ACS Actividades de Construcción y Servicios (ACS) 주식 개요
ACS, 액티비사 데 콘스트럭시온 앤 서비시오스, S.A. 자세히 보기
ACS Community Fair Values
Create NarrativeSee what 30 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
ACS, Actividades de Construcción y Servicios, S.A. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €104.70 |
| 52주 최고가 | €141.20 |
| 52주 최저가 | €62.85 |
| 베타 | 0.61 |
| 1개월 변동 | -8.72% |
| 3개월 변동 | -16.37% |
| 1년 변동 | 60.46% |
| 3년 변동 | 225.97% |
| 5년 변동 | 358.21% |
| IPO 이후 변동 | 1,779.03% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 20
ACS: Recent Upgrade And Data Center Expansion Will Drive Future Upside
Analysts have raised their fair value estimate for ACS Actividades de Construcción y Servicios from about €127.48 to roughly €130.61. They cite the recent upgrade to Buy and a €140 price target as support for a more constructive view following the share price pullback.내러티브 업데이트 • Aug 06
ACS: Data Center Venture And Equity Raise Will Drive Future Upside
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to about €127 from about €119, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for ACS Actividades de Construcción y Servicios ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50-50 data center joint venture, with a 1.7 gigawatt development portfolio that represents about 1.2 gigawatts of IT load across Europe, the United States and Australia.분석 기사 • Aug 02
ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Interim Results: Here's What Analysts Are Forecasting For This Year
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) shareholders are probably feeling a little disappointed...Recent updates
내러티브 업데이트 • Aug 20
ACS: Recent Upgrade And Data Center Expansion Will Drive Future Upside
Analysts have raised their fair value estimate for ACS Actividades de Construcción y Servicios from about €127.48 to roughly €130.61. They cite the recent upgrade to Buy and a €140 price target as support for a more constructive view following the share price pullback.내러티브 업데이트 • Aug 06
ACS: Data Center Venture And Equity Raise Will Drive Future Upside
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to about €127 from about €119, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels. What’s in the News for ACS Actividades de Construcción y Servicios ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50-50 data center joint venture, with a 1.7 gigawatt development portfolio that represents about 1.2 gigawatts of IT load across Europe, the United States and Australia.분석 기사 • Aug 02
ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Interim Results: Here's What Analysts Are Forecasting For This Year
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) shareholders are probably feeling a little disappointed...
내러티브 업데이트 • Jul 23
ACS: Coravel Data Center Venture Will Drive Future Upside Potential
Analysts have lifted their price target for ACS Actividades de Construcción y Servicios from €106.24 to €159.00, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple based on their latest models. What's in the News ACS Actividades de Construcción y Servicios and Global Infrastructure Partners launched Coravel, their 50/50 data center joint venture, with a 1.7-gigawatt development portfolio representing 1.2 gigawatts of IT load across Europe, the United States and Australia, and secured a first major hyperscaler customer agreement covering about 140 megawatts of critical IT load at the Dallas Fort Worth campus plus rights to roughly 100 megawatts of future expansion capacity.
