Telefonaktiebolaget LM Ericsson（ERIC B）株式概要
エリクソン社（Telefonaktiebolaget LM Ericsson）は、その子会社とともに、通信サービスプロバイダー、企業、公共部門にモバイル接続ソリューションを提供している。 詳細
ERIC B Community Fair Values
Create NarrativeSee what 48 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Telefonaktiebolaget LM Ericsson (publ) 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | SEK 97.30 |
| 52週高値 | SEK 128.45 |
| 52週安値 | SEK 69.90 |
| ベータ | 0.52 |
| 1ヶ月の変化 | -15.06% |
| 3ヶ月変化 | -11.75% |
| 1年変化 | 34.95% |
| 3年間の変化 | 88.06% |
| 5年間の変化 | -5.28% |
| IPOからの変化 | 180.50% |
最新ニュース
ナラティブ更新 • Jul 03
ERIC B: Leadership Change And Buybacks Will Support Higher Future Multiple
The analyst price target for Telefonaktiebolaget LM Ericsson has been adjusted from SEK 121.0 to about SEK 130.3. This change reflects a blend of recent target increases from Citi and Deutsche Bank alongside a modest trim from BofA, with analysts citing updated assumptions on revenue growth, margins and future P/E levels. Analyst Commentary Recent research on Telefonaktiebolaget LM Ericsson points to a generally constructive tone, with several bullish analysts revisiting their price targets and assumptions around revenue growth, margins and future P/E levels.ナラティブ更新 • Jun 17
ERIC B: HQ Move And AI Push Will Support Higher Future Multiple
Analysts have nudged the price target on Telefonaktiebolaget LM Ericsson stock higher by SEK 10 to SEK 121, reflecting mixed recent research in which some firms raised targets by SEK 4 to SEK 10 while another trimmed its view to SEK 88. The consensus move is supported by updated assumptions for the discount rate, revenue growth, profit margin, and future P/E.Recent updates
ナラティブ更新 • Jul 03
ERIC B: Leadership Change And Buybacks Will Support Higher Future Multiple
The analyst price target for Telefonaktiebolaget LM Ericsson has been adjusted from SEK 121.0 to about SEK 130.3. This change reflects a blend of recent target increases from Citi and Deutsche Bank alongside a modest trim from BofA, with analysts citing updated assumptions on revenue growth, margins and future P/E levels. Analyst Commentary Recent research on Telefonaktiebolaget LM Ericsson points to a generally constructive tone, with several bullish analysts revisiting their price targets and assumptions around revenue growth, margins and future P/E levels.ナラティブ更新 • Jun 17
ERIC B: HQ Move And AI Push Will Support Higher Future Multiple
Analysts have nudged the price target on Telefonaktiebolaget LM Ericsson stock higher by SEK 10 to SEK 121, reflecting mixed recent research in which some firms raised targets by SEK 4 to SEK 10 while another trimmed its view to SEK 88. The consensus move is supported by updated assumptions for the discount rate, revenue growth, profit margin, and future P/E.
ナラティブ更新 • Jun 03
ERIC B: Future Defence And Maritime Alliances May Mask Execution Risk
Analysts have lifted their blended price target for Telefonaktiebolaget LM Ericsson to reflect a fair value shift from about SEK 92 to roughly SEK 99, citing recent target increases at several firms and updated views on earnings power, profitability and valuation multiples. Analyst Commentary Recent Street research on Telefonaktiebolaget LM Ericsson shows a mix of higher price targets, one small reduction, and rating changes in both directions, which together help explain the modest lift in the blended fair value estimate.ナラティブ更新 • May 01
ERIC B: Trusted Tech Alliance And Cost Discipline Will Support Higher Future Multiple
Analysts have trimmed their consolidated price target for Telefonaktiebolaget LM Ericsson to SEK 121, with recent SEK 4 to SEK 10 target increases from some firms and a SEK 1 reduction from another. This reflects mixed views around cost cuts, profit margins and future P/E assumptions.分析記事 • Apr 21
Telefonaktiebolaget LM Ericsson (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
The analysts might have been a bit too bullish on Telefonaktiebolaget LM Ericsson (publ) ( STO:ERIC B ), given that the...
