View ValuationMobile Infrastructure 将来の成長Future 基準チェック /06Mobile Infrastructureは、31.8%と7.9%でそれぞれ年率31.8%で利益と収益が成長すると予測される一方、EPSはgrowで40.1%年率。主要情報31.8%収益成長率40.08%EPS成長率Commercial Services 収益成長13.5%収益成長率7.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日15 May 2026今後の成長に関する最新情報お知らせ • May 14Mobile Infrastructure Corporation Reiterates Earnings Guidance for the Full Year 2026Mobile Infrastructure Corporation reiterated earnings guidance for the full year 2026. For full year 2026, the Company continues to expect revenue in the range of $35 million to $38 million, representing 4% growth at the midpoint over 2025 results and 8% growth on a same-location basis. The Company expects NOI to range from $21.5 million to $23.0 million, representing year-over-year growth of 7% at the midpoint, and 10% growth on a same-location basis.お知らせ • Mar 03Mobile Infrastructure Corporation Provides Revenue Guidance for Full Year 2026Mobile Infrastructure Corporation provided revenue guidance for full year 2026. For the period, the company expects revenue ranging from $35 million to $38 million representing 4% growth at the midpoint over 2025 results and 8% growth when adjusted for 2025 asset dispositions.お知らせ • Aug 13Mobile Infrastructure Corporation Provides Earnings Guidance for the Full Year 2025Mobile Infrastructure Corporation provided earnings guidance for the full year 2025. For the period, the company expects revenue of $37 million to $40 million and Net Operating Income of $23.5 million to $25.0 million.お知らせ • May 13Mobile Infrastructure Corporation Reaffirms Earnings Guidance for Full Year 2025Mobile Infrastructure Corporation reaffirms earnings guidance for full year 2025. For the period, the company expects Net Operating Income ranging from $23.5 million to $25.0 million and revenues of $37.0 million to $40.0 million.お知らせ • Mar 11Mobile Infrastructure Corporation Provides Earnings Guidance for the Full Year 2025Mobile Infrastructure Corporation provided earnings guidance for the full year 2025. For the year, the company expects Net Operating Income to range from $23.5 million to $25.0 million, representing year-on-year growth of 7% at the midpoint on revenues of $37.0 million to $40.0 million.お知らせ • Aug 14Mobile Infrastructure Corporation Re-Affirms Earnings Guidance for the Year 2024Mobile Infrastructure Corporation re-affirmed earnings guidance for the year 2024. For the year, the company expects $38 million to $40 million and Net Operating Income of $22.5 million to $23.25 million.すべての更新を表示Recent updatesお知らせ • May 14Mobile Infrastructure Corporation Reiterates Earnings Guidance for the Full Year 2026Mobile Infrastructure Corporation reiterated earnings guidance for the full year 2026. For full year 2026, the Company continues to expect revenue in the range of $35 million to $38 million, representing 4% growth at the midpoint over 2025 results and 8% growth on a same-location basis. The Company expects NOI to range from $21.5 million to $23.0 million, representing year-over-year growth of 7% at the midpoint, and 10% growth on a same-location basis.お知らせ • Apr 24Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2026Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2026.お知らせ • Apr 16Mobile Infrastructure Corporation to Report Q1, 2026 Results on May 12, 2026Mobile Infrastructure Corporation announced that they will report Q1, 2026 results After-Market on May 12, 2026お知らせ • Mar 03Mobile Infrastructure Corporation Provides Revenue Guidance for Full Year 2026Mobile Infrastructure Corporation provided revenue guidance for full year 2026. For the period, the company expects revenue ranging from $35 million to $38 million representing 4% growth at the midpoint over 2025 results and 8% growth when adjusted for 2025 asset dispositions.お知らせ • Feb 10Mobile Infrastructure Corporation to Report Q4, 2025 Results on Mar 02, 2026Mobile Infrastructure Corporation announced that they will report Q4, 2025 results After-Market on Mar 02, 2026分析記事 • Jan 10Are Mobile Infrastructure Corporation (NASDAQ:BEEP) Investors Paying Above The Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Mobile Infrastructure fair value estimate is US$2.10 Mobile...分析記事 • Dec 04Risks To Shareholder Returns Are Elevated At These Prices For Mobile Infrastructure Corporation (NASDAQ:BEEP)Mobile Infrastructure Corporation's ( NASDAQ:BEEP ) price-to-sales (or "P/S") ratio of 3.1x may not look like an...