View ValuationSeeing Machines 향후 성장Future 기준 점검 5/6Seeing Machines은 연간 수입과 매출이 각각 49.6%와 22.8% 증가할 것으로 예상되고 EPS는 연간 47.3%만큼 증가할 것으로 예상됩니다.핵심 정보49.6%이익 성장률47.35%EPS 성장률Electronic 이익 성장18.1%매출 성장률22.8%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트06 May 2026최근 향후 성장 업데이트Breakeven Date Change • Mar 30Forecast breakeven date moved forward to 2026The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.3m in 2026. Earnings growth of 50% is required to achieve expected profit on schedule.공지 • Mar 28Seeing Machines Limited Provides Earnings Guidance for the Fiscal Year 2026Seeing Machines Limited provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of USD 79.7 million.Major Estimate Revision • Nov 27Consensus EPS estimates increase by 207%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.0015 to US$0.0046. Revenue forecast steady at US$95.4m. Net income forecast to grow 69% next year vs 44% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.064. Share price rose 9.5% to UK£0.049 over the past week.Major Estimate Revision • Nov 14Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$95.3m to US$109.5m. EPS estimate reaffirmed at US$0.0015. Net income forecast to grow 69% next year vs 58% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.063. Share price rose 13% to UK£0.043 over the past week.Breakeven Date Change • Oct 15Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$15.2m in 2027. Average annual earnings growth of 96% is required to achieve expected profit on schedule.Major Estimate Revision • Oct 08Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from US$82.0m to US$95.5m. Now expected to report a profit of US$0.0015 instead of losses of -US$0.0016 per share. Electronic industry in the United Kingdom expected to see average net income growth of 45% next year. Consensus price target broadly unchanged at UK£0.063. Share price rose 19% to UK£0.033 over the past week.모든 업데이트 보기Recent updatesNew Risk • May 01New 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 British stocks, typically moving 12% 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 (12% average weekly change). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).내러티브 업데이트 • Apr 28SEE: Cabin Monitoring Volumes And FY2026 Outlook Will Drive RepricingAnalysts have adjusted their price target on Seeing Machines marginally, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Readers should note that the fair value estimate remains at £0.04 per share.내러티브 업데이트 • Apr 14SEE: Rising Volumes And Earnings Outlook Will Drive Future RepricingAnalysts have trimmed their fair value estimate for Seeing Machines from £0.079 to £0.078, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. What's in the News Seeing Machines issued earnings guidance for fiscal 2026, with expected revenue of US$79.7 million, giving you a clearer company provided outlook for the year ahead (company guidance).내러티브 업데이트 • Mar 31SEE: Future Mobility Push And 3D Cabin Tech Will Drive RepricingAnalysts have increased their fair value estimate for Seeing Machines from about £0.03 to around £0.04 per share. This change reflects updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples.Breakeven Date Change • Mar 30Forecast breakeven date moved forward to 2026The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.3m in 2026. Earnings growth of 50% is required to achieve expected profit on schedule.공지 • Mar 28Seeing Machines Limited Provides Earnings Guidance for the Fiscal Year 2026Seeing Machines Limited provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of USD 79.7 million.내러티브 업데이트 • Mar 16SEE: Long Term Earnings Power And Cabin Sensing Platform Will Drive RepricingSeeing Machines' analyst price target has been revised to £0.08, with analysts citing incremental tweaks to the discount rate and long-term P/E assumptions rather than any change in near-term growth or margin expectations. Analyst Commentary With the revised £0.08 price target grounded in updated discount rate and long term P/E inputs, rather than changes to growth or margin expectations, recent commentary focuses more on how to frame risk and reward for you as an investor than on any new fundamental datapoints.내러티브 업데이트 • Mar 02SEE: Higher Future P/E Assumptions Will Drive Repricing Over TimeAnalysts have raised their price target on Seeing Machines to £0.08 from £0.06, citing updated assumptions that combine a higher fair value estimate with changes to the discount rate, revenue growth, profit margin expectations and a significantly higher future P/E multiple. Analyst Commentary Analysts updating their valuation work on Seeing Machines are focusing less on short term trading and more on how the company might execute against its longer term assumptions on growth, profitability and the multiple investors may be willing to pay for that profile.