Sequans Communications S.A.

NYSE:SQNS 株式レポート

時価総額：US$53.9m

Sequans Communications 将来の成長

Future 基準チェック /56

Sequans Communicationsは、17%と38.5%でそれぞれ年率17%で利益と収益が成長すると予測される一方、EPSはgrowで63%年率。

主要情報

17.0%

収益成長率

63.02%

EPS成長率

Semiconductor 収益成長26.3%
収益成長率38.5%
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06 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • May 03

SQNS: Higher Revenue Outlook Will Drive Long Term Earnings Repricing

Analysts have trimmed their average price target on Sequans Communications to $12.50 from $20.67, citing updated assumptions that combine stronger revenue growth expectations with a lower profit margin outlook and a higher future P/E multiple. Analyst Commentary Recent research notes on Sequans Communications have focused on recalibrated price targets that now sit closer to the new average of $12.50, with analysts updating their models around revenue growth prospects, margin structure, and the P/E multiple they are willing to apply.
ナラティブ更新 • Apr 18

SQNS: Recalibrated Expectations And Margin Execution Will Drive Future Upside

Analysts have reduced their fair value estimate for Sequans Communications from $35.00 to $20.00, citing recent price target cuts from multiple firms as well as updated assumptions on growth, margins and future P/E. Analyst Commentary Recent Street research on Sequans Communications has focused on revised price targets and refreshed assumptions around growth, margins and future P/E, with several firms updating their views in close succession.
ナラティブ更新 • Apr 04

SQNS: Execution And Earnings Delivery Will Determine Future Upside Potential

Narrative Update Analysts have reduced their price targets on Sequans Communications by $3 to $15, reflecting updated views on the stock while keeping fair value assumptions broadly unchanged. Analyst Commentary Bearish analysts have trimmed their price targets on Sequans Communications by amounts ranging from $3 to $15, signaling a more cautious stance on what they see as the company’s risk and reward profile at current levels.
ナラティブ更新 • Mar 20

SQNS: Execution On Revenue And Margins Will Drive Future Upside Potential

Analysts have trimmed their price targets on Sequans Communications by $3 to $15, reflecting updated views on the company that align with only modest tweaks to revenue growth, profit margin, and future P/E assumptions in the latest valuation work. Analyst Commentary Recent Street research points to a more cautious stance on Sequans Communications, with several bearish analysts trimming their price targets by US$3 to US$15.
ナラティブ更新 • Mar 06

SQNS: Stronger Revenue Outlook And Margins Will Support Future Upside

Analysts have lowered their price targets on Sequans Communications by $3 to $15, reflecting updated views on revenue growth, profit margins, and future P/E assumptions, while keeping the fair value estimate broadly unchanged. Analyst Commentary Recent research updates on Sequans Communications point to a more cautious tone, with several bearish analysts trimming their price targets.
ナラティブ更新 • Feb 20

SQNS: Higher Revenue Outlook And Leaner Margins Will Drive Future Earnings

Analysts have reduced their price target on Sequans Communications from $11.00 to $8.00, citing updated assumptions that include higher projected revenue growth, lower expected profit margins, and a higher forward P/E multiple in recent research updates from several firms. Analyst Commentary Bearish analysts are trimming their expectations for Sequans Communications, with several research updates pointing to lower price targets concentrated over a short period.
分析記事 • Feb 12

Time To Worry? Analysts Are Downgrading Their Sequans Communications S.A. (NYSE:SQNS) Outlook

Today is shaping up negative for Sequans Communications S.A. ( NYSE:SQNS ) shareholders, with the analysts delivering a...
ナラティブ更新 • Feb 06

SQNS: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings

Analysts have increased their fair value estimate for Sequans Communications from US$3.50 to US$11.00, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple as the main drivers of the change. Valuation Changes Fair value estimate revised from US$3.50 to US$11.00 per share.
ナラティブ更新 • Jan 23

SQNS: Bitcoin Buybacks And Design Wins Will Drive Future Upside

Analysts have trimmed their price target on Sequans Communications to US$35 from US$75, citing softer Q3 sales tied to project timing and supply constraints. They also noted expectations that Q4 could reflect benefits from the company’s expanding 3 year design wins and bitcoin funded buyback activity.
ナラティブ更新 • Jan 08

SQNS: Buybacks And Expanding Design Wins Will Drive Future Upside

Analysts have reset their price target on Sequans Communications to $35, down from a split adjusted $75, citing softer Q3 sales tied to project timing and supply constraints, but pointing to expected Q4 recovery supported by expanding 3 year design wins and the company's bitcoin redemption for share buybacks, alongside a fresh Buy initiation at $13 from another firm. Analyst Commentary Bullish analysts are framing the recent pullback in expectations as more about timing and supply constraints than a shift in the long term story, and they are still anchoring on higher valuation potential for Sequans Communications over time.
ナラティブ更新 • Dec 14