お知らせ • Nov 04Mobile Infrastructure Corporation to Report Q3, 2025 Results on Nov 10, 2025Mobile Infrastructure Corporation announced that they will report Q3, 2025 results After-Market on Nov 10, 2025分析記事 • Oct 24Does Mobile Infrastructure (NASDAQ:BEEP) 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...お知らせ • Aug 13Mobile Infrastructure Corporation Provides Earnings Guidance for the Full Year 2025Mobile Infrastructure Corporation provided earnings guidance for the full year 2025. For the period, the company expects revenue of $37 million to $40 million and Net Operating Income of $23.5 million to $25.0 million.お知らせ • Jul 24Mobile Infrastructure Corporation to Report Q2, 2025 Results on Aug 12, 2025Mobile Infrastructure Corporation announced that they will report Q2, 2025 results After-Market on Aug 12, 2025分析記事 • Jul 01Mobile Infrastructure Corporation (NASDAQ:BEEP) Investors Are Less Pessimistic Than ExpectedWhen you see that almost half of the companies in the Commercial Services industry in the United States have...お知らせ • Jun 30+ 1 more updateMobile Infrastructure Corporation(NasdaqGM:BEEP) dropped from Russell 3000E Growth IndexMobile Infrastructure Corporation(NasdaqGM:BEEP) dropped from Russell 3000E Growth Indexお知らせ • Jun 18+ 1 more updateMobile Infrastructure Corporation Announces Chief Executive Officer Changes, Effective August 1, 2025Mobile Infrastructure Corporation on June 18, 2025 announced a leadership transition designed to support the Company’s strategic growth plan and long-term value creation strategy. Effective August 1, 2025, Stephanie Hogue, currently President of the Company, will assume the additional role of Chief Executive Officer. Manuel Chavez III, who has served as CEO since 2021, will transition to the role of Executive Co-Chairman of the Board, as well as Chair of the newly formed Investment Committee. Ms. Hogue is a globally focused executive with more than 20 years of leadership experience across capital markets, real assets, and strategic advisory. She has served as the Company’s President and a member of its Board of Directors since 2021 and held the additional role of CFO from 2021 until 2024. At Mobile, Stephanie has been integral to executing corporate strategy and capital markets transactions, as well as designing a full operational scale-up. Earlier in her career, Stephanie served as a Managing Director of PwC Corporate Finance LLC, where she served as New York Branch Manager. She led the firm’s Inbound Cross-Border M&A and Debt Private Placements practices, overseeing complex capital raises and strategic transactions. Based in both New York and Mumbai during her tenure, she managed transactions across multiple jurisdictions. Prior to PwC, she held capital markets roles at several investment banks, focusing on debt capital markets throughout the Americas across sectors such as infrastructure, real assets, and industrials. She began her career at Deloitte, as part of Financial Advisory and Strategic Initiatives teams. Known for her analytical rigor, cross-border execution capabilities, and problem-solving mindset, Stephanie brings a disciplined, stakeholder-aligned approach to long-term value creation. She holds a B.A. from Miami University and an MBA from the University of Rochester’s Simon Graduate School of Business.Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.10 loss per share (further deteriorated from US$0.093 loss in 1Q 2024). Revenue: US$8.24m (down 6.7% from 1Q 2024). Net loss: US$4.16m (loss widened 58% from 1Q 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • May 13Mobile Infrastructure Corporation Reaffirms Earnings Guidance for Full Year 2025Mobile Infrastructure Corporation reaffirms earnings guidance for full year 2025. For the period, the company expects Net Operating Income ranging from $23.5 million to $25.0 million and revenues of $37.0 million to $40.0 million.