내러티브 업데이트 • Jul 09
ACS: Rich Morgan Stanley Upgrade Will Likely Expose Overvaluation Risk
The analyst price target for ACS Actividades de Construcción y Servicios has been revised from €54.82 to €78.10. Analysts attribute the change to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, as reflected in recent Street research such as the Morgan Stanley upgrade.내러티브 업데이트 • Jun 25
ACS: Bank Upgrades And Equity Raise Will Shape Future Upside Potential
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €118.61 from €115.44. This reflects updated views on revenue growth, discount rate assumptions and future P/E, supported by recent research upgrades at major banks.내러티브 업데이트 • Jun 05
ACS: Data Center Rerating And Equity Raise Will Temper Future Upside
Narrative Update: ACS Actividades de Construcción y Servicios The analyst price target for ACS Actividades de Construcción y Servicios has been revised from about €100.05 to roughly €115.44, with analysts citing updated fair value assumptions, slightly higher projected revenue growth and profit margins, a higher future P/E multiple, and recent upgrades at major banks as key drivers of the change. Analyst Commentary Recent Street research on ACS Actividades de Construcción y Servicios has focused on updated views of the company’s valuation, its exposure to data center assets, and the implications of recent rating and target price changes for the stock’s risk and reward profile.분석 기사 • May 24
We Think That There Are Issues Underlying ACS Actividades de Construcción y Servicios' (BME:ACS) Earnings
ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) robust earnings report didn't manage to move the...분석 기사 • May 15
€110 - That's What Analysts Think ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Is Worth After These Results
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) came out with its quarterly results last week, and we...내러티브 업데이트 • Apr 19
ACS: Data Center Upgrade Euphoria Will Likely Outrun Real Profit Delivery
Narrative Update on ACS Actividades de Construcción y Servicios The updated analyst price target for ACS has moved in line with a higher fair value estimate of €100.05, up from €96.44. Analysts are factoring in slightly stronger expected revenue growth, a marginally lower discount rate and support from recent upgrades that highlight the company's data center exposure and positioning in hyperscaler related construction.내러티브 업데이트 • Apr 04
ACS: Data Center Hype Will Likely Exceed Real Earnings Delivery
Narrative Update on ACS Actividades de Construcción y Servicios The analyst price target for ACS has been nudged higher to €96.44 from €94.97, with analysts pointing to a slightly adjusted fair value model and growing focus on its data center exposure as key reasons behind the change. Analyst Commentary Recent Street research has turned more constructive on ACS, with several upgrades tied to how the market is valuing its data center exposure and positioning in hyperscaler related projects.내러티브 업데이트 • Mar 21
ACS: Data Center Exposure Will Likely Balance Future Share Opportunities And Risks
Narrative Update on ACS Actividades de Construcción y Servicios The analyst fair value estimate for ACS has been revised from €89.20 to €94.97, with analysts pointing to higher assumed revenue growth, slightly stronger profit margins, a higher future P/E multiple, and growing attention to the company's data center exposure as key drivers behind the updated target range from recent research. Analyst Commentary Recent Street research on ACS has focused heavily on the company’s role in data center construction and how that feeds into valuation assumptions, growth expectations, and execution risk.내러티브 업데이트 • Mar 06
ACS: Data Center Capex Reliance Will Likely Restrain Future Share Returns
Analysts have nudged their fair value estimate for ACS Actividades de Construcción y Servicios up from about €87.02 to about €89.20, reflecting improved views on its data center exposure and updated P/E and margin assumptions following recent rating and target changes on the stock. Analyst Commentary Recent research highlights a mix of enthusiasm about ACS Actividades de Construcción y Servicios' role in data center construction alongside a more measured stance from others who prefer to wait for clearer execution and valuation evidence.내러티브 업데이트 • Feb 20
ACS: Data Center Hype Will Likely Limit Future Share Upside
Analysts have lifted their price target on ACS Actividades de Construcción y Servicios to about €87 from roughly €83, citing updated assumptions on discount rates, revenue growth and margins, along with recent research highlighting ACS's role as a key contractor in data center construction and a mix of more positive and neutral ratings on the stock. Analyst Commentary Recent research on ACS highlights a split between more optimistic views that focus on data center exposure and more neutral positions that balance growth opportunities with execution and valuation questions.내러티브 업데이트 • Feb 05
ACS: Neutral Initiation Will Expose Limited Upside To Fair Value
Analysts have nudged their fair value estimate for ACS Actividades de Construcción y Servicios to €82.85 from €82.36, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E after recent research, including a new neutral initiation at Deutsche Bank. Analyst Commentary Recent research around ACS Actividades de Construcción y Servicios centers on how current assumptions for discount rate, revenue growth, profit margin and future P/E line up with the group’s execution risk and earnings visibility.분석 기사 • Jan 22
ACS Actividades de Construcción y Servicios (BME:ACS) Ticks All The Boxes When It Comes To Earnings Growth