분석 기사 • Feb 03Why We're Not Concerned Yet About Seeing Machines Limited's (LON:SEE) 25% Share Price PlungeThe Seeing Machines Limited ( LON:SEE ) share price has softened a substantial 25% over the previous 30 days, handing...공지 • Jan 13Seeing Machines Announces the Successful Debut of its Next-Generation 3D Cabin Perception Mapping Platform at CES 2026Seeing Machines announced the successful debut of its next-generation 3D Cabin Perception Mapping platform at CES 2026, marking a significant step forward in real-time in cabin monitoring intelligence for future mobility. While exterior perception mapping in automated driving focuses on a multi-sensor reconstruction of the vehicle's surrounding environment, the Seeing Machines 3D perception mapping solution demonstrated live at CES delivers a comprehensive, real-time digital reconstruction of inside the vehicle cabin, enabling a holistic, accurate and scalable approach to interior sensing. Built on a "clean-sheet" architecture, the platform is designed to support multiple cameras, multiple occupants and a wide range of features, all from a single, high-trust perception layer. Unlike traditional feature-by- feature approaches, Seeing Machines' 3D Cabin Perception Mapping solves for the entire cabin simultaneously, improving consistency across features and maintaining accuracy even in the presence of intermittent or noisy sensor data. The architecture provides a powerful abstraction layer that decouples feature development from underlying camera configurations and raw sensing implementations. This allows features to be built once and deployed seamlessly across multiple product configurations, reducing development effort, cost and time to market. The platform is designed to extend beyond automotive applications, with potential use cases across robotics and other human-machine interaction environments, including human-robot interaction (HRI) environments, where accurate and scalable perception of people and space is critical. The architecture also supports a mix-and-match approach to 3D technologies, enabling deployment flexibility as sensing hardware and use cases evolve. Real-time digital reconstruction of an automotive cabin environment was showcased, including: 3 cameras covering 3 rows of seating with support for up to 7 vehicle occupants; Body size, shape and a full 3D pose solution for all occupants, including height and weight classification; Out-of-position detection for all occupants, for example, occupant reclining, feet on dash, near-airbag detection for driver; Seat configuration, for example, headrest presence, seat position and recline angle; Child seat detection across entire cabin; and Random object detection across cabin, for example, phones, bags and boxes.New Risk • Jan 06New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$30m). Share price has been volatile over the past 3 months (7.9% average weekly change).공지 • Jan 06STRADVISION and Seeing Machines Announce First Public Collaboration Showcasing SVNet FrontVision at CES 2026STRADVISION announced its first public collaboration with Seeing Machines, to be showcased through a joint front camera perception demonstration at CES 2026. The collaboration features STRADVISION's SVNet FrontVision solution, demonstrated through a video-driven reference implementation designed to support flexible evaluation, visualization, and early technical collaboration. The demo is powered by NVIDIA GPU acceleration within a development-grade environment, enabling rapid iteration and transparent performance assessment across perception outputs. Front Camera Perception Demonstrated in a PC-Based Environment: The demo highlights SVNet FrontVision, STRADVISION's front camera perception software, designed to detect and recognize vehicles, pedestrians, and other road users using video input. By operating within a development and evaluation framework rather than vehicle-integrated hardware, the demonstration allows partners to focus on perception performance, data interpretation, and system behavior at an early stage of collaboration. First Public Collaboration Between STRADVISION and Seeing Machines: This CES 2026 demonstration marks the first public collaboration between STRADVISION and Seeing Machines. The collaboration brings together complementary expertise in external perception and driver monitoring, demonstrating how vehicles could respond intelligently to external conditions and evolving in-cabin dynamics, reflecting a shared vision for combining vision-based technologies within a broader ADAS ecosystem for enhanced safety and convenience.