alstom's (EPA:ALO) Earnings Are

The subdued stock price reaction suggests that Alstom SA's ( EPA:ALO ) strong earnings didn't offer any surprises. Our...
Aggiornamento narrativa • Nov 17

ALO: Future Performance Will Reflect Upgraded Revenue Outlook Amid Leadership Transition

Analysts have raised their price target for Alstom from €23.06 to €23.59, citing slightly stronger revenue growth expectations and adjustments to profitability outlooks. Analyst Commentary Recent research coverage highlights a mix of optimistic signals and ongoing caution among analysts regarding Alstom's outlook.
Articolo di analisi • Nov 04

Returns On Capital Signal Tricky Times Ahead For Alstom (EPA:ALO)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi • Aug 24

Alstom SA (EPA:ALO) Not Lagging Industry On Growth Or Pricing

There wouldn't be many who think Alstom SA's ( EPA:ALO ) price-to-sales (or "P/S") ratio of 0.5x is worth a mention...
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Nuova narrativa • Nov 25

High-Quality Focus And Strong Orders To Drive Impressive Revenue Growth And Profitability

Focus on high-quality, margin-accretive orders in Services and Signaling is expected to boost revenue growth and future margins.

Previsioni di crescita degli utili e dei ricavi

ENXTPA:ALO - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/202922,4178743481,11210
3/31/202821,2857572421,07312
3/31/202720,2785281276207
3/31/202619,171279324891N/A
12/31/202518,972293107637N/A
9/30/202518,773306-111382N/A
6/30/202518,631224190677N/A
3/31/202518,489142490972N/A
9/30/202417,951-253414957N/A
6/30/202417,785-280-76438N/A
3/31/202417,619-307-567-82N/A
9/30/202316,902-111-887-456N/A
6/30/202316,705-119-35675N/A
3/31/202316,507-128175606N/A
12/31/202216,292-348286709N/A
9/30/202216,076-568396811N/A
6/30/202215,774-572-304117N/A
3/31/202215,471-576-1,005-577N/A
12/31/202114,091-260-1,466-1,081N/A
9/30/202112,71055-1,928-1,586N/A
6/30/202110,748148-1,324-1,020N/A
3/31/20218,785240-720-455N/A
12/31/20208,182317-375-105N/A
9/30/20207,579394-30244N/A
6/30/20207,89042086360N/A
3/31/20208,201446202476N/A
12/31/20198,202387N/A345N/A
9/30/20198,202328N/A213N/A
6/30/20198,137381N/A319N/A
3/31/20198,072433N/A425N/A
12/31/20188,044448N/A394N/A
9/30/20188,015462N/A363N/A
6/30/20187,681388N/A391N/A
3/31/20187,346313N/A418N/A
12/31/20177,212301N/A380N/A
9/30/20177,077288N/A342N/A
6/30/20177,192256N/A372N/A
3/31/20177,306223N/A401N/A
9/30/20167,148-1,020N/A-715N/A
6/30/20167,015-1,051N/A-1,436N/A
3/31/20166,881-1,083N/A-2,158N/A
9/30/20156,410-811N/A323N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ALO ( 28.7% all'anno) è superiore al tasso di risparmio ( 2.5% ).

Guadagni vs Mercato: Si prevede che gli utili di ALO ( 28.7% all'anno) cresceranno più rapidamente del mercato French ( 13.1% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ALO cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di ALO ( 5% all'anno) crescerà più lentamente rispetto al mercato French ( 5.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ALO ( 5% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di ALO sarà basso tra 3 anni ( 8 %).

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/31 08:37
Prezzo dell'azione a fine giornata2026/07/31 00:00
Utili2026/03/31
Utili annuali2026/03/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Alstom SA è coperta da 31 analisti. 12 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.

AnalistaIstituzione
Jean BrunyBanco de Sabadell. S.A.
Jaime EscribanoBanco Santander
Robert BateBarclays