BCE（BCE）株式概要
通信会社であるBCE Inc.は、カナダの家庭、企業、卸売顧客向けに無線、有線、インターネット、ストリーミングサービス、テレビ（TV）サービスを提供している。 詳細
BCE Community Fair Values
Create NarrativeSee what 253 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
BCE Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | CA$32.39 |
| 52週高値 | CA$36.25 |
| 52週安値 | CA$29.66 |
| ベータ | 0.61 |
| 1ヶ月の変化 | 0.50% |
| 3ヶ月変化 | -5.76% |
| 1年変化 | -3.20% |
| 3年間の変化 | -41.27% |
| 5年間の変化 | -49.92% |
| IPOからの変化 | 312.34% |
最新ニュース
ナラティブ更新 • Sep 03
BCE: Data Center Contracts And AI Infrastructure Will Drive Renewed Equity Interest
Analysts have trimmed their fair value estimate for BCE to CA$42.91 from CA$44.33, reflecting updated assumptions that factor in a lower projected future P/E multiple, along with recent price target revisions and a mix of rating upgrades and modest target cuts across the Street. Analyst Commentary Recent commentary on BCE shows a split between cautious views on sector headwinds and a more constructive tone from bullish analysts who see value at current levels.
ナラティブ更新 • Aug 08
BCE: AI And Data Center Pivot Will Balance Dividend And Competition Risks
Analysts trimmed the BCE fair value estimate to CA$32.00 from CA$33.00 as they updated models for slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower future P/E, while still recognizing stable profit margins, as highlighted in recent price target changes and research views across the Canadian telecom sector. Analyst Commentary Recent research on BCE shows a mix of opinions, with some firms lifting targets while others trim expectations or flag ongoing sector challenges.Recent updates
ナラティブ更新 • Sep 03
BCE: Data Center Contracts And AI Infrastructure Will Drive Renewed Equity Interest
Analysts have trimmed their fair value estimate for BCE to CA$42.91 from CA$44.33, reflecting updated assumptions that factor in a lower projected future P/E multiple, along with recent price target revisions and a mix of rating upgrades and modest target cuts across the Street. Analyst Commentary Recent commentary on BCE shows a split between cautious views on sector headwinds and a more constructive tone from bullish analysts who see value at current levels.ナラティブ更新 • Aug 08
BCE: AI And Data Center Pivot Will Balance Dividend And Competition Risks
Analysts trimmed the BCE fair value estimate to CA$32.00 from CA$33.00 as they updated models for slightly softer revenue growth assumptions, a modestly higher discount rate, and a lower future P/E, while still recognizing stable profit margins, as highlighted in recent price target changes and research views across the Canadian telecom sector. Analyst Commentary Recent research on BCE shows a mix of opinions, with some firms lifting targets while others trim expectations or flag ongoing sector challenges.ナラティブ更新 • Jul 21
BCE: Data Center And AI Expansion Will Offset Dividend And Competition Risks
For BCE, the analyst price framework now points to an updated fair value of CA$33.00, up from CA$31.00. Analysts attribute this to sector-wide target revisions, recalibrated growth and profitability assumptions, and mixed but generally cautious research commentary around wireless competition, Starlink risk, and dividend sustainability.分析記事 • Jun 20
BCE (TSX:BCE) Stock Could Be 12.7% Undervalued After Its New AI Alliance
BCE (TSX:BCE) is back in focus after Bell Canada announced a new AI infrastructure alliance with Cohere, Hypertec and BUZZ High Performance Computing, centered on Canadian-built hardware and sovereign data centre capacity. See our latest analysis for BCE. Despite the AI alliance headlines, BCE’s share price has been under pressure recently. The stock is down over the past week and quarter, while the 1-year total shareholder return of 15.58% contrasts with weaker multi year results. This...ナラティブ更新 • Jun 12
BCE: Price War Risk Will Constrain Returns From New Data Center Projects
Analysts have lifted their average 12 month price target for BCE to about CA$41, up roughly CA$2 from prior levels, citing updated views on revenue growth, capital costs and profitability in light of recent data center project developments and sector research. Analyst Commentary Recent BCE research has included both higher price targets and some cautious views, which together help frame how the market is thinking about the stock's risk and reward trade off.ナラティブ更新 • May 29
