AMG Critical Materials（AMG）株式概要
AMGクリティカルマテリアルズN.V.はエネルギー貯蔵材料を開発、製造、販売している。 詳細
AMG Community Fair Values
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Analyst Price Targets
AMG Critical Materials N.V. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €38.64 |
| 52週高値 | €41.64 |
| 52週安値 | €17.67 |
| ベータ | 1.02 |
| 1ヶ月の変化 | 5.00% |
| 3ヶ月変化 | 9.84% |
| 1年変化 | 110.34% |
| 3年間の変化 | -8.91% |
| 5年間の変化 | 29.84% |
| IPOからの変化 | 30.98% |
最新ニュース
ナラティブの更新 • May 21
AMG: Recent Upgrade And Equity Raise Will Support Future Repricing
Analysts have lifted their price target on AMG Critical Materials to €44.13 from €42.95, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, along with a recent upgrade to Buy from a major bank. Analyst Commentary Recent research points to a more constructive stance on AMG Critical Materials, with the higher price target and rating change tied to updated views on fair value, discount rate assumptions, revenue and margin expectations, and future P/E levels.
ナラティブの更新 • May 05
AMG: Equity Offering And Rating Upgrade Will Reframe Medium Term Upside Potential
Narrative Update The analyst price target for AMG Critical Materials has been revised to €45.13 from €32.06, with analysts pointing to higher assumed revenue growth, improved profit margins and recent Buy and price target upgrades as support for the new view. Analyst Commentary Recent research has turned more constructive on AMG Critical Materials, with bullish analysts pointing to revised price targets and rating changes as signals of improving conviction in the stock's outlook.ナラティブの更新 • Apr 20
AMG: Saudi Energy Storage Build Out Will Support Future Repricing
Analysts have adjusted the price target on AMG Critical Materials to €42, reflecting updated views on fair value and long term assumptions for growth, margins, P/E and risk that are consistent with recent upgrades and target increases from the Street. Analyst Commentary Recent Street research points to a more constructive view on AMG Critical Materials around the €42 price target, but there are still areas where analysts remain cautious.Recent updates
ナラティブの更新 • May 21
AMG: Recent Upgrade And Equity Raise Will Support Future Repricing
Analysts have lifted their price target on AMG Critical Materials to €44.13 from €42.95, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, along with a recent upgrade to Buy from a major bank. Analyst Commentary Recent research points to a more constructive stance on AMG Critical Materials, with the higher price target and rating change tied to updated views on fair value, discount rate assumptions, revenue and margin expectations, and future P/E levels.ナラティブの更新 • May 05
AMG: Equity Offering And Rating Upgrade Will Reframe Medium Term Upside Potential
Narrative Update The analyst price target for AMG Critical Materials has been revised to €45.13 from €32.06, with analysts pointing to higher assumed revenue growth, improved profit margins and recent Buy and price target upgrades as support for the new view. Analyst Commentary Recent research has turned more constructive on AMG Critical Materials, with bullish analysts pointing to revised price targets and rating changes as signals of improving conviction in the stock's outlook.ナラティブの更新 • Apr 20
AMG: Saudi Energy Storage Build Out Will Support Future Repricing
Analysts have adjusted the price target on AMG Critical Materials to €42, reflecting updated views on fair value and long term assumptions for growth, margins, P/E and risk that are consistent with recent upgrades and target increases from the Street. Analyst Commentary Recent Street research points to a more constructive view on AMG Critical Materials around the €42 price target, but there are still areas where analysts remain cautious.
