Arkema S.A.

ENXTPA:AKE 株式レポート

時価総額：€4.7b

Arkema 将来の成長

Future 基準チェック /36

Arkema利益と収益がそれぞれ年間41.9%と3%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7.5% 42.7%なると予測されています。

主要情報

41.9%

収益成長率

42.68%

EPS成長率

Chemicals 収益成長10.9%
収益成長率3.0%
将来の株主資本利益率7.48%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

分析記事 • Nov 12

Arkema S.A. (EPA:AKE) Just Reported, And Analysts Assigned A €66.94 Price Target

Investors in Arkema S.A. ( EPA:AKE ) had a good week, as its shares rose 6.6% to close at €52.60 following the release...

Recent updates

ナラティブ更新 • Apr 30

AKE: Battery Materials Expansion Will Support Future Rerating Potential

Arkema's analyst fair value estimate has moved slightly higher to about €81.56, reflecting analysts' updated assumptions on revenue growth, profit margins, and future P/E in light of recent upgrades, downgrades, and modest price target increases from several banks. Analyst Commentary Recent Street research on Arkema is mixed, but there is a clear cluster of more constructive calls that help frame how supportive analysts currently see the risk and reward around the stock.
ナラティブ更新 • Apr 15

AKE: Battery Expansion And Margin Execution Will Constrain Future Re Rating Potential

Arkema's fair value estimate has shifted from €44.00 to €50.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a recent series of higher price targets and rating changes across major research firms. Analyst Commentary Recent Street research on Arkema presents a mixed picture, with several higher price targets sitting alongside at least one downgrade and more restrained views on upside.
ナラティブ更新 • Apr 01

AKE: Battery Capacity Push Will Face Execution Risk And Uncertain Earnings Trajectory

Analysts have nudged Arkema's average price target higher to around €60 to €65, citing recent target increases from several banks and mixed rating changes that reflect a more balanced view on growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research has given Arkema a more mixed backdrop, with some banks lifting price targets while others turn more cautious on the shares, despite keeping targets within a relatively tight €60 to €65 range.
ナラティブ更新 • Mar 18

AKE: Battery Materials Expansion And Mixed Ratings Will Shape Future Rerating

Arkema's analyst price target has edged up by €0.13 to €61.88, reflecting a blend of higher fair value P/E assumptions and mixed rating actions from analysts who have recently adjusted targets between €60 and €65. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable assigning price targets in the €62 to €65 range, which supports the current blended target of €61.88 and signals confidence that Arkema can justify a slightly higher P/E than previously assumed.
ナラティブ更新 • Mar 04

AKE: Battery Materials Expansion And Decarbonization Efforts Will Support Future Rerating

Our analyst price target for Arkema shifts from €65.06 to €61.88 as analysts factor in recent downgrades and lower external price targets, along with updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Arkema has been mixed, with both upgrades and downgrades sitting alongside reduced price targets.
ナラティブ更新 • Feb 17

AKE: Battery Materials And Specialty Polymers Will Support Re Rating

Arkema's analyst price target has shifted from €85.00 to €80.00, as analysts factor in slightly softer assumptions on revenue growth, profit margins and future P/E, even as recent research updates include both an upgrade and a separate €5 adjustment to targets. Analyst Commentary Recent research on Arkema sends a mixed but broadly constructive signal, with the latest changes in price targets and ratings pointing to a more nuanced view of the company’s risk and reward profile.
分析記事 • Feb 13

After Leaping 26% Arkema S.A. (EPA:AKE) Shares Are Not Flying Under The Radar

The Arkema S.A. ( EPA:AKE ) share price has done very well over the last month, posting an excellent gain of 26%. Not...
ナラティブ更新 • Feb 03

AKE: Battery Expansion Will Face Tougher Sector Backdrop And Execution Risk

Analysts have trimmed their price target on Arkema by €5, reflecting softer revenue growth assumptions, a slightly lower future P/E multiple, and sector headwinds highlighted in recent research, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious tone around Arkema, with pricing assumptions and sector views putting some pressure on sentiment.
ナラティブ更新 • Jan 20