お知らせ • Apr 29Mobile Infrastructure Corporation to Report Q1, 2025 Results on May 12, 2025Mobile Infrastructure Corporation announced that they will report Q1, 2025 results After-Market on May 12, 2025お知らせ • Apr 25Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2025Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2025.New Risk • Mar 17New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$1.2m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).Reported Earnings • Mar 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$0.24 loss per share (improved from US$2.45 loss in FY 2023). Revenue: US$37.0m (up 22% from FY 2023). Net loss: US$7.54m (loss narrowed 77% from FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Mar 11Mobile Infrastructure Corporation Provides Earnings Guidance for the Full Year 2025Mobile Infrastructure Corporation provided earnings guidance for the full year 2025. For the year, the company expects Net Operating Income to range from $23.5 million to $25.0 million, representing year-on-year growth of 7% at the midpoint on revenues of $37.0 million to $40.0 million.New Risk • Feb 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (148% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$2.7m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$99.6m market cap).お知らせ • Feb 13Mobile Infrastructure Corporation to Report Q4, 2024 Results on Mar 10, 2025Mobile Infrastructure Corporation announced that they will report Q4, 2024 results After-Market on Mar 10, 2025Recent Insider Transactions Derivative • Jan 15President exercised options and sold US$114k worth of stockOn the 10th of January, Stephanie Hogue exercised options to acquire 29k shares at no cost and sold these for an average price of US$3.94 per share. This trade did not impact their existing holding. Since June 2024, Stephanie's direct individual holding has increased from 548.00 shares to 1.10k. Company insiders have collectively bought US$188k more than they sold, via options and on-market transactions, in the last 12 months.Reported Earnings • Nov 14Third quarter 2024 earnings released: US$0.057 loss per share (vs US$1.77 loss in 3Q 2023)Third quarter 2024 results: US$0.057 loss per share (improved from US$1.77 loss in 3Q 2023). Revenue: US$9.76m (up 21% from 3Q 2023). Net loss: US$1.75m (loss narrowed 92% from 3Q 2023). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • Oct 23Mobile Infrastructure Corporation to Report Q3, 2024 Results on Nov 13, 2024Mobile Infrastructure Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 13, 2024お知らせ • Sep 12+ 1 more updateMobile Infrastructure Corporation announced that it expects to receive $40.4 million in fundingMobile Infrastructure Corporation has announced that it has entered into a credit agreement by issuing revolving facility for the gross proceeds of $40.4 million on September 11, 1014. The transaction included participation from existing lender Harvest Small Cap Partners, L.P. and Harvest Small Cap Partners Master Ltd, a funds managed by No Street GP LP. The revolving credit facility will mature on September 11, 2025. It will accrue interest at a rate of 15.0% per annum, with interest payable in arrears at maturity or upon repayment of any principal amount borrowed under the Revolving Facility.New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (99% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).Reported Earnings • Aug 15Second quarter 2024 earnings released: US$0.063 loss per share (vs US$0.32 loss in 2Q 2023)Second quarter 2024 results: US$0.063 loss per share (improved from US$0.32 loss in 2Q 2023). Revenue: US$9.27m (up 28% from 2Q 2023). Net loss: US$1.84m (loss narrowed 25% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.New Risk • Aug 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 276% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (276% increase in shares outstanding). Minor Risk Market cap is less than US$100m (US$89.9m market cap).お知らせ • Aug 14Mobile Infrastructure Corporation Re-Affirms Earnings Guidance for the Year 2024Mobile Infrastructure Corporation re-affirmed earnings guidance for the year 2024. For the year, the company expects $38 million to $40 million and Net Operating Income of $22.5 million to $23.25 million.お知らせ • Jul 24Mobile Infrastructure Corporation to Report Q2, 2024 Results on Aug 13, 2024Mobile Infrastructure Corporation announced that they will report Q2, 2024 results After-Market on Aug 13, 2024New Risk • Jun 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.Recent Insider Transactions • May 30Independent Co-Chairman recently bought US$57k worth of stockOn the 28th of May, Jeffrey Osher bought around 17k shares on-market at roughly US$3.39 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of US$233k worth in shares.Reported Earnings • May 17First quarter 2024 earnings released: US$0.11 loss per share (vs US$0.30 loss in 1Q 2023)First quarter 2024 results: US$0.11 loss per share. Revenue: US$8.83m (up 24% from 1Q 2023). Net loss: US$2.99m (loss widened 30% from 1Q 2023).