ナラティブ更新 • Apr 17
ERIC B: Mixed Rating Shifts And Alliance Commitments Will Likely Restrain Future Upside
Analysts have nudged the fair value estimate for Telefonaktiebolaget LM Ericsson higher from SEK 65.00 to about SEK 69.60, reflecting updated price targets that blend recent upgrades and modest target reductions across the Street. Analyst Commentary Recent Street research around Telefonaktiebolaget LM Ericsson has been mixed, with some firms lifting targets or upgrading their stance and others trimming objectives or turning more cautious.ナラティブ更新 • Apr 03
ERIC B: Trusted Tech Alliance Participation Will Support Higher Future Earnings Multiple
Analysts have raised the fair value estimate for Telefonaktiebolaget LM Ericsson from SEK 109.00 to SEK 121.00, citing recent target price increases, upgrades from several firms, and updated assumptions regarding revenue growth, margins, and future P/E levels. Analyst Commentary Recent Street research on Telefonaktiebolaget LM Ericsson reflects a mixed but active view, with both upgrades and downgrades, as well as several revisions to price targets in SEK terms.ナラティブ更新 • Mar 20
ERIC B: Cost Cuts And 6G Hype Will Likely Fail To Justify Valuation
Ericsson's analyst price target has moved from SEK 62 to SEK 65, as analysts factor in expected earnings benefits from cost cuts and identified growth opportunities highlighted in recent research updates. Analyst Commentary Recent Street research on Telefonaktiebolaget LM Ericsson has included a mix of price target adjustments and a rating upgrade, reflecting differing views on how effectively the company can convert cost savings and identified opportunities into sustained earnings.ナラティブ更新 • Mar 05
ERIC B: Alliance Partnerships And Modest Re Rating Will Support Balanced Outlook
Analysts have nudged their price targets on Telefonaktiebolaget LM Ericsson slightly higher, with recent increases of SEK 1 to SEK 3 supported by updated assumptions around the discount rate, modest revenue growth expectations, and a future P/E of about 16.8x. Analyst Commentary Recent Street research on Telefonaktiebolaget LM Ericsson has centered on gradual adjustments to price targets, with bullish analysts fine tuning their models rather than making sweeping changes.ナラティブ更新 • Feb 19
ERIC B: Trusted Tech Alliance And New Partnerships Will Shape Risk Balance
Analysts have nudged their average price target on Telefonaktiebolaget LM Ericsson higher by roughly SEK 4 per share, citing updated assumptions for modest revenue growth, improved profit margins, and a slightly lower future P/E, even with a small lift in the discount rate. Analyst Commentary Recent Street research on Telefonaktiebolaget LM Ericsson has focused largely on fine tuning price targets, with several firms adjusting their estimates by SEK 1 to SEK 3 per share.ナラティブ更新 • Feb 05
ERIC B: European Vendor Shifts And Higher Profit Assumptions Will Support Balanced Outlook
Analysts have lifted their price targets on Telefonaktiebolaget LM Ericsson, supporting a fair value move from SEK 106 to about SEK 109 as they factor in updated assumptions on growth, profitability and a lower future P/E multiple. Analyst Commentary Recent Street research on Telefonaktiebolaget LM Ericsson shows a cluster of price target adjustments that align with the move in fair value from SEK 106 to about SEK 109.ナラティブ更新 • Jan 22
ERIC B: Future EU Vendor Bans And New Deals Will Shape Risk Balance
Analysts have nudged their price targets on Telefonaktiebolaget LM Ericsson higher by about SEK 1, citing updated assumptions around fair value and future P/E that offset slightly softer views on revenue growth and profit margins. Analyst Commentary Bullish Takeaways Bullish analysts point to the SEK 3 price target lift as a sign that, even with more cautious revenue and margin assumptions, they still see room for the shares to better reflect their fair value models.ナラティブ更新 • Jan 08
ERIC B: Future EU Huawei Ban Could Limit Upside Despite Profit Margin Outlook
Analysts have lifted their fair value estimate for Telefonaktiebolaget LM Ericsson from SEK 56.0 to SEK 62.0, reflecting updated views on margins, discount rates and P/E assumptions, alongside recent price target increases from SEK 85 to SEK 95, SEK 93 to SEK 100.90 and SEK 55 to SEK 70 across several firms. Analyst Commentary Recent Street research around Telefonaktiebolaget LM Ericsson shows a mix of higher price targets with generally cautious ratings.ナラティブ更新 • Dec 23
