View Past PerformanceEKINOPS 대차대조표 건전성재무 건전성 기준 점검 4/6EKINOPS 의 총 주주 지분은 €105.9M 이고 총 부채는 €26.3M, 이는 부채 대 자기자본 비율을 24.8% 로 가져옵니다. 총자산과 총부채는 각각 €194.3M 및 €88.4M 입니다.핵심 정보24.84%부채/자본 비율€26.30m부채이자보상배율n/a현금€32.13m자본€105.88m총부채€88.42m총자산€194.29m최근 재무 건전성 업데이트분석 기사 • Nov 21Here's Why EKINOPS (EPA:EKI) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Aug 19Does EKINOPS (EPA:EKI) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • May 16Is EKINOPS (EPA:EKI) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Nov 29Is EKINOPS (EPA:EKI) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Mar 29Here's Why EKINOPS (EPA:EKI) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...모든 업데이트 보기Recent updates공시 • May 20Ekinops Launches Network-As-A-Service Solutions in BelgiumEkinops announced the launch in Belgium of a new generation of network solutions, Network-as-a-Service (NaaS). This initiative notably relies on the high-bandwidth, proven infrastructure of Proximus Wholesale (wholesale telecom services market), enabling local operators to deliver digital services that are more agile, faster to deploy and fully software-driven. At the heart of this collaboration is ONE (Open Network Ecosystem), the new strategic product portfolio from Proximus Wholesale. ONE combines Proximus' reliable, high-performance national connectivity with Ekinops' advanced software technologies, including universal customer premises equipment (uCPE), the virtualization solution layer OneOS6-LIM, and the OneManage management and monitoring system dedicated to automated service orchestration and lifecycle management. This ecosystem allows partners to activate services remotely through a secure marketplace of virtual network functions (VNFs), covering routing, security, SD-WAN and voice solutions. By replacing dedicated hardware appliances with virtualized solutions hosted on a single uCPE, wholesale partners gain agility, reduce delivery lead times and simplify the entire service lifecycle. The software-driven ONE approach enables on-demand bandwidth, automated provisioning and remote updates, with no need for on-site physical intervention. This approach reduces installation times, improves reliability and accelerates the deployment of new services. By introducing a single uCPE deployable at the network edge as the foundation of the ONE portfolio, we enable our partners to operate in a much simpler and more efficient way. Fewer on-site devices, fewer technical interventions and faster service activation all contribute to a smoother, more scalable operating model for Belgian service providers, telecom operators and their customers. This unified approach represents a major step toward flexible, software-based networks at the edge.Buy Or Sell Opportunity • Apr 27Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 8.8% to €2.66. The fair value is estimated to be €1.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 6.1% in a year. Earnings are forecast to grow by 58% in the next year.공시 • Apr 23Ekinops Confirms Earnings Guidance for the Year 2026Ekinops confirmed earnings guidance for the year 2026. for the period, the company confirmed its ability to achieve single-digit revenue growth for the full year, notably supported by the first deliveries of new DCI and SASE solutions expected by the end of 2026.Major Estimate Revision • Apr 23Consensus EPS estimates upgraded to €0.11 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -€0.133 to -€0.113 per share. Revenue forecast steady at €111.5m. Communications industry in France expected to see average net income growth of 53% next year. Consensus price target up from €2.72 to €3.03. Share price fell 12% to €2.45 over the past week.공시 • Apr 23EKINOPS S.A., Annual General Meeting, May 27, 2026EKINOPS S.A., Annual General Meeting, May 27, 2026. Location: 14 avenue d eylau, paris France공시 • Mar 24EKINOPS S.A. (ENXTPA:EKI) entered into an agreement to acquire Chimere.EKINOPS S.A. (ENXTPA:EKI) entered into an agreement to acquire Chimere on March 24, 2026. The transaction will be completed before March 31, 2026. Ekinops does not expect any significant impact on its 2026 financial statements due to this transaction.Buy Or Sell Opportunity • Mar 15Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.83. The fair value is estimated to be €2.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.공시 • Mar 03Ekinops Enables O2 Telefonica High Availability and Speeds for Fixed Mobile B2B Connectivity ServicesEkinops and O2 Telefonica announced the launch of a co-developed 5G mobile fixed line extension solution to provide high speed 5G connectivity to enterprise customers even in difficult coverage locations. O2 Telefonica will be able to extend its "high-performance connection for every workplace" solution to customers who require connectivity deep inside buildings, allowing to address complex or near impossible installations. It is aimed at businesses that need to connect new locations to the internet without major expansion projects and want to use fixed-network connectivity where failure is not an option. The promise is to make sure outdoor coverage matches outdoor coverage and deployment is achieved in record time. The new MRU-5G (MRU- Managed Remote Unit), a centrally manageable outdoor 5G unit, has been co-developed by Ekinops and O2 TeleFonica. Coupled with the Ekinops enterprise routers, powered by the OneOS6 software, it can deliver gigabit services with 5G backup. Main benefits of this new solution: Can be deployed up to 100m away from the data room, with zero dB (decibel) loss and full throughput. Fastest deployment of fixed wireless access due to flexible installation options, reducing the need for complex civil works. Efficient methodology and tools to install the 5G antenna at the best possible location using a dedicated installer application. Fastest service activation due to template-based configuration and powerful CLI, enabling highly industrialized processes, Nearly 10 times existing performance compared to conventional outdoor antennas. Enterprise-class transparent networking, supports full VLAN isolation, highly secured, ready for large offices with many concurrent users. Fully supervised and managed remotely. Fully integrated in the product portfolio of the business customer brand of O2 Telefonica - O2 Business' management and provisioning systems, with perfect visibility for customer service assurance.공시 • Jan 10Ekinops Announces Chief Executive Officer ChangesThe Board of Directors of EKINOPS announced the appointment of Lionel Chmilewsky as Chief Executive Officer (CEO), effective January 12, 2026. Lionel Chmilewsky brings extensive international experience in technology, telecommunications and cybersecurity, notably in the United Kingdom and the United States, and is recognized for leading strategic growth initiatives and complex transformation plans as well as building and managing high-performing multinational teams. Prior to joining Ekinops, Lionel Chmilewsky notably served as President and CEO of TrustBuilder, a leading European SaaS cybersecurity company, specializing in multi-factor authentication and identity & access management. Previously, as CEO of Corero Network Security plc., an anti-DDoS cybersecurity leader listed on London Stock Exchange, he doubled revenue and ARR delivered sustained profitability and significantly accelerated growth in the US market. Lionel Chmilewsky also served as CEO of Cambridge Broadband Networks and Comverse IP Communications. He also serves as Chairman of Hive Streaming. The company thanks Philippe Moulin for his commitment and successful leadership during the transition period. Philippe will carry on as Chief Operating officer.분석 기사 • Dec 21There's Reason For Concern Over EKINOPS S.A.'s (EPA:EKI) Massive 31% Price JumpThose holding EKINOPS S.A. ( EPA:EKI ) shares would be relieved that the share price has rebounded 31% in the last...분석 기사 • Dec 11EKINOPS (EPA:EKI) Could Be At Risk Of Shrinking As A CompanyWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Buy Or Sell Opportunity • Dec 10Now 23% overvaluedOver the last 90 days, the stock has fallen 37% to €1.97. The fair value is estimated to be €1.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company became loss making.공시 • Dec 10+ 1 more updateEkinops Introduces 32-Degree ROADM for High Baud Rate Channel Support and Muxless DesignsEkinops introduces its new 32-degree Reconfigurable Optical Add/Drop (ROADM) module, the PM_ROADM-FLEX-H32M for the Ekinops360 optical transport platform. The PM_ROADM-FLEX-H32Mis designed for large networks consisting of many interconnection points where multiple wavelengths need to be switched optically onto multiple paths (degrees). It also addresses colorless, directionless, contentionless, and gridless (CDCG) networks in which a large number of wavelengths need to be added and dropped including multiple instances of the same wavelength, functionality that is not supported in a typical ROADM architecture. It provides the new standard for muxless designs utilizing a Route-and-Select architecture with a dual WSS —one for the Transmit side and one for the Receive side—and Optical Channel Monitor (OCM), delivering multifunction capability while improving overall flexibility and performance of the network. By integrating all of these functions, the PM_ROADM-FLEX-H32M does not require external cabling between modules to more effectively scale to any size network up to thirty-two degrees. The use of dual LC connectors on the faceplate rather than MPO connectors reduces footprint, complexity and cost by eliminating the need for additional shuffle modules to provide conversion from MPO to LC connectors. Compatible with both the C600HC and new C700HC chassis (see separate press release) the PM_ROADM-FLEX-H32M is managed through Celestis NMS, Ekinops advanced network management system.Buy Or Sell Opportunity • Nov 24Now 27% overvaluedOver the last 90 days, the stock has fallen 51% to €1.57. The fair value is estimated to be €1.