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NFON AGXTRA:NFN 株式レポート

時価総額 €55.8m
株価
€3.37
€9
62.6% 割安 内在価値ディスカウント
1Y-50.4%
7D-1.2%
ポートフォリオ価値
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NFON AG

XTRA:NFN 株式レポート

時価総額:€55.8m

NFON(NFN)株式概要

NFON AGは、ドイツ、オーストリア、イタリア、英国、スペイン、イタリア、フランス、ポーランド、ポルトガルの企業顧客に、AIベースのアプリケーションを中心とした統合ビジネス・コミュニケーションを提供している。 詳細

NFN ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長3/6
過去の実績4/6
財務の健全性6/6
配当金0/6

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NFON AG 競合他社

価格と性能

株価の高値、安値、推移の概要NFON
過去の株価
現在の株価€3.37
52週高値€7.10
52週安値€3.10
ベータ0.59
1ヶ月の変化-0.88%
3ヶ月変化-13.59%
1年変化-50.44%
3年間の変化-56.01%
5年間の変化-78.67%
IPOからの変化-74.59%

最新ニュース

ナラティブ更新 Apr 29

NFN: AI Programme And Modular Licensing Will Support Bullish Re Rating

Analysts have adjusted their price target on NFON to €9.0 to reflect updated assumptions for revenue growth, profit margins and a higher future P/E multiple, while leaving their fair value estimate unchanged at €9.0. What's in the News NFON AG maintained its revenue guidance for 2026, expecting overall revenue growth in the low to mid single digit range, compared with 2.0% in 2025. (Corporate guidance) Earlier guidance for 2026 had already set the same revenue growth range, so the latest update reiterates management’s expectations rather than changing them.
分析記事 Apr 24

NFON's (ETR:NFN) Performance Is Even Better Than Its Earnings Suggest

NFON AG ( ETR:NFN ) just reported healthy earnings but the stock price didn't move much. Investors are probably missing...
分析記事 Apr 20

NFON AG Just Beat EPS By 22%: Here's What Analysts Think Will Happen Next

Last week saw the newest yearly earnings release from NFON AG ( ETR:NFN ), an important milestone in the company's...
ナラティブ更新 Apr 13

NFN: AI And Partner Programme Progress Will Support Future Upside

Analysts have adjusted their price target on NFON from €8.03 to €7.23, citing updated assumptions on growth, margins and the stock's future P/E multiple. What's in the News NFON issued revenue guidance for 2026, expecting overall revenue growth in the low to mid single digit range, compared with 2.0% in 2025 (Corporate Guidance).

Recent updates

ナラティブ更新 Apr 29

NFN: AI Programme And Modular Licensing Will Support Bullish Re Rating

Analysts have adjusted their price target on NFON to €9.0 to reflect updated assumptions for revenue growth, profit margins and a higher future P/E multiple, while leaving their fair value estimate unchanged at €9.0. What's in the News NFON AG maintained its revenue guidance for 2026, expecting overall revenue growth in the low to mid single digit range, compared with 2.0% in 2025. (Corporate guidance) Earlier guidance for 2026 had already set the same revenue growth range, so the latest update reiterates management’s expectations rather than changing them.
分析記事 Apr 24

NFON's (ETR:NFN) Performance Is Even Better Than Its Earnings Suggest

NFON AG ( ETR:NFN ) just reported healthy earnings but the stock price didn't move much. Investors are probably missing...
分析記事 Apr 20

NFON AG Just Beat EPS By 22%: Here's What Analysts Think Will Happen Next

Last week saw the newest yearly earnings release from NFON AG ( ETR:NFN ), an important milestone in the company's...
ナラティブ更新 Apr 13

NFN: AI And Partner Programme Progress Will Support Future Upside

Analysts have adjusted their price target on NFON from €8.03 to €7.23, citing updated assumptions on growth, margins and the stock's future P/E multiple. What's in the News NFON issued revenue guidance for 2026, expecting overall revenue growth in the low to mid single digit range, compared with 2.0% in 2025 (Corporate Guidance).
ナラティブ更新 Mar 30