ナラティブの更新 • Apr 06
AMG: Saudi Storage Projects And Earnings Quality Will Shape Future Share Returns
Narrative Update The analyst price target for AMG Critical Materials has moved to €42, with analysts pointing to updated assumptions on discount rate, revenue growth, profit margin and a slightly lower future P/E multiple as key drivers of the change. Analyst Commentary Recent research updates on AMG Critical Materials point to a mixed backdrop.ナラティブの更新 • Mar 23
AMG: Saudi Energy Storage Projects Will Support Higher Future Market Repricing
Analysts have raised their price target on AMG Critical Materials to €43.51 from €39.51, reflecting updated views on fair value, discount rate, expected revenue growth, profit margins and future P/E following recent upgrades and target increases at major banks. Analyst Commentary Bullish Takeaways Bullish analysts view the recent upgrade to Buy as a sign that current pricing leaves room for what they see as more attractive risk and reward, with a referenced price target of €42 indicating their updated view of fair value.ナラティブの更新 • Mar 08
AMG: Recent Buy Rating And Storage Projects Will Reshape Profit Expectations
The analyst price target for AMG Critical Materials has been revised to €38.64 from €29.06, reflecting updated views on fair value and profit expectations after recent Buy ratings and price target increases from Street research analysts. Analyst Commentary The latest analyst actions on AMG Critical Materials include a move to a Buy rating with a €42 price target and a separate report indicating a €10 change to an existing price target.ナラティブの更新 • Feb 22
AMG: Saudi Energy Storage Progress And Higher Fair Value Will Support Interest
Analysts have raised their price target on AMG Critical Materials by €10 to €39.51, reflecting updated views on fair value, slightly adjusted discount rate assumptions, and revised expectations for revenue growth, profit margin, and future P/E multiples. Analyst Commentary Analysts revising their fair value views on AMG Critical Materials are focusing on how the updated discount rate assumptions and refreshed expectations for revenue growth, margin profile, and future P/E multiples line up with the new €39.51 price target.ナラティブの更新 • Feb 08
AMG: Saudi Energy Storage Projects And Fair Valuation Will Shape Market Interest
Analysts have adjusted their fair value estimate for AMG Critical Materials from €32.45 to €35.29, citing updated assumptions around revenue growth, profit margins and future P/E levels. What's in the News AMG Critical Materials, through its subsidiary AMG LIVA, plans to install its Hybrid Energy Storage System at Aramco's Bulk Plant in Tabuk, Saudi Arabia, integrating it with the site’s existing solar plant (Key Developments).ナラティブの更新 • Jan 25
AMG: Higher Price Assumptions Will Still Face Margin Execution Risks
Analysts have raised their price target on AMG Critical Materials to about €29.06 from roughly €28.53, citing updated assumptions for revenue growth, profit margins, a lower assumed discount rate and a more conservative future P/E multiple. Valuation Changes Fair value estimate is now about €29.06, up slightly from roughly €28.53.ナラティブの更新 • Jan 10
AMG: Higher Price Assumptions Will Face Ongoing Execution And Margin Risks
Analysts have raised their price target on AMG Critical Materials to €32 from €31, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary The latest price target move to €32 is relatively modest.分析記事 • Jan 05
AMG Critical Materials N.V.'s (AMS:AMG) Business Is Yet to Catch Up With Its Share Price
There wouldn't be many who think AMG Critical Materials N.V.'s ( AMS:AMG ) price-to-sales (or "P/S") ratio of 0.7x is...分析記事 • Dec 18
Does AMG Critical Materials (AMS:AMG) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブの更新 • Dec 15
AMG: Higher Price Assumptions Will Face Mixed Outlook And Execution Risks
The analyst price target for AMG Critical Materials has been raised significantly, from approximately EUR 20 to around EUR 29, as analysts factor in higher expected revenue growth despite a modestly higher discount rate and lower projected profit margins. Analyst Commentary Recent Street research shows a mixed but increasingly cautious tone around AMG Critical Materials, with several price target revisions reflecting concern about the balance between growth prospects and execution risks.ナラティブの更新 • Nov 30
