Seeing Machines（SEE）株式概要Seeing Machines Limitedは、その子会社とともに、オーストラリア、北米、アジア太平洋地域、ヨーロッパ、および国際的にドライバーおよび乗員モニターシステム技術を提供している。 詳細SEE ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績0/6財務の健全性1/6配当金0/6報酬当社が推定した公正価値より56.4%で取引されている 収益は年間53.45%増加すると予測されています リスク分析UK市場と比較して、過去 3 か月間の株価の変動が非常に大きいキャッシュランウェイが1年未満である すべてのリスクチェックを見るSEE Community Fair Values Create NarrativeSee what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN34.7% undervaluedAnalystConsensusTarget•1mo agoNew European Mandates Will Expand Auto Safety Monitoring Worldwide304018AN19.4% overvaluedAnalystLowTarget•18d agoAutonomous Shifts Will Pressure Driver Monitoring Margins Despite Regulations5301AN47.4% undervaluedAnalystHighTarget•8mo agoSemi-Autonomous Trends And Regulatory Mandates Will Expand In-Cabin Safety10602Top Analyst NarrativesAN34.7% undervaluedAnalystConsensusTarget•1mo agoNew European Mandates Will Expand Auto Safety Monitoring Worldwide304018AN19.4% overvaluedAnalystLowTarget•18d agoAutonomous Shifts Will Pressure Driver Monitoring Margins Despite Regulations5301AN47.4% undervaluedAnalystHighTarget•8mo agoSemi-Autonomous Trends And Regulatory Mandates Will Expand In-Cabin Safety10602View all narrativesSeeing Machines Limited 競合他社Big TechnologiesSymbol: AIM:BIGMarket cap: UK£306.8mVectron SystemsSymbol: LSE:0W1IMarket cap: €113.9mSDI GroupSymbol: AIM:SDIMarket cap: UK£83.1mOxford InstrumentsSymbol: LSE:OXIGMarket cap: UK£1.6b価格と性能株価の高値、安値、推移の概要Seeing Machines過去の株価現在の株価UK£0.05152週高値UK£0.06552週安値UK£0.021ベータ0.531ヶ月の変化51.34%3ヶ月変化23.66%1年変化102.80%3年間の変化-14.07%5年間の変化-48.53%IPOからの変化19.29%最新ニュースNew Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).ナラティブの更新 • Apr 28SEE: Cabin Monitoring Volumes And FY2026 Outlook Will Drive RepricingAnalysts have adjusted their price target on Seeing Machines marginally, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Readers should note that the fair value estimate remains at £0.04 per share.ナラティブの更新 • Apr 14SEE: Rising Volumes And Earnings Outlook Will Drive Future RepricingAnalysts have trimmed their fair value estimate for Seeing Machines from £0.079 to £0.078, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. What's in the News Seeing Machines issued earnings guidance for fiscal 2026, with expected revenue of US$79.7 million, giving you a clearer company provided outlook for the year ahead (company guidance).ナラティブの更新 • Mar 31SEE: Future Mobility Push And 3D Cabin Tech Will Drive RepricingAnalysts have increased their fair value estimate for Seeing Machines from about £0.03 to around £0.04 per share. This change reflects updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples.Breakeven Date Change • Mar 30Forecast breakeven date moved forward to 2026The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.3m in 2026. Earnings growth of 50% is required to achieve expected profit on schedule.最新情報をもっと見るRecent updatesNew Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).ナラティブの更新 • Apr 28SEE: Cabin Monitoring Volumes And FY2026 Outlook Will Drive RepricingAnalysts have adjusted their price target on Seeing Machines marginally, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Readers should note that the fair value estimate remains at £0.04 per share.ナラティブの更新 • Apr 14SEE: Rising Volumes And Earnings Outlook Will Drive Future RepricingAnalysts have trimmed their fair value estimate for Seeing Machines from £0.079 to £0.078, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. What's in the News Seeing Machines issued earnings guidance for fiscal 2026, with expected revenue of US$79.7 million, giving you a clearer company provided outlook for the year ahead (company guidance).ナラティブの更新 • Mar 31SEE: Future Mobility Push And 3D Cabin Tech Will Drive RepricingAnalysts have increased their fair value estimate for Seeing Machines from about £0.03 to around £0.04 per share. This change reflects updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples.Breakeven Date Change • Mar 30Forecast breakeven date moved forward to 2026The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.3m in 2026. Earnings growth of 50% is required to achieve expected profit on schedule.お知らせ • Mar 28Seeing Machines Limited Provides Earnings Guidance for the Fiscal Year 2026Seeing Machines Limited provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of USD 79.7 million.ナラティブの更新 • Mar 16SEE: Long Term Earnings Power And Cabin Sensing Platform Will Drive RepricingSeeing Machines' analyst price target has been revised to £0.08, with analysts citing incremental tweaks to the discount rate and long-term P/E assumptions rather than any change in near-term growth or margin expectations. Analyst Commentary With the revised £0.08 price target grounded in updated discount rate and long term P/E inputs, rather than changes to growth or margin expectations, recent commentary focuses more on how to frame risk and reward for you as an investor than on any new fundamental datapoints.ナラティブの更新 • Mar 02SEE: Higher Future P/E Assumptions Will Drive Repricing Over TimeAnalysts have raised their price target on Seeing Machines to £0.08 from £0.06, citing updated assumptions that combine a higher fair value estimate with changes to the discount rate, revenue growth, profit margin expectations and a significantly higher future P/E multiple. Analyst Commentary Analysts updating their valuation work on Seeing Machines are focusing less on short term trading and more on how the company might execute against its longer term assumptions on growth, profitability and the multiple investors may be willing to pay for that profile.分析記事 • Feb 03Why We're Not Concerned Yet About Seeing Machines Limited's (LON:SEE) 25% Share Price PlungeThe Seeing Machines Limited ( LON:SEE ) share price has softened a substantial 25% over the previous 30 days, handing...お知らせ • Jan 13Seeing Machines Announces the Successful Debut of its Next-Generation 3D Cabin Perception Mapping Platform at CES 2026Seeing Machines announced the successful debut of its next-generation 3D Cabin Perception Mapping platform at CES 2026, marking a significant step forward in real-time in cabin monitoring intelligence for future mobility. While exterior perception mapping in automated driving focuses on a multi-sensor reconstruction of the vehicle's surrounding environment, the Seeing Machines 3D perception mapping solution demonstrated live at CES delivers a comprehensive, real-time digital reconstruction of inside the vehicle cabin, enabling a holistic, accurate and scalable approach to interior sensing. Built on a "clean-sheet" architecture, the platform is designed to support multiple cameras, multiple occupants and a wide range of features, all from a single, high-trust perception layer. Unlike traditional feature-by- feature approaches, Seeing Machines' 3D Cabin Perception Mapping solves for the entire cabin simultaneously, improving consistency across features and maintaining accuracy even in the presence of intermittent or noisy sensor data. The architecture provides a powerful abstraction layer that decouples feature development from underlying camera configurations and raw sensing implementations. This allows features to be built once and deployed seamlessly across multiple product configurations, reducing development effort, cost and time to market. The platform is designed to extend beyond automotive applications, with potential use cases across robotics and other human-machine interaction environments, including human-robot interaction (HRI) environments, where accurate and scalable perception of people and space is critical. The architecture also supports a mix-and-match approach to 3D technologies, enabling deployment flexibility as sensing hardware and use cases evolve. Real-time digital reconstruction of an automotive cabin environment was showcased, including: 3 cameras covering 3 rows of seating with support for up to 7 vehicle occupants; Body size, shape and a full 3D pose solution for all occupants, including height and weight classification; Out-of-position detection for all occupants, for example, occupant reclining, feet on dash, near-airbag detection for driver; Seat configuration, for example, headrest presence, seat position and recline angle; Child seat detection across entire cabin; and Random object detection across cabin, for example, phones, bags and boxes.New Risk • Jan 06New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$30m). Share price has been volatile over the past 3 months (7.9% average weekly change).お知らせ • Jan 06STRADVISION and Seeing Machines Announce First Public Collaboration Showcasing SVNet FrontVision at CES 2026STRADVISION announced its first public collaboration with Seeing Machines, to be showcased through a joint front camera perception demonstration at CES 2026. The collaboration features STRADVISION's SVNet FrontVision solution, demonstrated through a video-driven reference implementation designed to support flexible evaluation, visualization, and early technical collaboration. The demo is powered by NVIDIA GPU acceleration within a development-grade environment, enabling rapid iteration and transparent performance assessment across perception outputs. Front Camera Perception Demonstrated in a PC-Based Environment: The demo highlights SVNet FrontVision, STRADVISION's front camera perception software, designed to detect and recognize vehicles, pedestrians, and other road users using video input. By operating within a development and evaluation framework rather than vehicle-integrated hardware, the demonstration allows partners to focus on perception performance, data interpretation, and system behavior at an early stage of collaboration. First Public Collaboration Between STRADVISION and Seeing Machines: This CES 2026 demonstration marks the first public collaboration between STRADVISION and Seeing Machines. The collaboration brings together complementary expertise in external perception and driver monitoring, demonstrating how vehicles could respond intelligently to external conditions and evolving in-cabin dynamics, reflecting a shared vision for combining vision-based technologies within a broader ADAS ecosystem for enhanced safety and convenience.