NFN: AI Rollout And Margin Recovery Will Support Bullish Re Rating

Analysts have adjusted their price target on NFON to €9.00. The update reflects slightly revised assumptions around the discount rate, revenue growth, profit margins and future P/E expectations.
ナラティブ更新 Mar 16

NFN: Future AI Suite And Margin Recovery Will Support Bullish Re Rating

Analysts have reduced their price target on NFON from €11.10 to €9.00, citing updated assumptions regarding discount rates, revenue growth, profit margins and future P/E levels. What's in the News NFON issued revenue guidance for 2026, expecting overall revenue growth in the low to mid single digit range, compared with 2.0% revenue growth for 2025 (Corporate guidance).
ナラティブ更新 Mar 02

NFN: AI Expansion And Partner Programme Will Support Rerating Potential

Analysts have kept their price target for NFON steady at €4.00, citing only small revisions to the discount rate, revenue growth and future P/E assumptions, along with a modestly lower profit margin outlook. What's in the News NFON AG reports a further milestone in its NFON Next 2027 programme with the launch of a modular licence model and the NEXUS partner programme, aimed at refining its product portfolio and commercial set up (Key Developments).
ナラティブ更新 Feb 16

NFN: Long Term AI And Margin Upside Will Support Bullish Re Rating

Analysts have adjusted their NFON price target to €11.10, reflecting updated views on slightly higher long term revenue growth, improved profit margins and a lower future P/E assumption. What's in the News NFON advances its NFON Next 2027 programme with a new modular licence model designed around different user roles and usage scenarios, bundling core telephony and AI-based services such as AI Essentials (Key Developments).
ナラティブ更新 Feb 02

NFN: Weighing Softer Guidance Against Ongoing AI Project Momentum

The NFON analyst price target has been revised down to €4.00 from €5.50, with analysts citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of this change. What's in the News NFON's Management Board revised earnings guidance for the 2025 financial year after reviewing preliminary results for the first nine months, reflecting updated expectations for the business.
ナラティブ更新 Jan 19

NFN: AI Project Momentum Will Support Value Despite Softer Near Term Guidance

Analysts have updated their price target on NFON, reflecting revised assumptions for discount rates, revenue growth, profit margins and a higher future P/E multiple. These changes adjust their view of the company’s valuation while keeping the fair value estimate unchanged at €8.03.
ナラティブ更新 Jan 04

NFN: Medium-Term Margin Recovery Will Support Bullish Equity Re-Rating

Analysts have trimmed their price target on NFON from €13.00 to €11.10. They cited higher perceived risk and weaker margin expectations, which outweigh slightly stronger projected revenue growth.
ナラティブ更新 Dec 14

NFN: AI Project Momentum Will Support Profits Despite Softer Cloud Telephony

Analysts have trimmed their price target on NFON from €9.90 to €8.03, citing slightly softer expectations for revenue growth, slimmer profit margins and a lower future P E multiple. What's in the News Management Board lowers 2025 Group revenue growth guidance to 1.0% to 2.5%, down from 3% to 5%, after weaker than expected third quarter revenue in core cloud telephony, despite solid AI driven project business momentum (company guidance).
分析記事 Dec 10

It's Down 25% But NFON AG (ETR:NFN) Could Be Riskier Than It Looks

To the annoyance of some shareholders, NFON AG ( ETR:NFN ) shares are down a considerable 25% in the last month, which...
分析記事 Nov 21

Returns At NFON (ETR:NFN) Are On The Way Up

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
分析記事 Aug 29

There May Be Some Bright Spots In NFON's (ETR:NFN) Earnings

Soft earnings didn't appear to concern NFON AG's ( ETR:NFN ) shareholders over the last week. We did some digging, and...
分析記事 Mar 04

Is It Too Late To Consider Buying NFON AG (ETR:NFN)?