공지 • Jan 05Seeing Machines to Unveil 3D Cabin Perception Mapping at CES 2026Seeing Machines announced it will unveil its next-generation 3D Cabin Perception Mapping solution at CES 2026, the world's leading technology event. Attendees will be invited to experience a live, in-vehicle demonstration showcasing the Company's most advanced automotive interior sensing capabilities to date. The 3D Cabin perception Mapping solution represents a major advancement in in-cabin intelligence, delivering high-fidelity sensing that monitors drivers and all vehicle occupants in real time. By providing a precise, continuous understanding of occupant presence, position and behaviour, the technology enables automakers to unlock new levels of safety performance while enhancing the overall in-vehicle experience across an expanding range of driving scenarios. At CES 2026, Seeing Machines will also demonstrate how its interior sensing technologies operate in concert with exterior sensor systems to create a more holistic perception of the driving environment. This integrated approach enables vehicles to respond intelligently to both complex road conditions and evolving in-cabin dynamics, supporting safer, more adaptive and increasingly automated driving experiences. Seeing Machines' latest Driver and Occupant Monitoring System (DMS/OMS) technology will also be showcased through its integrated rear-view mirror solution, offering a wide field of view to monitor the driver and vehicle occupants. This solution is currently in production as part of the Company's automotive program won to date and represents a significant technical milestone across the industry, as recognised earlier this year at InCabin Europe in Barcelona. The Seeing Machines Future Mobility Group will be present at CES 2026, hosting meetings and demonstrations with leading customers across the autonomous driving ecosystem. The Group's focus is on co-developing next-generation DMS/OMS solutions to support supervised autonomy as the industry accelerates toward broader deployment. In addition, Seeing Machines' technology will be featured across a number of partner exhibits at CES, including collaborations with Valeo, Magna, QNX and Texas Instruments.분석 기사 • Dec 01Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 41% Share Price BounceSeeing Machines Limited ( LON:SEE ) shares have continued their recent momentum with a 41% gain in the last month...Major Estimate Revision • Nov 27Consensus EPS estimates increase by 207%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.0015 to US$0.0046. Revenue forecast steady at US$95.4m. Net income forecast to grow 69% next year vs 44% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.064. Share price rose 9.5% to UK£0.049 over the past week.Major Estimate Revision • Nov 14Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$95.3m to US$109.5m. EPS estimate reaffirmed at US$0.0015. Net income forecast to grow 69% next year vs 58% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.063. Share price rose 13% to UK£0.043 over the past week.분석 기사 • Nov 08Would Seeing Machines (LON:SEE) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공지 • Nov 05Seeing Machines Limited Announces to Step Down of Gerhard Vorster as Non-Executive Director on November 26, 2025Seeing Machines Limited announced that Gerhard Vorster, non-executive director of the Seeing Machines board and Chair of the People, Culture and Remuneration Committee, has advised of his intention to step down as a director of the Company at the conclusion of the Company's Annual General Meeting on 26 November 2025. Mr. Vorster has been a Board member since December 2019, leveraging his business knowledge and experience from over 28 years at Deloitte, with roles including Chief Strategy Officer for Australia and Asia Pacific and Managing Partner (Consulting) for the South African, East Asian, Australian and Asia-Pacific practice regions.공지 • Nov 04Seeing Machines Limited, Annual General Meeting, Nov 26, 2025Seeing Machines Limited, Annual General Meeting, Nov 26, 2025. Location: 80 mildura street, fyshwick act 2609, Australia분석 기사 • Oct 17Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 35% Share Price BounceSeeing Machines Limited ( LON:SEE ) shareholders would be excited to see that the share price has had a great month...Breakeven Date Change • Oct 15Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$15.2m in 2027. Average annual earnings growth of 96% is required to achieve expected profit on schedule.Major Estimate Revision • Oct 08Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from US$82.0m to US$95.5m. Now expected to report a profit of US$0.0015 instead of losses of -US$0.0016 per share. Electronic industry in the United Kingdom expected to see average net income growth of 45% next year. Consensus price target broadly unchanged at UK£0.063. Share price rose 19% to UK£0.033 over the past week.