ITM Power (ITM) 주식 개요
ITM Power Plc는 영국, 독일, 호주, 기타 유럽 및 미국에서 양성자 교환막(PEM) 전해기를 설계 및 제조하는 회사입니다. 자세히 보기
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Analyst Price Targets
ITM Power Plc 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | UK£1.30 |
| 52주 최고가 | UK£2.20 |
| 52주 최저가 | UK£0.57 |
| 베타 | 2.84 |
| 1개월 변동 | -23.56% |
| 3개월 변동 | 105.85% |
| 1년 변동 | 73.47% |
| 3년 변동 | 69.18% |
| 5년 변동 | -64.63% |
| IPO 이후 변동 | 147.81% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 02
ITM: Future Profit Hurdles Could Undermine Recent Upgrade Optimism
Analysts have raised their price target on ITM Power stock from £0.95 to about £1.19, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target and recent upgrade as support for a more constructive stance on ITM Power’s long term earnings potential, even with conservative assumptions on revenue growth and margins.
내러티브 업데이트 • May 11
ITM: Recent Contract Wins And Funding Support Will Drive Repricing
Analysts have raised their price targets for ITM Power by £0.26, reflecting updated views on fair value, risk, and earnings potential following recent research updates. Analyst Commentary Recent research updates on ITM Power show a cluster of bullish analysts revisiting their models, with both rating and price target changes pointing to a more constructive stance on the stock.
내러티브 업데이트 • Apr 25
ITM: Giga PtX Progress And 2026 Execution Will Still Likely Disappoint
Analysts have nudged their price target for ITM Power higher to £0.55, reflecting updated assumptions around discount rates, revenue growth and future P/E, along with a £0.10 price target increase in recent Street research. Analyst Commentary Recent Street commentary around ITM Power sits on a mixed footing, with the headline price target of £0.55 shaped by both more constructive and more cautious inputs.Recent updates
내러티브 업데이트 • Jun 02
ITM: Future Profit Hurdles Could Undermine Recent Upgrade Optimism
Analysts have raised their price target on ITM Power stock from £0.95 to about £1.19, citing updated assumptions on discount rates, revenue growth, profit margins, and future P/E multiples following recent research updates. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target and recent upgrade as support for a more constructive stance on ITM Power’s long term earnings potential, even with conservative assumptions on revenue growth and margins.내러티브 업데이트 • May 11
ITM: Recent Contract Wins And Funding Support Will Drive Repricing
Analysts have raised their price targets for ITM Power by £0.26, reflecting updated views on fair value, risk, and earnings potential following recent research updates. Analyst Commentary Recent research updates on ITM Power show a cluster of bullish analysts revisiting their models, with both rating and price target changes pointing to a more constructive stance on the stock.내러티브 업데이트 • Apr 25
ITM: Giga PtX Progress And 2026 Execution Will Still Likely Disappoint
Analysts have nudged their price target for ITM Power higher to £0.55, reflecting updated assumptions around discount rates, revenue growth and future P/E, along with a £0.10 price target increase in recent Street research. Analyst Commentary Recent Street commentary around ITM Power sits on a mixed footing, with the headline price target of £0.55 shaped by both more constructive and more cautious inputs.내러티브 업데이트 • Apr 10
ITM: Milford Haven Progress And 2026 Outlook Will Still Likely Disappoint
Analysts have modestly lowered their price target on ITM Power to £0.55, with the unchanged fair value reflecting small tweaks to assumptions around discount rate, revenue growth and future P/E rather than a shift in the core outlook. What's in the News ITM Power confirmed that the 20 MW Notice to Proceed announced in February 2026 relates to MorGen Energy's West Wales Hydrogen project in Milford Haven.내러티브 업데이트 • Mar 27
ITM: FID Backlog And 2026 Guidance Will Still Likely Disappoint