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company became loss making.분석 기사 • Nov 21Here's Why EKINOPS (EPA:EKI) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Oct 18Risks Still Elevated At These Prices As EKINOPS S.A. (EPA:EKI) Shares Dive 42%Unfortunately for some shareholders, the EKINOPS S.A. ( EPA:EKI ) share price has dived 42% in the last thirty days...분석 기사 • Oct 16What Does EKINOPS S.A.'s (EPA:EKI) Share Price Indicate?While EKINOPS S.A. ( EPA:EKI ) might not have the largest market cap around , it received a lot of attention from a...New Risk • Oct 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 7.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.1% average weekly change). Minor Risk Market cap is less than US$100m (€75.5m market cap, or US$87.7m).Price Target Changed • Oct 15Price target decreased by 10% to €4.78Down from €5.32, the current price target is an average from 5 analysts. New target price is 158% above last closing price of €1.85. Stock is down 54% over the past year. The company is forecast to post a net loss per share of €0.022 next year compared to a net loss per share of €0.26 last year.공시 • Oct 15+ 2 more updatesEkinops Announces Chairman ChangesEkinops' Board of Directors announced the departure of Didier Brédy from his role as Chairman. In addition, Hugues Lepic, CEO of Aleph Capital (largest shareholder of Ekinops, holding 11.8% of its capital) and currently member of the Board, has been appointed interim Chairman of the Board of Directors. The Board's composition will be reviewed over the coming months. Under Philippe Moulin's leadership, Ekinops will continue to implement its "Bridge" strategic plan, focusing on innovation, customer satisfaction, expansion into high-growth markets, and the creation of sustainable value.분석 기사 • Aug 19Does EKINOPS (EPA:EKI) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...New Risk • Aug 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €85.2m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$100m (€85.2m market cap, or US$99.4m).Price Target Changed • Aug 03Price target decreased by 10% to €4.78Down from €5.32, the current price target is an average from 5 analysts. New target price is 42% above last closing price of €3.37. Stock is up 0.1% over the past year. The company is forecast to post earnings per share of €0.10 next year compared to a net loss per share of €0.26 last year.분석 기사 • Aug 02EKINOPS S.A.'s (EPA:EKI) Popularity With Investors Under Threat As Stock Sinks 25%EKINOPS S.A. ( EPA:EKI ) shares have retraced a considerable 25% in the last month, reversing a fair amount of their...분석 기사 • Jul 31Analysts Have Been Trimming Their EKINOPS S.A. (EPA:EKI) Price Target After Its Latest ReportIt's been a mediocre week for EKINOPS S.A. ( EPA:EKI ) shareholders, with the stock dropping 17% to €3.49 in the week...Buy Or Sell Opportunity • Jul 30Now 26% undervaluedOver the last 90 days, the stock has risen 6.1% to €3.49. The fair value is estimated to be €4.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only.공시 • Jul 29EKINOPS S.A. Provides Earnings Guidance for the Full Year 2025EKINOPS S.A. provided earnings guidance for the full year 2025. For the year, the company expects consolidated full-year revenue of between €110 million and €120 million (compared to €117.7 million in 2024) and plans to further strengthen its cost-control efforts (operating expenses down -7% in Fiscal Year 2024 and -2% in H1 2025).Buy Or Sell Opportunity • Jul 11Now 30% undervaluedOver the last 90 days, the stock has risen 33% to €4.22. The fair value is estimated to be €5.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.공시 • Jun 18Ekinops Upgrades Submarine Cable for Global Caribbean NetworkEkinops announced that Global Caribbean Network (GCN) has upgraded its existing subsea cable network using the Ekinops360 WDM platform with FlexRate™? technology. GCN operates a cable system in the Guadeloupe region of the Caribbean consisting of critical routes unserved by other cables. With service areas separated by long spans that have challenging optical requirements, GCN needed a solution that could support services from 10G to 100G on extended links over 350Km. Using the 400FRS04-SF module, ROADMs and low noise amplifiers from Ekinops, GCN is now able to deliver the bandwidth needed for the local service providers throughout the region to offer high bandwidth internet services to the local populations. GCN built its original cable system as part of a public service delegation contract with the regional council of Guadeloupe. By its nature, the contract requires control of the cable be returned to the regional government after a fixed period of time. As a pre- requisite GCN needed to modernize the infrastructure with a future-proof network capable of supporting higher capacities. Recognizing Ekinops' ability to deliver the solution, services and support it needed within a tight schedule, GCN selected the Ekinops360 even after comparing it to purpose-built submarine systems.Buy Or Sell Opportunity • Jun 12Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €4.63. The fair value is estimated to be €5.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.분석 기사 • May 20EKINOPS S.A. (EPA:EKI) Soars 30% But It's A Story Of Risk Vs RewardEKINOPS S.A. ( EPA:EKI ) shareholders would be excited to see that the share price has had a great month, posting a 30...분석 기사 • May 16Is EKINOPS (EPA:EKI) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • May 15EKINOPS S.A. (ENXTPA:EKI) signed an agreement to acquire Olfeo, SAS from its founding shareholders, financial investors and employee shareholders.EKINOPS S.A. (ENXTPA:EKI) signed an agreement to acquire Olfeo, SAS from its founding shareholders, financial investors and employee shareholders on May 15, 2025. A cash consideration will be paid by EKINOPS S.A. As part of consideration, an undisclosed value is paid towards common equity of Olfeo, SAS. This acquisition is fully financed in cash, using Ekinops’ own funds and the syndicated credit line dedicated to external growth, provided by its banking partners. As part of the acquisition, Alexandre Souillé, founder and CEO of Olfeo, along with his team, will continue to develop the cybersecurity activity within Ekinops. For the period ending December 31, 2024, Olfeo, SAS reported total revenue of €6.3 million. The completion of the transaction is subject to customary conditions and is expected to occur in the coming weeks.공시 • Apr 17EKINOPS S.A., Annual General Meeting, May 22, 2025EKINOPS S.A., Annual General Meeting, May 22, 2025. Location: 14 avenue d eylau, paris France공시 • Apr 11+ 1 more updateEKINOPS S.A. to Report First Half, 2025 Results on Jul 28, 2025EKINOPS S.A. announced that they will report first half, 2025 results on Jul 28, 2025New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (€90.9m market cap, or US$99.6m).New Risk • Apr 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €87.3m (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.분석 기사 • Mar 09EKINOPS S.A. (EPA:EKI) Just Released Its Annual Results And Analysts Are Updating Their EstimatesShareholders of EKINOPS S.A. ( EPA:EKI ) will be pleased this week, given that the stock price is up 16% to €3.66...Reported Earnings • Mar 09Full year 2024 earnings releasedFull year 2024 results: Revenue: €117.7m (down 8.8% from FY 2023). Net loss: €7.00m (down 293% from profit in FY 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Communications industry in France.분석 기사 • Mar 04Are Investors Undervaluing EKINOPS S.A. (EPA:EKI) By 47%?Key Insights The projected fair value for EKINOPS is €6.70 based on 2 Stage Free Cash Flow to Equity EKINOPS' €3.52...Price Target Changed • Jan 20Price target decreased by 7.3% to €5.68Down from €6.13, the current price target is an average from 6 analysts. New target price is 79% above last closing price of €3.18. Stock is down 33% over the past year. The company is forecast to post a net loss per share of €0.043 compared to earnings per share of €0.14 last year.New Risk • Dec 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (4.9% increase in shares outstanding).분석 기사 • Nov 29Is EKINOPS (EPA:EKI) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Nov 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €94.1m (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (€94.1m market cap, or US$99.3m).