AMG: Index Inclusion Will Drive Broader Market Interest Ahead
AMG Critical Materials' analyst price target saw a modest decrease to €32.45 from €32.50, as analysts note slightly higher expectations for revenue growth and profit margins. This is balanced by an updated discount rate and modestly lower projected future valuation multiples.ナラティブの更新 • Nov 16
AMG: Upward Industry Momentum Will Drive Stronger Market Presence
The analyst consensus price target for AMG Critical Materials has increased from EUR 30.81 to EUR 32.50. This reflects updated views by analysts based on recent changes in growth assumptions and industry outlook.ナラティブの更新 • Nov 01
AMG: Recent Index Addition and Market Trends Will Shape Risk-Reward Outlook
The analyst price target for AMG Critical Materials has been increased slightly, with the fair value estimate rising from €30.59 to €30.81. Analysts note improvements in market conditions and company outlook.ナラティブの更新 • Oct 17
Brazil And Germany Expansions Will Fuel Rising EV Demand
Analysts have increased their fair value estimate for AMG Critical Materials from €28.89 to €30.59. This change reflects improved revenue growth projections and a slightly lower discount rate.分析記事 • Oct 15
AMG Critical Materials (AMS:AMG) Is Doing The Right Things To Multiply Its Share Price
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...ナラティブの更新 • Oct 03
Brazil And Germany Expansions Will Fuel Rising EV Demand
The analyst price target for AMG Critical Materials has been increased from approximately EUR 27.37 to EUR 28.89, as analysts cite improved profit margins and updated market assumptions that support a higher valuation. Analyst Commentary Recent research activity reflects evolving perspectives among the analyst community regarding AMG Critical Materials' valuation, outlook, and execution strength.ナラティブの更新 • Sep 18
Brazil And Germany Expansions Will Fuel Rising EV Demand
AMG Critical Materials’ consensus price target has been raised to €27.37 as analysts cite strengthened earnings confidence and strategic exposure to critical materials, though higher valuation and a mixed outlook on near-term upside temper further upgrades. Analyst Commentary Bullish analysts highlight AMG's combination of resilient industrial cash flow and exposure to strategic raw materials as key growth drivers.分析記事 • Aug 07
AMG Critical Materials' (AMS:AMG) Strong Earnings Are Of Good Quality
ENXTAM:AMG 1 Year Share Price vs Fair Value Explore AMG Critical Materials's Fair Values from the Community and select...分析記事 • Aug 02
€25.83 - That's What Analysts Think AMG Critical Materials N.V. (AMS:AMG) Is Worth After These Results
AMG Critical Materials N.V. ( AMS:AMG ) shareholders are probably feeling a little disappointed, since its shares fell...分析記事 • Jul 11
Further Upside For AMG Critical Materials N.V. (AMS:AMG) Shares Could Introduce Price Risks After 31% Bounce
Despite an already strong run, AMG Critical Materials N.V. ( AMS:AMG ) shares have been powering on, with a gain of 31...分析記事 • Jun 27
Is AMG Critical Materials (AMS:AMG) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 11
AMG Critical Materials N.V. (AMS:AMG) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
Shareholders will be ecstatic, with their stake up 20% over the past week following AMG Critical Materials N.V. 's...分析記事 • May 02
We Think AMG Critical Materials N.V.'s (AMS:AMG) CEO Compensation Package Needs To Be Put Under A Microscope
Key Insights AMG Critical Materials will host its Annual General Meeting on 8th of May Salary of US$1.50m is part of...
新しいナラティブ • Apr 28
Brazil Lithium And German Refinery Will Unlock Future Opportunities
AMG's expansion in lithium and vanadium, capitalizing on tariff changes and Inflation Reduction Act benefits, boosts production and profitability resilience.分析記事 • Apr 08
AMG Critical Materials N.V.'s (AMS:AMG) 25% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio
AMG Critical Materials N.V. ( AMS:AMG ) shares have had a horrible month, losing 25% after a relatively good period...分析記事 • Mar 14
Investors Met With Slowing Returns on Capital At AMG Critical Materials (AMS:AMG)
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 • Feb 13