お知らせ • Jan 05Seeing Machines to Unveil 3D Cabin Perception Mapping at CES 2026Seeing Machines announced it will unveil its next-generation 3D Cabin Perception Mapping solution at CES 2026, the world's leading technology event. Attendees will be invited to experience a live, in-vehicle demonstration showcasing the Company's most advanced automotive interior sensing capabilities to date. The 3D Cabin perception Mapping solution represents a major advancement in in-cabin intelligence, delivering high-fidelity sensing that monitors drivers and all vehicle occupants in real time. By providing a precise, continuous understanding of occupant presence, position and behaviour, the technology enables automakers to unlock new levels of safety performance while enhancing the overall in-vehicle experience across an expanding range of driving scenarios. At CES 2026, Seeing Machines will also demonstrate how its interior sensing technologies operate in concert with exterior sensor systems to create a more holistic perception of the driving environment. This integrated approach enables vehicles to respond intelligently to both complex road conditions and evolving in-cabin dynamics, supporting safer, more adaptive and increasingly automated driving experiences. Seeing Machines' latest Driver and Occupant Monitoring System (DMS/OMS) technology will also be showcased through its integrated rear-view mirror solution, offering a wide field of view to monitor the driver and vehicle occupants. This solution is currently in production as part of the Company's automotive program won to date and represents a significant technical milestone across the industry, as recognised earlier this year at InCabin Europe in Barcelona. The Seeing Machines Future Mobility Group will be present at CES 2026, hosting meetings and demonstrations with leading customers across the autonomous driving ecosystem. The Group's focus is on co-developing next-generation DMS/OMS solutions to support supervised autonomy as the industry accelerates toward broader deployment. In addition, Seeing Machines' technology will be featured across a number of partner exhibits at CES, including collaborations with Valeo, Magna, QNX and Texas Instruments.分析記事 • Dec 01Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 41% Share Price BounceSeeing Machines Limited ( LON:SEE ) shares have continued their recent momentum with a 41% gain in the last month...Major Estimate Revision • Nov 27Consensus EPS estimates increase by 207%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.0015 to US$0.0046. Revenue forecast steady at US$95.4m. Net income forecast to grow 69% next year vs 44% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.064. Share price rose 9.5% to UK£0.049 over the past week.Major Estimate Revision • Nov 14Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$95.3m to US$109.5m. EPS estimate reaffirmed at US$0.0015. Net income forecast to grow 69% next year vs 58% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.063. Share price rose 13% to UK£0.043 over the past week.分析記事 • Nov 08Would Seeing Machines (LON:SEE) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Nov 05Seeing Machines Limited Announces to Step Down of Gerhard Vorster as Non-Executive Director on November 26, 2025Seeing Machines Limited announced that Gerhard Vorster, non-executive director of the Seeing Machines board and Chair of the People, Culture and Remuneration Committee, has advised of his intention to step down as a director of the Company at the conclusion of the Company's Annual General Meeting on 26 November 2025. Mr. Vorster has been a Board member since December 2019, leveraging his business knowledge and experience from over 28 years at Deloitte, with roles including Chief Strategy Officer for Australia and Asia Pacific and Managing Partner (Consulting) for the South African, East Asian, Australian and Asia-Pacific practice regions.お知らせ • Nov 04Seeing Machines Limited, Annual General Meeting, Nov 26, 2025Seeing Machines Limited, Annual General Meeting, Nov 26, 2025. Location: 80 mildura street, fyshwick act 2609, Australia分析記事 • Oct 17Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 35% Share Price BounceSeeing Machines Limited ( LON:SEE ) shareholders would be excited to see that the share price has had a great month...Breakeven Date Change • Oct 15Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$15.2m in 2027. Average annual earnings growth of 96% is required to achieve expected profit on schedule.Major Estimate Revision • Oct 08Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from US$82.0m to US$95.5m. Now expected to report a profit of US$0.0015 instead of losses of -US$0.0016 per share. Electronic industry in the United Kingdom expected to see average net income growth of 45% next year. Consensus price target broadly unchanged at UK£0.063. Share price rose 19% to UK£0.033 over the past week.分析記事 • Oct 01Bearish: Analysts Just Cut Their Seeing Machines Limited (LON:SEE) Revenue and EPS estimatesOne thing we could say about the analysts on Seeing Machines Limited ( LON:SEE ) - they aren't optimistic, having just...分析記事 • Sep 29Seeing Machines Limited (LON:SEE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportIt's been a good week for Seeing Machines Limited ( LON:SEE ) shareholders, because the company has just released its...Breakeven Date Change • Sep 29Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 69% to 2026. The company is expected to make a profit of US$6.34m in 2027. Average annual earnings growth of 101% is required to achieve expected profit on schedule.Reported Earnings • Sep 25Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.006 loss per share (improved from US$0.008 loss in FY 2024). Revenue: US$62.3m (down 7.8% from FY 2024). Net loss: US$25.3m (loss narrowed 19% from FY 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 37%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.お知らせ • Sep 10Seeing Machines Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Seeing Machines Limited announced that they will report fiscal year 2025 results at 6:00 AM, Coordinated Universal Time on Sep 25, 2025Breakeven Date Change • Aug 27Forecast breakeven date moved forward to 2026The 2 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 43% to 2025. The company is expected to make a profit of US$11.1m in 2026. Average annual earnings growth of 95% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 21No longer forecast to breakevenThe 2 analysts covering Seeing Machines no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$5.30m in 2027. New consensus forecast suggests the company will make a loss of US$2.38m in 2027.分析記事 • Aug 20Seeing Machines Limited (LON:SEE) Shares Could Be 44% Below Their Intrinsic Value EstimateAIM:SEE 1 Year Share Price vs Fair Value Explore Seeing Machines's Fair Values from the Community and select yours Key...お知らせ • Jun 27Seeing Machines Limited Announces Launch of Guardian Generation 3 Trial with Mitsubishi Electric in North AmericaSeeing Machines Limited announced that it has launched a six-week pilot for its class-leading Guardian Generation 3 aftermarket solution with a North American Mitsubishi Electric company. Seeing Machines and Mitsubishi Electric Automotive America Inc. (MEAA) first joined forces through a Referral Agreement, announced in February, to accelerate sales of Guardian Generation 3 in the Americas, leveraging MEAA's deep customer relationships in the region. The joint pursuit of business is already generating a steady pipeline of opportunities, and this first pilot with a US based Mitsubishi Electric company is a direct result of that agreement. It serves to demonstrate the incremental potential that the collaboration can bring to the direct sales effort by Seeing Machines.新しいナラティブ • Jun 22New European Mandates Will Expand Auto Safety Monitoring Worldwide Forthcoming regulatory changes and safety trends position Seeing Machines for significant revenue growth and market leadership, especially as OEM production ramps up. New Risk • Apr 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$2.0m net loss in 2 years). Shareholders have been diluted in the past year (19% increase in shares outstanding).分析記事 • Apr 15More Unpleasant Surprises Could Be In Store For Seeing Machines Limited's (LON:SEE) Shares After Tumbling 37%Unfortunately for some shareholders, the Seeing Machines Limited ( LON:SEE ) share price has dived 37% in the last...お知らせ • Apr 01Seeing Machines Announces 3D Camera Technology for Next-Generation In-Cabin Monitoring SystemsSeeing Machines launched a new type of 3D camera technology designed specifically for in-cabin monitoring. Building on a four-year partnership with Airy3D Inc. Seeing Machines and Airy3D have worked to refine Airy3D's DepthIQTM technology to meet the unique demands of automotive in-cabin monitoring. The new camera delivers not only 3D range data, but also 5MP RGB color and infrared 2D images that have identical image characteristics to those required by today's in-cabin systems. This means the technology is fully compatible with the latest 2D in-cabin software and supports precision eye-tracking across the full cabin field-of-view. It also means that for the first time, 5MP RBGIR 2D and 3D sensing can be supported by a single camera module, with a single sensor and lens.Reported Earnings • Mar 28First half 2025 earnings released: US$0.004 loss per share (vs US$0.005 loss in 1H 2024)First half 2025 results: US$0.004 loss per share (improved from US$0.005 loss in 1H 2024). Revenue: US$25.3m (down 1.7% from 1H 2024). Net loss: US$18.2m (loss narrowed 7.9% from 1H 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 33% per year.New Risk • Mar 27New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$30m Forecast net loss in 2 years: US$2.1m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$2.1m net loss in 2 years). Share price has been volatile over the past 3 months (8.6% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).お知らせ • Mar 27Seeing Machines Limited Announces Board and Committee ChangesSeeing Machines Limited announced that Michael Brown, a non-executive director of the Seeing Machines board since 2020 and a member of the People, Culture and Remuneration Committee, will be stepping down as a director of the Company with effect from 27 March 2025. Mr. Brown was the nominee director for a major shareholder, Lombard Odier, and his resignation coincides with the shareholding of Lombard Odier falling below 10% after the recent introduction of Mitsubishi Electric Mobility Corporation (MELMB) onto the Company's share register. With the resignation of Mr. Brown, the remaining non-executive directors are all considered to be independent directors. At this stage the Board does not propose to appoint another director. Mr. Stephane Vedie will become a member of the People, Culture and Remuneration Committee.