BCE: Price War Risk Will Define Returns From New Data Center Project
Analysts have inched their average BCE price target higher to about CA$41, pointing to the new 300 MW data center project and updated expectations for revenue growth, margins and P/E as key reasons for the recalibration. Analyst Commentary Recent Street research around BCE has tilted more cautious, even as some firms recalibrate price targets.分析記事 • May 11
BCE Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
BCE Inc. ( TSE:BCE ) last week reported its latest first-quarter results, which makes it a good time for investors to...ナラティブ更新 • May 11
BCE: Data Center Expansion And Price Competition Will Shape Future Risk Balance
Analysts have modestly lifted their average price target on BCE to about CA$41, citing updated models that reflect slightly lower growth expectations, a small adjustment to the discount rate, steady profit margins, and Street research highlighting the potential contribution from BCE's newly announced 300 MW data center project. Analyst Commentary Recent research on BCE shows a mixed backdrop, with some firms lifting price targets around CA$41 while others flag risks around competition and execution.
ナラティブ更新 • Apr 19
BCE: AI Data Centres Will Drive Returns Despite Wireless Price War
Analysts have made a modest upward adjustment to the CA$41 Street price target for BCE, highlighting updated views on pricing risk, recent target hikes from several firms, and refined assumptions around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on BCE reflects a mix of optimism around valuation support and growth projects, alongside fresh concerns about competitive pressure in Canadian telecom.ナラティブ更新 • Apr 05
BCE: Price War Risks And AI Data Centres Will Shape 2026 Outlook
Analysts made a modest upward adjustment to the BCE fair value estimate to CA$37.53. This reflects slightly higher assumed revenue growth and profit margin expectations, along with a marginally lower future P/E multiple and a small change in the discount rate, following recent price target increases across several firms and ongoing sector price war concerns.ナラティブ更新 • Mar 22
BCE: Execution Risks Around Profitability Assumptions Will Drive Future Share Pressure
Analysts have nudged BCE's fair value estimate higher to CA$31.00 from CA$30.00, citing recent target hikes into the CA$39 to CA$41 range, as well as updated assumptions around profitability, discount rate, and future P/E as key supports for the change. Analyst Commentary Recent Street research on BCE has featured a mix of supportive and cautious views, with several price target adjustments clustering in the CA$39 to CA$41 range.ナラティブ更新 • Mar 08
BCE: Fair Outlook Balances 2026 Guidance With Tight Range Rating Revisions
Analysts have inched their average price target on BCE higher to CA$40, with small tweaks to discount rate and P/E assumptions. These adjustments reflect updated views on risk and valuation inputs rather than big shifts in the core earnings outlook.ナラティブ更新 • Feb 22
BCE: Fair Outlook Weighs 2026 Guidance Against Mixed Rating Revisions
Analysts have nudged their fair value estimate for BCE higher to CA$37.38 from CA$37.01, citing recent price target moves around CA$40 and updated assumptions for revenue growth, margins and future P/E as the main drivers of this change. Analyst Commentary Recent research on BCE reflects a mix of cautious tweaks and more constructive moves on valuation, with price targets broadly clustering around the CA$40 mark.ナラティブ更新 • Feb 07
BCE: Fair Outlook Balances Mixed Rating Moves And 2026 Guidance
Analysts have nudged their BCE valuation slightly higher, with the fair value estimate moving to $37.01 from $36.47, as they balance mixed price target moves on the Street with updated assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Street research on BCE in recent days has been mixed, with some price targets nudged lower and at least one upgrade.ナラティブ更新 • Jan 24
BCE: Modest Discount Rate Shift Supports Multiyear Outlook And Post Selloff Opportunity