공시 • Nov 20EKINOPS Adds Edge-Optimized 100G Solution to Ekinops360 WDM PortfolioEKINOPS has released its new PM_100HDF01 pluggable module for the Ekinops360 WDM optical transport system. Cost-optimized to address the growing demand for 100G at the network edge, the PM_100HDF also has the high performance required for long haul applications over thousands of kilometers. Driven by the growth of edge applications such as 5G mobile, edge computing, artificial intelligence and even standard broadband access, bandwidth demand is exploding in the access portion of the network. In order to meet that demand, service providers are now migrating their existing 10G networks to 100G requiring a cost-effective solution that can be quickly and easily deployed across thousands of network locations. While pluggable optics would seem to be the ideal solution, coherent 100G transceivers in the QSFP28 form factor are not readily available in commercial quantities now and those that are offer low performance and lack certain key functionalities service providers need. As a transponder-based solution, the new PM 100HDF01 offers the performance needed to deliver connectivity to any location from the edge to ultra-long haul. What's more, unlike pluggable solutions, it enables a managed service demarcation point that simplifies SLA monitoring and service delivery. As a pure transport solution, it fits neatly into existing service provider operational models to simplify troubleshooting and speed issue resolution. The PM 100HDF01 is built on Ekinops' long-running and highly successful 200G FlexRate optical technology that has been cost-optimized for 100G. It can be deployed as a capacity upgrade in any type of network whether it's a new-build greenfield network, an existing brownfield network or even as an alien wavelength over a third-party line system providing simple scalable bandwidth with rapid ROI. Compatible with Ekinops 10G aggregation modules, service providers can use it to deliver low speed services over high-speed links allowing them to maintain their revenue base and migrate services over time. Ekinops PM 100HDF01 is currently generally available and has already received considerable interest from several new and existing customers.분석 기사 • Sep 11Market Still Lacking Some Conviction On EKINOPS S.A. (EPA:EKI)It's not a stretch to say that EKINOPS S.A.'s ( EPA:EKI ) price-to-sales (or "P/S") ratio of 0.9x right now seems quite...Price Target Changed • Sep 10Price target increased by 9.2% to €5.92Up from €5.42, the current price target is an average from 6 analysts. New target price is 74% above last closing price of €3.41. Stock is down 53% over the past year. The company is forecast to post earnings per share of €0.17 for next year compared to €0.14 last year.분석 기사 • Aug 01An Intrinsic Calculation For EKINOPS S.A. (EPA:EKI) Suggests It's 42% UndervaluedKey Insights The projected fair value for EKINOPS is €5.81 based on 2 Stage Free Cash Flow to Equity EKINOPS is...Major Estimate Revision • Jul 31Consensus EPS estimates increase by 105%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.074 to €0.152. Revenue forecast steady at €121.6m. Net income forecast to grow 16% next year vs 33% growth forecast for Communications industry in France. Consensus price target up from €5.42 to €5.57. Share price rose 11% to €3.36 over the past week.공시 • Jul 30EKINOPS S.A. Provides Revenue Guidance for the Third Quarter 2024EKINOPS S.A. provided revenue guidance for the third quarter 2024. For the quarter, the company expects revenue to follow the same trend as previous quarters, with a more marked improvement in business targeted for fourth quarter 2024.New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin). Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (€82.6m market cap, or US$89.9m).Price Target Changed • Jul 18Price target decreased by 9.7% to €5.42Down from €6.00, the current price target is an average from 6 analysts. New target price is 76% above last closing price of €3.08. Stock is down 58% over the past year. The company is forecast to post earnings per share of €0.074 for next year compared to €0.14 last year.Major Estimate Revision • Jul 16Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €127.6m to €123.7m. EPS estimate also fell from €0.143 per share to €0.088 per share. Net income forecast to shrink 14% next year vs 33% growth forecast for Communications industry in France . Consensus price target down from €6.00 to €5.67. Share price fell 13% to €3.21 over the past week.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €3.81, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Communications industry in France. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.86 per share.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €3.40, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Communications industry in France. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.94 per share.분석 기사 • Jun 02EKINOPS S.A.'s (EPA:EKI) 28% Jump Shows Its Popularity With InvestorsEKINOPS S.A. ( EPA:EKI ) shareholders would be excited to see that the share price has had a great month, posting a 28...공시 • May 30EKINOPS S.A. (ENXTPA:EKI) commences an Equity Buyback, under the authorization approved on May 23, 2024.EKINOPS S.A. (ENXTPA:EKI) commences share repurchases on May 24, 2024, under the program mandated by the shareholders in the Combined General Meeting held on May 23, 2024. As per the mandate, the company is authorized to repurchase up to 10% of its issued share capital at the time of acquisition. The shares will be repurchased at a maximum price of €15 per share. The purpose of the program is to repurchase shares to allow animation and liquidity of the company's securities through an investment service provider acting independently within the framework of a liquidity contract; to honor obligations linked to stock option programs, free share allocations, employee savings or other share allocations to employees or former employees and managers or former managers of the company and companies linked to it; to deliver the shares upon the exercise of rights attached to securities giving access to capital; and or the cancellation of all or part of the securities thus repurchased; the retention of shares and their subsequent delivery in payment or exchange as part of a merger, division or contribution transaction; and or carrying out any operation in compliance with the regulations in force. The program is valid for 18 months.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €3.98, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Communications industry in France. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.87 per share.분석 기사 • Apr 03EKINOPS' (EPA:EKI) Problems Go Beyond Weak ProfitInvestors were disappointed by EKINOPS S.A.'s ( EPA:EKI ) latest earnings release. We did some further digging and...분석 기사 • Mar 29Here's Why EKINOPS (EPA:EKI) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • Mar 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.14 (down from €0.46 in FY 2022). Revenue: €129.1m (up 1.2% from FY 2022). Net income: €3.63m (down 70% from FY 2022). Profit margin: 2.8% (down from 9.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 53%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.공시 • Mar 26Ekinops Delivers 800G Solution, Doubles Capacity and Extends ReachEkinops announced the availability of its new PM_800FR04 pluggable module for the Ekinops360 WDM optical transport system based on its FlexRate™ technology. With the market for 800G transport reaching critical mass, Ekinops now offers a high-performance solution capable of regional distances at full line rate and long-haul transport at 400G. Optical transport solutions based on GEN120P (120 Gbaud+) technology are radically transforming the market landscape. To date, 800G has been limited to early adopters, mainly Tier 1 service providers, looking to reduce the number of wavelengths they have to manage as capacity growth accelerates. With this technology and Ekinops' expertise in improving the performance over cost ratio, its proprietary optical interface, all operators are now provided the option of utilizing 800G to improve ROI and network efficiency. The PM_800FR04 provides multi-protocol, multi-rate client support for 100GbE, OTU4 and 400GbE services and can be combined with other Ekinops360 line cards for low-speed service aggregation onto 800G links. Compatible with existing Ekinops360 chassis, it makes Ekinops one of a limited few equipment vendors able to offer 800G capability in standard 300mm telco form factor.New Risk • Mar 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (€86.5m market cap, or US$93.8m).Major Estimate Revision • Mar 07Consensus EPS estimates fall by 68%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €134.9m to €128.7m. EPS estimate also fell from €0.345 per share to €0.11 per share. Net income forecast to shrink 58% next year vs 40% growth forecast for Communications industry in France . Consensus price target down from €7.76 to €6.95. Share price fell 9.4% to €3.62 over the past week.Price Target Changed • Mar 07Price target decreased by 16% to €7.27Down from €8.68, the current price target is an average from 6 analysts. New target price is 101% above last closing price of €3.62. Stock is down 60% over the past year. The company is forecast to post earnings per share of €0.28 for next year compared to €0.46 last year.공시 • Mar 06+ 4 more updatesEKINOPS S.A. to Report Fiscal Year 2024 Results on Mar 05, 2025EKINOPS S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Mar 05, 2025분석 기사 • Dec 30What Does EKINOPS S.A.'s (EPA:EKI) Share Price Indicate?EKINOPS S.A. ( EPA:EKI ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...