AKE: Battery Materials Expansion Will Face Tougher Sector Backdrop And Execution Risk

Narrative update Analysts have trimmed their price target on Arkema by €3 to €44, reflecting a lower fair value estimate along with updated views on revenue growth, margins and a reduced future P/E multiple, following recent cautious research on European chemicals and ingredients groups. Analyst Commentary Street research on Arkema has turned more cautious, with bearish analysts trimming price targets and flagging risks around growth visibility and valuation.
ナラティブ更新 • Jan 06

AKE: Battery Materials Push Will Support Re Rating Despite Sector Downgrade

Analysts have trimmed their fair value estimate for Arkema to €85 from €95. This reflects lower assumed revenue growth, a slightly softer profit margin profile, a higher discount rate and more conservative future P/E expectations following recent cuts to Street price targets and a sector downgrade.
ナラティブ更新 • Dec 21

AKE: Battery Materials Push Will Confront Tougher Sector Backdrop Ahead

The analyst fair value estimate for Arkema has been reduced from EUR 56 to EUR 47 as analysts factor in a higher discount rate, weaker revenue growth expectations, softer profit margins, and a sector wide shift toward more favored industrial gases and specialty distributors. Analyst Commentary Recent Street research reflects a more cautious stance on Arkema, with several bearish analysts trimming price targets and, in at least one case, reducing their rating.
ナラティブ更新 • Dec 07

AKE: Sustainability And Decarbonization Investments Will Drive Future Rerating Despite Recent Downgrade

Arkema's analyst price target has been trimmed by about EUR 1 to EUR 65.06 as analysts factor in slightly softer long term growth and margin expectations, alongside a wave of recent price target cuts and a fresh Underweight rating from the Street. Analyst Commentary Recent Street research presents a mixed picture for Arkema, with several price target cuts but divergent views on the company’s medium term execution and earnings power.
ナラティブ更新 • Nov 23

AKE: Recent Downgrade Will Be Offset By Sustainability Actions And Emissions Reductions

Analysts have lowered the fair value estimate for Arkema from €70.63 to €66.06, citing cautious sector sentiment and a series of reduced price targets across the chemical industry. Analyst Commentary Analysts continue to reassess Arkema's prospects in response to both company-specific and broader sector developments.
分析記事 • Nov 16

There May Be Reason For Hope In Arkema's (EPA:AKE) Disappointing Earnings

Arkema S.A.'s ( EPA:AKE ) stock was strong despite it releasing a soft earnings report last week. We think that...
分析記事 • Nov 12

Arkema S.A. (EPA:AKE) Just Reported, And Analysts Assigned A €66.94 Price Target

Investors in Arkema S.A. ( EPA:AKE ) had a good week, as its shares rose 6.6% to close at €52.60 following the release...
ナラティブ更新 • Nov 06

AKE: Operational Improvements And Sustainability Efforts Will Drive Future Upside

The consensus analyst price target for Arkema has been reduced notably in recent updates, with targets now ranging from EUR 55 to EUR 80. Analysts cite cautious expectations for revenue growth and refining profit margin assumptions as reasons for the adjustment.
ナラティブ更新 • Oct 23

Analysts Revise Arkema Price Target Lower Amid Cautious Optimism and Recent Sustainability Initiatives

Arkema's analyst price target has been revised downward from €72.75 to €70.63. This change reflects recent analyst adjustments driven by lower growth and profit expectations.
ナラティブ更新 • Oct 09

New Capacity And R&D Focus Will Accelerate Renewable Transition

Arkema's analyst price target has been revised downward from €76.06 to €72.75. This change reflects analysts' expectations for slower revenue growth and a higher discount rate, even though profit margins have seen slight improvement.
ナラティブ更新 • Sep 25

New Capacity And R&D Focus Will Accelerate Renewable Transition

Analysts have trimmed Arkema’s price target to €76.06, reflecting heightened caution around 2025 guidance cuts, persistent margin pressure, and weaker end-market demand, despite some confidence in the company’s long-term positioning. Analyst Commentary Bearish analysts cite increased risk of significant 2025 guidance cuts, particularly ahead of Q2 results.
分析記事 • Aug 27

Is It Too Late To Consider Buying Arkema S.A. (EPA:AKE)?