Analysts have made a modest downward adjustment to their BCE price target to about C$40.75. This reflects slightly higher discount rate assumptions and some pressure on profit margins, even as revenue growth expectations and future P/E estimates remain relatively steady.ナラティブ更新 • Jan 10
BCE: Recent Upgrades Highlight Multiyear Outlook And Post Selloff Entry Opportunity
Analysts have lifted their price targets on BCE to a range around C$34 to C$37, a C$2 move at the low end, citing a clearer multiyear outlook, an improved growth and risk profile, and what they view as a more appealing entry point after the recent selloff. Analyst Commentary Bullish analysts see the recent round of target changes and upgrades as a reset in how BCE is being valued, with more confidence in the multiyear plan outlined at the investor day.分析記事 • Jan 04
Does BCE (TSE:BCE) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブ更新 • Dec 25
BCE: Multi-Year Outlook Will Shape Risk Profile And Share Performance
Our updated narrative on BCE reflects a modest upward revision in the analyst price target to C$34 from C$32, as analysts point to a clearer multi year growth outlook and an improving risk profile, despite a higher assumed discount rate and lower profit margin expectations. Analyst Commentary Recent Street research on BCE highlights a constructive but still measured stance from the sell side.ナラティブ更新 • Dec 11
BCE: Share Price Will Rise On Clearer Outlook And Recent Rating Upgrades
Analysts have nudged their average price target for BCE modestly higher to C$34 to C$37 per share, citing improved confidence in the company’s multi year outlook, a better growth and balance sheet trajectory, and expectations for gradual revenue and EBITDA reacceleration from 2026. Analyst Commentary Recent research updates reflect a more constructive stance on BCE, with several firms lifting ratings and targets as they recalibrate models to the company’s longer term guidance and post selloff valuation.ナラティブ更新 • Nov 27
BCE: Share Price Will Rise On Improved Outlook And Recent Upgrades
The analyst price target for BCE has increased modestly, with several firms now seeing improved growth prospects and balance sheet strength. This has led to higher targets such as C$37 from C$35, as analysts cite greater confidence in the company's outlook through 2028.分析記事 • Nov 13
Solid Earnings May Not Tell The Whole Story For BCE (TSE:BCE)
The recent earnings posted by BCE Inc. ( TSE:BCE ) were solid, but the stock didn't move as much as we expected. We...ナラティブ更新 • Nov 13
BCE: Share Price Will Benefit From Improved Outlook Through 2028
Analysts have raised their price targets for BCE by approximately C$2 to C$3 per share. This reflects increased confidence in the company's improving growth prospects and balance sheet outlook.ナラティブ更新 • Oct 30
Improved Long-Term Outlook And Ongoing Risks Will Shape Performance Through 2028
BCE's analyst price target has modestly increased from C$35.97 to C$36.15 as analysts cite improved confidence in the company's long-term outlook and gradual earnings growth following recent upgrades and an encouraging investor day. Analyst Commentary Recent analyst actions reflect a shift in sentiment toward BCE, as well as a recognition of both the company's improved prospects and remaining challenges.ナラティブ更新 • Oct 15
High-speed Fiber Expansion And AI Will Transform North American Connectivity
BCE's analyst price target has increased from C$35.41 to C$35.97 as analysts express greater confidence in the company's growth outlook and balance sheet trajectory, following recent upgrades and positive research commentary. Analyst Commentary Recent analyst activity around BCE has been notably positive, reflecting shifting outlooks following the company's recent investor event and quarterly results.ナラティブ更新 • Sep 04
High-speed Fiber Expansion And AI Will Transform North American Connectivity
Analysts modestly raised their price targets for BCE reflecting improved long-term growth prospects and synergies from the Ziply acquisition, but maintained a balanced risk-reward view amid stable fundamentals, resulting in no net change to the consensus price target, which remains at CA$35.41. Analyst Commentary Bullish analysts increased price targets following the completion of the Ziply deal, which is expected to enhance BCE's long-term growth prospects.
