SMA Solar Technology AG

XTRA:S92 株式レポート

時価総額:€1.7b

SMA Solar Technology 将来の成長

Future 基準チェック /46

SMA Solar Technology利益と収益がそれぞれ年間83.2%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に22.2% 82.9%なると予測されています。

主要情報

83.2%

収益成長率

82.93%

EPS成長率

Electrical 収益成長27.0%
収益成長率6.5%
将来の株主資本利益率22.16%
アナリストカバレッジ

Low

最終更新日09 Jun 2026

今後の成長に関する最新情報

分析記事 Mar 30

SMA Solar Technology AG (ETR:S92) Analysts Are Pretty Bullish On The Stock After Recent Results

Shareholders of SMA Solar Technology AG ( ETR:S92 ) will be pleased this week, given that the stock price is up 18% to...
分析記事 Nov 16

SMA Solar Technology AG (ETR:S92) Released Earnings Last Week And Analysts Lifted Their Price Target To €20.20

Shareholders of SMA Solar Technology AG ( ETR:S92 ) will be pleased this week, given that the stock price is up 12% to...

Recent updates

ナラティブの更新 Jun 05

S92: Improving Order Momentum Will Shape Margins And Future Fair Value

Narrative Update: SMA Solar Technology The updated analyst price target for SMA Solar has moved from €39.00 to €71.00. Analysts attribute this change to improving order momentum and a series of recent price target increases.
ナラティブの更新 May 21

S92: Future Returns Will Rely On Converting Order Momentum Into Profitable Results

Analysts have lifted the fair value estimate for SMA Solar Technology from €28.00 to €43.00, reflecting higher Street price targets, including recent increases from Jefferies, Berenberg and Deutsche Bank. This follows commentary around improving order momentum and expectations for profitability supported by cost savings and strong order intake.
ナラティブの更新 May 04

S92: Weaker Margin Outlook Will Offset Benefits From Cost Savings Program

Analysts have raised SMA Solar Technology's fair value estimate from €40.80 to €45.20, citing a series of recent price target increases and expectations that profitability will benefit from cost savings and stronger order intake. Analyst Commentary Recent research updates show a mix of optimism around SMA Solar Technology's valuation and execution, with some clear areas of caution that investors should keep in mind.
ナラティブの更新 Apr 20

S92: Future Upside Will Depend On Delivering Planned Cost Savings

Analysts have lifted the fair value estimate for SMA Solar Technology from €15.00 to €28.00, reflecting updated expectations for higher revenue growth, stronger profit margins, and a lower assumed discount rate supported by recent price target increases and upgraded views on profitability and order intake. Analyst Commentary Recent research points to a more constructive view on SMA Solar Technology, with several price targets reset to reflect updated expectations around profitability and order intake.
ナラティブの更新 Apr 04

S92: Elevated R&D Spend Will Pressure Margins Despite Cost Savings Program

Narrative Update The analyst fair value estimate for SMA Solar Technology has moved from €29.80 to €40.80. This change is supported by recent price target increases from firms highlighting attractive valuation after the share price correction, expectations for improving profitability on cost savings and order intake, and updated views on margin impact from ongoing investment.
分析記事 Mar 30

SMA Solar Technology AG (ETR:S92) Analysts Are Pretty Bullish On The Stock After Recent Results

Shareholders of SMA Solar Technology AG ( ETR:S92 ) will be pleased this week, given that the stock price is up 18% to...
ナラティブの更新 Mar 21

S92: Cost Savings And Investment Tension Will Shape Margins And Fair Value

Analysts have raised the SMA Solar Technology price target to €39 from €37, reflecting more supportive views on profitability as cost savings and order intake trends are reassessed. Analyst Commentary Recent research updates on SMA Solar Technology have centered on valuation, margin expectations and the impact of ongoing investment and cost savings programs.
ナラティブの更新 Mar 06

S92: Cost Savings And Order Intake Will Shape Margins And Fair Value

Narrative Update on SMA Solar Technology The Street price target for SMA Solar has moved from €37 to €39 as analysts point to the recent share price correction, improving profitability supported by cost savings, and solid order intake as key drivers for the revised view. Analyst Commentary Bullish analysts are leaning into the recent share price correction as a chance to revisit SMA Solar at what they see as more attractive valuation levels, especially as order intake remains solid and cost savings start to feed through to profitability.
ナラティブの更新 Feb 20