お知らせ • May 17Mobile Infrastructure Corporation Reaffirms Earnings Guidance for the Full Year 2024Mobile Infrastructure Corporation reaffirmed earnings guidance for the full year 2024. The company reaffirmed expectation for 2024 revenue of $38 million to $40 million and Net Operating Income of $22.5 million to $23.25 million.お知らせ • May 16Mobile Infrastructure Corporation Announces Chief Financial Officer ChangesMobile Infrastructure Corporation announced the appointment of Paul Gohr as Chief Financial Officer (“CFO”), effective May 16, 2024. Mr. Gohr takes on the CFO responsibility from Stephanie Hogue, who will remain in her role as President and a member of the Board of Directors. Prior to joining Mobile Infrastructure, Mr. Gohr served as Chief Accounting Officer and Vice President of Corporate Finance of CECO Environmental Corp. At CECO, he led corporate functions including finance, accounting, treasury, and tax. Previously, Mr. Gohr served in various roles of increasing responsibility within Grant Thornton LLP. Mr. Gohr is a Certified Public Accountant and earned a bachelor’s degree in Business, Accountancy and a Masters of Accountancy degree from Miami University.お知らせ • Apr 28Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2024Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2024, at 09:00 US Eastern Standard Time. Agenda: To elect seven directors to the company's Board of Directors; to ratify the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact any other business properly brought before the Annual Meeting or any postponement or adjournment of the Annual Meeting.お知らせ • Apr 17Mobile Infrastructure Corporation to Report Q1, 2024 Results on May 15, 2024Mobile Infrastructure Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 15, 2024Reported Earnings • Mar 15Full year 2023 earnings released: US$2.45 loss per share (vs US$1.43 loss in FY 2022)Full year 2023 results: US$2.45 loss per share (further deteriorated from US$1.43 loss in FY 2022). Revenue: US$30.3m (up 4.0% from FY 2022). Net loss: US$32.5m (loss widened 192% from FY 2022).お知らせ • Mar 03Mobile Infrastructure Corporation to Report Q4, 2023 Results on Mar 14, 2024Mobile Infrastructure Corporation announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Mar 14, 2024Recent Insider Transactions • Dec 20Independent Director recently bought US$176k worth of stockOn the 15th of December, Jeffrey Osher bought around 35k shares on-market at roughly US$5.02 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$179k more in shares than they have sold in the last 12 months.Reported Earnings • Nov 16Third quarter 2023 earnings released: US$1.77 loss per share (vs US$0.37 loss in 3Q 2022)Third quarter 2023 results: US$1.77 loss per share (further deteriorated from US$0.37 loss in 3Q 2022). Revenue: US$8.06m (down 4.2% from 3Q 2022). Net loss: US$23.1m (loss widened US$20.2m from 3Q 2022).Board Change • Aug 29High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Chairman of the Board & CEO Manuel Chavez is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測NasdaqGM:BEEP - アナリストの将来予測と過去の財務データ ( )USD 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12/31/202740-15N/AN/A212/31/202636-14N/AN/A33/31/202635-2501N/A12/31/202535-2201N/A9/30/202535-1612N/A6/30/202536-1200N/A3/31/202536-9-1-1N/A12/31/202437-8-1-1N/A9/30/202436-11-1-2N/A6/30/202434-32-1-1N/A3/31/202432-33-10N/A12/31/202330-32-2-2N/A9/30/202329-31-4-2N/A6/30/202330-11-1-1N/A3/31/202329-11-1-1N/A12/31/202229-1112N/A9/30/202229-10-2-2N/A6/30/202227-11-18-17N/A3/31/202224-11-19-19N/A12/31/202120-14-20-20N/A9/30/202117-16-17-17N/A6/30/202115-22-6-6N/A3/31/202115-30-7-7N/A12/31/202017-26-6-6N/A9/30/202018-27-4-4N/A6/30/202021-20-2-2N/A3/31/202023-45-1-1N/A12/31/201923-46N/A-2N/A9/30/201923-44N/A-4N/A6/30/201923-40N/A-2N/A3/31/201922-7N/A-2N/A12/31/201822-8N/A-2N/A9/30/201820-11N/A-5N/A6/30/201816-12N/A-7N/A3/31/201813-12N/A-7N/A12/31/201710-11N/A-8N/A9/30/20178-7N/A-6N/A6/30/20176-8N/A-6N/A3/31/20174-7N/A-6N/A12/31/20162-4N/A-4N/A9/30/20161-3N/A-2N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BEEP今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: BEEP今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: BEEP今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: BEEPの収益 ( 7.9% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: BEEPの収益 ( 7.9% ) 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: BEEPの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YCommercial-services 業界の高成長企業。