분석 기사 • Dec 11Estimating The Fair Value Of EKINOPS S.A. (EPA:EKI)Key Insights The projected fair value for EKINOPS is €5.10 based on 2 Stage Free Cash Flow to Equity With €5.10 share...Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €4.61, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Communications industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.64 per share.New Risk • Oct 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €4.34, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Communications industry in Europe. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.71 per share.Buying Opportunity • Oct 12Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be €6.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 8.5% in the next 2 years.Price Target Changed • Oct 12Price target decreased by 19% to €8.64Down from €10.63, the current price target is an average from 7 analysts. New target price is 82% above last closing price of €4.75. Stock is down 32% over the past year. The company is forecast to post earnings per share of €0.36 for next year compared to €0.46 last year.분석 기사 • Sep 21At €6.40, Is EKINOPS S.A. (EPA:EKI) Worth Looking At Closely?EKINOPS S.A. ( EPA:EKI ), might not be a large cap stock, but it saw significant share price movement during recent...공시 • Jul 12EKINOPS S.A. to Report First Half, 2023 Results on Jul 27, 2023EKINOPS S.A. announced that they will report first half, 2023 results on Jul 27, 2023Price Target Changed • Apr 14Price target increased by 7.9% to €10.87Up from €10.07, the current price target is an average from 6 analysts. New target price is 26% above last closing price of €8.65. Stock is up 27% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €0.46 last year.Reported Earnings • Apr 09Full year 2022 earnings released: EPS: €0.46 (vs €0.19 in FY 2021)Full year 2022 results: EPS: €0.46 (up from €0.19 in FY 2021). Revenue: €127.6m (up 23% from FY 2021). Net income: €12.0m (up 150% from FY 2021). Profit margin: 9.4% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.공시 • Jan 25EKINOPS S.A. Announces Availability of New Cfp2-Based 400G Transport SolutionEKINOPS S.A. announces the availability of its new PM_400FR05-C2A pluggable module for the Ekinops360 WDM optical transport system. This new line card is the first coherent module from Ekinops based on 400G pluggable line interfaces, offering lower cost, lower power coherent solutions than what is offered by high-performance embedded optics. Since their debut in 2021, pluggable 400G transceivers have been quickly adapted for use in communications networks. Though initially designed for short reach data center connectivity, newer versions with higher optical launch powers are now being deployed in broader applications including metro and regional service provider transport networks. According to market research firm Cignal AI, these transceivers will represent more than 20% of all 100G+ telecom bandwidth deployed in 2022, growing to 30% by 2024. The PM_400FR05-C2A provides multiple client options capable of supporting either 100GbE or OTU4 as well as 400GbE connectivity. The line interface is programmable from 100G to 400G. As a standards-based solution, the PM_400FR05-C2A is fully interoperable with other third-party compliant interfaces making it easy and inexpensive for service providers to interconnect switch/router ports. While most pluggable 400G optics are limited to point-to-point connectivity, the PM_400FR05-C2A is also deployable on meshed optical networks with multi-point connectivity, a key differentiator that significantly expands the scope of potential applications. Another differentiator is the availability of an optional Ekinops proprietary enhanced performance mode that extends the reach of the line output more than 20% compared to standardized modes of performance. Advanced transmission technology developed by Ekinops provides a cleaner transmission signal that can eliminate the need for additional amplifiers and regeneration points to further lower overall network cost. The PM_400FR05-C2A is already attracting customer interest. It is currently in lab trials with general availability beginning in the first quarter of 2023.공시 • Jan 12EKINOPS S.A. to Report Fiscal Year 2022 Results on Mar 07, 2023EKINOPS S.A. announced that they will report fiscal year 2022 results on Mar 07, 2023Major Estimate Revision • Nov 24Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €128.9m to €130.4m. EPS estimate increased from €0.30 to €0.34 per share. Net income forecast to grow 18% next year vs 5.4% growth forecast for Communications industry in France. Consensus price target of €9.87 unchanged from last update. Share price was steady at €7.10 over the past week.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Lori Gonnu was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Major Estimate Revision • Oct 13Consensus EPS estimates increase by 35%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €123.2m to €128.9m. EPS estimate increased from €0.28 to €0.38 per share. Net income forecast to grow 33% next year vs 13% growth forecast for Communications industry in France. Consensus price target reaffirmed at €9.87. Share price rose 10% to €6.96 over the past week.분석 기사 • Oct 13Is Now An Opportune Moment To Examine EKINOPS S.A. (EPA:EKI)?EKINOPS S.A. ( EPA:EKI ), is not the largest company out there, but it saw a double-digit share price rise of over 10...Reported Earnings • Aug 02First half 2022 earnings released: EPS: €0.20 (vs €0.063 in 1H 2021)First half 2022 results: EPS: €0.20 (up from €0.063 in 1H 2021). Revenue: €63.3m (up 25% from 1H 2021). Net income: €5.21m (up 225% from 1H 2021). Profit margin: 8.2% (up from 3.2% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 4.8% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • Jul 31Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €120.0m to €121.5m. EPS estimate fell from €0.31 to €0.24 per share. Net income forecast to grow 33% next year vs 7.5% growth forecast for Communications industry in France. Consensus price target broadly unchanged at €9.62. Share price was steady at €7.01 over the past week.재무 상태 분석단기부채: EKI 의 단기 자산 ( €88.5M )이 단기 부채( €48.7M ).장기 부채: EKI의 단기 자산(€88.5M)이 장기 부채(€39.7M)를 초과합니다.부채/자본 비율 추이 및 분석부채 수준: EKI 총 부채보다 더 많은 현금을 보유하고 있습니다.부채 감소: EKI의 부채 대비 자본 비율은 지난 5년 동안 41.6%에서 24.8%로 감소했습니다.부채 범위: EKI 의 부채는 영업 현금 흐름 ( 13.2% )에 의해 잘 갚지 않음입니다.이자 보장: EKI 의 부채에 대한 이자 지급이 EBIT에 의해 잘 충당되었는지 판단할 데이터가 부족합니다.대차대조표건전한 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 건실한 기업.View Dividend기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 06:04종가2026/05/21 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 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 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스EKINOPS S.A.는 17명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Alexandre PlaudCIC Market Solutions (ESN)Guillaume CuvillierGilbert DupontEmmanuel ParotGilbert Dupont14명의 분석가 더 보기
분석 기사 • Nov 21Here's Why EKINOPS (EPA:EKI) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Aug 19Does EKINOPS (EPA:EKI) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • May 16Is EKINOPS (EPA:EKI) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Nov 29Is EKINOPS (EPA:EKI) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Mar 29Here's Why EKINOPS (EPA:EKI) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
공시 • May 20Ekinops Launches Network-As-A-Service Solutions in BelgiumEkinops announced the launch in Belgium of a new generation of network solutions, Network-as-a-Service (NaaS). This initiative notably relies on the high-bandwidth, proven infrastructure of Proximus Wholesale (wholesale telecom services market), enabling local operators to deliver digital services that are more agile, faster to deploy and fully software-driven. At the heart of this collaboration is ONE (Open Network Ecosystem), the new strategic product portfolio from Proximus Wholesale. ONE combines Proximus' reliable, high-performance national connectivity with Ekinops' advanced software technologies, including universal customer premises equipment (uCPE), the virtualization solution layer OneOS6-LIM, and the OneManage management and monitoring system dedicated to automated service orchestration and lifecycle management. This ecosystem allows partners to activate services remotely through a secure marketplace of virtual network functions (VNFs), covering routing, security, SD-WAN and voice solutions. By replacing dedicated hardware appliances with virtualized solutions hosted on a single uCPE, wholesale partners gain agility, reduce delivery lead times and simplify the entire service lifecycle. The software-driven ONE approach enables on-demand bandwidth, automated provisioning and remote updates, with no need for on-site physical intervention. This approach reduces installation times, improves reliability and accelerates the deployment of new services. By introducing a single uCPE deployable at the network edge as the foundation of the ONE portfolio, we enable our partners to operate in a much simpler and more efficient way. Fewer on-site devices, fewer technical interventions and faster service activation all contribute to a smoother, more scalable operating model for Belgian service providers, telecom operators and their customers. This unified approach represents a major step toward flexible, software-based networks at the edge.