お知らせ • Mar 24Seeing Machines Limited Announces Executive AppointmentsSeeing Machines Limited announced the appointment of John Noble as its Chief Technology Officer, effective immediately. In this newly created role, John will lead Seeing Machines' technology strategy, innovation initiatives and cutting-edge product development, ensuring the Company is well positioned to respond to accelerating regulatory momentum as growing numbers of OEMs and transport operators in Europe are required to enhance safety through the adoption of driver monitoring system (DMS) technology. John has held a range of engineering roles within Seeing Machines over the past 20 years and is an expert in systems engineering, R&D, engineering management, computer vision, embedded systems, and is Chair of the Company's IP Committee. At the same time, he has spent decades working in a range of customer-facing engagements across Seeing Machines' different business divisions, meaning he brings unique insights that will position the Company to successfully exploit the growing global adoption of DMS as transport safety regulations ramp up. As part of a wider strategic reorganisation of the Company's management structure, Dr Mike Lenné, a recognised global authority on human factors and safety, has been appointed as Seeing Machines' inaugural Chief Safety Officer. Leveraging nearly 30 years of experience at the forefront of human factors research and implementation, Mike will lead efforts to further deepen and expand Seeing Machines' global partnerships with customers, research and technology partners, regulators and safety groups, building close relationships that will drive forward the Company's continued revenue growth while making the world's roads and skies safer.Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 52% to UK£0.021. The fair value is estimated to be UK£0.027, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.分析記事 • Mar 01What You Can Learn From Seeing Machines Limited's (LON:SEE) P/S After Its 26% Share Price CrashSeeing Machines Limited ( LON:SEE ) shares have had a horrible month, losing 26% after a relatively good period...Major Estimate Revision • Feb 26Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$69.6m to US$57.9m. EPS estimate unchanged from -US$0.0035 per share at last update. Electronic industry in the United Kingdom expected to see average net income growth of 15% next year. Consensus price target up from UK£0.077 to UK£0.096. Share price fell 22% to UK£0.03 over the past week.分析記事 • Feb 26Seeing Machines Limited (LON:SEE) Analysts Just Slashed This Year's Revenue Estimates By 17%Market forces rained on the parade of Seeing Machines Limited ( LON:SEE ) shareholders today, when the analysts...お知らせ • Feb 26Seeing Machines Limited to Report First Half, 2025 Results on Mar 27, 2025Seeing Machines Limited announced that they will report first half, 2025 results on Mar 27, 2025New Risk • Jan 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 85% per year to 2026. The company is expected to make a profit of US$9.59m in 2027. Average annual earnings growth of 94% is required to achieve expected profit on schedule.分析記事 • Dec 18Seeing Machines Limited (LON:SEE) Looks Just Right With A 29% Price JumpSeeing Machines Limited ( LON:SEE ) shareholders are no doubt pleased to see that the share price has bounced 29% in...New Risk • Nov 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).New Risk • Nov 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 British stocks, typically moving 6.7% 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 • Nov 05Seeing Machines Limited, Annual General Meeting, Nov 27, 2024Seeing Machines Limited, Annual General Meeting, Nov 27, 2024. Location: 80 mildura street, fyshwick act 2609, Australia分析記事 • Nov 04Analysts Have Lowered Expectations For Seeing Machines Limited (LON:SEE) After Its Latest ResultsIt's been a sad week for Seeing Machines Limited ( LON:SEE ), who've watched their investment drop 10% to UK£0.039 in...分析記事 • Nov 02Investors Interested In Seeing Machines Limited's (LON:SEE) RevenuesWhen close to half the companies in the Electronic industry in the United Kingdom have price-to-sales ratios (or "P/S...Reported Earnings • Nov 01Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.75 loss per share (further deteriorated from US$0.004 loss in FY 2023). Revenue: US$67.6m (up 17% from FY 2023). Net loss: US$31.3m (loss widened 101% from FY 2023). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 186%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 159 percentage points per year, which is a significant difference in performance.New Risk • Oct 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (US$5.4m net loss in 2 years).お知らせ • Oct 17Seeing Machines Limited to Report Fiscal Year 2024 Results on Oct 31, 2024Seeing Machines Limited announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Oct 31, 2024Major Estimate Revision • Aug 28Consensus EPS estimates fall by 49%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$67.3m to US$68.1m. Forecast EPS reduced from -US$0.0037 to -US$0.0055 per share. Electronic industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at UK£0.11. Share price was steady at UK£0.051 over the past week.New Risk • Aug 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$31m Forecast net loss in 2 years: US$467k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$46m). Currently unprofitable and not forecast to become profitable over next 2 years (US$467k net loss in 2 years).お知らせ • Aug 28Seeing Machines Limited Provides Earnings Guidance for the Year 2024Seeing Machines Limited provided earnings guidance for the year 2024. Reported Revenue for FY2024 is expected to be USD 67.6 million, representing a 17% increase (FY2023: USD 57.8 million) and in line with market expectations. Annualised Recurring Revenues increased by 11% year-on-year to USD 15.1 million (FY2023: USD 13.6 million).お知らせ • Jul 30Seeing Machines Limited Announces Successful Homologation for Its Inaugural Commercial Vehicle Customer, WrightbusSeeing Machines Limited announced that its recently launched Guardian Generation 3 AI-powered driver monitoring solution has passed 'homologation' (i.e been approved and certified) for its inaugural commercial vehicle customer, Northern Ireland based Wrightbus. Homologation involves testing, certification and documentation to verify that a Driver Monitoring System (DMS) is compliant with specific regulatory standards in a region or country. This process is rigorous but, crucially, confirms that Guardian Generation 3 has now been approved by the relevant authorities in Europe as compliant for use in reducing the risks associated with drowsy and subsequently distracted driving. Ballmena based Wrightbus, which produces class leading electric and hydrogen powered buses and is known for its cutting-edge and environmentally friendly bus designs, has specifically chosen Seeing Machines' Guardian Generation 3 to ensure compliance with the EU GSR and further enhance the safety features of its fleet, ensuring its drivers remain safe on the roads across Europe and the UK, now and into the future. With Europe's GSR targeting all new vehicles having now come into effect, successful homologation ensures Wrightbus' compliance with a stringent standard known as a Driver Drowsiness and attention Warning (DDAW), using factory-fitted Guardian Generation 3. The process for manufacturers of commercial vehicles to install technology, known as a factory fit, requires significant planning to ensure alignment with the wide range of other technology installed inside the vehicle during the manufacturing process. Wrightbus' homologation is therefore an important milestone for the public transportation sector and logistics industry more widely, and Seeing Machines is confident that this process will continue to be streamlined and made more efficient for subsequent customers. Guardian Generation 3 leverages Seeing Machines' automotive-grade technology with early and continuous drowsiness detection to protect drivers.Major Estimate Revision • Jul 17Consensus EPS estimates upgraded to US$0.0037 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$68.1m to US$66.6m. 2024 losses expected to reduce from -US$0.0041 to -US$0.0037 per share. Electronic industry in the United Kingdom expected to see average net income growth of 15% next year. Consensus price target down from UK£0.12 to UK£0.11. Share price was steady at UK£0.046 over the past week.Major Estimate Revision • Jul 08Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$67.4m to US$66.4m. Losses expected to increase from US$0.0041 per share to US$0.0051. Electronic industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target down from UK£0.12 to UK£0.11. Share price rose 5.1% to UK£0.046 over the past week.Reported Earnings • Mar 20First half 2024 earnings released: US$0.005 loss per share (vs US$0.001 loss in 1H 2023)First half 2024 results: US$0.005 loss per share (further deteriorated from US$0.001 loss in 1H 2023). Revenue: US$25.7m (up 5.5% from 1H 2023). Net loss: US$19.8m (loss widened 329% from 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Breakeven Date Change • Mar 18The 3 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 78% per year to 2025. The company is expected to make a profit of US$16.3m in 2026. Average annual earnings growth of 0.04% is required to achieve expected profit on schedule.お知らせ • Feb 08Seeing Machines Limited to Report First Half, 2024 Results on Mar 18, 2024Seeing Machines Limited announced that they will report first half, 2024 results on Mar 18, 2024Breakeven Date Change • Feb 05Forecast to breakeven in 2026The 3 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$16.5m in 2026. Average annual earnings growth of 90% is required to achieve expected profit on schedule.お知らせ • Jan 09Seeing Machines Limited Launches Guardian Generation 3, the Latest Version of Its Aftermarket Driver Monitoring SystemSeeing Machines Limited launched Guardian Generation 3, the latest version of its Aftermarket Driver Monitoring System (DMS). Guardian Generation 3 has been independently tested and confirmed to meet the European Commissions' General Safety Regulation for Drowsiness Detection, a requirement for all new cars, vans trucks and buses across Europe from July 2024. Guardian Generation 3 also features refined microsleep detection and eye-gaze tracking which enhances its ability to accurately detect distracted driving. Seeing Machines has been protecting commercial transport and logistics companies with its aftermarket Guardian solution globally, with over 14 billion kilometres of recorded travel across 54,000 vehicles. The third generation Guardian hardware also delivers a range of features that leverage the Company's proven automotive-grade algorithms and precision optics to deliver premium performance in the most demanding real-world driving conditions. As operators around the world continue to seek out reliable safety technology for their fleets, so too are commercial vehicle manufacturers. This enhanced Guardian technology offers compliance certainty for these OEMs who can now implement the technology via factory-fit or "after manufacture" and offer their customers the opportunity to buy fully compliant, road-ready vehicles.Breakeven Date Change • Nov 28Forecast to breakeven in 2026The 3 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$16.1m in 2026. Average annual earnings growth of 90% is required to achieve expected profit on schedule.