SQNS Will See Buybacks And Design Wins Drive Future Upside

Analysts have reduced their price target on Sequans Communications to $35.00 from $75.00, citing near term sales shortfalls tied to project timing and supply constraints, but highlighting accelerating design wins and strategic capital deployment as support for a still constructive outlook. Analyst Commentary Bullish analysts acknowledge near term execution headwinds but argue that the medium term investment case for Sequans remains intact, supported by a growing portfolio of design wins and a more shareholder friendly capital allocation strategy.
ナラティブ更新 • Nov 29

SQNS: Share Buybacks And Expanding Design Wins Will Drive Q4 Recovery

Analysts have lowered their price target for Sequans Communications from $21.33 to $20.67, citing near-term sales headwinds. However, they maintain a positive view on future design wins and an improving revenue growth outlook.
ナラティブ更新 • Nov 15

SQNS: Share Buybacks And Design Wins Will Drive A Fourth Quarter Recovery

Sequans Communications' analyst price target has been lowered significantly from $41 to approximately $21.33. Analysts cite weaker-than-expected third quarter sales, ongoing supply chain challenges, and the company's evolving strategies as primary factors driving the revision.
分析記事 • Nov 06

What You Need To Know About The Sequans Communications S.A. (NYSE:SQNS) Analyst Downgrade Today

The latest analyst coverage could presage a bad day for Sequans Communications S.A. ( NYSE:SQNS ), with the analysts...
ナラティブ更新 • Oct 31

SQNS: Recent Bitcoin Treasury Initiative Will Drive Long-Term Shareholder Value

Analysts have maintained their price target for Sequans Communications at $41.00. This reflects continued optimism due to the company's recent strategic initiatives and coverage initiations that emphasize long-term growth potential.
ナラティブ更新 • Oct 16

IoT And 5G Expansion Will Advance Markets Despite Bitcoin Risks

Analysts have lowered their fair value target for Sequans Communications from $55.00 to $41.00. This decision is based on adjustments to revenue growth forecasts, profit margin expectations, and observations regarding the company’s evolving bitcoin treasury strategy.
Seeking Alpha • Sep 26

Sequans Communications: Between Chips And Bitcoin, A Hold (Downgrade)

Summary Sequans Communications is now rated Hold as dilution risk overshadows the value of its Bitcoin treasury and core IoT business. SQNS holds 3,200 BTC, but the fully diluted share count drops the Bitcoin floor value per share below current trading levels. The IoT chip business shows promise with Cat-1bis and RedCap, but revenue and margin volatility persist, requiring execution and scale. Ongoing equity issuance to fund Bitcoin accumulation creates uncertainty; clear dilution caps and capital allocation transparency are needed for a more constructive view. Read the full article on Seeking Alpha
ナラティブ更新 • Sep 19

IoT And 5G Expansion Will Advance Markets Despite Bitcoin Risks

Analysts have sharply raised Sequans Communications’ price target from $5.50 to $55.00, driven by a transformative bitcoin treasury strategy, strengthened balance sheet from a $384M capital raise, and expectations of long-term value beyond its semiconductor core. Analyst Commentary The launch of a bitcoin treasury strategy marks a major strategic shift for Sequans, signaling diversification beyond its core semiconductor business.
ナラティブ更新 • Sep 04

IoT And 5G Expansion Will Advance Markets Despite Bitcoin Risks

Sequans Communications’ consensus price target remained steady at $5.50 as analysts balanced the company’s strategic shift to a bitcoin treasury, supported by a $384M private placement, with its efforts to diversify away from semiconductor cycles and potentially enhance shareholder value through crypto asset exposure. Analyst Commentary Implementation of a bitcoin treasury strategy, signaling a major strategic shift from the core chip business.
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新しいナラティブ • May 11

Monarch And Calliope Projects Will Advance 5G IoT Amid Tensions

Sequans expects significant revenue growth from Monarch and Calliope chip projects, accelerated by increased demand in telematics, security, and industrial markets.
Seeking Alpha • Jun 30

Sequans: Finally Ready To Achieve Its Potential

Summary Sequans, a developer and provider of 5G and 4G chips and modules for IoT devices, is expected to provide significant upside with its stock potentially doubling over the next year. The company's Taurus 5G chips are expected to capitalize on the growing 5G/4G Cellular IoT market, projected to exceed $3 billion by 2025. SQNS can achieve $125M+ of annualized product design wins by 2023YE, not reflecting the “opportunity pipeline” where SQNS is likely to solidify new 5G chip relationships and receive up-front payments. The company is set to become a leader in the 5G chip market with its “Taurus” line and is expected to capitalize on the growing 5G/4G Cellular IoT market, projected to exceed $3 billion by 2025. The company is also a potential takeout candidate, with a target price of $6-8 per share based on 4-5x EV/sales valuation. Read the full article on Seeking Alpha
分析記事 • Apr 05