新しいナラティブ • Nov 10
Expanding Fiber Ventures Boost Future Revenue And Margin Transformation In Media And Wireless
BCE's strategic acquisitions and digital shift drive growth and stabilize earnings by enhancing market presence, technology integration, and media revenue.株主還元
| BCE | CA Telecom | CA 市場 | |
|---|---|---|---|
| 7D | -1.2% | -2.1% | -1.8% |
| 1Y | -3.2% | -15.1% | 22.6% |
業界別リターン: BCE過去 1 年間で-15.1 % の収益を上げたCanadian Telecom業界を上回りました。
リターン対市場: BCEは、過去 1 年間で22.6 % のリターンを上げたCanadian市場を下回りました。
価格変動
| BCE volatility | |
|---|---|
| BCE Average Weekly Movement | 3.2% |
| Telecom Industry Average Movement | 3.2% |
| Market Average Movement | 9.3% |
| 10% most volatile stocks in CA Market | 16.3% |
| 10% least volatile stocks in CA Market | 3.7% |
安定した株価: BCE 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BCEの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1880 | 38,683 | Mirko Bibic | www.bce.ca |
通信会社であるBCE Inc.は、カナダの家庭、企業、卸売顧客向けに無線、有線、インターネット、ストリーミングサービス、テレビ（TV）サービスを提供している。BCEは2つのセグメントで事業を展開している：ベル・コミュニケーション・アンド・テクノロジー・サービス部門とベル・メディア部門である。ベル・コミュニケーション・アンド・テクノロジー・サービス部門は、モバイル・データおよび音声プラン、ストリーミング・サービス、デバイスなどのワイヤレス製品・サービス、インターネット・アクセス、インターネット・プロトコル・テレビ、クラウドベース・サービス、ビジネス・ソリューションなどのデータ、音声、その他の通信サービス・製品、衛星テレビ、接続サービスなどの有線製品・サービスを住宅、中小企業、大企業の顧客に提供している。また、再販業者や他の通信事業者から市内電話、長距離電話、データ通信などのサービスを購入・販売したり、家電量販店を運営している。ベル・メディア部門は、ビデオ、オーディオ、屋外広告、デジタル・メディア・サービスのポートフォリオを提供している。BCEは1880年に設立され、カナダのベルダンに本社を置いている。
BCE Inc. 基礎のまとめ
| BCE 基礎統計学 | |
|---|---|
| 時価総額 | CA$29.96b |
| 収益（TTM） | CA$6.27b |
| 売上高(TTM) | CA$24.80b |
4.8x
PER（株価収益率1.2x
P/SレシオBCE は割高か？
公正価値と評価分析を参照収益と収入
| BCE 損益計算書（TTM） | |
|---|---|
| 収益 | CA$24.80b |
| 売上原価 | CA$13.65b |
| 売上総利益 | CA$11.15b |
| その他の費用 | CA$4.88b |
| 収益 | CA$6.27b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.72 |
| グロス・マージン | 44.95% |
| 純利益率 | 25.29% |
| 有利子負債／自己資本比率 | 172.8% |
BCE の長期的なパフォーマンスは？
過去の実績と比較を見る| BCE 配当日 | |
|---|---|
| 配当落ち日 | Sep 15 2026 |
| 配当支払日 | Oct 15 2026 |
| 配当落ちまでの日数 | 3 days |
| 配当支払日までの日数 | 33 days |
BCE 配当は確実ですか？
BCE 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/11 07:37 |
| 終値 | 2026/09/11 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BCE Inc. 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| Amman Saeed | Accountability Research Corporation |
| null null | Argus Research Company |
| David McFadgen | ATB Cormark |