分析記事 • Nov 23Shareholders May Find It Hard To Justify A Pay Rise For Seeing Machines Limited's (LON:SEE) CEO This YearKey Insights Seeing Machines' Annual General Meeting to take place on 29th of November Total pay for CEO Paul McGlone...分析記事 • Nov 07Investors Still Waiting For A Pull Back In Seeing Machines Limited (LON:SEE)Seeing Machines Limited's ( LON:SEE ) price-to-sales (or "P/S") ratio of 5x may look like a poor investment opportunity...お知らせ • Nov 01Seeing Machines Limited, Annual General Meeting, Nov 29, 2023Seeing Machines Limited, Annual General Meeting, Nov 29, 2023, at 17:00 AUS Eastern Standard Time. Location: 80 Mildura Street, Fyshwick ACT 2609 Canberra Australia Agenda: To consider Annual Financial Report, Directors' Report and Auditor's Report;to consider Re-election of Director;to consider Election of Director;to consider Approval of the 2023 Employee Benefits Plan;to consider Approval to Issue Rights to Managing Director; and to consider other matters.お知らせ • Oct 26Seeing Machines Limited Announces Board ChangesSeeing Machines Limited announced that it has appointed Stephane Vedie as a non-executive director and to the company’s board, effective immediately. Stephane Vedie is a seasoned CEO with a track record of growth and significant expertise in M&A. He has 25 years’ experience in the automotive industry, working for global corporations in Europe and North America, and is currently the CEO of LUXIT Group based in Michigan USA. Prior to LUXIT Group, Mr. Vedie was CEO of Magneti Marelli (now Marelli) and prior to that, CEO for global company Varroc Lighting Systems (now Plastic Omnium Lighting). He is currently a non-executive director of CLM Search Ltd. in London. Stephane holds a Master's degree in Purchasing Management (DESS/MBA) from Grenoble University (1997) and a Master's degree in Business from the Graduate Business School of Amiens in France (1996). He will become a member of the Risk, Audit and Finance Committee upon appointment Additionally, Yong Kang (YK) Ng, non-executive director of the company’s board since 2016, and a member of the Risk, Audit & Finance Committee, has advised his intention not to stand for re-election at the company's annual general meeting in November 2023.Reported Earnings • Oct 18Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: US$0.004 loss per share (improved from US$0.005 loss in FY 2022). Revenue: US$57.8m (up 48% from FY 2022). Net loss: US$15.5m (loss narrowed 16% from FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 16Seeing Machines Limited Provides Revenue Guidance for the Fiscal Year 2026Seeing Machines Limited provided revenue guidance for the fiscal year 2026. For the year, revenue expectations of not less than USD 125 million.New Risk • Sep 22New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.Major Estimate Revision • Sep 22Consensus revenue estimates increase by 26%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$72.0m to US$90.4m. EPS estimate fell from -US$0.0057 to -US$0.007 per share. Electronic industry in the United Kingdom expected to see average net income growth of 27% next year. Consensus price target down from UK£0.16 to UK£0.11. Share price fell 7.7% to UK£0.056 over the past week.Recent Insider Transactions Derivative • Sep 10CEO & Executive Director exercised options to buy UK£424k worth of stock.On the 6th of September, Paul McGlone exercised options to buy 8m shares at a strike price of around UK£0.06, costing a total of UK£450k. This transaction amounted to 1,250% of their direct individual holding at the time of the trade. Since March 2023, Paul's direct individual holding has increased from 540.00k shares to 600.00k. Company insiders have collectively bought UK£797k more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Sep 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.Breakeven Date Change • Sep 03Forecast breakeven date pushed back to 2026The 2 analysts covering Seeing Machines previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$9.18m in 2026. Average annual earnings growth of 54% is required to achieve expected profit on schedule.Major Estimate Revision • Aug 25Consensus EPS estimates upgraded to US$0.0057 loss, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$72.7m to US$67.0m. 2023 losses expected to reduce from -US$0.0064 to -US$0.0057 per share. Electronic industry in the United Kingdom expected to see average net income growth of 26% next year. Consensus price target up from UK£0.14 to UK£0.15. Share price was steady at UK£0.058 over the past week.お知らせ • Aug 22+ 1 more updateSeeing Machines Limited to Report Fiscal Year 2023 Results on Oct 16, 2023Seeing Machines Limited announced that they will report fiscal year 2023 results on Oct 16, 2023Major Estimate Revision • Jul 25Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$61.3m to US$54.7m. EPS estimate unchanged from -US$0.0052 per share at last update. Electronic industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at UK£0.15. Share price fell 3.2% to UK£0.051 over the past week.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Non-Executive Director Michael Brown was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Mar 13Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$82.3m to AU$68.2m. Forecast losses increased from -AU$0.0052 to -AU$0.0059 per share. Electronic industry in the United Kingdom expected to see average net income growth of 25% next year. Consensus price target broadly unchanged at UK£0.16. Share price fell 11% to UK£0.063 over the past week.分析記事 • Mar 08Seeing Machines Limited (LON:SEE) Analysts Just Trimmed Their Revenue Forecasts By 17%Market forces rained on the parade of Seeing Machines Limited ( LON:SEE ) shareholders today, when the analysts...Reported Earnings • Mar 07First half 2023 earnings released: AU$0.001 loss per share (vs AU$0.003 loss in 1H 2022)First half 2023 results: AU$0.001 loss per share (improved from AU$0.003 loss in 1H 2022). Revenue: AU$24.4m (up 54% from 1H 2022). Net loss: AU$5.42m (loss narrowed 47% from 1H 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15Seeing Machines Limited to Report First Half, 2023 Results on Mar 06, 2023Seeing Machines Limited announced that they will report first half, 2023 results on Mar 06, 2023Recent Insider Transactions • Jan 18Chief Financial Officer recently bought UK£76k worth of stockOn the 13th of January, Martin Ive bought around 1m shares on-market at roughly UK£0.066 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Martin has been a buyer over the last 12 months, purchasing a net total of UK£105k worth in shares.分析記事 • Nov 21We Take A Look At Why Seeing Machines Limited's (LON:SEE) CEO Compensation Is Well EarnedThe performance at Seeing Machines Limited ( LON:SEE ) has been quite strong recently and CEO Paul McGlone has played a...Reported Earnings • Oct 27Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.01 loss per share (further deteriorated from AU$0.005 loss in FY 2021). Revenue: AU$54.4m (up 15% from FY 2021). Net loss: AU$25.3m (loss widened 45% from FY 2021). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 28Companies Like Seeing Machines (LON:SEE) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, although...分析記事 • Jul 29Seeing Machines Limited's (LON:SEE) Intrinsic Value Is Potentially 98% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Seeing Machines...Breakeven Date Change • Jul 01Forecast to breakeven in 2025The 4 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$1.00m in 2025. Average annual earnings growth of 39% is required to achieve expected profit on schedule.分析記事 • Jun 14We're Hopeful That Seeing Machines (LON:SEE) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although...Reported Earnings • Mar 31First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up AU$16.8m from 1H 2021). Profit margin: (up from net loss in 1H 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 35%, compared to a 7.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 34% per year.分析記事 • Mar 07We're Hopeful That Seeing Machines (LON:SEE) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...分析記事 • Nov 27Seeing Machines Limited (LON:SEE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportSeeing Machines Limited ( LON:SEE ) shareholders are probably feeling a little disappointed, since its shares fell 8.2...Reported Earnings • Nov 25Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: AU$0.01 loss per share (up from AU$0.014 loss in FY 2020). Revenue: AU$47.2m (up 18% from FY 2020). Net loss: AU$17.4m (loss narrowed 63% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 59%. Earnings per share (EPS) surpassed analyst estimates by 59%. Over the next year, revenue is forecast to grow 16%, compared to a 7.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.株主還元SEEGB ElectronicGB 市場7D25.8%-1.4%-0.7%1Y102.8%50.4%17.0%株主還元を見る業界別リターン: SEE過去 1 年間で50.4 % の収益を上げたUK Electronic業界を上回りました。リターン対市場: SEE過去 1 年間で17 % の収益を上げたUK市場を上回りました。価格変動Is SEE's price volatile compared to industry and market?SEE volatilitySEE Average Weekly Movement13.0%Electronic Industry Average Movement5.8%Market Average Movement5.6%10% most volatile stocks in GB Market11.9%10% least volatile stocks in GB Market3.1%安定した株価: SEEの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: SEEの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUKの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2000353Paul McGloneseeingmachines.comSeeing Machines Limitedは、その子会社とともに、オーストラリア、北米、アジア太平洋地域、ヨーロッパ、および国際的にドライバーおよび乗員モニターシステム技術を提供している。同社は、相手先商標製品製造（OEM）セグメントとアフターマーケットセグメントを通じて事業を展開している。また、自動車、鉱業、運輸、航空産業向けに、運転者モニタリングと介入センシング技術とサービスも提供している。Seeing Machines Limited は、ドライバーの疲労や注意散漫を検知・管理するための製品、サービス、技術を開発、販売、ライセンス供与している。同社はソフトウェア、アフターセールス・モニタリング、コンサルティング・サービスを提供している。シーイング・マシーンズ社は2000年に法人化され、オーストラリアのフィシュウィックに本社を置いている。もっと見るSeeing Machines Limited 基礎のまとめSeeing Machines の収益と売上を時価総額と比較するとどうか。SEE 基礎統計学時価総額UK£242.36m収益（TTM）-UK£22.14m売上高(TTM)UK£44.99m5.4xP/Sレシオ-10.9xPER（株価収益率SEE は割高か？公正価値と評価分析を参照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SEE 損益計算書（TTM）収益US$59.92m売上原価US$21.41m売上総利益US$38.51mその他の費用US$67.99m収益-US$29.48m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.0062グロス・マージン64.26%純利益率-49.21%有利子負債／自己資本比率256.8%SEE の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/17 03:44終値2026/05/15 00:00収益2025/12/31年間収益2025/06/30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Seeing Machines Limited 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。7 アナリスト機関Robert ChantryBerenbergCaspar Nathaniel Richard TrenchardCanaccord GenuityRichard JeansEdison Investment Research4 その他のアナリストを表示
New Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).
