Signify N.V.

ENXTAM:LIGHT 株式レポート

時価総額:€2.4b

Signify 将来の成長

Future 基準チェック /16

Signifyの収益は年間0.1%で減少すると予測されていますが、年間利益は年間10.6%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に10% 11.7%なると予測されています。

主要情報

10.6%

収益成長率

11.66%

EPS成長率

Electrical 収益成長16.6%
収益成長率-0.1%
将来の株主資本利益率9.97%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

分析記事 Apr 29

Signify N.V. Just Beat EPS By 114%: Here's What Analysts Think Will Happen Next

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 7.1% to close at €19.64 following the...
分析記事 Jan 29

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 2.8% to...
分析記事 Oct 28

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 9.6% to close at €24.18 following the...

Recent updates

ナラティブの更新 May 19

LIGHT: Softer Revenue Outlook And Execution Risks Will Limit Future Upside

Analysts have trimmed their price target on Signify by €1.00 to €13.70, citing slightly higher required returns, a softer long term revenue outlook, and only modestly firmer margin and P/E assumptions, alongside increasingly bearish recent research commentary on the stock. Analyst Commentary Recent Street research has taken a more cautious stance on Signify, with bearish analysts highlighting concerns around the balance between valuation, execution, and future growth expectations.
ナラティブの更新 May 03

LIGHT: Dividend And Cash Discipline Will Support Recovery After Recent Downgrades

The analyst price target for Signify has been reduced by €4, as several firms adopt a more cautious stance, driven by concerns reflected in recent downgrades and target cuts from multiple houses including Citi and Morgan Stanley, along with bearish initiations and rating changes from other analysts. Analyst Commentary Recent research has been skewed toward cautious or bearish views, with several firms cutting price targets or downgrading Signify.
ナラティブの更新 Apr 18

LIGHT: Dividend Stability And Cash Generation Will Support Post Downgrade Re Rating

Analysts have trimmed their average 12 month price targets for Signify by a few euros to around €26, reflecting recent rating downgrades and a slightly more cautious view on growth, margins and future P/E multiples. Analyst Commentary Recent Street research on Signify points to a more cautious tone overall, but there are still elements that constructive investors will focus on.
ナラティブの更新 Apr 04

LIGHT: Higher Discount Rate And Softer Outlook Will Reshape Margins Yet Support Rebound

Analysts have trimmed their fair value estimate for Signify to about €20.26 from roughly €23.81, citing softer revenue and margin expectations, along with a slightly higher assumed discount rate that has also led to several recent price target cuts and downgrades on the stock. Analyst Commentary Recent Street research has turned more cautious on Signify, with several houses cutting price targets and at least two downgrades, including one from JPMorgan.
ナラティブの更新 Mar 21

LIGHT: Dividend And Cash Generation Will Support Re Rating After Downgrades

Analysts have reduced their average price target on Signify by a few euros, reflecting recent downgrades and slightly more cautious assumptions around growth and risk, while expectations for fair value and long term profitability remain broadly unchanged. Analyst Commentary Recent research has featured several downgrades and lower price targets, but the way analysts talk about Signify still includes a clear list of positives that readers should keep in mind when weighing the stock.
ナラティブの更新 Mar 07

LIGHT: Lower Margins And Execution Risks Will Constrain Future Upside Potential

Analysts have trimmed their fair value estimate for Signify from about €16.70 to around €14.70, reflecting lower price targets and more cautious assumptions on growth, margins and future P/E multiples in recent research updates from several banks. Analyst Commentary Recent research on Signify has taken a more cautious tone, with several bearish analysts adjusting their views after reassessing growth assumptions, margin resilience and the level of P/E multiples they are comfortable applying to the shares.
ナラティブの更新 Feb 21

