IHS Holding Limited

NYSE:IHS 株式レポート

時価総額：US$2.8b

IHS Holding 将来の成長

Future 基準チェック /06

IHS Holdingの収益は年間16.9%で減少すると予測されていますが、年間収益は年間7.6%で増加すると予想されています。EPS は年間18.4%で減少すると予想されています。

主要情報

-16.9%

収益成長率

-18.39%

EPS成長率

Telecom 収益成長12.3%
収益成長率7.6%
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12 May 2026

今後の成長に関する最新情報

分析記事 • Nov 15

IHS Holding Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

A week ago, IHS Holding Limited ( NYSE:IHS ) came out with a strong set of third-quarter numbers that could potentially...

Recent updates

Seeking Alpha • May 23

IHS Holding: Deal Or No Deal, This African Tower Giant Is Mispriced At 5.5x EBITDA

Summary IHS Holding Limited is subject to a $6.2 billion acquisition offer from MTN Group at $8.50 per share, representing a modest premium to the current trading price of $8.24. IHS posted a 151% YoY jump in Q1 2026 profit after tax, with free cash flow up 15.8% and net leverage declining to 2.9x. 72% of IHS revenue is secured in long-term contracts, but 70% of revenue is concentrated in Nigeria, presenting structural risk. I rate IHS a Hold with a price target of $11.50 over 18 to 24 months, representing 40% upside from current levels based on partial re-rating toward African peer multiples. Read the full article on Seeking Alpha
ナラティブの更新 • May 01

IHS: MTN Cash Merger Price And Shareholder Support Will Drive Upside

Analysts have reduced their price target on IHS Holding to $8.50 from $17.00, citing the agreed acquisition by MTN Group at $8.50 per share and the high level of existing shareholder support for the deal. Analyst Commentary Recent research on IHS Holding centers on the agreed acquisition by MTN Group at US$8.50 per share, which now anchors how many analysts think about valuation and risk.
ナラティブの更新 • Apr 17

IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk

Analysts have trimmed their price target on IHS Holding to $9.00 from $9.63, citing the agreed $8.50 per share cash takeover by MTN Group and the high level of existing shareholder support for the deal. Analyst Commentary Analysts are adjusting their views on IHS Holding now that the company has agreed to be acquired by MTN Group for $8.50 per share and a large block of shareholders has already backed the deal.
ナラティブの更新 • Apr 02

IHS: MTN Cash Offer Will Cap Upside And Drive Bearish Repricing

Analysts have trimmed their price target on IHS Holding to $8.50 from $17, reflecting the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support already lined up for the deal. Analyst Commentary Bearish analysts are signaling a more cautious stance on IHS Holding after the agreed cash offer of $8.50 per share, with price targets being reset to align with the proposed deal terms.
ナラティブの更新 • Mar 19

IHS: MTN Cash Offer And Downgrade Will Define Risk And Upside

Analysts have trimmed their price target on IHS Holding to $8.50 from $17.00 following the announced $8.50 per share merger agreement with MTN Group and the securing of support from shareholders holding more than 40% of the stock. Analyst Commentary Bearish analysts are treating the agreed US$8.50 per share merger price as a ceiling on near term upside, resetting expectations and bringing ratings in line with the proposed deal value.
ナラティブの更新 • Mar 05

IHS: MTN Cash Offer Will Anchor Returns And Limit Standalone Upside

Analysts have adjusted their price target on IHS Holding to $8.50, down from $17.00. This reflects the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support for the proposed merger.
ナラティブの更新 • Feb 19

IHS: Merger Agreement At US$8.50 Will Drive Emerging Market Upside

The analyst price target for IHS Holding has been revised from about $16.75 to $12.00. This reflects the $8.50 per share MTN Group merger agreement and recent Street research that has adjusted ratings and targets closer to the proposed deal value.
分析記事 • Feb 11

Is It Too Late To Consider Buying IHS Holding Limited (NYSE:IHS)?