New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).
ナラティブの更新 • Apr 28SEE: Cabin Monitoring Volumes And FY2026 Outlook Will Drive RepricingAnalysts have adjusted their price target on Seeing Machines marginally, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Readers should note that the fair value estimate remains at £0.04 per share.
ナラティブの更新 • Apr 14SEE: Rising Volumes And Earnings Outlook Will Drive Future RepricingAnalysts have trimmed their fair value estimate for Seeing Machines from £0.079 to £0.078, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. What's in the News Seeing Machines issued earnings guidance for fiscal 2026, with expected revenue of US$79.7 million, giving you a clearer company provided outlook for the year ahead (company guidance).
ナラティブの更新 • Mar 31SEE: Future Mobility Push And 3D Cabin Tech Will Drive RepricingAnalysts have increased their fair value estimate for Seeing Machines from about £0.03 to around £0.04 per share. This change reflects updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples.
Breakeven Date Change • Mar 30Forecast breakeven date moved forward to 2026The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.3m in 2026. Earnings growth of 50% is required to achieve expected profit on schedule.
New Risk • May 11New major risk - Revenue and earnings growthEarnings have declined by 14% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). Earnings have declined by 14% per year over the past 5 years. Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).
New Risk • May 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).
ナラティブの更新 • Apr 28SEE: Cabin Monitoring Volumes And FY2026 Outlook Will Drive RepricingAnalysts have adjusted their price target on Seeing Machines marginally, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Readers should note that the fair value estimate remains at £0.04 per share.
ナラティブの更新 • Apr 14SEE: Rising Volumes And Earnings Outlook Will Drive Future RepricingAnalysts have trimmed their fair value estimate for Seeing Machines from £0.079 to £0.078, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. What's in the News Seeing Machines issued earnings guidance for fiscal 2026, with expected revenue of US$79.7 million, giving you a clearer company provided outlook for the year ahead (company guidance).
ナラティブの更新 • Mar 31SEE: Future Mobility Push And 3D Cabin Tech Will Drive RepricingAnalysts have increased their fair value estimate for Seeing Machines from about £0.03 to around £0.04 per share. This change reflects updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples.
Breakeven Date Change • Mar 30Forecast breakeven date moved forward to 2026The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.3m in 2026. Earnings growth of 50% is required to achieve expected profit on schedule.
お知らせ • Mar 28Seeing Machines Limited Provides Earnings Guidance for the Fiscal Year 2026Seeing Machines Limited provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of USD 79.7 million.
ナラティブの更新 • Mar 16SEE: Long Term Earnings Power And Cabin Sensing Platform Will Drive RepricingSeeing Machines' analyst price target has been revised to £0.08, with analysts citing incremental tweaks to the discount rate and long-term P/E assumptions rather than any change in near-term growth or margin expectations. Analyst Commentary With the revised £0.08 price target grounded in updated discount rate and long term P/E inputs, rather than changes to growth or margin expectations, recent commentary focuses more on how to frame risk and reward for you as an investor than on any new fundamental datapoints.
ナラティブの更新 • Mar 02SEE: Higher Future P/E Assumptions Will Drive Repricing Over TimeAnalysts have raised their price target on Seeing Machines to £0.08 from £0.06, citing updated assumptions that combine a higher fair value estimate with changes to the discount rate, revenue growth, profit margin expectations and a significantly higher future P/E multiple. Analyst Commentary Analysts updating their valuation work on Seeing Machines are focusing less on short term trading and more on how the company might execute against its longer term assumptions on growth, profitability and the multiple investors may be willing to pay for that profile.
分析記事 • Feb 03Why We're Not Concerned Yet About Seeing Machines Limited's (LON:SEE) 25% Share Price PlungeThe Seeing Machines Limited ( LON:SEE ) share price has softened a substantial 25% over the previous 30 days, handing...
お知らせ • Jan 13Seeing Machines Announces the Successful Debut of its Next-Generation 3D Cabin Perception Mapping Platform at CES 2026Seeing Machines announced the successful debut of its next-generation 3D Cabin Perception Mapping platform at CES 2026, marking a significant step forward in real-time in cabin monitoring intelligence for future mobility. While exterior perception mapping in automated driving focuses on a multi-sensor reconstruction of the vehicle's surrounding environment, the Seeing Machines 3D perception mapping solution demonstrated live at CES delivers a comprehensive, real-time digital reconstruction of inside the vehicle cabin, enabling a holistic, accurate and scalable approach to interior sensing. Built on a "clean-sheet" architecture, the platform is designed to support multiple cameras, multiple occupants and a wide range of features, all from a single, high-trust perception layer. Unlike traditional feature-by- feature approaches, Seeing Machines' 3D Cabin Perception Mapping solves for the entire cabin simultaneously, improving consistency across features and maintaining accuracy even in the presence of intermittent or noisy sensor data. The architecture provides a powerful abstraction layer that decouples feature development from underlying camera configurations and raw sensing implementations. This allows features to be built once and deployed seamlessly across multiple product configurations, reducing development effort, cost and time to market. The platform is designed to extend beyond automotive applications, with potential use cases across robotics and other human-machine interaction environments, including human-robot interaction (HRI) environments, where accurate and scalable perception of people and space is critical. The architecture also supports a mix-and-match approach to 3D technologies, enabling deployment flexibility as sensing hardware and use cases evolve. Real-time digital reconstruction of an automotive cabin environment was showcased, including: 3 cameras covering 3 rows of seating with support for up to 7 vehicle occupants; Body size, shape and a full 3D pose solution for all occupants, including height and weight classification; Out-of-position detection for all occupants, for example, occupant reclining, feet on dash, near-airbag detection for driver; Seat configuration, for example, headrest presence, seat position and recline angle; Child seat detection across entire cabin; and Random object detection across cabin, for example, phones, bags and boxes.
New Risk • Jan 06New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$30m). Share price has been volatile over the past 3 months (7.9% average weekly change).
お知らせ • Jan 06STRADVISION and Seeing Machines Announce First Public Collaboration Showcasing SVNet FrontVision at CES 2026STRADVISION announced its first public collaboration with Seeing Machines, to be showcased through a joint front camera perception demonstration at CES 2026. The collaboration features STRADVISION's SVNet FrontVision solution, demonstrated through a video-driven reference implementation designed to support flexible evaluation, visualization, and early technical collaboration. The demo is powered by NVIDIA GPU acceleration within a development-grade environment, enabling rapid iteration and transparent performance assessment across perception outputs. Front Camera Perception Demonstrated in a PC-Based Environment: The demo highlights SVNet FrontVision, STRADVISION's front camera perception software, designed to detect and recognize vehicles, pedestrians, and other road users using video input. By operating within a development and evaluation framework rather than vehicle-integrated hardware, the demonstration allows partners to focus on perception performance, data interpretation, and system behavior at an early stage of collaboration. First Public Collaboration Between STRADVISION and Seeing Machines: This CES 2026 demonstration marks the first public collaboration between STRADVISION and Seeing Machines. The collaboration brings together complementary expertise in external perception and driver monitoring, demonstrating how vehicles could respond intelligently to external conditions and evolving in-cabin dynamics, reflecting a shared vision for combining vision-based technologies within a broader ADAS ecosystem for enhanced safety and convenience.