View Past Performance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2026/05/15 09:56終値2026/05/15 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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Mobile Infrastructure Corporation 3 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。3 アナリスト機関Kevin SteinkeBarrington Research Associates, Inc.John MassoccaB. Riley Securities, Inc.Michael DianaMaxim Group
お知らせ • May 14Mobile Infrastructure Corporation Reiterates Earnings Guidance for the Full Year 2026Mobile Infrastructure Corporation reiterated earnings guidance for the full year 2026. For full year 2026, the Company continues to expect revenue in the range of $35 million to $38 million, representing 4% growth at the midpoint over 2025 results and 8% growth on a same-location basis. The Company expects NOI to range from $21.5 million to $23.0 million, representing year-over-year growth of 7% at the midpoint, and 10% growth on a same-location basis.
お知らせ • Mar 03Mobile Infrastructure Corporation Provides Revenue Guidance for Full Year 2026Mobile Infrastructure Corporation provided revenue guidance for full year 2026. For the period, the company expects revenue ranging from $35 million to $38 million representing 4% growth at the midpoint over 2025 results and 8% growth when adjusted for 2025 asset dispositions.
お知らせ • Aug 13Mobile Infrastructure Corporation Provides Earnings Guidance for the Full Year 2025Mobile Infrastructure Corporation provided earnings guidance for the full year 2025. For the period, the company expects revenue of $37 million to $40 million and Net Operating Income of $23.5 million to $25.0 million.
お知らせ • May 13Mobile Infrastructure Corporation Reaffirms Earnings Guidance for Full Year 2025Mobile Infrastructure Corporation reaffirms earnings guidance for full year 2025. For the period, the company expects Net Operating Income ranging from $23.5 million to $25.0 million and revenues of $37.0 million to $40.0 million.
お知らせ • Mar 11Mobile Infrastructure Corporation Provides Earnings Guidance for the Full Year 2025Mobile Infrastructure Corporation provided earnings guidance for the full year 2025. For the year, the company expects Net Operating Income to range from $23.5 million to $25.0 million, representing year-on-year growth of 7% at the midpoint on revenues of $37.0 million to $40.0 million.
お知らせ • Aug 14Mobile Infrastructure Corporation Re-Affirms Earnings Guidance for the Year 2024Mobile Infrastructure Corporation re-affirmed earnings guidance for the year 2024. For the year, the company expects $38 million to $40 million and Net Operating Income of $22.5 million to $23.25 million.
お知らせ • May 14Mobile Infrastructure Corporation Reiterates Earnings Guidance for the Full Year 2026Mobile Infrastructure Corporation reiterated earnings guidance for the full year 2026. For full year 2026, the Company continues to expect revenue in the range of $35 million to $38 million, representing 4% growth at the midpoint over 2025 results and 8% growth on a same-location basis. The Company expects NOI to range from $21.5 million to $23.0 million, representing year-over-year growth of 7% at the midpoint, and 10% growth on a same-location basis.
お知らせ • Apr 24Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2026Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2026.
お知らせ • Apr 16Mobile Infrastructure Corporation to Report Q1, 2026 Results on May 12, 2026Mobile Infrastructure Corporation announced that they will report Q1, 2026 results After-Market on May 12, 2026
お知らせ • Mar 03Mobile Infrastructure Corporation Provides Revenue Guidance for Full Year 2026Mobile Infrastructure Corporation provided revenue guidance for full year 2026. For the period, the company expects revenue ranging from $35 million to $38 million representing 4% growth at the midpoint over 2025 results and 8% growth when adjusted for 2025 asset dispositions.
