Eutelsat Communications S.A.

ENXTPA:ETL 주식 리포트

시가총액: €2.2b

Eutelsat Communications 향후 성장

Future 기준 점검 3/6

Eutelsat Communications (는) 각각 연간 73.9% 및 4.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 82.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 1.3% 로 예상됩니다.

핵심 정보

73.9%

이익 성장률

82.74%

EPS 성장률

Media 이익 성장15.2%
매출 성장률4.4%
향후 자기자본이익률1.30%
애널리스트 커버리지

Good

마지막 업데이트11 Sep 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Sep 08

ETL: Future IRIS² Capex And LEO Execution Will Drive Returns

The analyst price target for Eutelsat Communications has moved from about €2.70 to about €2.40, as analysts weigh higher execution risk from additional capex against C-band incentives and recent rating shifts to Hold. Analyst Commentary Recent research on Eutelsat Communications points to a more cautious stance overall, with price targets clustering around €2 and a focus on execution risk from additional capex.
내러티브 업데이트 • Aug 25

ETL: LEO Investment Surge And Higher Risk Profile Will Likely Cap Returns

Analysts have reduced their fair value estimate for Eutelsat Communications from about €1.60 to around €0.30 per share. This reflects updated assumptions on discount rate, growth, profitability and future P/E, in line with recent Street price targets clustered at €2.40.
내러티브 업데이트 • Aug 11

ETL: Future IRIS² Role And LEO Revenues Will Shape Returns

Eutelsat Communications now carries a refreshed analyst price target centered around €2.70, with recent research citing updated fair value estimates, a higher discount rate and modestly adjusted revenue growth, profit margin and future P/E assumptions, alongside a range of ratings from Sell to Add. Analyst Commentary Recent research on Eutelsat Communications reflects a mix of optimism and caution.
내러티브 업데이트 • Jul 28

ETL: LEO Excitement And Rich P E Multiple Will Likely Cap Returns

The analyst fair value estimate for Eutelsat Communications has increased from €1.40 to €1.60, reflecting updated models that incorporate recent changes in Street price targets and mixed but slightly more constructive analyst views on the stock. Analyst Commentary Street research on Eutelsat Communications has shifted toward a more balanced stance, with several upgrades into neutral territory and modestly higher price targets in the €2.20 to €2.70 range.
내러티브 업데이트 • Jun 30

ETL: Fair P/E And Mixed Research Views Will Shape Future Returns

Analysts have nudged their fair value estimate for Eutelsat Communications higher, lifting the target by about €0.10. Recent research points to adjusted assumptions on discount rates, revenue growth, profit margins and future P/E multiples, alongside fresh rating and price target updates across the Street.
분석 기사 • Jun 18

Eutelsat Communications (ENXTPA:ETL) Stock Could Be Slightly Overvalued After French Government Deal

Eutelsat Communications (ENXTPA:ETL) stock is in focus after the company signed the CENTAURE contract, the first major call-off under the €1,000 million NEXUS framework with the French government. See our latest analysis for Eutelsat Communications. The CENTAURE announcement arrives after a mixed stretch for Eutelsat Communications, with the share price falling 8.79% over the last week and 10.23% over the last month, but still showing a 43.00% year to date share price return and a 32.18% one...
내러티브 업데이트 • Jun 16

ETL: Future P/E Reset Will Hinge On Defence Contract Execution Confidence

Analysts have nudged their fair value estimate for Eutelsat Communications higher to align with a series of recent price target increases from the Street, including moves up to around €2.70 and incremental target raises, even as views on the stock remain mixed, with at least one recent initiation at €1.40. Analyst Commentary Recent research on Eutelsat Communications shows a split in opinion, but the latest moves from bullish analysts focus on higher fair values and upgraded stances that point to improving confidence in the company’s execution and outlook.
내러티브 업데이트 • Jun 02

ETL: LEO Hype And Elevated P E Multiple Will Likely Limit Returns

Analysts have raised the central €1.40 fair value anchor toward a higher Street range, with recent price target changes clustering around €2.40 to €2.70 as views on Eutelsat Communications shift alongside updated discount rate and P/E assumptions. Analyst Commentary Street research on Eutelsat Communications shows a wide range of opinions, with recent actions spanning fresh Sell coverage at the lower end of the valuation range and price target adjustments in the middle of the Street corridor.
내러티브 업데이트 • May 04