S92: Elevated R&D Spend Will Pressure Margins And Future Earnings Expectations

Analysts have reduced their price target for SMA Solar to €37, down from €39. This change reflects a view that higher R&D spending and uncertainty around the recovery in the Home & Business Solutions segment could affect margins.
ナラティブの更新 Feb 06

S92: Cost Savings And R&D Spending Will Shape Margins And Fair Value

Narrative Update The analyst fair value estimate for SMA Solar Technology has shifted from €21.00 to €37.00, as analysts incorporate a lower assumed discount rate, higher projected profit margins and a reduced future P/E multiple, alongside recent research that highlights both margin risks from R&D investment and expectations for improved profitability supported by cost savings and order intake. Analyst Commentary Recent research on SMA Solar Technology reflects a mix of optimism on long term earnings potential and caution around execution risks, especially around margins and segment recovery.
ナラティブの更新 Jan 22

S92: Margin Pressure From R&D And Weak Home Segment Will Undercut Expectations

Analysts have lifted their fair value estimate for SMA Solar Technology from €23.60 to €29.80. This reflects updated assumptions around revenue growth, profit margin potential, and R&D driven investment in the business.
分析記事 Jan 14

Is SMA Solar Technology (ETR:S92) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Jan 08

S92: Cost Savings And Large Orders Will Likely Disappoint Elevated Expectations

Analysts have raised their price target for SMA Solar Technology to €39 from €22, citing expectations for rising profitability supported by the existing cost savings program and continued elevated large scale order intake. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a €39 target as supported by expectations for rising profitability, which they link to the existing cost savings program already in place.
ナラティブの更新 Dec 23

S92: Rising Orders Will Likely Fail To Offset Execution Risks

Analysts have increased their price target for SMA Solar Technology to EUR 39 from EUR 22, citing expectations for strengthening profitability driven by existing cost savings initiatives and sustained large-scale order momentum. Analyst Commentary Recent research updates highlight a shift in sentiment toward SMA Solar Technology, with bullish analysts pointing to improving fundamentals and a clearer path to earnings growth, even as some cautionary flags remain around demand visibility and regional risk.
ナラティブの更新 Dec 09

S92: Elevated Cost Savings Dependence Will Likely Constrain Future Order Momentum

Analysts have increased their price target for SMA Solar Technology to EUR 39 from EUR 22, citing expectations for rising profitability driven by ongoing cost savings and sustained, elevated large-scale order intake. Analyst Commentary Following the recent target price increase, Street research highlights a more constructive stance on SMA Solar Technology, driven by improving fundamentals and clearer visibility on future earnings power.
ナラティブの更新 Nov 25

S92: Rising Uncertainty In The United States Will Limit Order Momentum

Analysts have raised their price target for SMA Solar Technology from €18.80 to €23.60, citing improved profitability forecasts as well as confidence in continued cost savings and solid order momentum. Analyst Commentary Bullish Takeaways Bullish analysts have upgraded their outlook for SMA Solar, citing a rising trajectory in profitability that is expected to play out over the next several years.
分析記事 Nov 17

SMA Solar Technology AG (ETR:S92) Held Back By Insufficient Growth Even After Shares Climb 35%

SMA Solar Technology AG ( ETR:S92 ) shareholders have had their patience rewarded with a 35% share price jump in the...
分析記事 Nov 16

SMA Solar Technology AG (ETR:S92) Released Earnings Last Week And Analysts Lifted Their Price Target To €20.20

Shareholders of SMA Solar Technology AG ( ETR:S92 ) will be pleased this week, given that the stock price is up 12% to...
ナラティブの更新 Nov 10

S92: Uncertainty In Key Markets Will Pressure Results Despite Strong Orders

Analysts have raised their price target for SMA Solar Technology, increasing it by €6 to €22 per share. They cited expectations for strong third quarter results, balanced by ongoing market uncertainties.
ナラティブの更新 Oct 27

Short-Term Order Momentum And US Uncertainty Will Influence Near-Term Performance

Analysts have increased their price target for SMA Solar Technology from €17.60 to €18.80. This change reflects improved revenue growth expectations and stronger near-term demand.
分析記事 Oct 03

