NFON 향후 성장
Future 기준 점검 3/6
NFON (는) 각각 연간 30.4% 및 5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 31.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7.9% 로 예상됩니다.
핵심 정보
30.4%
이익 성장률
31.35%
EPS 성장률
| Telecom 이익 성장 | 21.1% |
| 매출 성장률 | 5.0% |
| 향후 자기자본이익률 | 7.90% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 02 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Apr 29
NFN: AI Programme And Modular Licensing Will Support Bullish Re Rating
Analysts have adjusted their price target on NFON to €9.0 to reflect updated assumptions for revenue growth, profit margins and a higher future P/E multiple, while leaving their fair value estimate unchanged at €9.0. What's in the News NFON AG maintained its revenue guidance for 2026, expecting overall revenue growth in the low to mid single digit range, compared with 2.0% in 2025. (Corporate guidance) Earlier guidance for 2026 had already set the same revenue growth range, so the latest update reiterates management’s expectations rather than changing them.분석 기사 • Apr 24
NFON's (ETR:NFN) Performance Is Even Better Than Its Earnings Suggest
NFON AG ( ETR:NFN ) just reported healthy earnings but the stock price didn't move much. Investors are probably missing...분석 기사 • Apr 20
NFON AG Just Beat EPS By 22%: Here's What Analysts Think Will Happen Next
Last week saw the newest yearly earnings release from NFON AG ( ETR:NFN ), an important milestone in the company's...
내러티브 업데이트 • Apr 13
NFN: AI And Partner Programme Progress Will Support Future Upside
Analysts have adjusted their price target on NFON from €8.03 to €7.23, citing updated assumptions on growth, margins and the stock's future P/E multiple. What's in the News NFON issued revenue guidance for 2026, expecting overall revenue growth in the low to mid single digit range, compared with 2.0% in 2025 (Corporate Guidance).내러티브 업데이트 • Mar 30
NFN: AI Rollout And Margin Recovery Will Support Bullish Re Rating
Analysts have adjusted their price target on NFON to €9.00. The update reflects slightly revised assumptions around the discount rate, revenue growth, profit margins and future P/E expectations.내러티브 업데이트 • Mar 16
NFN: Future AI Suite And Margin Recovery Will Support Bullish Re Rating
Analysts have reduced their price target on NFON from €11.10 to €9.00, citing updated assumptions regarding discount rates, revenue growth, profit margins and future P/E levels. What's in the News NFON issued revenue guidance for 2026, expecting overall revenue growth in the low to mid single digit range, compared with 2.0% revenue growth for 2025 (Corporate guidance).
내러티브 업데이트 • Mar 02
NFN: AI Expansion And Partner Programme Will Support Rerating Potential
Analysts have kept their price target for NFON steady at €4.00, citing only small revisions to the discount rate, revenue growth and future P/E assumptions, along with a modestly lower profit margin outlook. What's in the News NFON AG reports a further milestone in its NFON Next 2027 programme with the launch of a modular licence model and the NEXUS partner programme, aimed at refining its product portfolio and commercial set up (Key Developments).내러티브 업데이트 • Feb 16
NFN: Long Term AI And Margin Upside Will Support Bullish Re Rating
Analysts have adjusted their NFON price target to €11.10, reflecting updated views on slightly higher long term revenue growth, improved profit margins and a lower future P/E assumption. What's in the News NFON advances its NFON Next 2027 programme with a new modular licence model designed around different user roles and usage scenarios, bundling core telephony and AI-based services such as AI Essentials (Key Developments).내러티브 업데이트 • Feb 02
NFN: Weighing Softer Guidance Against Ongoing AI Project Momentum
The NFON analyst price target has been revised down to €4.00 from €5.50, with analysts citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of this change. What's in the News NFON's Management Board revised earnings guidance for the 2025 financial year after reviewing preliminary results for the first nine months, reflecting updated expectations for the business.내러티브 업데이트 • Jan 19
NFN: AI Project Momentum Will Support Value Despite Softer Near Term Guidance
Analysts have updated their price target on NFON, reflecting revised assumptions for discount rates, revenue growth, profit margins and a higher future P/E multiple. These changes adjust their view of the company’s valuation while keeping the fair value estimate unchanged at €8.03.내러티브 업데이트 • Jan 04
NFN: Medium-Term Margin Recovery Will Support Bullish Equity Re-Rating
Analysts have trimmed their price target on NFON from €13.00 to €11.10. They cited higher perceived risk and weaker margin expectations, which outweigh slightly stronger projected revenue growth.내러티브 업데이트 • Dec 14
NFN: AI Project Momentum Will Support Profits Despite Softer Cloud Telephony
Analysts have trimmed their price target on NFON from €9.90 to €8.03, citing slightly softer expectations for revenue growth, slimmer profit margins and a lower future P E multiple. What's in the News Management Board lowers 2025 Group revenue growth guidance to 1.0% to 2.5%, down from 3% to 5%, after weaker than expected third quarter revenue in core cloud telephony, despite solid AI driven project business momentum (company guidance).분석 기사 • Dec 10
It's Down 25% But NFON AG (ETR:NFN) Could Be Riskier Than It Looks
To the annoyance of some shareholders, NFON AG ( ETR:NFN ) shares are down a considerable 25% in the last month, which...분석 기사 • Nov 21
Returns At NFON (ETR:NFN) Are On The Way Up
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...분석 기사 • Aug 29
There May Be Some Bright Spots In NFON's (ETR:NFN) Earnings
Soft earnings didn't appear to concern NFON AG's ( ETR:NFN ) shareholders over the last week. We did some digging, and...분석 기사 • Mar 04
Is It Too Late To Consider Buying NFON AG (ETR:NFN)?