While IHS Holding Limited ( NYSE:IHS ) might not have the largest market cap around , it led the NYSE gainers with a...
ナラティブの更新 • Feb 05

IHS: Emerging Market Leadership And Cash Generation Will Drive Brazil Tower Upside

Narrative Update on IHS Holding The latest analyst price targets for IHS Holding, rising to a range of about $9 to $12, reflect updated views on fair value, discount rates, revenue growth, profit margins, and future P/E. Analysts point to operational performance, cash generation, and progress on growth initiatives as key supports for these targets.
ナラティブの更新 • Jan 22

IHS: Emerging Markets Volatility Will Restrain Upside Despite Q3 Cash Strength

Analysts have nudged their price targets on IHS Holding higher, with recent moves from $8.75 to $9 and from $11 to $12. These changes reflect views that its Q3 operational performance, cash generation, and progress on growth initiatives support slightly better valuation assumptions.
ナラティブの更新 • Jan 08

IHS: Emerging Markets Execution Risks Will Limit Upside Despite Cash Resilience

The analyst price target for IHS Holding is now set at US$9 to US$12, reflecting a modest trim in our fair value estimate to US$6.00 from US$6.25 as analysts point to resilient cash generation, stronger profitability assumptions and the company's leadership position in its key emerging markets. Analyst Commentary Recent research updates on IHS Holding point to a fairly tight cluster of valuation views, with published price targets now running from US$9 to US$12.
分析記事 • Dec 31

We Think IHS Holding (NYSE:IHS) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
ナラティブの更新 • Dec 22

IHS Price Outlook Will Be Driven By Brazil Tower Agreement

Analysts have raised their price target on IHS Holding, reflected in an updated fair value estimate moving from about $15.71 to $16.20. They cite stronger operational performance, resilient cash generation, and continued strategic progress in key emerging markets as key factors behind the revision.
ナラティブの更新 • Dec 08

IHS: Emerging Market Leadership Will Drive Cash Generation And Share Upside

The analyst price target for IHS Holding has been nudged higher, rising to a range anchored around $9 to $12 per share as analysts cite strong operational performance, resilient cash generation, and continued strategic progress in key emerging markets. Analyst Commentary Bullish analysts highlight that the recent price target increases reflect growing confidence in IHS Holding's ability to execute on its growth strategy, particularly in key emerging markets where tower demand and data usage trends remain supportive.
ナラティブの更新 • Nov 24

IHS: Leadership Strength Will Drive Operational Performance And Market Expansion

Narrative Update on IHS Holding Analysts have modestly revised their price target for IHS Holding, increasing it by $1 to $12 per share. They cite strong operational performance, resilient cash generation, and ongoing strategic progress in emerging markets.
分析記事 • Nov 20

IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively

Despite posting healthy earnings, IHS Holding Limited's ( NYSE:IHS ) stock has been quite weak. Our analysis suggests...
分析記事 • Nov 15

IHS Holding Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

A week ago, IHS Holding Limited ( NYSE:IHS ) came out with a strong set of third-quarter numbers that could potentially...
ナラティブの更新 • Nov 06

IHS: Future Performance Will Improve as Operations Are Streamlined and Guidance Rises

Analysts have raised their price target for IHS Holding from $5.50 to $6.25, citing recent financial outperformance and improved operational stability. Analyst Commentary Analyst sentiment around IHS Holding has shifted in light of the company's recent results and operational improvements.
ナラティブの更新 • Oct 23

Analysts Raise Price Target for IHS Holding Amid Upbeat Results and Mixed Outlook

The analyst price target for IHS Holding has increased by $0.75 to $6.25 per share. Analysts cite stronger-than-expected quarterly results and improved operational stability as key reasons for the upward revision.
ナラティブの更新 • Oct 09

Wireless Rollout In Africa And Latin America Will Boost Demand

Analysts have raised their price target for IHS Holding from $9.21 to $9.66. They cite improved financial guidance and operational streamlining as reasons for a more optimistic outlook on the company's future performance.
ナラティブの更新 • Aug 15

Wireless Rollout In Africa And Latin America Will Boost Demand

Analysts cite raised financial guidance, operational improvements, and a stable carrier spending outlook as supporting factors for near-term stock appreciation, resulting in a modest price target increase to $6.25, though the overall consensus target remains unchanged at $8.96. Analyst Commentary Raised financial guidance after a quarter exceeding Street expectations.
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新しいナラティブ • May 17

Extended Nigeria Contracts And Tax Cuts Will Improve Cash Flow

Extended contracts with key customers improve financial visibility and long-term revenue growth while supporting increased contracted revenue.
分析記事 • May 13

IHS Holding Limited (NYSE:IHS) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected

Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 30% in the...
Seeking Alpha • Apr 19