お知らせ • Jan 05Seeing Machines to Unveil 3D Cabin Perception Mapping at CES 2026Seeing Machines announced it will unveil its next-generation 3D Cabin Perception Mapping solution at CES 2026, the world's leading technology event. Attendees will be invited to experience a live, in-vehicle demonstration showcasing the Company's most advanced automotive interior sensing capabilities to date. The 3D Cabin perception Mapping solution represents a major advancement in in-cabin intelligence, delivering high-fidelity sensing that monitors drivers and all vehicle occupants in real time. By providing a precise, continuous understanding of occupant presence, position and behaviour, the technology enables automakers to unlock new levels of safety performance while enhancing the overall in-vehicle experience across an expanding range of driving scenarios. At CES 2026, Seeing Machines will also demonstrate how its interior sensing technologies operate in concert with exterior sensor systems to create a more holistic perception of the driving environment. This integrated approach enables vehicles to respond intelligently to both complex road conditions and evolving in-cabin dynamics, supporting safer, more adaptive and increasingly automated driving experiences. Seeing Machines' latest Driver and Occupant Monitoring System (DMS/OMS) technology will also be showcased through its integrated rear-view mirror solution, offering a wide field of view to monitor the driver and vehicle occupants. This solution is currently in production as part of the Company's automotive program won to date and represents a significant technical milestone across the industry, as recognised earlier this year at InCabin Europe in Barcelona. The Seeing Machines Future Mobility Group will be present at CES 2026, hosting meetings and demonstrations with leading customers across the autonomous driving ecosystem. The Group's focus is on co-developing next-generation DMS/OMS solutions to support supervised autonomy as the industry accelerates toward broader deployment. In addition, Seeing Machines' technology will be featured across a number of partner exhibits at CES, including collaborations with Valeo, Magna, QNX and Texas Instruments.
分析記事 • Dec 01Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 41% Share Price BounceSeeing Machines Limited ( LON:SEE ) shares have continued their recent momentum with a 41% gain in the last month...
Major Estimate Revision • Nov 27Consensus EPS estimates increase by 207%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.0015 to US$0.0046. Revenue forecast steady at US$95.4m. Net income forecast to grow 69% next year vs 44% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.064. Share price rose 9.5% to UK£0.049 over the past week.
Major Estimate Revision • Nov 14Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$95.3m to US$109.5m. EPS estimate reaffirmed at US$0.0015. Net income forecast to grow 69% next year vs 58% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.063. Share price rose 13% to UK£0.043 over the past week.
分析記事 • Nov 08Would Seeing Machines (LON:SEE) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Nov 05Seeing Machines Limited Announces to Step Down of Gerhard Vorster as Non-Executive Director on November 26, 2025Seeing Machines Limited announced that Gerhard Vorster, non-executive director of the Seeing Machines board and Chair of the People, Culture and Remuneration Committee, has advised of his intention to step down as a director of the Company at the conclusion of the Company's Annual General Meeting on 26 November 2025. Mr. Vorster has been a Board member since December 2019, leveraging his business knowledge and experience from over 28 years at Deloitte, with roles including Chief Strategy Officer for Australia and Asia Pacific and Managing Partner (Consulting) for the South African, East Asian, Australian and Asia-Pacific practice regions.
お知らせ • Nov 04Seeing Machines Limited, Annual General Meeting, Nov 26, 2025Seeing Machines Limited, Annual General Meeting, Nov 26, 2025. Location: 80 mildura street, fyshwick act 2609, Australia
分析記事 • Oct 17Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 35% Share Price BounceSeeing Machines Limited ( LON:SEE ) shareholders would be excited to see that the share price has had a great month...
Breakeven Date Change • Oct 15Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$15.2m in 2027. Average annual earnings growth of 96% is required to achieve expected profit on schedule.
Major Estimate Revision • Oct 08Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from US$82.0m to US$95.5m. Now expected to report a profit of US$0.0015 instead of losses of -US$0.0016 per share. Electronic industry in the United Kingdom expected to see average net income growth of 45% next year. Consensus price target broadly unchanged at UK£0.063. Share price rose 19% to UK£0.033 over the past week.
分析記事 • Oct 01Bearish: Analysts Just Cut Their Seeing Machines Limited (LON:SEE) Revenue and EPS estimatesOne thing we could say about the analysts on Seeing Machines Limited ( LON:SEE ) - they aren't optimistic, having just...
分析記事 • Sep 29Seeing Machines Limited (LON:SEE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportIt's been a good week for Seeing Machines Limited ( LON:SEE ) shareholders, because the company has just released its...
Breakeven Date Change • Sep 29Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 69% to 2026. The company is expected to make a profit of US$6.34m in 2027. Average annual earnings growth of 101% is required to achieve expected profit on schedule.
Reported Earnings • Sep 25Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.006 loss per share (improved from US$0.008 loss in FY 2024). Revenue: US$62.3m (down 7.8% from FY 2024). Net loss: US$25.3m (loss narrowed 19% from FY 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 37%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.
お知らせ • Sep 10Seeing Machines Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Seeing Machines Limited announced that they will report fiscal year 2025 results at 6:00 AM, Coordinated Universal Time on Sep 25, 2025
Breakeven Date Change • Aug 27Forecast breakeven date moved forward to 2026The 2 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 43% to 2025. The company is expected to make a profit of US$11.1m in 2026. Average annual earnings growth of 95% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 21No longer forecast to breakevenThe 2 analysts covering Seeing Machines no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$5.30m in 2027. New consensus forecast suggests the company will make a loss of US$2.38m in 2027.
分析記事 • Aug 20Seeing Machines Limited (LON:SEE) Shares Could Be 44% Below Their Intrinsic Value EstimateAIM:SEE 1 Year Share Price vs Fair Value Explore Seeing Machines's Fair Values from the Community and select yours Key...
お知らせ • Jun 27Seeing Machines Limited Announces Launch of Guardian Generation 3 Trial with Mitsubishi Electric in North AmericaSeeing Machines Limited announced that it has launched a six-week pilot for its class-leading Guardian Generation 3 aftermarket solution with a North American Mitsubishi Electric company. Seeing Machines and Mitsubishi Electric Automotive America Inc. (MEAA) first joined forces through a Referral Agreement, announced in February, to accelerate sales of Guardian Generation 3 in the Americas, leveraging MEAA's deep customer relationships in the region. The joint pursuit of business is already generating a steady pipeline of opportunities, and this first pilot with a US based Mitsubishi Electric company is a direct result of that agreement. It serves to demonstrate the incremental potential that the collaboration can bring to the direct sales effort by Seeing Machines.
新しいナラティブ • Jun 22New European Mandates Will Expand Auto Safety Monitoring Worldwide Forthcoming regulatory changes and safety trends position Seeing Machines for significant revenue growth and market leadership, especially as OEM production ramps up.
New Risk • Apr 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 12% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$2.0m net loss in 2 years). Shareholders have been diluted in the past year (19% increase in shares outstanding).
分析記事 • Apr 15More Unpleasant Surprises Could Be In Store For Seeing Machines Limited's (LON:SEE) Shares After Tumbling 37%Unfortunately for some shareholders, the Seeing Machines Limited ( LON:SEE ) share price has dived 37% in the last...
お知らせ • Apr 01Seeing Machines Announces 3D Camera Technology for Next-Generation In-Cabin Monitoring SystemsSeeing Machines launched a new type of 3D camera technology designed specifically for in-cabin monitoring. Building on a four-year partnership with Airy3D Inc. Seeing Machines and Airy3D have worked to refine Airy3D's DepthIQTM technology to meet the unique demands of automotive in-cabin monitoring. The new camera delivers not only 3D range data, but also 5MP RGB color and infrared 2D images that have identical image characteristics to those required by today's in-cabin systems. This means the technology is fully compatible with the latest 2D in-cabin software and supports precision eye-tracking across the full cabin field-of-view. It also means that for the first time, 5MP RBGIR 2D and 3D sensing can be supported by a single camera module, with a single sensor and lens.
Reported Earnings • Mar 28First half 2025 earnings released: US$0.004 loss per share (vs US$0.005 loss in 1H 2024)First half 2025 results: US$0.004 loss per share (improved from US$0.005 loss in 1H 2024). Revenue: US$25.3m (down 1.7% from 1H 2024). Net loss: US$18.2m (loss narrowed 7.9% from 1H 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 33% per year.
New Risk • Mar 27New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$30m Forecast net loss in 2 years: US$2.1m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$2.1m net loss in 2 years). Share price has been volatile over the past 3 months (8.6% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).