Does Sequans Communications (NYSE:SQNS) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Feb 19

The Consensus EPS Estimates For Sequans Communications S.A. (NYSE:SQNS) Just Fell Dramatically

Market forces rained on the parade of Sequans Communications S.A. ( NYSE:SQNS ) shareholders today, when the analysts...
Seeking Alpha • Feb 14

Sequans Communications Non-GAAP EPADS of -$0.06 misses by $0.02, revenue of $15.9M misses by $0.35M

Sequans Communications press release (NYSE:SQNS): Q4 Non-GAAP EPADS of -$0.06 misses by $0.02. Revenue of $15.9M (+15.2% Y/Y) misses by $0.35M. Q1 Outlook: Taking into consideration the impact of excess inventory primarily at one key customer, the delay of design win project launches, and the historically seasonally lower activity in the first quarter, management is targeting revenues of around $12 million vs consensus of $14.88M, with 70% gross margin for the quarter ending March 31, 2023.
分析記事 • Dec 17

Here's Why Sequans Communications (NYSE:SQNS) Can Afford Some Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Nov 02

Sequans Communications Non-GAAP EPADS of $0.01 beats by $0.03, revenue of $16.5M beats by $0.8M

Sequans Communications press release (NYSE:SQNS): Q3 Non-GAAP EPADS of $0.01 beats by $0.03. Revenue of $16.5M (+38.7% Y/Y) beats by $0.8M. Taking into consideration current customer demand and the ongoing impact of supply chain constraints on the Company's ability to ship orders, management expects revenue to be flat or slightly down sequentially for the quarter ending December 31, 2022, while still representing significant growth compared with the fourth quarter of 2021, with gross margin expected to exceed 65%.

業績と収益の成長予測

NYSE:SQNS - 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
12/31/202813631N/AN/A1
12/31/202766-22N/AN/A4
12/31/202638-74N/AN/A4
12/31/202528-32N/AN/A4
9/30/202532-26-222-50N/A
6/30/20253754-45-41N/A
3/31/20253962-35-26N/A
12/31/20243758-39-20N/A
9/30/202431421446N/A
6/30/202428-40-248N/A
3/31/202428-48-48-14N/A
12/31/202334-41-37-7N/A
9/30/202345-29-224N/A
6/30/202353-22-231N/A
3/31/202359-16-194N/A
12/31/202261-9-25-2N/A
9/30/202258-12-38-15N/A
6/30/202254-9-49-23N/A
3/31/202252-7-49-20N/A
12/31/202151-20-37-9N/A
9/30/202153-24-33-5N/A
6/30/202155-33-27-4N/A
3/31/202154-51-20-2N/A
12/31/202051-55-33-19N/A
9/30/202045-51-14-2N/A
6/30/202037-53-66N/A
3/31/202033-38-82N/A
12/31/201931-37-45N/A
9/30/201927-38-28-19N/A
6/30/201931-37N/A-19N/A
3/31/201936-37N/A-21N/A
12/31/201840-36N/A-23N/A
9/30/201845-34N/A-24N/A
6/30/201847-31N/A-28N/A
3/31/201847-29N/A-25N/A
12/31/201748-26N/A-29N/A
9/30/201751-24N/A-25N/A
6/30/201752-22N/A-29N/A
3/31/201749-21N/A-29N/A
12/31/201646-25N/A-16N/A
9/30/201642-29N/A-12N/A
6/30/201639-27N/A-5N/A
3/31/201637-29N/A-9N/A
12/31/201533-27N/A-16N/A
9/30/201528-27N/A-20N/A
6/30/201525-32N/A-24N/A

アナリストによる今後の成長予測

収入対貯蓄率: SQNSは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: SQNS今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: SQNS今後 3 年以内に収益を上げることが予想されます。

収益対市場: SQNSの収益 ( 38.5% ) US市場 ( 11.4% ) 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: SQNSの収益 ( 38.5% ) 20%よりも速いペースで成長すると予測されています。

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: SQNS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

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2026/05/07 02:39
終値2026/05/07 00:00
収益2025/09/30
年間収益2024/12/31

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

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

Sequans Communications S.A. 4 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
Tristan GerraBaird
Scott SearleBenchmark Company
Gary MobleyBenchmark Company