분석 기사 • Oct 01Bearish: Analysts Just Cut Their Seeing Machines Limited (LON:SEE) Revenue and EPS estimatesOne thing we could say about the analysts on Seeing Machines Limited ( LON:SEE ) - they aren't optimistic, having just...분석 기사 • Sep 29Seeing Machines Limited (LON:SEE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportIt's been a good week for Seeing Machines Limited ( LON:SEE ) shareholders, because the company has just released its...Breakeven Date Change • Sep 29Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 69% to 2026. The company is expected to make a profit of US$6.34m in 2027. Average annual earnings growth of 101% is required to achieve expected profit on schedule.Reported Earnings • Sep 25Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.006 loss per share (improved from US$0.008 loss in FY 2024). Revenue: US$62.3m (down 7.8% from FY 2024). Net loss: US$25.3m (loss narrowed 19% from FY 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 37%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.공지 • Sep 10Seeing Machines Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Seeing Machines Limited announced that they will report fiscal year 2025 results at 6:00 AM, Coordinated Universal Time on Sep 25, 2025Breakeven Date Change • Aug 27Forecast breakeven date moved forward to 2026The 2 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 43% to 2025. The company is expected to make a profit of US$11.1m in 2026. Average annual earnings growth of 95% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 21No longer forecast to breakevenThe 2 analysts covering Seeing Machines no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$5.30m in 2027. New consensus forecast suggests the company will make a loss of US$2.38m in 2027.분석 기사 • Aug 20Seeing Machines Limited (LON:SEE) Shares Could Be 44% Below Their Intrinsic Value EstimateAIM:SEE 1 Year Share Price vs Fair Value Explore Seeing Machines's Fair Values from the Community and select yours Key...공지 • Jun 27Seeing Machines Limited Announces Launch of Guardian Generation 3 Trial with Mitsubishi Electric in North AmericaSeeing Machines Limited announced that it has launched a six-week pilot for its class-leading Guardian Generation 3 aftermarket solution with a North American Mitsubishi Electric company. Seeing Machines and Mitsubishi Electric Automotive America Inc. (MEAA) first joined forces through a Referral Agreement, announced in February, to accelerate sales of Guardian Generation 3 in the Americas, leveraging MEAA's deep customer relationships in the region. The joint pursuit of business is already generating a steady pipeline of opportunities, and this first pilot with a US based Mitsubishi Electric company is a direct result of that agreement. It serves to demonstrate the incremental potential that the collaboration can bring to the direct sales effort by Seeing Machines.새 내러티브 • Jun 22New European Mandates Will Expand Auto Safety Monitoring Worldwide Forthcoming regulatory changes and safety trends position Seeing Machines for significant revenue growth and market leadership, especially as OEM production ramps up. New Risk • Apr 17New 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 British stocks, typically moving 12% 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 (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$2.0m net loss in 2 years). Shareholders have been diluted in the past year (19% increase in shares outstanding).분석 기사 • Apr 15More Unpleasant Surprises Could Be In Store For Seeing Machines Limited's (LON:SEE) Shares After Tumbling 37%Unfortunately for some shareholders, the Seeing Machines Limited ( LON:SEE ) share price has dived 37% in the last...공지 • Apr 01Seeing Machines Announces 3D Camera Technology for Next-Generation In-Cabin Monitoring SystemsSeeing Machines launched a new type of 3D camera technology designed specifically for in-cabin monitoring. Building on a four-year partnership with Airy3D Inc. Seeing Machines and Airy3D have worked to refine Airy3D's DepthIQTM technology to meet the unique demands of automotive in-cabin monitoring. The new camera delivers not only 3D range data, but also 5MP RGB color and infrared 2D images that have identical image characteristics to those required by today's in-cabin systems. This means the technology is fully compatible with the latest 2D in-cabin software and supports precision eye-tracking across the full cabin field-of-view. It also means that for the first time, 5MP RBGIR 2D and 3D sensing can be supported by a single camera module, with a single sensor and lens.Reported Earnings • Mar 28First half 2025 earnings released: US$0.004 loss per share (vs US$0.005 loss in 1H 2024)First half 2025 results: US$0.004 loss per share (improved from US$0.005 loss in 1H 2024). Revenue: US$25.3m (down 1.7% from 1H 2024). Net loss: US$18.2m (loss narrowed 7.9% from 1H 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 33% per year.New Risk • Mar 27New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$30m Forecast net loss in 2 years: US$2.1m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$2.1m net loss in 2 years). Share price has been volatile over the past 3 months (8.6% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).