お知らせ • Feb 10Mobile Infrastructure Corporation to Report Q4, 2025 Results on Mar 02, 2026Mobile Infrastructure Corporation announced that they will report Q4, 2025 results After-Market on Mar 02, 2026
分析記事 • Jan 10Are Mobile Infrastructure Corporation (NASDAQ:BEEP) Investors Paying Above The Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Mobile Infrastructure fair value estimate is US$2.10 Mobile...
分析記事 • Dec 04Risks To Shareholder Returns Are Elevated At These Prices For Mobile Infrastructure Corporation (NASDAQ:BEEP)Mobile Infrastructure Corporation's ( NASDAQ:BEEP ) price-to-sales (or "P/S") ratio of 3.1x may not look like an...
お知らせ • Nov 04Mobile Infrastructure Corporation to Report Q3, 2025 Results on Nov 10, 2025Mobile Infrastructure Corporation announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
分析記事 • Oct 24Does Mobile Infrastructure (NASDAQ:BEEP) 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...
お知らせ • Aug 13Mobile Infrastructure Corporation Provides Earnings Guidance for the Full Year 2025Mobile Infrastructure Corporation provided earnings guidance for the full year 2025. For the period, the company expects revenue of $37 million to $40 million and Net Operating Income of $23.5 million to $25.0 million.
お知らせ • Jul 24Mobile Infrastructure Corporation to Report Q2, 2025 Results on Aug 12, 2025Mobile Infrastructure Corporation announced that they will report Q2, 2025 results After-Market on Aug 12, 2025
分析記事 • Jul 01Mobile Infrastructure Corporation (NASDAQ:BEEP) Investors Are Less Pessimistic Than ExpectedWhen you see that almost half of the companies in the Commercial Services industry in the United States have...
お知らせ • Jun 30+ 1 more updateMobile Infrastructure Corporation(NasdaqGM:BEEP) dropped from Russell 3000E Growth IndexMobile Infrastructure Corporation(NasdaqGM:BEEP) dropped from Russell 3000E Growth Index
お知らせ • Jun 18+ 1 more updateMobile Infrastructure Corporation Announces Chief Executive Officer Changes, Effective August 1, 2025Mobile Infrastructure Corporation on June 18, 2025 announced a leadership transition designed to support the Company’s strategic growth plan and long-term value creation strategy. Effective August 1, 2025, Stephanie Hogue, currently President of the Company, will assume the additional role of Chief Executive Officer. Manuel Chavez III, who has served as CEO since 2021, will transition to the role of Executive Co-Chairman of the Board, as well as Chair of the newly formed Investment Committee. Ms. Hogue is a globally focused executive with more than 20 years of leadership experience across capital markets, real assets, and strategic advisory. She has served as the Company’s President and a member of its Board of Directors since 2021 and held the additional role of CFO from 2021 until 2024. At Mobile, Stephanie has been integral to executing corporate strategy and capital markets transactions, as well as designing a full operational scale-up. Earlier in her career, Stephanie served as a Managing Director of PwC Corporate Finance LLC, where she served as New York Branch Manager. She led the firm’s Inbound Cross-Border M&A and Debt Private Placements practices, overseeing complex capital raises and strategic transactions. Based in both New York and Mumbai during her tenure, she managed transactions across multiple jurisdictions. Prior to PwC, she held capital markets roles at several investment banks, focusing on debt capital markets throughout the Americas across sectors such as infrastructure, real assets, and industrials. She began her career at Deloitte, as part of Financial Advisory and Strategic Initiatives teams. Known for her analytical rigor, cross-border execution capabilities, and problem-solving mindset, Stephanie brings a disciplined, stakeholder-aligned approach to long-term value creation. She holds a B.A. from Miami University and an MBA from the University of Rochester’s Simon Graduate School of Business.