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...내러티브 업데이트 • Jan 21
ACS: Stock Split And Data Center Focus Will Expose Valuation Risks
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €82.36 from €80.53, citing small adjustments to fair value assumptions, discount rate, revenue growth, profit margin and future P/E inputs. What's in the News ACS, Actividades de Construcción y Servicios, S.A. plans a 1 for 2.70146 stock split or significant stock dividend scheduled for 21 Jan 2026 (Key Developments).내러티브 업데이트 • Jan 07
ACS: Data Center Focus Will Highlight Execution Risks At Unchanged €80.53 Estimate
Analysts have lifted their price target on ACS Actividades de Construcción y Servicios to €80.53 per share, a change they link to slightly adjusted assumptions for discount rate, revenue growth, profit margin and future P/E, even though the updated fair value figure itself remains at €80.53. What's in the News ACS Actividades de Construcción y Servicios is scheduled to hold a 3Q 2025 Results Presentation combined with a Data Center Investor Day, giving investors a focused look at recent financial results alongside its data center activities (Key Developments).분석 기사 • Jan 04
Calculating The Intrinsic Value Of ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS)
Key Insights ACS Actividades de Construcción y Servicios' estimated fair value is €97.67 based on 2 Stage Free Cash...내러티브 업데이트 • Dec 15
ACS: U.S. Construction Exposure Will Drive Earnings While Leaving Execution Risks Elevated
Analysts have raised their price target on ACS Actividades de Construcción y Servicios by EUR 3 to approximately EUR 80.53, citing a slightly lower discount rate, improved revenue growth expectations, and stronger long term earnings potential driven by the company’s exposure to U.S. construction. Analyst Commentary Bullish analysts highlight that the improved price target reflects growing confidence in ACS’s earnings trajectory, particularly as its U.S. construction operations are expected to deliver outsized growth over the next few years.분석 기사 • Dec 08
Some Shareholders Feeling Restless Over ACS, Actividades de Construcción y Servicios, S.A.'s (BME:ACS) P/E Ratio
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider ACS...내러티브 업데이트 • Nov 30
ACS: U.S. Market Momentum Will Balance Competitive Pressures and Execution Risks
Analysts have raised their price target for ACS Actividades de Construcción y Servicios from €64.04 to €77.53, citing improved growth prospects and the company's strong exposure to U.S. construction markets as key factors behind the upgrade. Analyst Commentary Recent analyst reports reveal a mix of optimism and caution regarding the outlook for ACS Actividades de Construcción y Servicios.분석 기사 • Nov 22
ACS Actividades de Construcción y Servicios' (BME:ACS) Shareholders May Want To Dig Deeper Than Statutory Profit
ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) healthy profit numbers didn't contain any surprises...분석 기사 • Nov 19
€69.90 - That's What Analysts Think ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) Is Worth After These Results
ACS, Actividades de Construcción y Servicios, S.A. ( BME:ACS ) last week reported its latest third-quarter results...내러티브 업데이트 • Nov 16
ACS: U.S. Construction Expansion Will Pose Key Execution Risks Ahead
Narrative Update on ACS Actividades de Construcción y Servicios Analysts have raised their price target for ACS to €78 from €52.50, citing improved revenue growth and margins as a result of the company's expanding presence in U.S. construction markets. Analyst Commentary Bullish Takeaways Bullish analysts cite the company's increasing exposure to U.S. construction markets as a central driver for anticipated strong earnings growth through 2026.분석 기사 • Nov 01
The Return Trends At ACS Actividades de Construcción y Servicios (BME:ACS) Look Promising
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...내러티브 업데이트 • Oct 31
ACS: Rising U.S. Construction Exposure Will Face Margin Pressures Ahead
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to approximately €78, up significantly from €52.50. They cite expectations of robust earnings growth driven by the company's expanding U.S. construction operations.내러티브 업데이트 • Oct 17
Digital Infrastructure And Demographic Trends Will Expand Horizons
Analysts have raised their price target for ACS Actividades de Construcción y Servicios from €60.25 to €61.27, citing improved revenue growth projections and stronger U.S. construction exposure as key factors supporting this upward revision. Analyst Commentary As ACS Actividades de Construcción y Servicios attracts renewed attention from investment firms, analysts are weighing the company’s strategic positioning and outlook.내러티브 업데이트 • Oct 03
Digital Infrastructure And Demographic Trends Will Expand Horizons
Analysts have raised their price target for ACS Actividades de Construcción y Servicios to €78 from €52.50, citing stronger expected earnings growth due to the company's exposure to U.S. construction. Analyst Commentary Bullish Takeaways Bullish analysts highlight ACS's increased exposure to the U.S. construction market, which is expected to be a major driver of growth over the coming years.분석 기사 • Sep 28
Is Now The Time To Put ACS Actividades de Construcción y Servicios (BME:ACS) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Sep 14
A Look At The Fair Value Of ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ACS Actividades de Construcción y Servicios fair value...분석 기사 • Sep 01
Investor Optimism Abounds ACS, Actividades de Construcción y Servicios, S.A. (BME:ACS) But Growth Is Lacking
There wouldn't be many who think ACS, Actividades de Construcción y Servicios, S.A.'s ( BME:ACS ) price-to-earnings (or...