LIGHT: Execution And Dividend Will Support Re Rating After Recent Downgrades

Analysts have trimmed their average price target on Signify by a few euros, with recent cuts from Citi and Morgan Stanley, and downgrades from Berenberg and JPMorgan, pointing to a slightly more cautious view on the shares. Analyst Commentary Recent research has leaned more cautious on Signify, with several firms reducing price targets and issuing downgrades, including a cut from JPMorgan.
ナラティブの更新 Feb 07

LIGHT: Reset Expectations And Dividend Will Support Shares Over Time

Analysts have reduced their fair value estimate for Signify from €30.00 to €26.00, reflecting more cautious assumptions on revenue growth, profit margins, discount rate and future P/E following a recent round of price target cuts and downgrades from several banks. Analyst Commentary Recent Street research has focused on recalibrating expectations for Signify, with several banks adjusting price targets and ratings.
分析記事 Feb 04

Signify (AMS:LIGHT) Has Announced That It Will Be Increasing Its Dividend To €1.57

Signify N.V. ( AMS:LIGHT ) has announced that it will be increasing its dividend from last year's comparable payment on...
分析記事 Jan 29

Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

Signify N.V. ( AMS:LIGHT ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
ナラティブの更新 Jan 23

LIGHT: Higher Discount Rate Will Tighten Upside In Execution Risk Scenario

Narrative Update The updated analyst price target for Signify moves lower to about €16.70 from €17.20. This reflects analysts' recent reductions in fair value assumptions that are consistent with Street price target cuts to €29 and €22, and with updated views on discount rate, revenue trends, profit margins and future P/E.
分析記事 Jan 13

Signify N.V. (AMS:LIGHT) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights Signify's estimated fair value is €41.47 based on 2 Stage Free Cash Flow to Equity Signify's €21.28 share...
ナラティブの更新 Jan 09

LIGHT: Cost Discipline And Margins Will Support Rebound Despite Softer Demand

Narrative update Analysts have trimmed Signify's fair value estimate slightly to about €23.81. This reflects recent reductions in published price targets to €29 and €22 and updated views on revenue growth, margins and future P/E assumptions.
分析記事 Dec 30

Improved Earnings Required Before Signify N.V. (AMS:LIGHT) Shares Find Their Feet

With a price-to-earnings (or "P/E") ratio of 8x Signify N.V. ( AMS:LIGHT ) may be sending very bullish signals at the...
ナラティブの更新 Dec 26

LIGHT: Energy Efficient Lighting Demand Will Drive Shares Higher Over Time

Analysts have modestly reduced our fair value estimate for Signify to EUR 30 from EUR 33, reflecting a higher perceived risk profile and lower target multiples, despite slightly improved revenue growth expectations. Analyst Commentary Bullish analysts continue to view Signify as undervalued relative to its medium term earnings potential, even as near term uncertainties prompt incremental target reductions.
分析記事 Dec 15

Is Signify (AMS:LIGHT) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Dec 12

LIGHT: Cost Discipline And Margin Resilience Will Support Earnings Recovery Ahead

Analysts have nudged down their price target on Signify to about EUR 24 from roughly EUR 24.20, citing slightly softer revenue growth expectations, offset by stable margins and a modestly lower future P E multiple. Analyst Commentary Recent revisions to price targets for Signify highlight a mixed but generally constructive view on the company, with upside potential balanced by execution and growth concerns.
ナラティブの更新 Nov 27

LIGHT: Cost Control And Efficiency Improvements Will Drive Earnings Recovery Ahead

Analysts have modestly reduced their price targets for Signify, with expectations now ranging from EUR 22 to EUR 29. This reflects concerns over revenue growth prospects and a slight decline in the discount rate used for valuation.
ナラティブの更新 Nov 13

LIGHT: Efficiency Efforts Are Expected To Drive Margins And Long-Term Upside

Analysts have lowered their price targets for Signify, with updated targets ranging from EUR 22 to EUR 29. This reflects cautious outlooks due to ongoing market and margin pressures.
ナラティブの更新 Oct 30

LIGHT: Improved Margins Will Underpin Shareholder Returns Amid Market Challenges

Analysts have reduced their price target for Signify by approximately €0.85. They cite modestly lower growth expectations but note that improved profit margins support the company's valuation.
分析記事 Oct 01

Is There Now An Opportunity In Signify N.V. (AMS:LIGHT)?