Analysts have kept their fair value target for ITM Power steady at £0.55, citing only slight tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially shift their overall valuation view. What's in the News ITM Power confirmed that the previously announced 20 MW Notice to Proceed relates to MorGen Energy's West Wales Hydrogen project in Milford Haven, which has now reached Final Investment Decision, with commissioning targeted for 2028 and expected output of around 2,000 tonnes of hydrogen per year (Key Developments).내러티브 업데이트 • Mar 12
ITM: Raised 2026 Guidance Will Still Likely Underdeliver
Analysts have kept their £0.55 fair value estimate for ITM Power essentially unchanged, with only very small tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E filtering into their updated price target rationale. What's in the News ITM Power raised earnings guidance for fiscal 2026, now expecting revenue between £40 million and £43 million, an 11% midpoint increase from the prior £35 million to £40 million range (Corporate guidance).내러티브 업데이트 • Feb 25
ITM: Raised 2026 Guidance And New Contracts Will Still Likely Underdeliver
Analysts have kept their fair value estimate for ITM Power steady at £0.55, reflecting only small tweaks to assumptions around discount rate, revenue growth and future P/E, rather than a shift in their overall view of the shares. What's in the News ITM Power raised earnings guidance for fiscal 2026, now expecting revenue between £40 million and £43 million, an 11% midpoint increase from the prior £35 million to £40 million range (Corporate Guidance).내러티브 업데이트 • Feb 11
ITM: Expanding Electrolyser Contract Wins Will Still Likely Underdeliver
Analysts have slightly lifted their fair value estimate for ITM Power from £0.53 to £0.55. This reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.내러티브 업데이트 • Jan 28
ITM: Expanding Hydrogen Contract Pipeline Will Still Likely Underdeliver
Analysts have adjusted their price target on ITM Power, keeping fair value steady at £0.53 while fine tuning discount rate, revenue growth and profit margin assumptions. This reflects updated views on risk, earnings potential and a slightly lower future P/E multiple.내러티브 업데이트 • Jan 10
ITM: Large Hydrogen Project Pipeline Will Likely Underdeliver Despite New Contract Wins
Analysts have maintained their fair value estimate for ITM Power at £0.53, making only modest adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E. This reflects fine tuning of their views rather than a major shift in outlook.내러티브 업데이트 • Dec 27
ITM: Future Revenue From Large Hydrogen Projects Will Likely Disappoint
Analysts have nudged their price target for ITM Power slightly higher to reflect marginally improved revenue growth expectations and a modestly lower discount rate, while keeping fair value estimates broadly unchanged. What's in the News Signed a major contract with Octopus Energy Generation to deploy NEPTUNE V green hydrogen systems at Kimberly Clark's Northfleet plant, with the goal of decarbonising Andrex product manufacturing by 2027 (client announcement).내러티브 업데이트 • Dec 12
ITM: Future Multiple Expansion Will Likely Outrun Moderating Revenue Outlook
Analysts have lifted their price target for ITM Power from 0.40 to 0.53, citing a higher fair value assessment despite moderating revenue growth expectations and a richer future earnings multiple. What's in the News Reaffirmed fiscal 2026 revenue guidance at £35 million to £40 million, with expected half year revenue of £18 million.분석 기사 • Oct 04
Why Investors Shouldn't Be Surprised By ITM Power Plc's (LON:ITM) 25% Share Price Surge
Those holding ITM Power Plc ( LON:ITM ) shares would be relieved that the share price has rebounded 25% in the last...내러티브 업데이트 • Aug 26
EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion
The analyst price target for ITM Power has increased, primarily reflecting a higher future P/E multiple rather than any meaningful change in revenue growth forecasts, with the new fair value now at £0.945. What's in the News ITM Power expects fiscal 2026 revenue of £35–40 million, representing approximately 50% year-on-year growth and over 600% increase in three years, predominantly from its contracted order backlog.