새로운 내러티브 • Mar 02
Investments In Projects Like Georgia's Managed Lanes May Strain Resources Yet Could Strengthen Future Prospects
Aggressive investments and expansions could strain resources and dampen short to medium-term returns, impacting earnings growth.주주 수익률
| ACS | ES Construction | ES 시장 | |
|---|---|---|---|
| 7D | -3.7% | -2.8% | 0.2% |
| 1Y | 60.5% | 29.8% | 27.8% |
수익률 대 산업: ACS은 지난 1년 동안 29.8%의 수익을 기록한 Spanish Construction 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ACS은 지난 1년 동안 27.8%를 기록한 Spanish 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ACS volatility | |
|---|---|
| ACS Average Weekly Movement | 3.9% |
| Construction Industry Average Movement | 4.4% |
| Market Average Movement | 3.0% |
| 10% most volatile stocks in ES Market | 6.3% |
| 10% least volatile stocks in ES Market | 0.6% |
안정적인 주가: ACS는 지난 3개월 동안 Spanish 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ACS의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1942 | 152,300 | Juan Cases | www.grupoacs.com |
ACS, Actividades de Construcción y Servicios, S.A.는 스페인, 미국, 호주, 캐나다, 독일, 기타 유럽 및 국제적으로 건설 및 관련 서비스를 제공합니다. 이 회사는 고속도로, 고속도로, 철도, 해양 공사, 공항, 주거용 건물, 사회 인프라 및 시설, 데이터 센터, 의료 및 교육 시설, 공항, 스포츠 및 상업용 사무실, 도로 및 교량, 댐 및 수처리 시설, 지하 프로젝트와 같은 인프라 구축과 관련된 토목 건설 활동을 수행합니다. 또한 철도, 교통, 통신 및 기술, 에너지, 자원, 수자원, 국방 부문의 인프라 서비스와 건물, 공공장소, 조직을 위한 유지보수 서비스, 채굴 서비스도 제공합니다.
ACS, Actividades de Construcción y Servicios, S.A. 기초 지표 요약
| ACS 기초 통계 | |
|---|---|
| 시가총액 | €29.10b |
| 순이익 (TTM) | €1.01b |
| 매출 (TTM) | €51.91b |
28.7x
주가수익비율(P/E)0.6x
주가매출비율(P/S)ACS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ACS 손익계산서 (TTM) | |
|---|---|
| 매출 | €51.91b |
| 매출원가 | €35.96b |
| 총이익 | €15.95b |
| 기타 비용 | €14.94b |
| 순이익 | €1.01b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Nov 12, 2026
| 주당순이익(EPS) | 3.65 |
| 총이익률 | 30.72% |
| 순이익률 | 1.95% |
| 부채/자본 비율 | 241.0% |
ACS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.2%
현재 배당 수익률60%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/24 19:46 |
| 종가 | 2026/08/24 00:00 |
| 수익 | 2026/06/30 |
| 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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
ACS, Actividades de Construcción y Servicios, S.A.는 29명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Luis Arredondo | Banco de Sabadell. S.A. |
| José Arroyas | Banco Santander |