NFON AG ( ETR:NFN ), might not be a large cap stock, but it led the XTRA gainers with a relatively large price hike in...
새 내러티브 • Feb 17
AI Integration Into Cloud Telephony Will Improve Customer Experience And Efficiency
Strategic investments in AI and cost management are expected to enhance customer experience, operational efficiency, and earnings growth.분석 기사 • Feb 08
NFON AG's (ETR:NFN) 27% Jump Shows Its Popularity With Investors
NFON AG ( ETR:NFN ) shareholders would be excited to see that the share price has had a great month, posting a 27% gain...분석 기사 • Nov 20
Investors Continue Waiting On Sidelines For NFON AG (ETR:NFN)
With a median price-to-sales (or "P/S") ratio of close to 0.7x in the Telecom industry in Germany, you could be...분석 기사 • Aug 30
Additional Considerations Required While Assessing NFON's (ETR:NFN) Strong Earnings
NFON AG ( ETR:NFN ) announced strong profits, but the stock was stagnant. Our analysis suggests that shareholders have...분석 기사 • Aug 26
Analysts Have Made A Financial Statement On NFON AG's (ETR:NFN) Second-Quarter Report
The second-quarter results for NFON AG ( ETR:NFN ) were released last week, making it a good time to revisit its...분석 기사 • Mar 04
It's A Story Of Risk Vs Reward With NFON AG (ETR:NFN)
With a median price-to-sales (or "P/S") ratio of close to 0.9x in the Telecom industry in Germany, you could be...분석 기사 • Nov 22
The Market Lifts NFON AG (ETR:NFN) Shares 27% But It Can Do More
NFON AG ( ETR:NFN ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. Taking a...분석 기사 • May 30
Is NFON (ETR:NFN) Using Debt Sensibly?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jan 14
Should You Think About Buying NFON AG (ETR:NFN) Now?
NFON AG ( ETR:NFN ), might not be a large cap stock, but it saw a significant share price rise of over 20% in the past...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 101 | 6 | 7 | 12 | 2 |
| 12/31/2027 | 104 | 5 | 9 | 14 | 3 |
| 12/31/2026 | 96 | 3 | 5 | 10 | 3 |
| 12/31/2025 | 89 | 2 | 4 | 8 | N/A |
| 9/30/2025 | 89 | 1 | 6 | 9 | N/A |
| 6/30/2025 | 89 | 1 | 5 | 8 | N/A |
| 3/31/2025 | 88 | 0 | 7 | 10 | N/A |
| 12/31/2024 | 87 | 0 | 6 | 9 | N/A |
| 9/30/2024 | 85 | 1 | 3 | 7 | N/A |
| 6/30/2024 | 84 | 1 | 4 | 8 | N/A |
| 3/31/2024 | 83 | 0 | 1 | 6 | N/A |
| 12/31/2023 | 82 | -1 | 1 | 7 | N/A |
| 9/30/2023 | 82 | -4 | 1 | 7 | N/A |
| 6/30/2023 | 82 | -10 | -5 | 2 | N/A |
| 3/31/2023 | 81 | -14 | -11 | -3 | N/A |
| 12/31/2022 | 81 | -16 | -12 | -4 | N/A |
| 9/30/2022 | 80 | -17 | -17 | -9 | N/A |
| 6/30/2022 | 78 | -14 | -16 | -7 | N/A |
| 3/31/2022 | 77 | -11 | -11 | -2 | N/A |
| 12/31/2021 | 76 | -9 | -10 | -2 | N/A |
| 9/30/2021 | 75 | -5 | -7 | 2 | N/A |
| 6/30/2021 | 73 | -4 | -5 | 3 | N/A |
| 3/31/2021 | 70 | -1 | -4 | 4 | N/A |
| 12/31/2020 | 68 | -2 | -6 | 1 | N/A |
| 9/30/2020 | 65 | -4 | -7 | 0 | N/A |
| 6/30/2020 | 64 | -7 | -10 | -3 | N/A |
| 3/31/2020 | 61 | -10 | -12 | -7 | N/A |
| 12/31/2019 | 57 | -11 | -12 | -7 | N/A |
| 9/30/2019 | 53 | -9 | N/A | -8 | N/A |
| 6/30/2019 | 49 | -7 | N/A | -7 | N/A |
| 3/31/2019 | 45 | -9 | N/A | -6 | N/A |
| 12/31/2018 | 43 | -8 | N/A | -5 | N/A |
| 9/30/2018 | 41 | -11 | N/A | -4 | N/A |
| 6/30/2018 | 39 | -10 | N/A | -2 | N/A |
| 3/31/2018 | 37 | -3 | N/A | -1 | N/A |
| 12/31/2017 | 36 | -2 | N/A | 0 | N/A |
| 12/31/2016 | 30 | -2 | N/A | -2 | N/A |
| 12/31/2015 | 21 | -6 | N/A | -4 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: NFN 의 연간 예상 수익 증가율(30.4%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: NFN 의 연간 수익(30.4%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: NFN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: NFN 의 수익(연간 5%)이 German 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: NFN 의 수익(연간 5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: NFN의 자본 수익률은 3년 후 7.9%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/08 08:36 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
NFON AG는 8명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Knut Woller | Baader Helvea Equity Research |
| Gustav Froberg | Berenberg |
| Josep Bori | Berenberg |