새로운 내러티브 • Apr 01
EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion
EU hydrogen strategy could boost ITM's revenues due to increased demand for their technology as electrolyzer capacity expands.분석 기사 • Aug 17
ITM Power Plc (LON:ITM) Just Reported And Analysts Have Been Cutting Their Estimates
Last week saw the newest annual earnings release from ITM Power Plc ( LON:ITM ), an important milestone in the...분석 기사 • Dec 12
Calculating The Intrinsic Value Of ITM Power Plc (LON:ITM)
Key Insights ITM Power's estimated fair value is UK£0.62 based on Dividend Discount Model Current share price of...분석 기사 • Oct 14
Is It Time To Consider Buying ITM Power Plc (LON:ITM)?
ITM Power Plc ( LON:ITM ), is not the largest company out there, but it received a lot of attention from a substantial...분석 기사 • Aug 23
Companies Like ITM Power (LON:ITM) Are In A Position To Invest In Growth
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...분석 기사 • May 13
We Think ITM Power (LON:ITM) Needs To Drive Business Growth Carefully
We can readily understand why investors are attracted to unprofitable companies. For example, although...분석 기사 • Feb 02
Is ITM Power (LON:ITM) In A Good Position To Deliver On Growth Plans?
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...주주 수익률
| ITM | GB Electrical | GB 시장 | |
|---|---|---|---|
| 7D | -29.5% | -11.1% | -1.9% |
| 1Y | 73.5% | -3.0% | 14.9% |
수익률 대 산업: ITM은 지난 1년 동안 -3%의 수익을 기록한 UK Electrical 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: ITM은 지난 1년 동안 14.9%를 기록한 UK 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| ITM volatility | |
|---|---|
| ITM Average Weekly Movement | 16.6% |
| Electrical Industry Average Movement | 7.2% |
| Market Average Movement | 5.6% |
| 10% most volatile stocks in GB Market | 11.6% |
| 10% least volatile stocks in GB Market | 3.1% |
안정적인 주가: ITM의 주가는 지난 3개월 동안 UK 시장보다 변동성이 컸습니다.
시간에 따른 변동성: ITM의 주간 변동성은 지난 1년간 11%에서 17%로 증가했습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2000 | 306 | Dennis Schulz | itm-power.com |
ITM Power Plc는 영국, 독일, 호주, 기타 유럽 및 미국에서 양성자 교환막(PEM) 전해조 설계 및 제조를 담당합니다. 이 회사의 제품 포트폴리오는 PEM 전해조 스택 기술인 TRIDENT, 중소규모 프로젝트를 위한 2MW 플러그 앤 플레이 전해조인 NEPTUNE, 대규모 프로젝트를 위한 20MW 전기분해 공정 모듈인 POSEIDON으로 구성되어 있습니다. 2000년에 설립되었으며 영국 셰필드에 본사를 두고 있습니다.
ITM Power Plc 기초 지표 요약
| ITM 기초 통계 | |
|---|---|
| 시가총액 | UK£899.52m |
| 순이익 (TTM) | -UK£30.81m |
| 매출 (TTM) | UK£28.53m |
31.5x
주가매출비율(P/S)-29.2x
주가수익비율(P/E)ITM는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ITM 손익계산서 (TTM) | |
|---|---|
| 매출 | UK£28.53m |
| 매출원가 | UK£48.50m |
| 총이익 | -UK£19.97m |
| 기타 비용 | UK£10.84m |
| 순이익 | -UK£30.81m |
최근 보고된 실적
Oct 31, 2025
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -0.045 |
| 총이익률 | -70.00% |
| 순이익률 | -108.00% |
| 부채/자본 비율 | 0% |
ITM의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/09 06:19 |
| 종가 | 2026/06/09 00:00 |
| 수익 | 2025/10/31 |
| 연간 수익 | 2025/04/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
ITM Power Plc는 25명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tom McColm | Allenby Capital Limited |
| Jesús Gómez Dominguez | Banco Santander |
| Anthony Plom | Berenberg |