Reported Earnings • May 14First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.10 loss per share (further deteriorated from US$0.093 loss in 1Q 2024). Revenue: US$8.24m (down 6.7% from 1Q 2024). Net loss: US$4.16m (loss widened 58% from 1Q 2024). Revenue missed analyst estimates by 9.9%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • May 13Mobile Infrastructure Corporation Reaffirms Earnings Guidance for Full Year 2025Mobile Infrastructure Corporation reaffirms earnings guidance for full year 2025. For the period, the company expects Net Operating Income ranging from $23.5 million to $25.0 million and revenues of $37.0 million to $40.0 million.
お知らせ • Apr 29Mobile Infrastructure Corporation to Report Q1, 2025 Results on May 12, 2025Mobile Infrastructure Corporation announced that they will report Q1, 2025 results After-Market on May 12, 2025
お知らせ • Apr 25Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2025Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2025.
New Risk • Mar 17New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$1.2m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change).
Reported Earnings • Mar 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: US$0.24 loss per share (improved from US$2.45 loss in FY 2023). Revenue: US$37.0m (up 22% from FY 2023). Net loss: US$7.54m (loss narrowed 77% from FY 2023). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Commercial Services industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Mar 11Mobile Infrastructure Corporation Provides Earnings Guidance for the Full Year 2025Mobile Infrastructure Corporation provided earnings guidance for the full year 2025. For the year, the company expects Net Operating Income to range from $23.5 million to $25.0 million, representing year-on-year growth of 7% at the midpoint on revenues of $37.0 million to $40.0 million.
New Risk • Feb 22New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (148% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$2.7m net loss in 3 years). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$99.6m market cap).
お知らせ • Feb 13Mobile Infrastructure Corporation to Report Q4, 2024 Results on Mar 10, 2025Mobile Infrastructure Corporation announced that they will report Q4, 2024 results After-Market on Mar 10, 2025
Recent Insider Transactions Derivative • Jan 15President exercised options and sold US$114k worth of stockOn the 10th of January, Stephanie Hogue exercised options to acquire 29k shares at no cost and sold these for an average price of US$3.94 per share. This trade did not impact their existing holding. Since June 2024, Stephanie's direct individual holding has increased from 548.00 shares to 1.10k. Company insiders have collectively bought US$188k more than they sold, via options and on-market transactions, in the last 12 months.
Reported Earnings • Nov 14Third quarter 2024 earnings released: US$0.057 loss per share (vs US$1.77 loss in 3Q 2023)Third quarter 2024 results: US$0.057 loss per share (improved from US$1.77 loss in 3Q 2023). Revenue: US$9.76m (up 21% from 3Q 2023). Net loss: US$1.75m (loss narrowed 92% from 3Q 2023). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • Oct 23Mobile Infrastructure Corporation to Report Q3, 2024 Results on Nov 13, 2024Mobile Infrastructure Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 13, 2024
お知らせ • Sep 12+ 1 more updateMobile Infrastructure Corporation announced that it expects to receive $40.4 million in fundingMobile Infrastructure Corporation has announced that it has entered into a credit agreement by issuing revolving facility for the gross proceeds of $40.4 million on September 11, 1014. The transaction included participation from existing lender Harvest Small Cap Partners, L.P. and Harvest Small Cap Partners Master Ltd, a funds managed by No Street GP LP. The revolving credit facility will mature on September 11, 2025. It will accrue interest at a rate of 15.0% per annum, with interest payable in arrears at maturity or upon repayment of any principal amount borrowed under the Revolving Facility.
New Risk • Sep 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (99% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
Reported Earnings • Aug 15Second quarter 2024 earnings released: US$0.063 loss per share (vs US$0.32 loss in 2Q 2023)Second quarter 2024 results: US$0.063 loss per share (improved from US$0.32 loss in 2Q 2023). Revenue: US$9.27m (up 28% from 2Q 2023). Net loss: US$1.84m (loss narrowed 25% from 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
New Risk • Aug 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 276% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (276% increase in shares outstanding). Minor Risk Market cap is less than US$100m (US$89.9m market cap).