공지 • Mar 27Seeing Machines Limited Announces Board and Committee ChangesSeeing Machines Limited announced that Michael Brown, a non-executive director of the Seeing Machines board since 2020 and a member of the People, Culture and Remuneration Committee, will be stepping down as a director of the Company with effect from 27 March 2025. Mr. Brown was the nominee director for a major shareholder, Lombard Odier, and his resignation coincides with the shareholding of Lombard Odier falling below 10% after the recent introduction of Mitsubishi Electric Mobility Corporation (MELMB) onto the Company's share register. With the resignation of Mr. Brown, the remaining non-executive directors are all considered to be independent directors. At this stage the Board does not propose to appoint another director. Mr. Stephane Vedie will become a member of the People, Culture and Remuneration Committee.공지 • Mar 24Seeing Machines Limited Announces Executive AppointmentsSeeing Machines Limited announced the appointment of John Noble as its Chief Technology Officer, effective immediately. In this newly created role, John will lead Seeing Machines' technology strategy, innovation initiatives and cutting-edge product development, ensuring the Company is well positioned to respond to accelerating regulatory momentum as growing numbers of OEMs and transport operators in Europe are required to enhance safety through the adoption of driver monitoring system (DMS) technology. John has held a range of engineering roles within Seeing Machines over the past 20 years and is an expert in systems engineering, R&D, engineering management, computer vision, embedded systems, and is Chair of the Company's IP Committee. At the same time, he has spent decades working in a range of customer-facing engagements across Seeing Machines' different business divisions, meaning he brings unique insights that will position the Company to successfully exploit the growing global adoption of DMS as transport safety regulations ramp up. As part of a wider strategic reorganisation of the Company's management structure, Dr Mike Lenné, a recognised global authority on human factors and safety, has been appointed as Seeing Machines' inaugural Chief Safety Officer. Leveraging nearly 30 years of experience at the forefront of human factors research and implementation, Mike will lead efforts to further deepen and expand Seeing Machines' global partnerships with customers, research and technology partners, regulators and safety groups, building close relationships that will drive forward the Company's continued revenue growth while making the world's roads and skies safer.Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 52% to UK£0.021. The fair value is estimated to be UK£0.027, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.분석 기사 • Mar 01What You Can Learn From Seeing Machines Limited's (LON:SEE) P/S After Its 26% Share Price CrashSeeing Machines Limited ( LON:SEE ) shares have had a horrible month, losing 26% after a relatively good period...Major Estimate Revision • Feb 26Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$69.6m to US$57.9m. EPS estimate unchanged from -US$0.0035 per share at last update. Electronic industry in the United Kingdom expected to see average net income growth of 15% next year. Consensus price target up from UK£0.077 to UK£0.096. Share price fell 22% to UK£0.03 over the past week.분석 기사 • Feb 26Seeing Machines Limited (LON:SEE) Analysts Just Slashed This Year's Revenue Estimates By 17%Market forces rained on the parade of Seeing Machines Limited ( LON:SEE ) shareholders today, when the analysts...공지 • Feb 26Seeing Machines Limited to Report First Half, 2025 Results on Mar 27, 2025Seeing Machines Limited announced that they will report first half, 2025 results on Mar 27, 2025New Risk • Jan 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% 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). Shareholders have been diluted in the past year (19% increase in shares outstanding).Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 85% per year to 2026. The company is expected to make a profit of US$9.59m in 2027. Average annual earnings growth of 94% is required to achieve expected profit on schedule.분석 기사 • Dec 18Seeing Machines Limited (LON:SEE) Looks Just Right With A 29% Price JumpSeeing Machines Limited ( LON:SEE ) shareholders are no doubt pleased to see that the share price has bounced 29% in...New Risk • Nov 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% 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 (7.3% average weekly change). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.7% 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.공지 • Nov 05Seeing Machines Limited, Annual General Meeting, Nov 27, 2024Seeing Machines Limited, Annual General Meeting, Nov 27, 2024. Location: 80 mildura street, fyshwick act 2609, Australia분석 기사 • Nov 04Analysts Have Lowered Expectations For Seeing Machines Limited (LON:SEE) After Its Latest ResultsIt's been a sad week for Seeing Machines Limited ( LON:SEE ), who've watched their investment drop 10% to UK£0.039 in...분석 기사 • Nov 02Investors Interested In Seeing Machines Limited's (LON:SEE) RevenuesWhen close to half the companies in the Electronic industry in the United Kingdom have price-to-sales ratios (or "P/S...Reported Earnings • Nov 01Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.75 loss per share (further deteriorated from US$0.004 loss in FY 2023). Revenue: US$67.6m (up 17% from FY 2023). Net loss: US$31.3m (loss widened 101% from FY 2023). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 186%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 159 percentage points per year, which is a significant difference in performance.New Risk • Oct 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (US$5.4m net loss in 2 years).공지 • Oct 17Seeing Machines Limited to Report Fiscal Year 2024 Results on Oct 31, 2024Seeing Machines Limited announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Oct 31, 2024Major Estimate Revision • Aug 28Consensus EPS estimates fall by 49%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$67.3m to US$68.1m. Forecast EPS reduced from -US$0.0037 to -US$0.0055 per share. Electronic industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at UK£0.11. Share price was steady at UK£0.051 over the past week.New Risk • Aug 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$31m Forecast net loss in 2 years: US$467k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$46m). Currently unprofitable and not forecast to become profitable over next 2 years (US$467k net loss in 2 years).공지 • Aug 28Seeing Machines Limited Provides Earnings Guidance for the Year 2024Seeing Machines Limited provided earnings guidance for the year 2024. Reported Revenue for FY2024 is expected to be USD 67.6 million, representing a 17% increase (FY2023: USD 57.8 million) and in line with market expectations. Annualised Recurring Revenues increased by 11% year-on-year to USD 15.1 million (FY2023: USD 13.6 million).공지 • Jul 30Seeing Machines Limited Announces Successful Homologation for Its Inaugural Commercial Vehicle Customer, WrightbusSeeing Machines Limited announced that its recently launched Guardian Generation 3 AI-powered driver monitoring solution has passed 'homologation' (i.e been approved and certified) for its inaugural commercial vehicle customer, Northern Ireland based Wrightbus. Homologation involves testing, certification and documentation to verify that a Driver Monitoring System (DMS) is compliant with specific regulatory standards in a region or country. This process is rigorous but, crucially, confirms that Guardian Generation 3 has now been approved by the relevant authorities in Europe as compliant for use in reducing the risks associated with drowsy and subsequently distracted driving. Ballmena based Wrightbus, which produces class leading electric and hydrogen powered buses and is known for its cutting-edge and environmentally friendly bus designs, has specifically chosen Seeing Machines' Guardian Generation 3 to ensure compliance with the EU GSR and further enhance the safety features of its fleet, ensuring its drivers remain safe on the roads across Europe and the UK, now and into the future. With Europe's GSR targeting all new vehicles having now come into effect, successful homologation ensures Wrightbus' compliance with a stringent standard known as a Driver Drowsiness and attention Warning (DDAW), using factory-fitted Guardian Generation 3. The process for manufacturers of commercial vehicles to install technology, known as a factory fit, requires significant planning to ensure alignment with the wide range of other technology installed inside the vehicle during the manufacturing process. Wrightbus' homologation is therefore an important milestone for the public transportation sector and logistics industry more widely, and Seeing Machines is confident that this process will continue to be streamlined and made more efficient for subsequent customers. Guardian Generation 3 leverages Seeing Machines' automotive-grade technology with early and continuous drowsiness detection to protect drivers.Major Estimate Revision • Jul 17Consensus EPS estimates upgraded to US$0.0037 