Signify N.V. ( AMS:LIGHT ), is not the largest company out there, but it saw a double-digit share price rise of over...
分析記事 Sep 16

Little Excitement Around Signify N.V.'s (AMS:LIGHT) Earnings

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 17x, you may...
分析記事 Aug 16

We Think Signify (AMS:LIGHT) Can Stay On Top Of Its Debt

ENXTAM:LIGHT 1 Year Share Price vs Fair Value Explore Signify's Fair Values from the Community and select yours Warren...
分析記事 Jul 16

Signify (AMS:LIGHT) Has Some Way To Go To Become A Multi-Bagger

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
分析記事 Jul 01

Is Now The Time To Look At Buying Signify N.V. (AMS:LIGHT)?

While Signify N.V. ( AMS:LIGHT ) might not have the largest market cap around , it led the ENXTAM gainers with a...
分析記事 Jun 16

Insufficient Growth At Signify N.V. (AMS:LIGHT) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 7.9x Signify N.V. ( AMS:LIGHT ) may be sending very bullish signals at the...
分析記事 May 17

Is Signify (AMS:LIGHT) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Apr 29

Signify N.V. Just Beat EPS By 114%: Here's What Analysts Think Will Happen Next

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 7.1% to close at €19.64 following the...
分析記事 Apr 07

Returns On Capital At Signify (AMS:LIGHT) Have Hit The Brakes

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Mar 05

We Think Signify's (AMS:LIGHT) Solid Earnings Are Understated

The stock was sluggish on the back of Signify N.V.'s ( AMS:LIGHT ) recent earnings report. We have done some analysis...
User avatar
新しいナラティブ Feb 17

Climate Transition Plan And F1 Partnership Will Drive Future Success In Sustainable Lighting

New organizational structure and cost reduction measures are expected to positively impact revenue and net margins.
分析記事 Feb 17

Should You Think About Buying Signify N.V. (AMS:LIGHT) Now?

Signify N.V. ( AMS:LIGHT ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Jan 29

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 2.8% to...
分析記事 Dec 22

Not Many Are Piling Into Signify N.V. (AMS:LIGHT) Just Yet

With a price-to-earnings (or "P/E") ratio of 9.8x Signify N.V. ( AMS:LIGHT ) may be sending bullish signals at the...
分析記事 Dec 04

Signify (AMS:LIGHT) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Nov 16

Why Signify N.V. (AMS:LIGHT) Could Be Worth Watching

Signify N.V. ( AMS:LIGHT ), is not the largest company out there, but it received a lot of attention from a substantial...
分析記事 Oct 28

Earnings Beat: Signify N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Signify N.V. ( AMS:LIGHT ) had a good week, as its shares rose 9.6% to close at €24.18 following the...
分析記事 Aug 05

Signify's (AMS:LIGHT) Conservative Accounting Might Explain Soft Earnings

Signify N.V.'s ( AMS:LIGHT ) earnings announcement last week didn't impress shareholders. However, our analysis...
分析記事 Jun 03

Investors Continue Waiting On Sidelines For Signify N.V. (AMS:LIGHT)

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 18x, you may...
分析記事 May 09

Signify's (AMS:LIGHT) Dividend Will Be Increased To €1.55

Signify N.V.'s ( AMS:LIGHT ) dividend will be increasing from last year's payment of the same period to €1.55 on 3rd of...
分析記事 May 08

We Discuss Why Signify N.V.'s (AMS:LIGHT) CEO Compensation May Be Closely Reviewed

Key Insights Signify to hold its Annual General Meeting on 14th of May CEO Eric H. Rondolat's total compensation...
分析記事 May 01