お知らせ • Aug 14Mobile Infrastructure Corporation Re-Affirms Earnings Guidance for the Year 2024Mobile Infrastructure Corporation re-affirmed earnings guidance for the year 2024. For the year, the company expects $38 million to $40 million and Net Operating Income of $22.5 million to $23.25 million.
お知らせ • Jul 24Mobile Infrastructure Corporation to Report Q2, 2024 Results on Aug 13, 2024Mobile Infrastructure Corporation announced that they will report Q2, 2024 results After-Market on Aug 13, 2024
New Risk • Jun 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • May 30Independent Co-Chairman recently bought US$57k worth of stockOn the 28th of May, Jeffrey Osher bought around 17k shares on-market at roughly US$3.39 per share. This transaction amounted to 48% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Jeffrey has been a buyer over the last 12 months, purchasing a net total of US$233k worth in shares.
Reported Earnings • May 17First quarter 2024 earnings released: US$0.11 loss per share (vs US$0.30 loss in 1Q 2023)First quarter 2024 results: US$0.11 loss per share. Revenue: US$8.83m (up 24% from 1Q 2023). Net loss: US$2.99m (loss widened 30% from 1Q 2023).
お知らせ • May 17Mobile Infrastructure Corporation Reaffirms Earnings Guidance for the Full Year 2024Mobile Infrastructure Corporation reaffirmed earnings guidance for the full year 2024. The company reaffirmed expectation for 2024 revenue of $38 million to $40 million and Net Operating Income of $22.5 million to $23.25 million.
お知らせ • May 16Mobile Infrastructure Corporation Announces Chief Financial Officer ChangesMobile Infrastructure Corporation announced the appointment of Paul Gohr as Chief Financial Officer (“CFO”), effective May 16, 2024. Mr. Gohr takes on the CFO responsibility from Stephanie Hogue, who will remain in her role as President and a member of the Board of Directors. Prior to joining Mobile Infrastructure, Mr. Gohr served as Chief Accounting Officer and Vice President of Corporate Finance of CECO Environmental Corp. At CECO, he led corporate functions including finance, accounting, treasury, and tax. Previously, Mr. Gohr served in various roles of increasing responsibility within Grant Thornton LLP. Mr. Gohr is a Certified Public Accountant and earned a bachelor’s degree in Business, Accountancy and a Masters of Accountancy degree from Miami University.
お知らせ • Apr 28Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2024Mobile Infrastructure Corporation, Annual General Meeting, Jun 18, 2024, at 09:00 US Eastern Standard Time. Agenda: To elect seven directors to the company's Board of Directors; to ratify the appointment of Deloitte & Touche LLP as the company's independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact any other business properly brought before the Annual Meeting or any postponement or adjournment of the Annual Meeting.
お知らせ • Apr 17Mobile Infrastructure Corporation to Report Q1, 2024 Results on May 15, 2024Mobile Infrastructure Corporation announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on May 15, 2024
Reported Earnings • Mar 15Full year 2023 earnings released: US$2.45 loss per share (vs US$1.43 loss in FY 2022)Full year 2023 results: US$2.45 loss per share (further deteriorated from US$1.43 loss in FY 2022). Revenue: US$30.3m (up 4.0% from FY 2022). Net loss: US$32.5m (loss widened 192% from FY 2022).
お知らせ • Mar 03Mobile Infrastructure Corporation to Report Q4, 2023 Results on Mar 14, 2024Mobile Infrastructure Corporation announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Mar 14, 2024
Recent Insider Transactions • Dec 20Independent Director recently bought US$176k worth of stockOn the 15th of December, Jeffrey Osher bought around 35k shares on-market at roughly US$5.02 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$179k more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 16Third quarter 2023 earnings released: US$1.77 loss per share (vs US$0.37 loss in 3Q 2022)Third quarter 2023 results: US$1.77 loss per share (further deteriorated from US$0.37 loss in 3Q 2022). Revenue: US$8.06m (down 4.2% from 3Q 2022). Net loss: US$23.1m (loss widened US$20.2m from 3Q 2022).
Board Change • Aug 29High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Chairman of the Board & CEO Manuel Chavez is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.