お知らせ • Mar 27Seeing Machines Limited Announces Board and Committee ChangesSeeing Machines Limited announced that Michael Brown, a non-executive director of the Seeing Machines board since 2020 and a member of the People, Culture and Remuneration Committee, will be stepping down as a director of the Company with effect from 27 March 2025. Mr. Brown was the nominee director for a major shareholder, Lombard Odier, and his resignation coincides with the shareholding of Lombard Odier falling below 10% after the recent introduction of Mitsubishi Electric Mobility Corporation (MELMB) onto the Company's share register. With the resignation of Mr. Brown, the remaining non-executive directors are all considered to be independent directors. At this stage the Board does not propose to appoint another director. Mr. Stephane Vedie will become a member of the People, Culture and Remuneration Committee.
お知らせ • Mar 24Seeing Machines Limited Announces Executive AppointmentsSeeing Machines Limited announced the appointment of John Noble as its Chief Technology Officer, effective immediately. In this newly created role, John will lead Seeing Machines' technology strategy, innovation initiatives and cutting-edge product development, ensuring the Company is well positioned to respond to accelerating regulatory momentum as growing numbers of OEMs and transport operators in Europe are required to enhance safety through the adoption of driver monitoring system (DMS) technology. John has held a range of engineering roles within Seeing Machines over the past 20 years and is an expert in systems engineering, R&D, engineering management, computer vision, embedded systems, and is Chair of the Company's IP Committee. At the same time, he has spent decades working in a range of customer-facing engagements across Seeing Machines' different business divisions, meaning he brings unique insights that will position the Company to successfully exploit the growing global adoption of DMS as transport safety regulations ramp up. As part of a wider strategic reorganisation of the Company's management structure, Dr Mike Lenné, a recognised global authority on human factors and safety, has been appointed as Seeing Machines' inaugural Chief Safety Officer. Leveraging nearly 30 years of experience at the forefront of human factors research and implementation, Mike will lead efforts to further deepen and expand Seeing Machines' global partnerships with customers, research and technology partners, regulators and safety groups, building close relationships that will drive forward the Company's continued revenue growth while making the world's roads and skies safer.
Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 52% to UK£0.021. The fair value is estimated to be UK£0.027, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.
分析記事 • Mar 01What You Can Learn From Seeing Machines Limited's (LON:SEE) P/S After Its 26% Share Price CrashSeeing Machines Limited ( LON:SEE ) shares have had a horrible month, losing 26% after a relatively good period...
Major Estimate Revision • Feb 26Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$69.6m to US$57.9m. EPS estimate unchanged from -US$0.0035 per share at last update. Electronic industry in the United Kingdom expected to see average net income growth of 15% next year. Consensus price target up from UK£0.077 to UK£0.096. Share price fell 22% to UK£0.03 over the past week.
分析記事 • Feb 26Seeing Machines Limited (LON:SEE) Analysts Just Slashed This Year's Revenue Estimates By 17%Market forces rained on the parade of Seeing Machines Limited ( LON:SEE ) shareholders today, when the analysts...
お知らせ • Feb 26Seeing Machines Limited to Report First Half, 2025 Results on Mar 27, 2025Seeing Machines Limited announced that they will report first half, 2025 results on Mar 27, 2025
New Risk • Jan 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 85% per year to 2026. The company is expected to make a profit of US$9.59m in 2027. Average annual earnings growth of 94% is required to achieve expected profit on schedule.
分析記事 • Dec 18Seeing Machines Limited (LON:SEE) Looks Just Right With A 29% Price JumpSeeing Machines Limited ( LON:SEE ) shareholders are no doubt pleased to see that the share price has bounced 29% in...
New Risk • Nov 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
New Risk • Nov 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 British stocks, typically moving 6.7% 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 • Nov 05Seeing Machines Limited, Annual General Meeting, Nov 27, 2024Seeing Machines Limited, Annual General Meeting, Nov 27, 2024. Location: 80 mildura street, fyshwick act 2609, Australia
分析記事 • Nov 04Analysts Have Lowered Expectations For Seeing Machines Limited (LON:SEE) After Its Latest ResultsIt's been a sad week for Seeing Machines Limited ( LON:SEE ), who've watched their investment drop 10% to UK£0.039 in...
分析記事 • Nov 02Investors Interested In Seeing Machines Limited's (LON:SEE) RevenuesWhen close to half the companies in the Electronic industry in the United Kingdom have price-to-sales ratios (or "P/S...
Reported Earnings • Nov 01Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.75 loss per share (further deteriorated from US$0.004 loss in FY 2023). Revenue: US$67.6m (up 17% from FY 2023). Net loss: US$31.3m (loss widened 101% from FY 2023). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 186%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 159 percentage points per year, which is a significant difference in performance.
New Risk • Oct 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (US$5.4m net loss in 2 years).
お知らせ • Oct 17Seeing Machines Limited to Report Fiscal Year 2024 Results on Oct 31, 2024Seeing Machines Limited announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Oct 31, 2024
Major Estimate Revision • Aug 28Consensus EPS estimates fall by 49%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$67.3m to US$68.1m. Forecast EPS reduced from -US$0.0037 to -US$0.0055 per share. Electronic industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at UK£0.11. Share price was steady at UK£0.051 over the past week.
New Risk • Aug 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$31m Forecast net loss in 2 years: US$467k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$46m). Currently unprofitable and not forecast to become profitable over next 2 years (US$467k net loss in 2 years).
お知らせ • Aug 28Seeing Machines Limited Provides Earnings Guidance for the Year 2024Seeing Machines Limited provided earnings guidance for the year 2024. Reported Revenue for FY2024 is expected to be USD 67.6 million, representing a 17% increase (FY2023: USD 57.8 million) and in line with market expectations. Annualised Recurring Revenues increased by 11% year-on-year to USD 15.1 million (FY2023: USD 13.6 million).
お知らせ • Jul 30Seeing Machines Limited Announces Successful Homologation for Its Inaugural Commercial Vehicle Customer, WrightbusSeeing Machines Limited announced that its recently launched Guardian Generation 3 AI-powered driver monitoring solution has passed 'homologation' (i.e been approved and certified) for its inaugural commercial vehicle customer, Northern Ireland based Wrightbus. Homologation involves testing, certification and documentation to verify that a Driver Monitoring System (DMS) is compliant with specific regulatory standards in a region or country. This process is rigorous but, crucially, confirms that Guardian Generation 3 has now been approved by the relevant authorities in Europe as compliant for use in reducing the risks associated with drowsy and subsequently distracted driving. Ballmena based Wrightbus, which produces class leading electric and hydrogen powered buses and is known for its cutting-edge and environmentally friendly bus designs, has specifically chosen Seeing Machines' Guardian Generation 3 to ensure compliance with the EU GSR and further enhance the safety features of its fleet, ensuring its drivers remain safe on the roads across Europe and the UK, now and into the future. With Europe's GSR targeting all new vehicles having now come into effect, successful homologation ensures Wrightbus' compliance with a stringent standard known as a Driver Drowsiness and attention Warning (DDAW), using factory-fitted Guardian Generation 3. The process for manufacturers of commercial vehicles to install technology, known as a factory fit, requires significant planning to ensure alignment with the wide range of other technology installed inside the vehicle during the manufacturing process. Wrightbus' homologation is therefore an important milestone for the public transportation sector and logistics industry more widely, and Seeing Machines is confident that this process will continue to be streamlined and made more efficient for subsequent customers. Guardian Generation 3 leverages Seeing Machines' automotive-grade technology with early and continuous drowsiness detection to protect drivers.
Major Estimate Revision • Jul 17Consensus EPS estimates upgraded to US$0.0037 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$68.1m to US$66.6m. 2024 losses expected to reduce from -US$0.0041 to -US$0.0037 per share. Electronic industry in the United Kingdom expected to see average net income growth of 15% next year. Consensus price target down from UK£0.12 to UK£0.11. Share price was steady at UK£0.046 over the past week.
Major Estimate Revision • Jul 08Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$67.4m to US$66.4m. Losses expected to increase from US$0.0041 per share to US$0.0051. Electronic industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target down from UK£0.12 to UK£0.11. Share price rose 5.1% to UK£0.046 over the past week.
Reported Earnings • Mar 20First half 2024 earnings released: US$0.005 loss per share (vs US$0.001 loss in 1H 2023)First half 2024 results: US$0.005 loss per share (further deteriorated from US$0.001 loss in 1H 2023). Revenue: US$25.7m (up 5.5% from 1H 2023). Net loss: US$19.8m (loss widened 329% from 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Mar 18The 3 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 78% per year to 2025. The company is expected to make a profit of US$16.3m in 2026. Average annual earnings growth of 0.04% is required to achieve expected profit on schedule.
お知らせ • Feb 08Seeing Machines Limited to Report First Half, 2024 Results on Mar 18, 2024Seeing Machines Limited announced that they will report first half, 2024 results on Mar 18, 2024
Breakeven Date Change • Feb 05Forecast to breakeven in 2026The 3 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$16.5m in 2026. Average annual earnings growth of 90% is required to achieve expected profit on schedule.
