Elmos Semiconductor SE

XTRA:ELG 주식 리포트

시가총액: €3.2b

Elmos Semiconductor 향후 성장

Future 기준 점검 2/6

Elmos Semiconductor (는) 각각 연간 14.4% 및 11.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 14.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.8% 로 예상됩니다.

핵심 정보

14.4%

이익 성장률

14.53%

EPS 성장률

Semiconductor 이익 성장30.4%
매출 성장률11.5%
향후 자기자본이익률17.77%
애널리스트 커버리지

Low

마지막 업데이트18 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 May 14

ELG: Raised Guidance And Buybacks Are Expected To Support Higher Earnings Multiple

Narrative Update: Elmos Semiconductor The analyst fair value estimate for Elmos Semiconductor has shifted from €180.00 to €210.00, with analysts linking this change to updated assumptions around revenue growth, profit margins, and future P/E expectations reflected in recent price target revisions from major firms. Analyst Commentary Recent research updates point to a constructive tone around Elmos Semiconductor, with bullish analysts revising their price targets higher and aligning their models with the latest fair value estimate shift to €210.00.
내러티브 업데이트 Apr 23

ELG: Updated Guidance And Buyback Plan Will Support Future Earnings Multiple

Analysts have raised their price targets on Elmos Semiconductor by a combined €60, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples that support a higher valuation range. Analyst Commentary Bullish analysts have recently lifted their price targets on Elmos Semiconductor by a combined €60, with one move of €45 and another of €15, pointing to a higher valuation range supported by updated modeling assumptions.
내러티브 업데이트 Apr 09

ELG: Higher Earnings Visibility And Buybacks Will Shape Balanced Return Outlook

Analysts have raised the price target for Elmos Semiconductor to €150.40 from €97.17. The revised target reflects updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E, supported by recent target increases from major research houses.
내러티브 업데이트 Mar 26

ELG: Higher Dividend And Buyback Framework Will Support Future Earnings Multiple

Analysts have raised their price target on Elmos Semiconductor from €145.00 to €180.00, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E multiples following recent research. Analyst Commentary Recent research shows bullish analysts lifting their price target on Elmos Semiconductor to €180.00.
내러티브 업데이트 Mar 11

ELG: Raised Expectations On Margins Will Heighten Future Execution Risk

Narrative Update on Elmos Semiconductor The analyst price target for Elmos Semiconductor has been increased by €15. Analysts cite updated assumptions on revenue growth, profit margins and future P/E as the main factors behind this change.
내러티브 업데이트 Feb 25

ELG: Dividend, Buyback And R&D Expansion Will Support Steady Future P/E

Analysts have lifted their price target on Elmos Semiconductor by €15, citing slightly adjusted long term assumptions on revenue growth, profitability and P/E as the main factors supporting the new view. Analyst Commentary Bullish analysts are using the €15 price target lift as a signal that their long term view on Elmos Semiconductor is now aligned with slightly higher expectations for revenue growth, profitability and the P/E level they are comfortable assigning to the shares.
내러티브 업데이트 Feb 10

ELG: Future P/E Repricing Will Support Higher Fair Value Estimate

Analysts have lifted their fair value estimate for Elmos Semiconductor from €118.32 to €145.00, citing updated assumptions around revenue growth, profit margins and future P/E expectations as the key drivers behind the higher target. Analyst Commentary Recent research points to a more confident stance on Elmos Semiconductor, with bullish analysts adjusting their fair value assumptions and supporting a higher price target.
분석 기사 Feb 08

Elmos Semiconductor (ETR:ELG) Is Paying Out A Larger Dividend Than Last Year

The board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 1st of June will be increased to...
내러티브 업데이트 Jan 27

ELG: Execution Risk On 2025 Margin Guidance Will Constrain Future Upside

Narrative Update Analysts have raised their price targets for Elmos Semiconductor, with recent revisions moving one target to €90 and another firm adding a further €15 increase, supported by updated assumptions for growth, margins, and a slightly adjusted P/E outlook. Analyst Commentary Recent research updates on Elmos Semiconductor reflect a more mixed tone than the headline price target changes might suggest.
분석 기사 Jan 21

Why We Like The Returns At Elmos Semiconductor (ETR:ELG)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
내러티브 업데이트 Jan 11

ELG: Higher Revenue Assumptions Will Face Limited Upside And Execution Risks

Analysts have lifted their price target on Elmos Semiconductor to €90 from €85, citing updated assumptions on revenue growth and profitability that support a slightly adjusted P/E outlook, while leaving their fair value view unchanged. Analyst Commentary Even with the higher €90 price target, the tone from bearish analysts remains measured.
내러티브 업데이트 Dec 26