SMA Solar Technology AG (ETR:S92) Stock Catapults 46% Though Its Price And Business Still Lag The Industry

SMA Solar Technology AG ( ETR:S92 ) shareholders are no doubt pleased to see that the share price has bounced 46% in...
分析記事 Sep 21

Does This Valuation Of SMA Solar Technology AG (ETR:S92) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, SMA Solar Technology fair value estimate is €16.63 SMA Solar...
ナラティブの更新 Sep 03

EMEA Price Pressure And US Backlog Will Shape Energy Transition

Due to downward revisions in both consensus revenue growth and net profit margin forecasts, analysts have reduced SMA Solar Technology’s fair value estimate, lowering the consensus price target from €18.60 to €17.60. What's in the News Preliminary H1 2025 results indicate sales of €684.9 million, down from €759.3 million in H1 2024, and a loss before interest and taxes of €19.0 million compared to a profit of €56.2 million.
ナラティブの更新 Aug 08

EMEA Price Pressure And US Backlog Will Shape Energy Transition

The upward revision in SMA Solar Technology’s fair value is primarily supported by a modest increase in the company’s Future P/E multiple, with the consensus analyst price target rising from €17.80 to €18.80. What's in the News Preliminary H1 2025 results show sales of €684.9 million, down from €759.3 million H1 2024, and LBIT of €19.0 million versus EBIT of €56.2 million prior year.
分析記事 Aug 02

Does SMA Solar Technology (ETR:S92) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jul 03

Improved Revenues Required Before SMA Solar Technology AG (ETR:S92) Stock's 26% Jump Looks Justified

SMA Solar Technology AG ( ETR:S92 ) shares have continued their recent momentum with a 26% gain in the last month...
分析記事 May 28

Shareholders May Be Wary Of Increasing SMA Solar Technology AG's (ETR:S92) CEO Compensation Package

Key Insights SMA Solar Technology to hold its Annual General Meeting on 3rd of June Total pay for CEO Jurgen Reinert...
分析記事 May 11

SMA Solar Technology AG's (ETR:S92) Share Price Boosted 53% But Its Business Prospects Need A Lift Too

SMA Solar Technology AG ( ETR:S92 ) shares have had a really impressive month, gaining 53% after a shaky period...
分析記事 May 10

Earnings Beat: SMA Solar Technology AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

It's been a pretty great week for SMA Solar Technology AG ( ETR:S92 ) shareholders, with its shares surging 15% to...
分析記事 Mar 27

SMA Solar Technology AG's (ETR:S92) Shares Bounce 41% But Its Business Still Trails The Market

SMA Solar Technology AG ( ETR:S92 ) shares have continued their recent momentum with a 41% gain in the last month...
分析記事 Mar 24

Is Now An Opportune Moment To Examine SMA Solar Technology AG (ETR:S92)?

SMA Solar Technology AG ( ETR:S92 ), is not the largest company out there, but it led the XTRA gainers with a...
分析記事 Feb 10

There's No Escaping SMA Solar Technology AG's (ETR:S92) Muted Earnings

SMA Solar Technology AG's ( ETR:S92 ) price-to-earnings (or "P/E") ratio of 6.1x might make it look like a strong buy...
User avatar
新しいナラティブ Jan 17

Unfavorable Market Conditions Will Impact Home And C&I Segments

Destocking and high inventory levels in Home and C&I segments could suppress revenue growth and lead to inventory write-downs, impacting margins negatively.
分析記事 Dec 17

Returns At SMA Solar Technology (ETR:S92) Are On The Way Up

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 Nov 24

We Think That There Are More Issues For SMA Solar Technology (ETR:S92) Than Just Sluggish Earnings

Last week's earnings announcement from SMA Solar Technology AG ( ETR:S92 ) was disappointing to investors, with a...
分析記事 Nov 19

SMA Solar Technology AG (ETR:S92) Shares Could Be 40% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, SMA Solar Technology fair value estimate is €21.33 SMA Solar...
分析記事 Oct 14

SMA Solar Technology AG's (ETR:S92) Low P/E No Reason For Excitement

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") above 17x, you may consider SMA...
分析記事 Aug 29

Is Now The Time To Look At Buying SMA Solar Technology AG (ETR:S92)?