NFON AG ( ETR:NFN ), might not be a large cap stock, but it led the XTRA gainers with a relatively large price hike in...
User avatar
新しいナラティブ Feb 17

AI Integration Into Cloud Telephony Will Improve Customer Experience And Efficiency

Strategic investments in AI and cost management are expected to enhance customer experience, operational efficiency, and earnings growth.
分析記事 Feb 08

NFON AG's (ETR:NFN) 27% Jump Shows Its Popularity With Investors

NFON AG ( ETR:NFN ) shareholders would be excited to see that the share price has had a great month, posting a 27% gain...
分析記事 Nov 20

Investors Continue Waiting On Sidelines For NFON AG (ETR:NFN)

With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Telecom industry in Germany, you could be...
分析記事 Aug 30

Additional Considerations Required While Assessing NFON's (ETR:NFN) Strong Earnings

NFON AG ( ETR:NFN ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders have...
分析記事 Aug 26

Analysts Have Made A Financial Statement On NFON AG's (ETR:NFN) Second-Quarter Report

The second-quarter results for NFON AG ( ETR:NFN ) were released last week, making it a good time to revisit its...
分析記事 Mar 04

It's A Story Of Risk Vs Reward With NFON AG (ETR:NFN)

With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Telecom industry in Germany, you could be...
分析記事 Nov 22

The Market Lifts NFON AG (ETR:NFN) Shares 27% But It Can Do More

NFON AG ( ETR:NFN ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. Taking a...
分析記事 May 30

Is NFON (ETR:NFN) Using Debt Sensibly?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jan 14

Should You Think About Buying NFON AG (ETR:NFN) Now?

NFON AG ( ETR:NFN ), might not be a large cap stock, but it saw a significant share price rise of over 20% in the past...

株主還元

NFNDE TelecomDE 市場
7D-1.2%1.6%1.4%
1Y-50.4%-10.6%-0.09%

業界別リターン: NFN過去 1 年間で-10.6 % の収益を上げたGerman Telecom業界を下回りました。

リターン対市場: NFNは、過去 1 年間で-0.1 % のリターンを上げたGerman市場を下回りました。

価格変動

Is NFN's price volatile compared to industry and market?
NFN volatility
NFN Average Weekly Movement4.3%
Telecom Industry Average Movement4.4%
Market Average Movement6.0%
10% most volatile stocks in DE Market13.1%
10% least volatile stocks in DE Market2.7%

安定した株価: NFN 、 German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: NFNの 週次ボラティリティ ( 4% ) 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
2007430Andreas Wesselmannwww.nfon.com

NFON AGは、ドイツ、オーストリア、イタリア、英国、スペイン、イタリア、フランス、ポーランド、ポルトガルの法人顧客にAIベースのアプリケーションを中心とした統合ビジネスコミュニケーションを提供している。音声通話やビデオ会議を提供するスマートクラウドコミュニケーションプラットフォーム「Cloudya」を提供し、顧客関係管理やその他のコラボレーションツールも統合している。また、Meet and Shareなどのユニファイドコミュニケーションやコラボレーション、Microsoft Teamsとの統合、ビジネスアプリケーションなどの製品ポートフォリオのほか、電話機、PCやスマートフォン向けのソフトクライアント、ソフトウェアなどのデバイスも販売している。同社はMeetechoと契約を結んでいる。NFON AGは2007年に設立され、本社はドイツのミュンヘンにある。

NFON AG 基礎のまとめ

NFON の収益と売上を時価総額と比較するとどうか。
NFN 基礎統計学
時価総額€55.81m
収益(TTM)€2.25m
売上高(TTM)€89.07m
24.8x
PER(株価収益率
0.6x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
NFN 損益計算書(TTM)
収益€89.07m
売上原価€48.43m
売上総利益€40.63m
その他の費用€38.38m
収益€2.25m

直近の収益報告

Dec 31, 2025

次回決算日

May 21, 2026

一株当たり利益(EPS)0.14
グロス・マージン45.62%
純利益率2.53%
有利子負債/自己資本比率11.3%

NFN の長期的なパフォーマンスは?

過去の実績と比較を見る

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2026/05/12 02:08
終値2026/05/12 00:00
収益2025/12/31
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

NFON AG 3 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。8

アナリスト機関
Knut WollerBaader Helvea Equity Research
Gustav FrobergBerenberg
Josep BoriBerenberg