Buy Or Sell Opportunity • Apr 27Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 8.8% to €2.66. The fair value is estimated to be €1.96, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.9% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 6.1% in a year. Earnings are forecast to grow by 58% in the next year.
공시 • Apr 23Ekinops Confirms Earnings Guidance for the Year 2026Ekinops confirmed earnings guidance for the year 2026. for the period, the company confirmed its ability to achieve single-digit revenue growth for the full year, notably supported by the first deliveries of new DCI and SASE solutions expected by the end of 2026.
Major Estimate Revision • Apr 23Consensus EPS estimates upgraded to €0.11 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -€0.133 to -€0.113 per share. Revenue forecast steady at €111.5m. Communications industry in France expected to see average net income growth of 53% next year. Consensus price target up from €2.72 to €3.03. Share price fell 12% to €2.45 over the past week.
공시 • Apr 23EKINOPS S.A., Annual General Meeting, May 27, 2026EKINOPS S.A., Annual General Meeting, May 27, 2026. Location: 14 avenue d eylau, paris France
공시 • Mar 24EKINOPS S.A. (ENXTPA:EKI) entered into an agreement to acquire Chimere.EKINOPS S.A. (ENXTPA:EKI) entered into an agreement to acquire Chimere on March 24, 2026. The transaction will be completed before March 31, 2026. Ekinops does not expect any significant impact on its 2026 financial statements due to this transaction.
Buy Or Sell Opportunity • Mar 15Now 23% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.83. The fair value is estimated to be €2.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.
공시 • Mar 03Ekinops Enables O2 Telefonica High Availability and Speeds for Fixed Mobile B2B Connectivity ServicesEkinops and O2 Telefonica announced the launch of a co-developed 5G mobile fixed line extension solution to provide high speed 5G connectivity to enterprise customers even in difficult coverage locations. O2 Telefonica will be able to extend its "high-performance connection for every workplace" solution to customers who require connectivity deep inside buildings, allowing to address complex or near impossible installations. It is aimed at businesses that need to connect new locations to the internet without major expansion projects and want to use fixed-network connectivity where failure is not an option. The promise is to make sure outdoor coverage matches outdoor coverage and deployment is achieved in record time. The new MRU-5G (MRU- Managed Remote Unit), a centrally manageable outdoor 5G unit, has been co-developed by Ekinops and O2 TeleFonica. Coupled with the Ekinops enterprise routers, powered by the OneOS6 software, it can deliver gigabit services with 5G backup. Main benefits of this new solution: Can be deployed up to 100m away from the data room, with zero dB (decibel) loss and full throughput. Fastest deployment of fixed wireless access due to flexible installation options, reducing the need for complex civil works. Efficient methodology and tools to install the 5G antenna at the best possible location using a dedicated installer application. Fastest service activation due to template-based configuration and powerful CLI, enabling highly industrialized processes, Nearly 10 times existing performance compared to conventional outdoor antennas. Enterprise-class transparent networking, supports full VLAN isolation, highly secured, ready for large offices with many concurrent users. Fully supervised and managed remotely. Fully integrated in the product portfolio of the business customer brand of O2 Telefonica - O2 Business' management and provisioning systems, with perfect visibility for customer service assurance.
공시 • Jan 10Ekinops Announces Chief Executive Officer ChangesThe Board of Directors of EKINOPS announced the appointment of Lionel Chmilewsky as Chief Executive Officer (CEO), effective January 12, 2026. Lionel Chmilewsky brings extensive international experience in technology, telecommunications and cybersecurity, notably in the United Kingdom and the United States, and is recognized for leading strategic growth initiatives and complex transformation plans as well as building and managing high-performing multinational teams. Prior to joining Ekinops, Lionel Chmilewsky notably served as President and CEO of TrustBuilder, a leading European SaaS cybersecurity company, specializing in multi-factor authentication and identity & access management. Previously, as CEO of Corero Network Security plc., an anti-DDoS cybersecurity leader listed on London Stock Exchange, he doubled revenue and ARR delivered sustained profitability and significantly accelerated growth in the US market. Lionel Chmilewsky also served as CEO of Cambridge Broadband Networks and Comverse IP Communications. He also serves as Chairman of Hive Streaming. The company thanks Philippe Moulin for his commitment and successful leadership during the transition period. Philippe will carry on as Chief Operating officer.
분석 기사 • Dec 21There's Reason For Concern Over EKINOPS S.A.'s (EPA:EKI) Massive 31% Price JumpThose holding EKINOPS S.A. ( EPA:EKI ) shares would be relieved that the share price has rebounded 31% in the last...
분석 기사 • Dec 11EKINOPS (EPA:EKI) Could Be At Risk Of Shrinking As A CompanyWhen it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
Buy Or Sell Opportunity • Dec 10Now 23% overvaluedOver the last 90 days, the stock has fallen 37% to €1.97. The fair value is estimated to be €1.60, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company became loss making.