ERIC B Will Benefit From Emerging European Shift Away From Chinese 5G Vendors
The analyst fair value estimate for Telefonaktiebolaget LM Ericsson has been raised from SEK 99.00 to SEK 106.00, as analysts factor in higher sector price targets and modestly improved long term earnings visibility, despite tempered expectations for revenue growth and profit margins. Analyst Commentary Recent Street research on Telefonaktiebolaget LM Ericsson has turned incrementally more constructive, with several bullish analysts lifting their price targets in response to improving fundamentals and clearer earnings visibility.ナラティブ更新 • Dec 09
ERIC B: Evolving 5G Bans And New Contracts Will Shape Risk Reward Balance
Analysts have nudged up their price target on Telefonaktiebolaget LM Ericsson by SEK 5 to SEK 95, citing higher post Q3 revenue and margin expectations while maintaining a generally cautious stance on the shares. Analyst Commentary Recent target price revisions reflect a more constructive view on Ericsson's near term execution, tempered by lingering concerns over its longer term growth profile and industry headwinds.ナラティブ更新 • Nov 25
ERIC B: Geopolitical Shifts And Major Network Deals Will Influence Future Prospects
Ericsson's analyst price target has seen a modest increase to SEK 87.38 from SEK 87.22, as analysts cite updated revenue and margin expectations following recent quarterly results. Analyst Commentary Following Ericsson's recent quarterly results, analysts have updated their perspectives on the company, resulting in several price target revisions and directional commentary.ナラティブ更新 • Nov 10
ERIC B: Network Contract Wins And Regulatory Shifts Will Shape Industry Position
Ericsson's analyst price targets have been generally raised, with updates reflecting increases of SEK 7 to SEK 15.90 in some cases. Analysts cited improved revenue and margin projections following the company’s recent quarterly report.分析記事 • Oct 28
Telefonaktiebolaget LM Ericsson's (STO:ERIC B) Profits May Not Reveal Underlying Issues
Following the solid earnings report from Telefonaktiebolaget LM Ericsson (publ) ( STO:ERIC B ), the market responded by...ナラティブ更新 • Oct 27
Margin Strength And Global Contracts Will Shape The Future Of Telecoms
Analysts have raised their fair value estimate for Telefonaktiebolaget LM Ericsson from SEK 78.44 to SEK 87.22. This change largely reflects recent upward adjustments to price targets following improved margin and revenue outlooks.ナラティブ更新 • Oct 13
Accelerating 5G And AI Expansion Will Drive Telecom Modernization
Analysts have slightly increased their price target for Telefonaktiebolaget LM Ericsson, raising it from SEK 77.63 to SEK 78.44. Cautious outlooks on European technology hardware are partly offset by longer-term valuation support and sector-wide trends.ナラティブ更新 • Sep 19
Accelerating 5G And AI Expansion Will Drive Telecom Modernization
Analysts have lowered their price target for Ericsson to SEK77.62, citing sector-wide uncertainty, subdued near-term growth prospects, and a lack of direct AI benefits compared to peers. Analyst Commentary Bearish analysts remain cautious on European technology hardware, including Ericsson, heading into Q3 due to sector-wide uncertainty.ナラティブ更新 • Sep 04
Accelerating 5G And AI Expansion Will Drive Telecom Modernization
As both the forward P/E and revenue growth forecasts for Telefonaktiebolaget LM Ericsson remained essentially flat, analyst estimates on fair value were unchanged, with the price target holding steady at SEK78.65. What's in the News Ericsson is in advanced talks to invest several hundred million dollars for a minority stake in Intel's newly spun-off networking and edge business, NEX, deepening an already close supplier relationship; Intel is seeking additional investors and continues to retain a stake in NEX (Bloomberg, Key Developments).分析記事 • Aug 22
Telefonaktiebolaget LM Ericsson (publ)'s (STO:ERIC B) Revenues Are Not Doing Enough For Some Investors
Telefonaktiebolaget LM Ericsson (publ)'s ( STO:ERIC B ) price-to-sales (or "P/S") ratio of 1x may look like a pretty...分析記事 • Aug 04
Is There An Opportunity With Telefonaktiebolaget LM Ericsson (publ)'s (STO:ERIC B) 44% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Telefonaktiebolaget LM Ericsson fair value estimate is kr126...