While Arkema S.A. ( EPA:AKE ) might not have the largest market cap around , it received a lot of attention from a...
分析記事 • Aug 06

Arkema S.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Arkema S.A. ( EPA:AKE ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €58.65...
分析記事 • Jul 27

These 4 Measures Indicate That Arkema (EPA:AKE) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jul 05

Potential Upside For Arkema S.A. (EPA:AKE) Not Without Risk

There wouldn't be many who think Arkema S.A.'s ( EPA:AKE ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...
分析記事 • May 23

Arkema (EPA:AKE) Is Increasing Its Dividend To €3.60

Arkema S.A. ( EPA:AKE ) will increase its dividend from last year's comparable payment on the 28th of May to €3.60...
分析記事 • May 10

Arkema S.A. Just Missed EPS By 78%: Here's What Analysts Think Will Happen Next

Last week saw the newest quarterly earnings release from Arkema S.A. ( EPA:AKE ), an important milestone in the...
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新しいナラティブ • Dec 05

Specialty Materials And Renewable Energy Initiatives Ignite Earnings Growth And Margin Expansion

Strategic projects and acquisitions aim to enhance Arkema's earnings growth and stability, leveraging mega trends in energy and healthcare.

業績と収益の成長予測

ENXTPA:AKE - 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
12/31/20289,68333443498612
12/31/20279,37732636892615
12/31/20269,1882133519089
3/31/20268,869173851,007N/A
12/31/20259,06839361997N/A
9/30/20259,236127285980N/A
6/30/20259,4432102851,016N/A
3/31/20259,5843083081,058N/A
12/31/20249,5443383601,121N/A
9/30/20249,4933464721,176N/A
6/30/20249,4253425561,235N/A
3/31/20249,3313495701,214N/A
12/31/20239,5144026381,272N/A
9/30/20239,7993935831,267N/A
6/30/202310,4455036881,382N/A
3/31/202311,1877528051,489N/A
12/31/202211,5509497891,496N/A
9/30/202211,5431,0506561,347N/A
6/30/202210,9691,0732981,013N/A
3/31/202210,1801,498166914N/A
12/31/20219,5191,293152915N/A
9/30/20219,0041,212193905N/A
6/30/20218,5151,0574571,132N/A
3/31/20218,0223505231,163N/A
12/31/20207,8843045101,115N/A
9/30/20207,9523126801,288N/A
6/30/20208,2593656151,232N/A
3/31/20208,6114225431,161N/A
12/31/20198,738491N/A1,300N/A
9/30/20198,892561N/A1,247N/A
6/30/20198,843590N/A1,263N/A
3/31/20198,859633N/A1,201N/A
12/31/20188,816674N/A1,029N/A
9/30/20188,566685N/A961N/A
6/30/20188,418653N/A943N/A
3/31/20188,346594N/A1,005N/A
12/31/20178,326543N/A1,008N/A
9/30/20178,221492N/A904N/A
6/30/20178,040446N/A877N/A
3/31/20177,794433N/A833N/A
12/31/20167,535394N/A821N/A
9/30/20167,443390N/A955N/A
6/30/20167,551355N/A863N/A
3/31/20167,705341N/A885N/A
12/31/20157,683285N/A858N/A
9/30/20157,354263N/A640N/A
6/30/20156,886226N/A587N/A

アナリストによる今後の成長予測

収入対貯蓄率: AKEの予測収益成長率 (年間41.9% ) は 貯蓄率 ( 2.5% ) を上回っています。

収益対市場: AKEの収益 ( 41.9% ) はFrench市場 ( 12.2% ) よりも速いペースで成長すると予測されています。

高成長収益: AKEの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: AKEの収益 ( 3% ) French市場 ( 5.6% ) よりも低い成長が予測されています。

高い収益成長: AKEの収益 ( 3% ) 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: AKEの 自己資本利益率 は、3年後には低くなると予測されています ( 7.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 07:13
終値2026/05/07 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や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

Arkema S.A. 15 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。33

アナリスト機関
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Katie RichardsBarclays
James StewartBarclays