Telefonaktiebolaget LM Ericsson (publ)

OM:ERIC B 株式レポート

時価総額：SEK 320.8b

Telefonaktiebolaget LM Ericsson 将来の成長

Future 基準チェック /16

Telefonaktiebolaget LM Ericssonの収益は年間3.1%で減少すると予測されていますが、年間収益は年間0.7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に18.9% 0.9%なると予測されています。

主要情報

-3.1%

収益成長率

-0.89%

EPS成長率

Communications 収益成長-0.9%
収益成長率0.7%
将来の株主資本利益率18.93%
アナリストカバレッジ

Good

最終更新日13 Aug 2026

今後の成長に関する最新情報

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...

Recent updates

ナラティブ更新 • Jul 17

ERIC B: Chip Cost Pressures And Leadership Change Will Constrain Future Upside

Analysts have trimmed the fair value estimate for Ericsson to SEK 68.00, reflecting a modestly lower blended price target as some firms reduce their SEK-based targets while others turn more constructive on the stock. Analyst Commentary Recent research on Telefonaktiebolaget LM Ericsson highlights a mix of views, with some firms trimming SEK-based price targets and others shifting to a more positive stance.
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...
User avatar
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.

業績と収益の成長予測

OM:ERIC B - アナリストの将来予測と過去の財務データ ( )SEK 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
12/31/2028235,28221,79726,52931,80417
12/31/2027230,40520,32626,08230,68418
12/31/2026226,15317,84422,86227,05718
6/30/2026227,54624,64529,78533,782N/A
3/31/2026230,98825,16732,26935,999N/A
12/31/2025236,68128,42829,18632,954N/A
9/30/2025240,30924,64430,61133,960N/A
6/30/2025245,86417,30936,83440,418N/A
3/31/2025249,5801,61041,68845,544N/A
12/31/2024247,8802042,62146,261N/A
9/30/2024246,848-1,36539,39643,230N/A
6/30/2024249,527-35,84925,90330,235N/A
3/31/2024254,123-25,40313,40318,077N/A
12/31/2023263,351-26,4461,7077,177N/A
9/30/2023277,450-23,7746,21912,590N/A
6/30/2023281,01712,1109,25215,839N/A
3/31/2023279,03817,30018,43525,008N/A
12/31/2022271,54618,72424,66630,863N/A
9/30/2022256,89822,73421,23726,164N/A
6/30/2022245,12123,27231,59836,237N/A
3/31/2022237,59722,44731,33235,890N/A
12/31/2021232,31422,69434,44039,065N/A
9/30/2021230,57220,14032,96137,772N/A
6/30/2021231,78119,74123,61628,327N/A
3/31/2021232,41818,51422,86027,836N/A
12/31/2020232,39017,48323,62328,933N/A
9/30/2020229,17314,3919,76015,526N/A
6/30/2020228,8282,80911,05617,236N/A
3/31/2020228,0602,062N/A15,410N/A
12/31/2019227,2162,223N/A16,873N/A
9/30/2019224,652-8,760N/A20,664N/A
6/30/2019221,335214N/A15,715N/A
3/31/2019216,333-3,376N/A13,534N/A
12/31/2018210,838-6,530N/A9,342N/A
9/30/2018204,910-18,453N/A16,214N/A
6/30/2018200,513-24,759N/A14,156N/A
3/31/2018200,986-23,345N/A12,715N/A
12/31/2017205,378-32,576N/A9,601N/A
9/30/2017212,712-15,704N/A17,854N/A
6/30/2017214,375-12,376N/A15,555N/A
3/31/2017218,202-10,318N/A14,841N/A
12/31/2016220,316833N/A14,010N/A
9/30/2016230,96110,376N/A16,457N/A
6/30/2016239,04613,689N/A20,334N/A
3/31/2016245,60914,196N/A24,125N/A
12/31/2015246,92013,549N/A20,597N/A
9/30/2015241,33810,716N/A7,334N/A

アナリストによる今後の成長予測

収入対貯蓄率: ERIC B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-3.1% )。

収益対市場: ERIC B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-3.1% )。

高成長収益: ERIC Bの収益は今後 3 年間で減少すると予測されています。

収益対市場: ERIC Bの収益 ( 0.7% ) Swedish市場 ( -1.3% ) よりも速いペースで成長すると予測されています。

高い収益成長: ERIC Bの収益 ( 0.7% ) 20%よりも低い成長が予測されています。

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: ERIC B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 ( 18.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/08/14 23:20
終値2026/08/14 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
  • 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。

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) 18 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。53

アナリスト機関
null nullABG Sundal Collier
Richard KramerArete Research Services LLP
John EadeArgus Research Company