新しいナラティブ • Nov 07
Challenging RAN Markets Could Dent Ericsson's Margins But 5G And Network API Hold Revenue Promise
Ericsson faces challenges with declining sales growth in key regions, strategic focus on new use cases poses risks of delayed revenue realization.株主還元
| ERIC B | SE Communications | SE 市場 | |
|---|---|---|---|
| 7D | -7.6% | -6.1% | -0.8% |
| 1Y | 35.0% | 35.7% | 10.4% |
業界別リターン: ERIC B過去 1 年間で35.7 % のリターンをもたらしたSwedish Communications業界と一致しました。
リターン対市場: ERIC B過去 1 年間で10.4 % の収益を上げたSwedish市場を上回りました。
価格変動
| ERIC B volatility | |
|---|---|
| ERIC B Average Weekly Movement | 6.1% |
| Communications Industry Average Movement | 8.0% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in SE Market | 12.5% |
| 10% least volatile stocks in SE Market | 3.5% |
安定した株価: ERIC B 、 Swedish市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ERIC Bの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1876 | 86,536 | E. Ekholm | www.ericsson.com |
Telefonaktiebolaget LM Ericsson (publ)は、その子会社とともに、通信サービスプロバイダー、企業、公共部門にモバイル接続ソリューションを提供している。ネットワーク事業、クラウド・ソフトウェア＆サービス事業、エンタープライズ事業、その他事業を展開している。ネットワーク部門は、ハードウェアおよびソフトウェア・ソリューションと関連サービスを提供している。また、無線アクセスネットワーク（RAN）製品（アンテナ、無線機、ベースバンド（RANコンピュート）、RANソフトウェア）、RANコンピュート屋内・屋外ユニット（マクロ・マイクロサイト対応）、トランスポートソリューション、アクティブ・パッシブアンテナ、アンテナラインデバイス、システムアクセサリー、フィーダーシステム、カスタマーサポート、ネットワークチューニング、インテリジェントデプロイメントサービスを提供している。クラウド・ソフトウェア＆サービス事業では、コアネットワーク、ビジネス・運用サポートシステム、ネットワーク管理およびコグニティブ・ネットワーク・ソリューション、マネージド・ネットワーク・サービスを提供している。エンタープライズ・セグメントでは、グローバル通信プラットフォーム、車両、遠隔地、IoTアプリケーションおよびデバイス向けのワイヤレス接続、プライベートセルラーネットワークを提供している。その他部門には、放送局、スポーツリーグ、通信サービスプロバイダー向けにライブおよびオンデマンドのビデオサービスを準備・配信するRedBee Mediaが含まれる。北米、欧州、中南米、中東、アフリカ、北東アジア、東南アジア、オセアニア、インドで事業を展開している。1926年1月に社名をTelefonaktiebolaget LM Ericsson（publ）に変更。Telefonaktiebolaget LM Ericsson（publ）は1876年に設立され、スウェーデンのストックホルムに本社を置く。
Telefonaktiebolaget LM Ericsson (publ) 基礎のまとめ
| ERIC B 基礎統計学 | |
|---|---|
| 時価総額 | SEK 321.66b |
| 収益（TTM） | SEK 24.65b |
| 売上高(TTM) | SEK 227.55b |
13.0x
PER（株価収益率1.4x
P/SレシオERIC B は割高か？
公正価値と評価分析を参照収益と収入
| ERIC B 損益計算書（TTM） | |
|---|---|
| 収益 | SEK 227.55b |
| 売上原価 | SEK 118.04b |
| 売上総利益 | SEK 109.51b |
| その他の費用 | SEK 84.86b |
| 収益 | SEK 24.65b |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 15, 2026
| 一株当たり利益（EPS） | 7.46 |
| グロス・マージン | 48.12% |
| 純利益率 | 10.83% |
| 有利子負債／自己資本比率 | 30.0% |
ERIC B の長期的なパフォーマンスは？
過去の実績と比較を見る| Telefonaktiebolaget LM Ericsson 配当日 | |
|---|---|
| 配当落ち日 | Sep 28 2026 |
| 配当支払日 | Oct 02 2026 |
| 配当落ちまでの日数 | 74 days |
| 配当支払日までの日数 | 78 days |
ERIC B 配当は確実ですか？
ERIC B 配当履歴とベンチマークを見る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 | 2026/07/15 23:22 |
| 終値 | 2026/07/15 00:00 |
| 収益 | 2026/06/30 |
| 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
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Telefonaktiebolaget LM Ericsson (publ) 19 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。51
| アナリスト | 機関 |
|---|---|
| null null | ABG Sundal Collier |
| Richard Kramer | Arete Research Services LLP |
| John Eade | Argus Research Company |