SMA Solar Technology AG ( ETR:S92 ), is not the largest company out there, but it received a lot of attention from a...
分析記事 Aug 11

SMA Solar Technology AG Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

SMA Solar Technology AG ( ETR:S92 ) just released its latest quarterly results and things are looking bullish. It was...
分析記事 Aug 09

Investors Should Be Encouraged By SMA Solar Technology's (ETR:S92) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 Jul 19

Is SMA Solar Technology (ETR:S92) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jun 20

Investors Don't See Light At End Of SMA Solar Technology AG's (ETR:S92) Tunnel And Push Stock Down 42%

SMA Solar Technology AG ( ETR:S92 ) shareholders that were waiting for something to happen have been dealt a blow with...
分析記事 May 22

We think SMA Solar Technology AG's (ETR:S92) CEO May Struggle To See Much Of A Pay Rise This Year

Key Insights SMA Solar Technology's Annual General Meeting to take place on 28th of May Salary of €1.19m is part of CEO...
分析記事 May 11

SMA Solar Technology AG Just Missed Earnings - But Analysts Have Updated Their Models

SMA Solar Technology AG ( ETR:S92 ) missed earnings with its latest first-quarter results, disappointing...
分析記事 May 03

Should You Investigate SMA Solar Technology AG (ETR:S92) At €49.72?

SMA Solar Technology AG ( ETR:S92 ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 Apr 18

Shareholders Would Enjoy A Repeat Of SMA Solar Technology's (ETR:S92) Recent Growth In Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
分析記事 Apr 05

Additional Considerations Required While Assessing SMA Solar Technology's (ETR:S92) Strong Earnings

Despite announcing strong earnings, SMA Solar Technology AG's ( ETR:S92 ) stock was sluggish. We think that the market...

業績と収益の成長予測

XTRA:S92 - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,7861361371955
12/31/20271,6941101241635
12/31/20261,61670741085
3/31/20261,529-188-3011N/A
12/31/20251,516-18193143N/A
9/30/20251,605-297147203N/A
6/30/20251,456-20484150N/A
3/31/20251,496-141-5528N/A
12/31/20241,530-118-215-125N/A
9/30/20241,62680-261-156N/A
6/30/20241,884166-245-146N/A
3/31/20241,899202-5732N/A
12/31/20231,90422656141N/A
9/30/20231,67922578148N/A
6/30/20231,37317090156N/A
3/31/20231,21310537102N/A
12/31/20221,06656-3329N/A
9/30/2022963-272282N/A
6/30/2022967-471268N/A
3/31/2022964-282070N/A
12/31/2021983-234794N/A
9/30/2021998343074N/A
6/30/20211,001392366N/A
3/31/202197936-536N/A
12/31/20201,02728-70-31N/A
9/30/20201,05811-56-24N/A
6/30/20201,0678-62-32N/A
3/31/20201,0352-69-41N/A
12/31/2019915-9N/A-1N/A
9/30/2019817-195N/A-75N/A
6/30/2019729-201N/A-82N/A
3/31/2019746-189N/A-69N/A
12/31/2018761-175N/A-54N/A
9/30/201887414N/A-1N/A
6/30/201890533N/A51N/A
3/31/201890027N/A80N/A
12/31/201789130N/A117N/A
9/30/201783018N/A101N/A
6/30/201784519N/A133N/A
3/31/201787217N/A142N/A
12/31/201694729N/A145N/A
9/30/20161,00466N/A163N/A
6/30/20161,04359N/A142N/A
3/31/20161,00450N/A137N/A
12/31/201598223N/A104N/A
9/30/2015943-132N/A68N/A
6/30/2015885-151N/A18N/A

アナリストによる今後の成長予測

収入対貯蓄率: S92は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。

収益対市場: S92今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: S92今後 3 年以内に収益を上げることが予想されます。

収益対市場: S92の収益 ( 6.5% ) German市場 ( 6.7% ) よりも低い成長が予測されています。

高い収益成長: S92の収益 ( 6.5% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: S92の 自己資本利益率 は、3年後には高くなると予測されています ( 22.2 %)


成長企業の発掘

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2026/06/14 13:05
終値2026/06/12 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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

SMA Solar Technology AG 5 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。21

アナリスト機関
James FontanelliArete Research Services LLP
Rupesh MadlaniBarclays
Lasse StuebenBerenberg