IHS Holding: Solid Competitive Advantage And Growth Catalysts

Summary I recommend a buy rating for IHS Holding due to its strong competitive advantages, visible growth catalysts, and improved balance sheet. IHS's scale, contractual visibility, and de-risked economics provide significant competitive advantages, reducing competition and enhancing margins. Growth catalysts include a 50% tariff increase in Nigeria and increasing mobile data consumption, driving demand for telecom infrastructure. IHS's stronger cash flow and balance sheet, with potential for share buybacks or dividends, further support the buy rating. Read the full article on Seeking Alpha
分析記事 • Mar 22

Subdued Growth No Barrier To IHS Holding Limited (NYSE:IHS) With Shares Advancing 36%

Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 36% in the...
Seeking Alpha • Feb 12

IHS Holding: Value Is Slowly Being Recognized

Summary IHS Holding's stock has risen 28% since my last article, arguably due to a more stable currency and more US dollar availability in Nigeria. Nigeria's naira is expected to stabilize and potentially strengthen. Increased US dollar availability strengthens IHS Holding's balance sheet, reduces FX risk, and boosts investor confidence. Shares are still a buy with a price target of $5 unchanged. Read the full article on Seeking Alpha
分析記事 • Jan 23

Investors Aren't Buying IHS Holding Limited's (NYSE:IHS) Revenues

You may think that with a price-to-sales (or "P/S") ratio of 0.7x IHS Holding Limited ( NYSE:IHS ) is a stock worth...
分析記事 • Oct 02

Lacklustre Performance Is Driving IHS Holding Limited's (NYSE:IHS) Low P/S

You may think that with a price-to-sales (or "P/S") ratio of 0.5x IHS Holding Limited ( NYSE:IHS ) is a stock worth...
分析記事 • Jun 17

Little Excitement Around IHS Holding Limited's (NYSE:IHS) Revenues

With a price-to-sales (or "P/S") ratio of 0.6x IHS Holding Limited ( NYSE:IHS ) may be sending bullish signals at the...
分析記事 • Mar 12

Benign Growth For IHS Holding Limited (NYSE:IHS) Underpins Stock's 25% Plummet

To the annoyance of some shareholders, IHS Holding Limited ( NYSE:IHS ) shares are down a considerable 25% in the last...
分析記事 • Mar 01

IHS Holding (NYSE:IHS) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Jan 08

Getting In Cheap On IHS Holding Limited (NYSE:IHS) Might Be Difficult

It's not a stretch to say that IHS Holding Limited's ( NYSE:IHS ) price-to-sales (or "P/S") ratio of 0.7x right now...

業績と収益の成長予測

NYSE:IHS - 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
12/31/20282,0773691266652
12/31/20271,8642903799073
12/31/20261,8513674977851
3/31/20261,605638723965N/A
12/31/20251,582621684936N/A
9/30/20251,5346477801,034N/A
6/30/20251,500291715957N/A
3/31/20251,502135595854N/A
12/31/20241,527-1,468460729N/A
9/30/20241,783-2,332245544N/A
6/30/20241,830-2,395211590N/A
3/31/20241,941-3,541177694N/A
12/31/20231,925-1,905255854N/A
9/30/20232,142-1,791362976N/A
6/30/20232,196-1,5553961,042N/A
3/31/20232,118-465403994N/A
12/31/20221,961-459348907N/A
9/30/20221,851-264219808N/A
6/30/20221,730-263224720N/A
3/31/20221,66419278703N/A
12/31/20211,580-26348750N/A
9/30/20211,53598385702N/A
6/30/20211,503108407703N/A
3/31/20211,432-34417686N/A
12/31/20201,403-322406635N/A
12/31/20191,231-423N/A642N/A
12/31/20181,168-133N/A462N/A
12/31/20171,107-425N/A456N/A
9/30/20171,040-354N/A390N/A
6/30/2017973-282N/A325N/A
3/31/2017939-554N/A370N/A
12/31/2016906-826N/A416N/A
12/31/2015727-436N/A250N/A

アナリストによる今後の成長予測

収入対貯蓄率: IHS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-16.9% )。

収益対市場: IHS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-16.9% )。

高成長収益: IHS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: IHSの収益 ( 7.6% ) US市場 ( 11.8% ) よりも低い成長が予測されています。

高い収益成長: IHSの収益 ( 7.6% ) 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: IHS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2026/05/26 16:03
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

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

IHS Holding Limited 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。12

アナリスト機関
Maurice PatrickBarclays
Michael RollinsCitigroup Inc
James SchneiderGoldman Sachs