お知らせ • Jan 09Seeing Machines Limited Launches Guardian Generation 3, the Latest Version of Its Aftermarket Driver Monitoring SystemSeeing Machines Limited launched Guardian Generation 3, the latest version of its Aftermarket Driver Monitoring System (DMS). Guardian Generation 3 has been independently tested and confirmed to meet the European Commissions' General Safety Regulation for Drowsiness Detection, a requirement for all new cars, vans trucks and buses across Europe from July 2024. Guardian Generation 3 also features refined microsleep detection and eye-gaze tracking which enhances its ability to accurately detect distracted driving. Seeing Machines has been protecting commercial transport and logistics companies with its aftermarket Guardian solution globally, with over 14 billion kilometres of recorded travel across 54,000 vehicles. The third generation Guardian hardware also delivers a range of features that leverage the Company's proven automotive-grade algorithms and precision optics to deliver premium performance in the most demanding real-world driving conditions. As operators around the world continue to seek out reliable safety technology for their fleets, so too are commercial vehicle manufacturers. This enhanced Guardian technology offers compliance certainty for these OEMs who can now implement the technology via factory-fit or "after manufacture" and offer their customers the opportunity to buy fully compliant, road-ready vehicles.
Breakeven Date Change • Nov 28Forecast to breakeven in 2026The 3 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$16.1m in 2026. Average annual earnings growth of 90% is required to achieve expected profit on schedule.
分析記事 • Nov 23Shareholders May Find It Hard To Justify A Pay Rise For Seeing Machines Limited's (LON:SEE) CEO This YearKey Insights Seeing Machines' Annual General Meeting to take place on 29th of November Total pay for CEO Paul McGlone...
分析記事 • Nov 07Investors Still Waiting For A Pull Back In Seeing Machines Limited (LON:SEE)Seeing Machines Limited's ( LON:SEE ) price-to-sales (or "P/S") ratio of 5x may look like a poor investment opportunity...
お知らせ • Nov 01Seeing Machines Limited, Annual General Meeting, Nov 29, 2023Seeing Machines Limited, Annual General Meeting, Nov 29, 2023, at 17:00 AUS Eastern Standard Time. Location: 80 Mildura Street, Fyshwick ACT 2609 Canberra Australia Agenda: To consider Annual Financial Report, Directors' Report and Auditor's Report;to consider Re-election of Director;to consider Election of Director;to consider Approval of the 2023 Employee Benefits Plan;to consider Approval to Issue Rights to Managing Director; and to consider other matters.
お知らせ • Oct 26Seeing Machines Limited Announces Board ChangesSeeing Machines Limited announced that it has appointed Stephane Vedie as a non-executive director and to the company’s board, effective immediately. Stephane Vedie is a seasoned CEO with a track record of growth and significant expertise in M&A. He has 25 years’ experience in the automotive industry, working for global corporations in Europe and North America, and is currently the CEO of LUXIT Group based in Michigan USA. Prior to LUXIT Group, Mr. Vedie was CEO of Magneti Marelli (now Marelli) and prior to that, CEO for global company Varroc Lighting Systems (now Plastic Omnium Lighting). He is currently a non-executive director of CLM Search Ltd. in London. Stephane holds a Master's degree in Purchasing Management (DESS/MBA) from Grenoble University (1997) and a Master's degree in Business from the Graduate Business School of Amiens in France (1996). He will become a member of the Risk, Audit and Finance Committee upon appointment Additionally, Yong Kang (YK) Ng, non-executive director of the company’s board since 2016, and a member of the Risk, Audit & Finance Committee, has advised his intention not to stand for re-election at the company's annual general meeting in November 2023.
Reported Earnings • Oct 18Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: US$0.004 loss per share (improved from US$0.005 loss in FY 2022). Revenue: US$57.8m (up 48% from FY 2022). Net loss: US$15.5m (loss narrowed 16% from FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 16Seeing Machines Limited Provides Revenue Guidance for the Fiscal Year 2026Seeing Machines Limited provided revenue guidance for the fiscal year 2026. For the year, revenue expectations of not less than USD 125 million.
New Risk • Sep 22New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Sep 22Consensus revenue estimates increase by 26%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$72.0m to US$90.4m. EPS estimate fell from -US$0.0057 to -US$0.007 per share. Electronic industry in the United Kingdom expected to see average net income growth of 27% next year. Consensus price target down from UK£0.16 to UK£0.11. Share price fell 7.7% to UK£0.056 over the past week.
Recent Insider Transactions Derivative • Sep 10CEO & Executive Director exercised options to buy UK£424k worth of stock.On the 6th of September, Paul McGlone exercised options to buy 8m shares at a strike price of around UK£0.06, costing a total of UK£450k. This transaction amounted to 1,250% of their direct individual holding at the time of the trade. Since March 2023, Paul's direct individual holding has increased from 540.00k shares to 600.00k. Company insiders have collectively bought UK£797k more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Sep 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.
Breakeven Date Change • Sep 03Forecast breakeven date pushed back to 2026The 2 analysts covering Seeing Machines previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$9.18m in 2026. Average annual earnings growth of 54% is required to achieve expected profit on schedule.
Major Estimate Revision • Aug 25Consensus EPS estimates upgraded to US$0.0057 loss, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$72.7m to US$67.0m. 2023 losses expected to reduce from -US$0.0064 to -US$0.0057 per share. Electronic industry in the United Kingdom expected to see average net income growth of 26% next year. Consensus price target up from UK£0.14 to UK£0.15. Share price was steady at UK£0.058 over the past week.
お知らせ • Aug 22+ 1 more updateSeeing Machines Limited to Report Fiscal Year 2023 Results on Oct 16, 2023Seeing Machines Limited announced that they will report fiscal year 2023 results on Oct 16, 2023
Major Estimate Revision • Jul 25Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$61.3m to US$54.7m. EPS estimate unchanged from -US$0.0052 per share at last update. Electronic industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at UK£0.15. Share price fell 3.2% to UK£0.051 over the past week.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Non-Executive Director Michael Brown was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Mar 13Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$82.3m to AU$68.2m. Forecast losses increased from -AU$0.0052 to -AU$0.0059 per share. Electronic industry in the United Kingdom expected to see average net income growth of 25% next year. Consensus price target broadly unchanged at UK£0.16. Share price fell 11% to UK£0.063 over the past week.
分析記事 • Mar 08Seeing Machines Limited (LON:SEE) Analysts Just Trimmed Their Revenue Forecasts By 17%Market forces rained on the parade of Seeing Machines Limited ( LON:SEE ) shareholders today, when the analysts...
Reported Earnings • Mar 07First half 2023 earnings released: AU$0.001 loss per share (vs AU$0.003 loss in 1H 2022)First half 2023 results: AU$0.001 loss per share (improved from AU$0.003 loss in 1H 2022). Revenue: AU$24.4m (up 54% from 1H 2022). Net loss: AU$5.42m (loss narrowed 47% from 1H 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15Seeing Machines Limited to Report First Half, 2023 Results on Mar 06, 2023Seeing Machines Limited announced that they will report first half, 2023 results on Mar 06, 2023
Recent Insider Transactions • Jan 18Chief Financial Officer recently bought UK£76k worth of stockOn the 13th of January, Martin Ive bought around 1m shares on-market at roughly UK£0.066 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Martin has been a buyer over the last 12 months, purchasing a net total of UK£105k worth in shares.
分析記事 • Nov 21We Take A Look At Why Seeing Machines Limited's (LON:SEE) CEO Compensation Is Well EarnedThe performance at Seeing Machines Limited ( LON:SEE ) has been quite strong recently and CEO Paul McGlone has played a...
Reported Earnings • Oct 27Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.01 loss per share (further deteriorated from AU$0.005 loss in FY 2021). Revenue: AU$54.4m (up 15% from FY 2021). Net loss: AU$25.3m (loss widened 45% from FY 2021). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 28Companies Like Seeing Machines (LON:SEE) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, although...
分析記事 • Jul 29Seeing Machines Limited's (LON:SEE) Intrinsic Value Is Potentially 98% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Seeing Machines...
Breakeven Date Change • Jul 01Forecast to breakeven in 2025The 4 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$1.00m in 2025. Average annual earnings growth of 39% is required to achieve expected profit on schedule.
分析記事 • Jun 14We're Hopeful That Seeing Machines (LON:SEE) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although...
Reported Earnings • Mar 31First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up AU$16.8m from 1H 2021). Profit margin: (up from net loss in 1H 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 35%, compared to a 7.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 34% per year.
分析記事 • Mar 07We're Hopeful That Seeing Machines (LON:SEE) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
分析記事 • Nov 27Seeing Machines Limited (LON:SEE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportSeeing Machines Limited ( LON:SEE ) shareholders are probably feeling a little disappointed, since its shares fell 8.2...
Reported Earnings • Nov 25Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: AU$0.01 loss per share (up from AU$0.014 loss in FY 2020). Revenue: AU$47.2m (up 18% from FY 2020). Net loss: AU$17.4m (loss narrowed 63% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 59%. Earnings per share (EPS) surpassed analyst estimates by 59%. Over the next year, revenue is forecast to grow 16%, compared to a 7.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