AMG Critical Materials N.V.'s (AMS:AMG) Popularity With Investors Is Under Threat From Overpricing
There wouldn't be many who think AMG Critical Materials N.V.'s ( AMS:AMG ) price-to-sales (or "P/S") ratio of 0.4x is...分析記事 • Jan 18
Is AMG Critical Materials (AMS:AMG) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 11
Earnings Update: AMG Critical Materials N.V. (AMS:AMG) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts
The third-quarter results for AMG Critical Materials N.V. ( AMS:AMG ) were released last week, making it a good time to...分析記事 • Oct 06
Investors Still Aren't Entirely Convinced By AMG Critical Materials N.V.'s (AMS:AMG) Revenues Despite 28% Price Jump
AMG Critical Materials N.V. ( AMS:AMG ) shares have had a really impressive month, gaining 28% after a shaky period...分析記事 • Sep 07
AMG Critical Materials (AMS:AMG) Might Be Having Difficulty Using Its Capital Effectively
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Jun 04
Shareholders Should Be Pleased With AMG Critical Materials N.V.'s (AMS:AMG) Price
There wouldn't be many who think AMG Critical Materials N.V.'s ( AMS:AMG ) price-to-sales (or "P/S") ratio of 0.5x is...分析記事 • May 09
AMG Critical Materials (AMS:AMG) Is Reducing Its Dividend To $0.20
AMG Critical Materials N.V. ( AMS:AMG ) has announced that on 15th of May, it will be paying a dividend of$0.20, which...分析記事 • May 02
AMG Critical Materials N.V.'s (AMS:AMG) CEO Compensation Is Looking A Bit Stretched At The Moment
Key Insights AMG Critical Materials' Annual General Meeting to take place on 8th of May CEO Heinz Schimmelbusch's total...分析記事 • Feb 28
AMG Critical Materials (AMS:AMG) Takes On Some Risk With Its Use Of Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Feb 04
Investors Will Want AMG Critical Materials' (AMS:AMG) Growth In ROCE To Persist
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...分析記事 • Jan 05
There's No Escaping AMG Critical Materials N.V.'s (AMS:AMG) Muted Earnings
When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 17x, you may...株主還元
| AMG | NL Metals and Mining | NL 市場 | |
|---|---|---|---|
| 7D | -0.6% | 1.1% | 4.9% |
| 1Y | 110.3% | 86.2% | 33.4% |
業界別リターン: AMG過去 1 年間で86.2 % の収益を上げたDutch Metals and Mining業界を上回りました。
リターン対市場: AMG過去 1 年間で33.4 % の収益を上げたDutch市場を上回りました。
価格変動
| AMG volatility | |
|---|---|
| AMG Average Weekly Movement | 8.8% |
| Metals and Mining Industry Average Movement | 8.4% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in NL Market | 7.7% |
| 10% least volatile stocks in NL Market | 2.7% |
安定した株価: AMGの株価は、 Dutch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: AMGの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてDutch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 |
|---|---|---|---|
| 2006 | 3,600 | Heinz Schimmelbusch | amg-nv.com |
AMGクリティカル・マテリアルズ N.V.は、エネルギー貯蔵材料の開発、製造、販売を行っている。同社は3つのセグメントで事業を展開している：AMGリチウム、AMGバナジウム、AMGテクノロジー。特殊合金用の特殊金属製品と真空炉、熱処理サービスを提供している。また、リチウム、ニオブ、タンタル、長石、アルミニウムマスター合金・粉末、フェロバナジウム、クロムメタル、チタン合金、LIVA電池、天然黒鉛加工品、酸化アンチモン、シリコン金属も提供している。さらに、バナジウムとタンタル、鉱業と固体リチウム電池のバリューチェーン、高度冶金、高度真空炉システム、航空宇宙エンジン分野へのエンジニアリング機器、三酸化アンチモン、チタンアルミナイドも提供している。同社は主に米国、中国、ドイツ、フランス、イタリア、ブラジル、英国、日本、カナダ、インド、オーストリア、メキシコ、ベルギー、ポーランド、スイス、トルコ、スペイン、タイ、スウェーデン、チェコ共和国、オランダ、韓国、オーストラリア、台湾、カザフスタン、アルゼンチン、シンガポール、および海外で事業を展開している。エネルギー、運輸、インフラ、特殊金属、化学品業界にサービスを提供している。旧社名はAMG Advanced Metallurgical Group N.V.で、2023年5月にAMG Critical Materials N.V.に社名変更した。AMGクリティカル・マテリアルズ N.V.は2006年に設立され、オランダのアムステルダムに本社を置いている。
AMG Critical Materials N.V. 基礎のまとめ
| AMG 基礎統計学 | |
|---|---|
| 時価総額 | €1.38b |
| 収益（TTM） | -€9.82m |
| 売上高(TTM) | €1.52b |
0.9x
P/Sレシオ-140.0x
PER（株価収益率AMG は割高か？
公正価値と評価分析を参照収益と収入
| AMG 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.77b |
| 売上原価 | US$1.45b |
| 売上総利益 | US$318.62m |
| その他の費用 | US$330.02m |
| 収益 | -US$11.40m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 29, 2026
| 一株当たり利益（EPS） | -0.32 |
| グロス・マージン | 18.04% |
| 純利益率 | -0.65% |
| 有利子負債／自己資本比率 | 138.3% |
AMG の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.0%
現在の配当利回り-81%
配当性向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 17:28 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
AMG Critical Materials N.V. 5 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。12
| アナリスト | 機関 |
|---|---|
| Rupesh Madlani | Barclays |
| Jason Fairclough | BofA Global Research |
| Ephrem Ravi | Citigroup Inc |