ETL: Future P/E Reset Will Hinge On Refined Discount Rate Assumptions

Analysts have inched their Eutelsat Communications price targets higher overall, with moves such as Deutsche Bank's €0.10 uplift, partly offset by a cut to €2.40 elsewhere, reflecting updated views on discount rates, growth assumptions and valuation multiples. Analyst Commentary Recent research points to a mixed but generally constructive tone around Eutelsat Communications, with some price targets adjusted higher and others trimmed as models are refreshed.
내러티브 업데이트 • Apr 20

ETL: Recent Price Cut And Rich P/E Will Pressure Future Returns

Analysts have lowered their price target on Eutelsat Communications to about €2.39 from €2.69. This is broadly in line with recent Street research that moved targets toward €2.40, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E levels.
내러티브 업데이트 • Apr 05

ETL: Reset Price View Will Rely On Revised P/E Assumptions

Analysts have trimmed their price target on Eutelsat Communications by €0.10 to €2.40, citing recent Street research that reflects updated assumptions on discount rates, revenue growth, profit margins and a lower future P/E multiple. Analyst Commentary Recent research points to a modest reset in expectations for Eutelsat Communications, with the latest move being a €0.10 adjustment to a €2.40 price target.
내러티브 업데이트 • Mar 22

ETL: Refined Discount Rate And P/E Assumptions Will Support Future Upside

Analysts have trimmed their price target on Eutelsat Communications by €0.10 to €2.40, reflecting updated views on discount rates, margins and long term P/E assumptions following recent Street research. Analyst Commentary Recent Street research around the revised €2.40 price target points to a more balanced stance.
내러티브 업데이트 • Mar 08

ETL: Rights Issue And Refining Of Discount Rate Will Drive Future Upside

Analysts have trimmed their price target on Eutelsat Communications by €0.23, citing updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Even with the modest €0.23 trim to the price target, bullish analysts are still framing Eutelsat Communications as a story driven by refined assumptions rather than a major shift in their investment thesis.
내러티브 업데이트 • Feb 22

ETL: Rights Issue And Satellite Partnerships Will Drive Future Upside Potential

Analysts have trimmed their price target on Eutelsat Communications by €0.23, linking the change to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary While the latest adjustment trims the headline price target by €0.23, the underlying message from bullish analysts remains focused on how updated assumptions could still support the current valuation framework for Eutelsat Communications.
내러티브 업데이트 • Feb 08

ETL: Future P E Compression Will Likely Cap Upside Potential

Narrative Update: Eutelsat Communications Analysts have adjusted their fair value estimate for Eutelsat Communications from €1.20 to €1.40, citing updated assumptions on revenue growth, profit margins and future P/E. These revisions also informed a recent €0.23 reduction in the published price target.
내러티브 업데이트 • Jan 25

ETL: Rights Issue And Satellite Demand Will Drive Future Upside Potential

Analysts have trimmed their price target for Eutelsat Communications by €0.23, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary While the headline move is a €0.23 trim to the price target, recent commentary continues to highlight areas that more optimistic voices in the market are watching closely.
내러티브 업데이트 • Jan 10

ETL: New Equity Funding And Partnerships Will Support Revenue Expansion Through 2029

Analysts have reduced their price target for Eutelsat Communications from €2.97 to €2.69, citing updated assumptions around discount rates, long term revenue growth, profit margins and future P/E expectations. What's in the News Eutelsat Communications completed a follow on equity rights offering of €669.775133 million, issuing 496,129,728 new common shares at €1.35 per share (Follow on Equity Offerings).
내러티브 업데이트 • Dec 27