공시 • Dec 10+ 1 more updateEkinops Introduces 32-Degree ROADM for High Baud Rate Channel Support and Muxless DesignsEkinops introduces its new 32-degree Reconfigurable Optical Add/Drop (ROADM) module, the PM_ROADM-FLEX-H32M for the Ekinops360 optical transport platform. The PM_ROADM-FLEX-H32Mis designed for large networks consisting of many interconnection points where multiple wavelengths need to be switched optically onto multiple paths (degrees). It also addresses colorless, directionless, contentionless, and gridless (CDCG) networks in which a large number of wavelengths need to be added and dropped including multiple instances of the same wavelength, functionality that is not supported in a typical ROADM architecture. It provides the new standard for muxless designs utilizing a Route-and-Select architecture with a dual WSS —one for the Transmit side and one for the Receive side—and Optical Channel Monitor (OCM), delivering multifunction capability while improving overall flexibility and performance of the network. By integrating all of these functions, the PM_ROADM-FLEX-H32M does not require external cabling between modules to more effectively scale to any size network up to thirty-two degrees. The use of dual LC connectors on the faceplate rather than MPO connectors reduces footprint, complexity and cost by eliminating the need for additional shuffle modules to provide conversion from MPO to LC connectors. Compatible with both the C600HC and new C700HC chassis (see separate press release) the PM_ROADM-FLEX-H32M is managed through Celestis NMS, Ekinops advanced network management system.
Buy Or Sell Opportunity • Nov 24Now 27% overvaluedOver the last 90 days, the stock has fallen 51% to €1.57. The fair value is estimated to be €1.23, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • Nov 21Here's Why EKINOPS (EPA:EKI) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Oct 18Risks Still Elevated At These Prices As EKINOPS S.A. (EPA:EKI) Shares Dive 42%Unfortunately for some shareholders, the EKINOPS S.A. ( EPA:EKI ) share price has dived 42% in the last thirty days...
분석 기사 • Oct 16What Does EKINOPS S.A.'s (EPA:EKI) Share Price Indicate?While EKINOPS S.A. ( EPA:EKI ) might not have the largest market cap around , it received a lot of attention from a...
New Risk • Oct 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of French stocks, typically moving 7.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.1% average weekly change). Minor Risk Market cap is less than US$100m (€75.5m market cap, or US$87.7m).
Price Target Changed • Oct 15Price target decreased by 10% to €4.78Down from €5.32, the current price target is an average from 5 analysts. New target price is 158% above last closing price of €1.85. Stock is down 54% over the past year. The company is forecast to post a net loss per share of €0.022 next year compared to a net loss per share of €0.26 last year.
공시 • Oct 15+ 2 more updatesEkinops Announces Chairman ChangesEkinops' Board of Directors announced the departure of Didier Brédy from his role as Chairman. In addition, Hugues Lepic, CEO of Aleph Capital (largest shareholder of Ekinops, holding 11.8% of its capital) and currently member of the Board, has been appointed interim Chairman of the Board of Directors. The Board's composition will be reviewed over the coming months. Under Philippe Moulin's leadership, Ekinops will continue to implement its "Bridge" strategic plan, focusing on innovation, customer satisfaction, expansion into high-growth markets, and the creation of sustainable value.
분석 기사 • Aug 19Does EKINOPS (EPA:EKI) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
New Risk • Aug 07New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €85.2m (US$99.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$100m (€85.2m market cap, or US$99.4m).
Price Target Changed • Aug 03Price target decreased by 10% to €4.78Down from €5.32, the current price target is an average from 5 analysts. New target price is 42% above last closing price of €3.37. Stock is up 0.1% over the past year. The company is forecast to post earnings per share of €0.10 next year compared to a net loss per share of €0.26 last year.
분석 기사 • Aug 02EKINOPS S.A.'s (EPA:EKI) Popularity With Investors Under Threat As Stock Sinks 25%EKINOPS S.A. ( EPA:EKI ) shares have retraced a considerable 25% in the last month, reversing a fair amount of their...
분석 기사 • Jul 31Analysts Have Been Trimming Their EKINOPS S.A. (EPA:EKI) Price Target After Its Latest ReportIt's been a mediocre week for EKINOPS S.A. ( EPA:EKI ) shareholders, with the stock dropping 17% to €3.49 in the week...
Buy Or Sell Opportunity • Jul 30Now 26% undervaluedOver the last 90 days, the stock has risen 6.1% to €3.49. The fair value is estimated to be €4.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
공시 • Jul 29EKINOPS S.A. Provides Earnings Guidance for the Full Year 2025EKINOPS S.A. provided earnings guidance for the full year 2025. For the year, the company expects consolidated full-year revenue of between €110 million and €120 million (compared to €117.7 million in 2024) and plans to further strengthen its cost-control efforts (operating expenses down -7% in Fiscal Year 2024 and -2% in H1 2025).
Buy Or Sell Opportunity • Jul 11Now 30% undervaluedOver the last 90 days, the stock has risen 33% to €4.22. The fair value is estimated to be €5.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
공시 • Jun 18Ekinops Upgrades Submarine Cable for Global Caribbean NetworkEkinops announced that Global Caribbean Network (GCN) has upgraded its existing subsea cable network using the Ekinops360 WDM platform with FlexRate™? technology. GCN operates a cable system in the Guadeloupe region of the Caribbean consisting of critical routes unserved by other cables. With service areas separated by long spans that have challenging optical requirements, GCN needed a solution that could support services from 10G to 100G on extended links over 350Km. Using the 400FRS04-SF module, ROADMs and low noise amplifiers from Ekinops, GCN is now able to deliver the bandwidth needed for the local service providers throughout the region to offer high bandwidth internet services to the local populations. GCN built its original cable system as part of a public service delegation contract with the regional council of Guadeloupe. By its nature, the contract requires control of the cable be returned to the regional government after a fixed period of time. As a pre- requisite GCN needed to modernize the infrastructure with a future-proof network capable of supporting higher capacities. Recognizing Ekinops' ability to deliver the solution, services and support it needed within a tight schedule, GCN selected the Ekinops360 even after comparing it to purpose-built submarine systems.
Buy Or Sell Opportunity • Jun 12Now 20% undervaluedOver the last 90 days, the stock has risen 22% to €4.63. The fair value is estimated to be €5.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
분석 기사 • May 20EKINOPS S.A. (EPA:EKI) Soars 30% But It's A Story Of Risk Vs RewardEKINOPS S.A. ( EPA:EKI ) shareholders would be excited to see that the share price has had a great month, posting a 30...
분석 기사 • May 16Is EKINOPS (EPA:EKI) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • May 15EKINOPS S.A. (ENXTPA:EKI) signed an agreement to acquire Olfeo, SAS from its founding shareholders, financial investors and employee shareholders.EKINOPS S.A. (ENXTPA:EKI) signed an agreement to acquire Olfeo, SAS from its founding shareholders, financial investors and employee shareholders on May 15, 2025. A cash consideration will be paid by EKINOPS S.A. As part of consideration, an undisclosed value is paid towards common equity of Olfeo, SAS. This acquisition is fully financed in cash, using Ekinops’ own funds and the syndicated credit line dedicated to external growth, provided by its banking partners. As part of the acquisition, Alexandre Souillé, founder and CEO of Olfeo, along with his team, will continue to develop the cybersecurity activity within Ekinops. For the period ending December 31, 2024, Olfeo, SAS reported total revenue of €6.3 million. The completion of the transaction is subject to customary conditions and is expected to occur in the coming weeks.
공시 • Apr 17EKINOPS S.A., Annual General Meeting, May 22, 2025EKINOPS S.A., Annual General Meeting, May 22, 2025. Location: 14 avenue d eylau, paris France
공시 • Apr 11+ 1 more updateEKINOPS S.A. to Report First Half, 2025 Results on Jul 28, 2025EKINOPS S.A. announced that they will report first half, 2025 results on Jul 28, 2025
New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (€90.9m market cap, or US$99.6m).
