View ValuationSEMCO Technologies Société anonyme 将来の成長Future 基準チェック /66SEMCO Technologies Société anonyme利益と収益がそれぞれ年間26.3%と20.5%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39.5% 25.8%なると予測されています。主要情報26.3%収益成長率25.76%EPS成長率Semiconductor 収益成長40.8%収益成長率20.5%将来の株主資本利益率39.53%アナリストカバレッジLow最終更新日29 Jul 2026今後の成長に関する最新情報お知らせ • Sep 24SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.お知らせ • Jul 30SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €44.10, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 39x in the Semiconductor industry in France. Total returns to shareholders of 102% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €42.46 per share.Buy Or Sell Opportunity • Jul 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to €52.20. The fair value is estimated to be €42.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last year. Earnings per share has declined by 85%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €58.60, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 46x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €36.88 per share.New Risk • Jun 09New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 39% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).お知らせ • May 27SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026. Location: zac via domitia 165 avenue des cocardieres, castries FranceValuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €46.05, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 44x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €38.18 per share.New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €45.00, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 26x in the Semiconductor industry in France.New Risk • Feb 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Jan 13SEMCO Technologies Announces Clément Dupuy Joins as Chief Technical OfficerSEMCO Technologies announced appointment of a Chief Technical Officer to lead innovation and co-development of eChucks with customers and prospects. Clément Dupuy joined SEMCO Technologies as Chief Technical Officer. As engineer specializing in materials science and engineering, he has gained solid experience at ECM Group, SEMCO Technologies' parent company, where he worked in the semiconductor and photovoltaic sectors, particularly in innovation. His mission will be to define and lead the Group's technological strategy, accelerate the development of new generations of eChucks, and strengthen co-development initiatives with customers and prospects, in line with our proactive commercial strategy. In this role, he will support the integration of the latest technological advances and industrial processes to meet the needs of the sector: new thermal constraints, increased performance, and process reliability. He will also contribute to expanding the scope of applications for the Group's technologies, particularly in CVD (Chemical Vapor Deposition) and ALD (Atomic Layer Deposition), thin film deposition technologies at the heart of semiconductor industrial processes.Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €33.47, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €21.03 per share.お知らせ • Dec 19+ 1 more updateSEMCO Technologies Société anonyme to Report First Half, 2026 Results on Sep 22, 2026SEMCO Technologies Société anonyme announced that they will report first half, 2026 results on Sep 22, 2026Buy Or Sell Opportunity • Nov 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to €25.50. The fair value is estimated to be €21.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Buy Or Sell Opportunity • Oct 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €26.30. The fair value is estimated to be €21.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.お知らせ • Sep 24SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.35, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 35x in the Semiconductor industry in France.お知らせ • Jul 30SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.業績と収益の成長予測ENXTPA:ALSEM - 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12/31/202868221620412/31/202752171115412/31/202641131012412/31/2025381056N/A12/31/20243171114N/A12/31/202336845N/Aアナリストによる今後の成長予測収入対貯蓄率: ALSEMの予測収益成長率 (年間26.3% ) は 貯蓄率 ( 2.6% ) を上回っています。収益対市場: ALSEMの収益 ( 26.3% ) はFrench市場 ( 13% ) 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: ALSEM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: ALSEMの収益 ( 20.5% ) French市場 ( 5.9% ) よりも速いペースで成長すると予測されています。高い収益成長: ALSEMの収益 ( 20.5% ) 20%よりも速いペースで成長すると予測されています。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: ALSEM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 ( 39.5 %)成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance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2026/08/16 15:48終値2026/08/14 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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SEMCO Technologies Société anonyme 4 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。7 アナリスト機関Alexandre PlaudCIC Market Solutions (ESN)Yann de PeyrelongueGilbert DupontEmmanuel MatotODDO BHF Corporate & Markets4 その他のアナリストを表示
お知らせ • Sep 24SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.
お知らせ • Jul 30SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.
Valuation Update With 7 Day Price Move • Jul 10Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €44.10, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 39x in the Semiconductor industry in France. Total returns to shareholders of 102% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €42.46 per share.
Buy Or Sell Opportunity • Jul 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 45% to €52.20. The fair value is estimated to be €42.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last year. Earnings per share has declined by 85%. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 27% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €58.60, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 46x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €36.88 per share.
New Risk • Jun 09New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 39% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (39% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.3% average weekly change).
お知らせ • May 27SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026SEMCO Technologies Société anonyme, Annual General Meeting, Jun 29, 2026. Location: zac via domitia 165 avenue des cocardieres, castries France
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €46.05, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 44x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €38.18 per share.
New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €45.00, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 26x in the Semiconductor industry in France.
New Risk • Feb 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Jan 13SEMCO Technologies Announces Clément Dupuy Joins as Chief Technical OfficerSEMCO Technologies announced appointment of a Chief Technical Officer to lead innovation and co-development of eChucks with customers and prospects. Clément Dupuy joined SEMCO Technologies as Chief Technical Officer. As engineer specializing in materials science and engineering, he has gained solid experience at ECM Group, SEMCO Technologies' parent company, where he worked in the semiconductor and photovoltaic sectors, particularly in innovation. His mission will be to define and lead the Group's technological strategy, accelerate the development of new generations of eChucks, and strengthen co-development initiatives with customers and prospects, in line with our proactive commercial strategy. In this role, he will support the integration of the latest technological advances and industrial processes to meet the needs of the sector: new thermal constraints, increased performance, and process reliability. He will also contribute to expanding the scope of applications for the Group's technologies, particularly in CVD (Chemical Vapor Deposition) and ALD (Atomic Layer Deposition), thin film deposition technologies at the heart of semiconductor industrial processes.
Valuation Update With 7 Day Price Move • Jan 09Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €33.47, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 17x in the Semiconductor industry in France. Simply Wall St's valuation model estimates the intrinsic value at €21.03 per share.
お知らせ • Dec 19+ 1 more updateSEMCO Technologies Société anonyme to Report First Half, 2026 Results on Sep 22, 2026SEMCO Technologies Société anonyme announced that they will report first half, 2026 results on Sep 22, 2026
Buy Or Sell Opportunity • Nov 24Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to €25.50. The fair value is estimated to be €21.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Buy Or Sell Opportunity • Oct 02Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 75% to €26.30. The fair value is estimated to be €21.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last year. Earnings per share has declined by 16%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
お知らせ • Sep 24SEMCO Technologies Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirmed all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €25.35, the stock trades at a trailing P/E ratio of 39.1x. Average trailing P/E is 35x in the Semiconductor industry in France.
お知らせ • Jul 30SEMCO Technologies Société anonyme Reaffirms Earnings Guidance for 2025 and 2028SEMCO Technologies reaffirms all of the guidance announced at the time of its initial public offering for 2025 and 2028. For 2025, revenue expected is c.€33 million of which 100% backed as of end April and EBIT margin expected is c.38,5%. For 2028, revenue expected is over €55 million and EBIT margin expected is over 40%.