Signify N.V. (AMS:LIGHT) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Signify N.V. ( AMS:LIGHT ) shareholders are probably feeling a little disappointed, since its shares fell 8.8% to...
分析記事 Apr 25

Signify's (AMS:LIGHT) Upcoming Dividend Will Be Larger Than Last Year's

Signify N.V. ( AMS:LIGHT ) has announced that it will be increasing its dividend from last year's comparable payment on...
分析記事 Apr 04

Signify (AMS:LIGHT) Is Increasing Its Dividend To €1.55

Signify N.V.'s ( AMS:LIGHT ) dividend will be increasing from last year's payment of the same period to €1.55 on 3rd of...
分析記事 Mar 22

Does Signify (AMS:LIGHT) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Feb 22

At €25.09, Is It Time To Put Signify N.V. (AMS:LIGHT) On Your Watch List?

While Signify N.V. ( AMS:LIGHT ) might not have the largest market cap around , it saw significant share price movement...
分析記事 Feb 04

Investors Can Find Comfort In Signify's (AMS:LIGHT) Earnings Quality

Signify N.V.'s ( AMS:LIGHT ) earnings announcement last week didn't impress shareholders. However, our analysis...

業績と収益の成長予測

ENXTAM:LIGHT - アナリストの将来予測と過去の財務データ ( )EUR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20285,6232482904359
12/31/20275,52521733943611
12/31/20265,49317629741010
3/31/20265,591193408543N/A
12/31/20255,765254399531N/A
9/30/20255,928311320441N/A
6/30/20256,058343362475N/A
3/31/20256,123351374476N/A
12/31/20246,143328415514N/A
9/30/20246,222268531631N/A
6/30/20246,333243572679N/A
3/31/20246,494222605717N/A
12/31/20236,704203578696N/A
9/30/20236,948231646774N/A
6/30/20237,212257625757N/A
3/31/20237,404462486620N/A
12/31/20227,514523244376N/A
9/30/20227,544606135262N/A
6/30/20227,27558980195N/A
3/31/20227,049424241358N/A
12/31/20216,860397586704N/A
9/30/20216,730361663777N/A
6/30/20216,815356800918N/A
3/31/20216,674354835946N/A
12/31/20206,502325792891N/A
9/30/20206,374287768866N/A
6/30/20206,188275589678N/A
3/31/20206,196248570663N/A
12/31/20196,247262N/A599N/A
9/30/20196,222285N/A558N/A
6/30/20196,275307N/A587N/A
3/31/20196,335286N/A430N/A
12/31/20186,358263N/A381N/A
9/30/20186,525190N/A544N/A
6/30/20186,614208N/A455N/A
3/31/20186,776251N/A448N/A
12/31/20176,965294N/A435N/A
9/30/20177,007315N/A277N/A
6/30/20177,068257N/A469N/A
3/31/20177,103238N/A568N/A
12/31/20167,115189N/A505N/A
9/30/20167,226163N/A680N/A
6/30/20167,325178N/A600N/A
3/31/20167,440214N/A473N/A
12/31/20157,465226N/A717N/A

アナリストによる今後の成長予測

収入対貯蓄率: LIGHTの予測収益成長率 (年間10.6% ) は 貯蓄率 ( 2.1% ) を上回っています。

収益対市場: LIGHTの収益 ( 10.6% ) Dutch市場 ( 14% ) よりも低い成長が予測されています。

高成長収益: LIGHTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: LIGHTの収益は今後 3 年間で減少すると予想されています (年間-0.1% )。

高い収益成長: LIGHTの収益は今後 3 年間で減少すると予測されています (年間-0.1% )。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: LIGHTの 自己資本利益率 は、3年後には低くなると予測されています ( 10 %)。


成長企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 11:29
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Signify N.V. 11 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。25

アナリスト機関
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James WinchesterBarclays
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