New Risk • Apr 05New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €87.3m (US$95.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
분석 기사 • Mar 09EKINOPS S.A. (EPA:EKI) Just Released Its Annual Results And Analysts Are Updating Their EstimatesShareholders of EKINOPS S.A. ( EPA:EKI ) will be pleased this week, given that the stock price is up 16% to €3.66...
Reported Earnings • Mar 09Full year 2024 earnings releasedFull year 2024 results: Revenue: €117.7m (down 8.8% from FY 2023). Net loss: €7.00m (down 293% from profit in FY 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Communications industry in France.
분석 기사 • Mar 04Are Investors Undervaluing EKINOPS S.A. (EPA:EKI) By 47%?Key Insights The projected fair value for EKINOPS is €6.70 based on 2 Stage Free Cash Flow to Equity EKINOPS' €3.52...
Price Target Changed • Jan 20Price target decreased by 7.3% to €5.68Down from €6.13, the current price target is an average from 6 analysts. New target price is 79% above last closing price of €3.18. Stock is down 33% over the past year. The company is forecast to post a net loss per share of €0.043 compared to earnings per share of €0.14 last year.
New Risk • Dec 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Shareholders have been diluted in the past year (4.9% increase in shares outstanding).
분석 기사 • Nov 29Is EKINOPS (EPA:EKI) Weighed On By Its Debt Load?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Nov 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €94.1m (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (€94.1m market cap, or US$99.3m).
공시 • Nov 20EKINOPS Adds Edge-Optimized 100G Solution to Ekinops360 WDM PortfolioEKINOPS has released its new PM_100HDF01 pluggable module for the Ekinops360 WDM optical transport system. Cost-optimized to address the growing demand for 100G at the network edge, the PM_100HDF also has the high performance required for long haul applications over thousands of kilometers. Driven by the growth of edge applications such as 5G mobile, edge computing, artificial intelligence and even standard broadband access, bandwidth demand is exploding in the access portion of the network. In order to meet that demand, service providers are now migrating their existing 10G networks to 100G requiring a cost-effective solution that can be quickly and easily deployed across thousands of network locations. While pluggable optics would seem to be the ideal solution, coherent 100G transceivers in the QSFP28 form factor are not readily available in commercial quantities now and those that are offer low performance and lack certain key functionalities service providers need. As a transponder-based solution, the new PM 100HDF01 offers the performance needed to deliver connectivity to any location from the edge to ultra-long haul. What's more, unlike pluggable solutions, it enables a managed service demarcation point that simplifies SLA monitoring and service delivery. As a pure transport solution, it fits neatly into existing service provider operational models to simplify troubleshooting and speed issue resolution. The PM 100HDF01 is built on Ekinops' long-running and highly successful 200G FlexRate optical technology that has been cost-optimized for 100G. It can be deployed as a capacity upgrade in any type of network whether it's a new-build greenfield network, an existing brownfield network or even as an alien wavelength over a third-party line system providing simple scalable bandwidth with rapid ROI. Compatible with Ekinops 10G aggregation modules, service providers can use it to deliver low speed services over high-speed links allowing them to maintain their revenue base and migrate services over time. Ekinops PM 100HDF01 is currently generally available and has already received considerable interest from several new and existing customers.
분석 기사 • Sep 11Market Still Lacking Some Conviction On EKINOPS S.A. (EPA:EKI)It's not a stretch to say that EKINOPS S.A.'s ( EPA:EKI ) price-to-sales (or "P/S") ratio of 0.9x right now seems quite...
Price Target Changed • Sep 10Price target increased by 9.2% to €5.92Up from €5.42, the current price target is an average from 6 analysts. New target price is 74% above last closing price of €3.41. Stock is down 53% over the past year. The company is forecast to post earnings per share of €0.17 for next year compared to €0.14 last year.
분석 기사 • Aug 01An Intrinsic Calculation For EKINOPS S.A. (EPA:EKI) Suggests It's 42% UndervaluedKey Insights The projected fair value for EKINOPS is €5.81 based on 2 Stage Free Cash Flow to Equity EKINOPS is...
Major Estimate Revision • Jul 31Consensus EPS estimates increase by 105%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from €0.074 to €0.152. Revenue forecast steady at €121.6m. Net income forecast to grow 16% next year vs 33% growth forecast for Communications industry in France. Consensus price target up from €5.42 to €5.57. Share price rose 11% to €3.36 over the past week.
공시 • Jul 30EKINOPS S.A. Provides Revenue Guidance for the Third Quarter 2024EKINOPS S.A. provided revenue guidance for the third quarter 2024. For the quarter, the company expects revenue to follow the same trend as previous quarters, with a more marked improvement in business targeted for fourth quarter 2024.
New Risk • Jul 21New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 4.9% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin). Shareholders have been diluted in the past year (4.9% increase in shares outstanding). Market cap is less than US$100m (€82.6m market cap, or US$89.9m).
Price Target Changed • Jul 18Price target decreased by 9.7% to €5.42Down from €6.00, the current price target is an average from 6 analysts. New target price is 76% above last closing price of €3.08. Stock is down 58% over the past year. The company is forecast to post earnings per share of €0.074 for next year compared to €0.14 last year.
Major Estimate Revision • Jul 16Consensus EPS estimates fall by 39%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €127.6m to €123.7m. EPS estimate also fell from €0.143 per share to €0.088 per share. Net income forecast to shrink 14% next year vs 33% growth forecast for Communications industry in France . Consensus price target down from €6.00 to €5.67. Share price fell 13% to €3.21 over the past week.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €3.81, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 22x in the Communications industry in France. Total loss to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.86 per share.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €3.40, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Communications industry in France. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.94 per share.
분석 기사 • Jun 02EKINOPS S.A.'s (EPA:EKI) 28% Jump Shows Its Popularity With InvestorsEKINOPS S.A. ( EPA:EKI ) shareholders would be excited to see that the share price has had a great month, posting a 28...
공시 • May 30EKINOPS S.A. (ENXTPA:EKI) commences an Equity Buyback, under the authorization approved on May 23, 2024.EKINOPS S.A. (ENXTPA:EKI) commences share repurchases on May 24, 2024, under the program mandated by the shareholders in the Combined General Meeting held on May 23, 2024. As per the mandate, the company is authorized to repurchase up to 10% of its issued share capital at the time of acquisition. The shares will be repurchased at a maximum price of €15 per share. The purpose of the program is to repurchase shares to allow animation and liquidity of the company's securities through an investment service provider acting independently within the framework of a liquidity contract; to honor obligations linked to stock option programs, free share allocations, employee savings or other share allocations to employees or former employees and managers or former managers of the company and companies linked to it; to deliver the shares upon the exercise of rights attached to securities giving access to capital; and or the cancellation of all or part of the securities thus repurchased; the retention of shares and their subsequent delivery in payment or exchange as part of a merger, division or contribution transaction; and or carrying out any operation in compliance with the regulations in force. The program is valid for 18 months.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €3.98, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 16x in the Communications industry in France. Total loss to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.87 per share.
분석 기사 • Apr 03EKINOPS' (EPA:EKI) Problems Go Beyond Weak ProfitInvestors were disappointed by EKINOPS S.A.'s ( EPA:EKI ) latest earnings release. We did some further digging and...