ETL: Balance Sheet Strengthening Will Drive Future Upside Potential

Analysts have modestly raised their price target on Eutelsat Communications to €5.22 per share, reflecting slightly higher expected revenue growth and a marginally richer future earnings multiple, despite a small uptick in the assumed discount rate. What's in the News Completed a rights issue follow-on equity offering of approximately €670 million through the sale of about 496 million new common shares at €1.35, strengthening the balance sheet and funding growth plans (Key Developments) Closed a private placement of 207 million shares at €4 per share for gross proceeds of €828 million, adding further equity financing capacity (Key Developments) Confirmed financial guidance for fiscal 2025 to 2026 and 2028 to 2029, including targeted revenues of €1.5 billion to €1.7 billion by 2028 to 2029 and 50% year-on-year LEO revenue growth (Key Developments) Announced the appointment of Sébastien Rouge as Chief Financial Officer effective February 1, 2026, succeeding Christophe Caudrelier and signaling a renewed focus on financial resilience and strategic growth (Key Developments) Expanded and renewed strategic client partnerships, including a multi-year Greenland connectivity deal via OneWeb LEO, a renewed Latin American cinema distribution agreement with Cinecolor, and new technology collaborations with Clear Blue Technologies and 4iG for off-grid connectivity and the HUSAT satellite program (Key Developments) Valuation Changes Fair Value Estimate, unchanged at €5.22 per share, indicating no net impact from the updated assumptions on the intrinsic valuation.
내러티브 업데이트 • Dec 13

ETL: Medium Term Revenue Ambitions And Balance Sheet Moves Will Drive Upside

Analysts have lowered their price target for Eutelsat Communications from €6.70 to €5.22, reflecting a higher required discount rate, slightly stronger expectations for revenue growth, profit margins, and a lower future price to earnings multiple. What's in the News Completed a €669.8 million follow on equity rights offering, issuing 496.1 million new common shares at €1.35 each to strengthen the balance sheet and fund growth initiatives (Key Developments).
분석 기사 • Dec 04

Some Eutelsat Communications S.A. (EPA:ETL) Shareholders Look For Exit As Shares Take 42% Pounding

Eutelsat Communications S.A. ( EPA:ETL ) shareholders won't be pleased to see that the share price has had a very rough...
내러티브 업데이트 • Nov 28

ETL: Multiple New Partnerships Will Drive Revenue Expansion Through 2029

Analysts have lowered their price target for Eutelsat Communications from approximately €3.39 to €2.97. This change reflects updated expectations for revenue growth and valuation multiples.
분석 기사 • Oct 04

Investors Appear Satisfied With Eutelsat Communications S.A.'s (EPA:ETL) Prospects As Shares Rocket 30%

Eutelsat Communications S.A. ( EPA:ETL ) shares have had a really impressive month, gaining 30% after a shaky period...
내러티브 업데이트 • Aug 27

LEO Expansion And European Contracts Will Transform Connectivity

The slight rise in Eutelsat Communications’ Future P/E and discount rate suggests marginally increased growth expectations and perceived risk, resulting in a higher analyst price target from €3.24 to €3.39. What's in the News Eutelsat announced two major private placements, raising €716 million with participation from Agence des Participations de l’Etat, Bharti Space Limited, CMA CGM, and Le Fonds Stratégique de Participations, plus an additional €163.3 million with British Government involvement; both are pending approvals and expected to close by year-end 2025.
내러티브 업데이트 • Aug 07

LEO Expansion And European Contracts Will Transform Connectivity

Despite a significant reduction in forecasted revenue growth, Eutelsat Communications’ consensus analyst price target has increased to €3.17, reflecting a higher future P/E multiple. What's in the News Eutelsat expects 50% year-on-year growth in LEO revenues for 2025-26, offsetting but not fully outweighing continuing GEO revenue decline due to additional Russian sanctions; revenue and EBITDA margin guidance is stable to slightly lower versus prior year.
분석 기사 • Apr 26

Eutelsat Communications S.A.'s (EPA:ETL) 32% Cheaper Price Remains In Tune With Revenues

The Eutelsat Communications S.A. ( EPA:ETL ) share price has softened a substantial 32% over the previous 30 days...
분석 기사 • Apr 09

Is Eutelsat Communications (EPA:ETL) Weighed On By Its Debt Load?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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새로운 내러티브 • Mar 25

SpaceRISE And IRIS² Will Expand LEO Satellite Infrastructure

Strategic investments in LEO satellites and partnerships are set to boost long-term revenue growth and competitive positioning.
분석 기사 • Mar 05

Why Investors Shouldn't Be Surprised By Eutelsat Group's (EPA:ETL) 106% Share Price Surge

