Allegro.eu S.A.

WSE:ALE 株式レポート

時価総額：zł45.5b

Allegro.eu マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Marcin Kusmierz

最高経営責任者

zł106.0k

報酬総額

CEO給与比率n/a
CEO在任期間1.2yrs
CEOの所有権n/a
経営陣の平均在職期間データなし
取締役会の平均在任期間3.3yrs

経営陣の近況

Recent updates

新しいナラティブ • Aug 13

AI And Logistics Targets Will Likely Strain Margins And Future Earnings

Catalysts About Allegro.eu Allegro.eu operates a large e commerce marketplace and related services in Poland and selected Central and Eastern European markets. What are the underlying business or industry changes driving this perspective?
ナラティブ更新 • Aug 11

ALE: Mixed Rating Shifts And Governance Changes Will Shape Return Potential

Analysts have nudged their fair value estimate for Allegro.eu higher to around PLN 43 from roughly PLN 42, reflecting updated assumptions for the discount rate, revenue growth, profit margins and future P/E in the context of recent price targets clustered around PLN 41 to PLN 47. Analyst Commentary Recent research on Allegro.eu points to a mixed set of views.
ナラティブ更新 • Jul 21

ALE: Mixed Rating Moves And Governance Tweaks Will Shape Future Return Profile

Analysts have raised their fair value estimate for Allegro.eu to PLN 42.23 from PLN 40.58, citing Street research that includes higher price targets around PLN 41 to PLN 47 and updated assumptions on growth, margins and P/E multiples. Analyst Commentary Recent Street research on Allegro.eu shows a split view, with some analysts highlighting upside potential and others flagging a more balanced risk and reward profile after the recent share price performance.
ナラティブ更新 • Jul 07

ALE: Balanced Ratings Shifts And Governance Changes Will Shape Future Return Profile

Analysts have raised their average price target on Allegro.eu to PLN 40.58 from PLN 38.65, reflecting updated views on fair value and earnings potential after recent target changes to PLN 46 and PLN 41, along with adjustments to the discount rate, revenue growth, and profit margin assumptions. Analyst Commentary Recent research updates on Allegro.eu show a mix of optimism and caution, with fresh price targets and rating changes shaping how analysts think about the stock's valuation, growth prospects, and execution risk.
ナラティブ更新 • Jun 23

ALE: Governance Revisions And Steady Assumptions Will Shape Future Return Potential

Analysts have trimmed their price target for Allegro.eu slightly to PLN38.65, reflecting updated assumptions for the discount rate, revenue, profit margin, and future P/E that broadly align with previous expectations. What’s in the News for Allegro.eu Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.
ナラティブ更新 • Jun 05

ALE: Leadership Transition And Revised Assumptions Will Shape Future Return Potential

Analysts have trimmed their price target on Allegro.eu from PLN 40.36 to PLN 38.65, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers behind the recalibration. What's in the News Allegro.eu has scheduled a Special and Extraordinary Shareholders Meeting for June 25, 2026, at 15:00 W.
ナラティブ更新 • Feb 10

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have made a small upward adjustment to their fair value estimate for Allegro.eu, now at €40.36 per share compared with the previous €40.29 per share, citing updated assumptions on revenue growth, profit margins and future P/E levels. What's in the News The Board of Directors authorized a share buyback plan for Allegro.eu SA on November 18, 2025, setting the framework for future repurchases (Key Developments).
ナラティブ更新 • Jan 25

ALE: Share Buybacks And 2025 Guidance Will Support Stronger Future Returns

Analysts have reduced their price target for Allegro.eu by approximately €0.11. This reflects slightly adjusted assumptions regarding discount rates, revenue growth, profit margins and future P/E multiples, while their overall view remains broadly unchanged.
ナラティブ更新 • Jan 11

ALE: Steady Outlook And Ongoing Buybacks Will Support Stronger Share Performance

Analysts have kept their fair value estimate for Allegro.eu steady at €40.40, with small adjustments to the discount rate, profit margin assumptions and a slightly lower future P/E helping to refine their price target without shifting the headline number. What's in the News Allegro.eu completed a share buyback tranche between November 18, 2025 and December 3, 2025, repurchasing 4,664,941 shares, equal to 0.44% of share capital, for PLN 148.56m (company filing).
分析記事 • Dec 27

Is Allegro.eu (WSE:ALE) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブ更新 • Dec 15

ALE: Execution Momentum And Buybacks Will Support Stronger Share Performance

Analysts have nudged their price target on Allegro.eu slightly lower to PLN 40.40 from PLN 40.54, reflecting modest tweaks to growth and discount rate assumptions, even as they acknowledge improving execution momentum and a more balanced risk reward profile. Analyst Commentary Recent commentary from Goldman Sachs, which upgraded Allegro.eu to Neutral from Sell with a higher price target, underscores a shift toward a more balanced stance on the stock as execution trends improve.
ナラティブ更新 • Nov 30

ALE: Shares Will Benefit From Upgraded Outlook And Execution Momentum

Analysts have modestly lowered their price target for Allegro.eu to PLN 40.54 from PLN 40.93. They cite the company's ongoing execution momentum and an improved balance of risk and reward as key factors behind the adjustment.
ナラティブ更新 • Nov 16

ALE: Shares Will Benefit From Improved Execution Momentum And Risk Outlook

Analysts have raised their price target for Allegro.eu from PLN 39.87 to PLN 40.93. They cite increased execution momentum and a more balanced risk/reward outlook for the company's shares.
分析記事 • Aug 20

Allegro.eu S.A.'s (WSE:ALE) Intrinsic Value Is Potentially 70% Above Its Share Price

Key Insights The projected fair value for Allegro.eu is zł65.42 based on 2 Stage Free Cash Flow to Equity Allegro.eu's...
User avatar
新しいナラティブ • Nov 29

Allegro's International Growth And FinTech Expansion Solidify Future Success

Allegro's expansion into Hungary and focus on international markets could drive significant GMV growth and diversify revenue streams.

CEO

Marcin Kusmierz (50 yo)

1.2yrs
在職期間
zł106,000
報酬

Mr. Marcin Kusmierz serves as Chief Executive Officer & Executive Director of Allegro.eu S.A. since June 26, 2025. He is Member of the Supervisory Board of Woodpecker.co S.A. from June 28, 2022. Mr. Kusmie...

取締役

名称ポジション在職期間報酬所有権
Marcin Kusmierz
CEO & Executive Director1.2yrszł106.00kデータなし
Jonathan Eastick
Group CFO & Executive Director5.9yrszł211.00kデータなし
Nancy Cruickshank
Senior Independent Non-Executive Director5.9yrszł592.00kデータなし
Richard Sanders
Non-Executive Director5.9yrsデータなしデータなし
Gary McGann
Independent Non-Executive Chairman2.2yrszł1.69mデータなし
Pedro Arnt
Independent Non-Executive Director4.2yrszł423.00kデータなし
Catherine Faiers
Independent Non-Executive Director3.3yrszł491.00kデータなし
Laurence Bourdon-Tracol
Independent Non-Executive Director2.2yrszł491.00kデータなし
Tomasz Suchanski
Independent Non-Executive Director3.3yrszł412.00kデータなし
3.3yrs
平均在職期間
53.5yo
平均年齢

経験豊富なボード: ALEの 取締役会 は 経験豊富 であると考えられます ( 3.3年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/17 08:24
終値2026/08/14 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

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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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

Allegro.eu S.A. 13 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。34

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