ELG: Higher Long Term Assumptions Will Face Stable Earnings And Execution Risks

Analysts have nudged their price target on Elmos Semiconductor higher to EUR 90 from EUR 85, citing slightly stronger long term revenue growth assumptions and a modestly higher valuation multiple, despite a largely unchanged profit outlook. Analyst Commentary Bearish analysts acknowledge that the new EUR 90 price target reflects slightly improved long term growth assumptions, but emphasize that the rating remains at Hold.
분석 기사 Dec 25

Elmos Semiconductor (ETR:ELG) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
내러티브 업데이트 Dec 12

ELG: Higher Revenue Outlook Will Meet Cautious Earnings And Execution Expectations

Analysts have raised their price target on Elmos Semiconductor from EUR 85 to EUR 90, citing improving revenue growth expectations and slightly higher profit margin forecasts, despite a modest uptick in the discount rate and a marginally lower future P/E multiple. Analyst Commentary While the latest target price increase reflects recognition of Elmos Semiconductor's solid fundamentals, the rating remains at Hold, underscoring a cautious stance on the stock's risk reward profile.
분석 기사 Dec 09

Are Elmos Semiconductor SE (ETR:ELG) Investors Paying Above The Intrinsic Value?

Key Insights The projected fair value for Elmos Semiconductor is €79.66 based on 2 Stage Free Cash Flow to Equity...
분석 기사 Nov 27

Does Elmos Semiconductor (ETR:ELG) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Nov 12

Elmos Semiconductor's (ETR:ELG) Solid Earnings May Rest On Weak Foundations

Following the solid earnings report from Elmos Semiconductor SE ( ETR:ELG ), the market responded by bidding up the...
분석 기사 Nov 04

Elmos Semiconductor SE's (ETR:ELG) Business And Shares Still Trailing The Market

Elmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.8x might make it look like a buy right...
분석 기사 Oct 22

What Is Elmos Semiconductor SE's (ETR:ELG) Share Price Doing?

While Elmos Semiconductor SE ( ETR:ELG ) might not have the largest market cap around , it saw a decent share price...
분석 기사 Sep 19

Why The 24% Return On Capital At Elmos Semiconductor (ETR:ELG) Should Have Your Attention

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Aug 20

These 4 Measures Indicate That Elmos Semiconductor (ETR:ELG) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 Jul 21

With EPS Growth And More, Elmos Semiconductor (ETR:ELG) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
분석 기사 Jul 09

Elmos Semiconductor SE (ETR:ELG) Shares Fly 28% But Investors Aren't Buying For Growth

Elmos Semiconductor SE ( ETR:ELG ) shares have continued their recent momentum with a 28% gain in the last month alone...
분석 기사 Jun 25

Is It Too Late To Consider Buying Elmos Semiconductor SE (ETR:ELG)?

Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it saw a significant share price rise of...
분석 기사 May 23

Elmos Semiconductor SE (ETR:ELG) Surges 28% Yet Its Low P/E Is No Reason For Excitement

Elmos Semiconductor SE ( ETR:ELG ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...
분석 기사 May 09

Elmos Semiconductor SE (ETR:ELG) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

Shareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 12% to...
분석 기사 May 08

We Think Elmos Semiconductor (ETR:ELG) Can Stay On Top Of Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Apr 25

Elmos Semiconductor SE (ETR:ELG) Shares Could Be 43% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Elmos Semiconductor fair value estimate is €103 Elmos...
분석 기사 Apr 08

Investors Don't See Light At End Of Elmos Semiconductor SE's (ETR:ELG) Tunnel And Push Stock Down 26%

To the annoyance of some shareholders, Elmos Semiconductor SE ( ETR:ELG ) shares are down a considerable 26% in the...
분석 기사 Apr 06

Elmos Semiconductor's (ETR:ELG) Upcoming Dividend Will Be Larger Than Last Year's

Elmos Semiconductor SE's ( ETR:ELG ) dividend will be increasing from last year's payment of the same period to €1.00...
분석 기사 Mar 28

Additional Considerations Required While Assessing Elmos Semiconductor's (ETR:ELG) Strong Earnings

Last week's profit announcement from Elmos Semiconductor SE ( ETR:ELG ) was underwhelming for investors, despite...
분석 기사 Mar 23

Elmos Semiconductor (ETR:ELG) Is Increasing Its Dividend To €1.00

The board of Elmos Semiconductor SE ( ETR:ELG ) has announced that the dividend on 20th of May will be increased to...
분석 기사 Mar 11

Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 Feb 14

Is Now An Opportune Moment To Examine Elmos Semiconductor SE (ETR:ELG)?