분석 기사 • Mar 29Here's Why EKINOPS (EPA:EKI) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • Mar 28Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: €0.14 (down from €0.46 in FY 2022). Revenue: €129.1m (up 1.2% from FY 2022). Net income: €3.63m (down 70% from FY 2022). Profit margin: 2.8% (down from 9.4% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) also missed analyst estimates by 53%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
공시 • Mar 26Ekinops Delivers 800G Solution, Doubles Capacity and Extends ReachEkinops announced the availability of its new PM_800FR04 pluggable module for the Ekinops360 WDM optical transport system based on its FlexRate™ technology. With the market for 800G transport reaching critical mass, Ekinops now offers a high-performance solution capable of regional distances at full line rate and long-haul transport at 400G. Optical transport solutions based on GEN120P (120 Gbaud+) technology are radically transforming the market landscape. To date, 800G has been limited to early adopters, mainly Tier 1 service providers, looking to reduce the number of wavelengths they have to manage as capacity growth accelerates. With this technology and Ekinops' expertise in improving the performance over cost ratio, its proprietary optical interface, all operators are now provided the option of utilizing 800G to improve ROI and network efficiency. The PM_800FR04 provides multi-protocol, multi-rate client support for 100GbE, OTU4 and 400GbE services and can be combined with other Ekinops360 line cards for low-speed service aggregation onto 800G links. Compatible with existing Ekinops360 chassis, it makes Ekinops one of a limited few equipment vendors able to offer 800G capability in standard 300mm telco form factor.
New Risk • Mar 20New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.4% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (2.4% increase in shares outstanding). Market cap is less than US$100m (€86.5m market cap, or US$93.8m).
Major Estimate Revision • Mar 07Consensus EPS estimates fall by 68%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from €134.9m to €128.7m. EPS estimate also fell from €0.345 per share to €0.11 per share. Net income forecast to shrink 58% next year vs 40% growth forecast for Communications industry in France . Consensus price target down from €7.76 to €6.95. Share price fell 9.4% to €3.62 over the past week.
Price Target Changed • Mar 07Price target decreased by 16% to €7.27Down from €8.68, the current price target is an average from 6 analysts. New target price is 101% above last closing price of €3.62. Stock is down 60% over the past year. The company is forecast to post earnings per share of €0.28 for next year compared to €0.46 last year.
공시 • Mar 06+ 4 more updatesEKINOPS S.A. to Report Fiscal Year 2024 Results on Mar 05, 2025EKINOPS S.A. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Mar 05, 2025
분석 기사 • Dec 30What Does EKINOPS S.A.'s (EPA:EKI) Share Price Indicate?EKINOPS S.A. ( EPA:EKI ), is not the largest company out there, but it led the ENXTPA gainers with a relatively large...
분석 기사 • Dec 11Estimating The Fair Value Of EKINOPS S.A. (EPA:EKI)Key Insights The projected fair value for EKINOPS is €5.10 based on 2 Stage Free Cash Flow to Equity With €5.10 share...
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €4.61, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 18x in the Communications industry in Europe. Total loss to shareholders of 21% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.64 per share.
New Risk • Oct 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €4.34, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Communications industry in Europe. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €5.71 per share.
Buying Opportunity • Oct 12Now 28% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be €6.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 53%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 8.5% in the next 2 years.
Price Target Changed • Oct 12Price target decreased by 19% to €8.64Down from €10.63, the current price target is an average from 7 analysts. New target price is 82% above last closing price of €4.75. Stock is down 32% over the past year. The company is forecast to post earnings per share of €0.36 for next year compared to €0.46 last year.
분석 기사 • Sep 21At €6.40, Is EKINOPS S.A. (EPA:EKI) Worth Looking At Closely?EKINOPS S.A. ( EPA:EKI ), might not be a large cap stock, but it saw significant share price movement during recent...
공시 • Jul 12EKINOPS S.A. to Report First Half, 2023 Results on Jul 27, 2023EKINOPS S.A. announced that they will report first half, 2023 results on Jul 27, 2023
Price Target Changed • Apr 14Price target increased by 7.9% to €10.87Up from €10.07, the current price target is an average from 6 analysts. New target price is 26% above last closing price of €8.65. Stock is up 27% over the past year. The company is forecast to post earnings per share of €0.48 for next year compared to €0.46 last year.
Reported Earnings • Apr 09Full year 2022 earnings released: EPS: €0.46 (vs €0.19 in FY 2021)Full year 2022 results: EPS: €0.46 (up from €0.19 in FY 2021). Revenue: €127.6m (up 23% from FY 2021). Net income: €12.0m (up 150% from FY 2021). Profit margin: 9.4% (up from 4.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Communications industry in France. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
공시 • Jan 25EKINOPS S.A. Announces Availability of New Cfp2-Based 400G Transport SolutionEKINOPS S.A. announces the availability of its new PM_400FR05-C2A pluggable module for the Ekinops360 WDM optical transport system. This new line card is the first coherent module from Ekinops based on 400G pluggable line interfaces, offering lower cost, lower power coherent solutions than what is offered by high-performance embedded optics. Since their debut in 2021, pluggable 400G transceivers have been quickly adapted for use in communications networks. Though initially designed for short reach data center connectivity, newer versions with higher optical launch powers are now being deployed in broader applications including metro and regional service provider transport networks. According to market research firm Cignal AI, these transceivers will represent more than 20% of all 100G+ telecom bandwidth deployed in 2022, growing to 30% by 2024. The PM_400FR05-C2A provides multiple client options capable of supporting either 100GbE or OTU4 as well as 400GbE connectivity. The line interface is programmable from 100G to 400G. As a standards-based solution, the PM_400FR05-C2A is fully interoperable with other third-party compliant interfaces making it easy and inexpensive for service providers to interconnect switch/router ports. While most pluggable 400G optics are limited to point-to-point connectivity, the PM_400FR05-C2A is also deployable on meshed optical networks with multi-point connectivity, a key differentiator that significantly expands the scope of potential applications. Another differentiator is the availability of an optional Ekinops proprietary enhanced performance mode that extends the reach of the line output more than 20% compared to standardized modes of performance. Advanced transmission technology developed by Ekinops provides a cleaner transmission signal that can eliminate the need for additional amplifiers and regeneration points to further lower overall network cost. The PM_400FR05-C2A is already attracting customer interest. It is currently in lab trials with general availability beginning in the first quarter of 2023.
공시 • Jan 12EKINOPS S.A. to Report Fiscal Year 2022 Results on Mar 07, 2023EKINOPS S.A. announced that they will report fiscal year 2022 results on Mar 07, 2023
Major Estimate Revision • Nov 24Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €128.9m to €130.4m. EPS estimate increased from €0.30 to €0.34 per share. Net income forecast to grow 18% next year vs 5.4% growth forecast for Communications industry in France. Consensus price target of €9.87 unchanged from last update. Share price was steady at €7.10 over the past week.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. 2 independent directors (4 non-independent directors). Independent Director Lori Gonnu was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Major Estimate Revision • Oct 13Consensus EPS estimates increase by 35%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from €123.2m to €128.9m. EPS estimate increased from €0.28 to €0.38 per share. Net income forecast to grow 33% next year vs 13% growth forecast for Communications industry in France. Consensus price target reaffirmed at €9.87. Share price rose 10% to €6.96 over the past week.
분석 기사 • Oct 13Is Now An Opportune Moment To Examine EKINOPS S.A. (EPA:EKI)?EKINOPS S.A. ( EPA:EKI ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
Reported Earnings • Aug 02First half 2022 earnings released: EPS: €0.20 (vs €0.063 in 1H 2021)First half 2022 results: EPS: €0.20 (up from €0.063 in 1H 2021). Revenue: €63.3m (up 25% from 1H 2021). Net income: €5.21m (up 225% from 1H 2021). Profit margin: 8.2% (up from 3.2% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 4.8% growth forecast for the industry in France. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • Jul 31Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from €120.0m to €121.5m. EPS estimate fell from €0.31 to €0.24 per share. Net income forecast to grow 33% next year vs 7.5% growth forecast for Communications industry in France. Consensus price target broadly unchanged at €9.62. Share price was steady at €7.01 over the past week.