Eutelsat Group ( EPA:ETL ) shares have had a really impressive month, gaining 106% after a shaky period beforehand. The...
분석 기사 • Feb 18

Eutelsat Group (EPA:ETL) Just Reported Earnings, And Analysts Cut Their Target Price

There's been a major selloff in Eutelsat Group ( EPA:ETL ) shares in the week since it released its half-yearly report...
분석 기사 • Jan 04

Eutelsat Group (EPA:ETL) Might Not Be As Mispriced As It Looks After Plunging 26%

To the annoyance of some shareholders, Eutelsat Group ( EPA:ETL ) shares are down a considerable 26% in the last month...
분석 기사 • Dec 10

Here's Why Eutelsat Group (EPA:ETL) Is Weighed Down By Its Debt Load

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 • Nov 14

We Discuss Why Eutelsat Group's (EPA:ETL) CEO Compensation May Be Closely Reviewed

Key Insights Eutelsat Group to hold its Annual General Meeting on 21st of November CEO Eva Merete Berneke's total...
분석 기사 • Nov 09

With Eutelsat Group (EPA:ETL) It Looks Like You'll Get What You Pay For

When close to half the companies in the Media industry in France have price-to-sales ratios (or "P/S") below 0.6x, you...
분석 기사 • Aug 14

Eutelsat Group (EPA:ETL) Just Reported And Analysts Have Been Cutting Their Estimates

Shareholders might have noticed that Eutelsat Group ( EPA:ETL ) filed its annual result this time last week. The early...
분석 기사 • Jul 27

Eutelsat Group's (EPA:ETL) 26% Price Boost Is Out Of Tune With Earnings

Eutelsat Group ( EPA:ETL ) shareholders have had their patience rewarded with a 26% share price jump in the last month...

이익 및 매출 성장 예측

ENXTPA:ETL - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20291,426213338326
6/30/20281,330-14410773012
6/30/20271,260-148-14366012
6/30/20261,236-457-32509N/A
3/31/20261,233-451-8515N/A
12/31/20251,229-44517521N/A
9/30/20251,236-7646452N/A
6/30/20251,244-1,082-6383N/A
3/31/20251,245-1,037-65365N/A
12/31/20241,247-992-125346N/A
9/30/20241,230-651-41426N/A
6/30/20241,213-31042506N/A
3/31/20241,172-119268587N/A
12/31/20231,13072494668N/A
9/30/20231,131193514702N/A
6/30/20231,131315534735N/A
3/31/20231,142216532763N/A
12/31/20221,153117531791N/A
9/30/20221,152174577796N/A
6/30/20221,152231624801N/A
3/31/20221,165237621809N/A
12/31/20211,178243618817N/A
9/30/20211,206228662853N/A
6/30/20211,234214706889N/A
3/31/20211,252254715875N/A
12/31/20201,270294724861N/A
9/30/20201,274296641820N/A
6/30/20201,278298559779N/A
3/31/20201,289314N/A801N/A
12/31/20191,300331N/A823N/A
9/30/20191,310336N/A836N/A
6/30/20191,321340N/A848N/A
3/31/20191,341312N/A848N/A
12/31/20181,361284N/A847N/A
9/30/20181,376288N/A864N/A
6/30/20181,391292N/A881N/A
3/31/20181,401305N/A897N/A
12/31/20171,411318N/A913N/A
9/30/20171,444335N/A948N/A
6/30/20171,478352N/A983N/A
3/31/20171,494352N/A957N/A
12/31/20161,510353N/A931N/A
9/30/20161,519351N/A913N/A
6/30/20161,529349N/A896N/A
3/31/20161,529366N/A936N/A
12/31/20151,528383N/A977N/A
9/30/20151,502369N/A1,006N/A

애널리스트 향후 성장 전망

수입 대 저축률: ETL 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(2.6%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: ETL (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: ETL 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: ETL 의 수익(연간 4.4%)이 French 시장(연간 5.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ETL 의 수익(연간 4.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ETL의 자본 수익률은 3년 후 1.3%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 07:55
종가2026/09/14 00:00
수익2026/06/30
연간 수익2026/06/30

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분석가 소스

Eutelsat Communications S.A.는 30명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Paul SidneyBerenberg
Carl Murdock-SmithBerenberg
Aleksander PetercBernstein