Elmos Semiconductor SE ( ETR:ELG ), is not the largest company out there, but it led the XTRA gainers with a relatively...
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새로운 내러티브 Feb 08

Operational Efficiency And China Presence Will Drive Future Success In Automotive Semiconductors

Strategic focus on operational efficiency and lower capital expenditures could improve net margins and financial efficiency.
분석 기사 Jan 30

Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Jan 07

Investors Shouldn't Overlook Elmos Semiconductor's (ETR:ELG) Impressive Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
분석 기사 Dec 06

A Look At The Intrinsic Value Of Elmos Semiconductor SE (ETR:ELG)

Key Insights Elmos Semiconductor's estimated fair value is €63.67 based on 2 Stage Free Cash Flow to Equity With €65.00...
분석 기사 Nov 22

Elmos Semiconductor SE's (ETR:ELG) Share Price Is Matching Sentiment Around Its Earnings

Elmos Semiconductor SE's ( ETR:ELG ) price-to-earnings (or "P/E") ratio of 10.4x might make it look like a buy right...
분석 기사 Nov 09

Elmos Semiconductor SE (ETR:ELG) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Shareholders of Elmos Semiconductor SE ( ETR:ELG ) will be pleased this week, given that the stock price is up 11% to...
분석 기사 Oct 22

Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Sep 27

Elmos Semiconductor (ETR:ELG) Knows How To Allocate Capital Effectively

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Aug 16

Elmos Semiconductor SE (ETR:ELG) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights Elmos Semiconductor's estimated fair value is €122 based on 2 Stage Free Cash Flow to Equity Elmos...
분석 기사 Aug 04

Elmos Semiconductor SE Just Beat EPS By 19%: Here's What Analysts Think Will Happen Next

Elmos Semiconductor SE ( ETR:ELG ) came out with its interim results last week, and we wanted to see how the business...
분석 기사 Jul 29

Is Now The Time To Look At Buying Elmos Semiconductor SE (ETR:ELG)?

Elmos Semiconductor SE ( ETR:ELG ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 Jul 15

Should You Be Adding Elmos Semiconductor (ETR:ELG) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 Jun 19

Here's Why Elmos Semiconductor (ETR:ELG) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jun 06

Elmos Semiconductor (ETR:ELG) Is Very Good At Capital Allocation

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

이익 및 매출 성장 예측

XTRA:ELG - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20288261621312035
12/31/20277441441251855
12/31/20266581231121625
3/31/202660810985129N/A
12/31/202558310166120N/A
9/30/2025559124554N/A
6/30/20255751261867N/A
3/31/20255711232079N/A
12/31/2024581129-5116N/A
9/30/202459210233118N/A
6/30/2024587105-1695N/A
3/31/2024581103-5581N/A
12/31/202357599-25103N/A
9/30/202354493-6558N/A
6/30/202351285-7140N/A
3/31/202348278-3453N/A
12/31/2022447711599N/A
9/30/2022407641092N/A
6/30/20223685322100N/A
3/31/2022341451994N/A
12/31/2021322401180N/A
9/30/2021305312579N/A
6/30/2021266162158N/A
3/31/2021245101436N/A
12/31/20202336527N/A
9/30/20202402431N/A
6/30/2020267121142N/A
3/31/2020275182058N/A
12/31/201927319N/A46N/A
9/30/201925026N/A41N/A
6/30/201925131N/A48N/A
3/31/201925332N/A52N/A
12/31/201825432N/A48N/A
9/30/201827134N/A52N/A
6/30/201826331N/A42N/A
3/31/201825327N/A34N/A
12/31/201725025N/A38N/A
9/30/201724522N/A39N/A
6/30/201724019N/A39N/A
3/31/201723618N/A34N/A
12/31/201622916N/A33N/A
9/30/201622012N/A39N/A
6/30/201621913N/A42N/A
3/31/201621812N/A46N/A
12/31/201522016N/A50N/A
9/30/201521818N/A38N/A
6/30/201521817N/A37N/A

애널리스트 향후 성장 전망

수입 대 저축률: ELG 의 연간 예상 수익 증가율(14.4%)이 saving rate(1.9%)보다 높습니다.

수익 vs 시장: ELG 의 연간 수익(14.4%)이 German 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ELG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ELG 의 수익(연간 11.5%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: ELG 의 수익(연간 11.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: ELG의 자본 수익률은 3년 후 17.8%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 15:39
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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산업 및 섹터 지표

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분석가 소스

Elmos Semiconductor SE는 11명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tammy QiuBerenberg
Amelie Dueckelmann-DublanyBerenberg
Robert SandersDeutsche Bank