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$68.1m to US$66.6m. 2024 losses expected to reduce from -US$0.0041 to -US$0.0037 per share. Electronic industry in the United Kingdom expected to see average net income growth of 15% next year. Consensus price target down from UK£0.12 to UK£0.11. Share price was steady at UK£0.046 over the past week.Major Estimate Revision • Jul 08Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$67.4m to US$66.4m. Losses expected to increase from US$0.0041 per share to US$0.0051. Electronic industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target down from UK£0.12 to UK£0.11. Share price rose 5.1% to UK£0.046 over the past week.Reported Earnings • Mar 20First half 2024 earnings released: US$0.005 loss per share (vs US$0.001 loss in 1H 2023)First half 2024 results: US$0.005 loss per share (further deteriorated from US$0.001 loss in 1H 2023). Revenue: US$25.7m (up 5.5% from 1H 2023). Net loss: US$19.8m (loss widened 329% from 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.Breakeven Date Change • Mar 18The 3 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 78% per year to 2025. The company is expected to make a profit of US$16.3m in 2026. Average annual earnings growth of 0.04% is required to achieve expected profit on schedule.공지 • Feb 08Seeing Machines Limited to Report First Half, 2024 Results on Mar 18, 2024Seeing Machines Limited announced that they will report first half, 2024 results on Mar 18, 2024Breakeven Date Change • Feb 05Forecast to breakeven in 2026The 3 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$16.5m in 2026. Average annual earnings growth of 90% is required to achieve expected profit on schedule.공지 • Jan 09Seeing Machines Limited Launches Guardian Generation 3, the Latest Version of Its Aftermarket Driver Monitoring SystemSeeing Machines Limited launched Guardian Generation 3, the latest version of its Aftermarket Driver Monitoring System (DMS). Guardian Generation 3 has been independently tested and confirmed to meet the European Commissions' General Safety Regulation for Drowsiness Detection, a requirement for all new cars, vans trucks and buses across Europe from July 2024. Guardian Generation 3 also features refined microsleep detection and eye-gaze tracking which enhances its ability to accurately detect distracted driving. Seeing Machines has been protecting commercial transport and logistics companies with its aftermarket Guardian solution globally, with over 14 billion kilometres of recorded travel across 54,000 vehicles. The third generation Guardian hardware also delivers a range of features that leverage the Company's proven automotive-grade algorithms and precision optics to deliver premium performance in the most demanding real-world driving conditions. As operators around the world continue to seek out reliable safety technology for their fleets, so too are commercial vehicle manufacturers. This enhanced Guardian technology offers compliance certainty for these OEMs who can now implement the technology via factory-fit or "after manufacture" and offer their customers the opportunity to buy fully compliant, road-ready vehicles.Breakeven Date Change • Nov 28Forecast to breakeven in 2026The 3 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$16.1m in 2026. Average annual earnings growth of 90% is required to achieve expected profit on schedule.분석 기사 • Nov 23Shareholders May Find It Hard To Justify A Pay Rise For Seeing Machines Limited's (LON:SEE) CEO This YearKey Insights Seeing Machines' Annual General Meeting to take place on 29th of November Total pay for CEO Paul McGlone...분석 기사 • Nov 07Investors Still Waiting For A Pull Back In Seeing Machines Limited (LON:SEE)Seeing Machines Limited's ( LON:SEE ) price-to-sales (or "P/S") ratio of 5x may look like a poor investment opportunity...공지 • Nov 01Seeing Machines Limited, Annual General Meeting, Nov 29, 2023Seeing Machines Limited, Annual General Meeting, Nov 29, 2023, at 17:00 AUS Eastern Standard Time. Location: 80 Mildura Street, Fyshwick ACT 2609 Canberra Australia Agenda: To consider Annual Financial Report, Directors' Report and Auditor's Report;to consider Re-election of Director;to consider Election of Director;to consider Approval of the 2023 Employee Benefits Plan;to consider Approval to Issue Rights to Managing Director; and to consider other matters.공지 • Oct 26Seeing Machines Limited Announces Board ChangesSeeing Machines Limited announced that it has appointed Stephane Vedie as a non-executive director and to the company’s board, effective immediately. Stephane Vedie is a seasoned CEO with a track record of growth and significant expertise in M&A. He has 25 years’ experience in the automotive industry, working for global corporations in Europe and North America, and is currently the CEO of LUXIT Group based in Michigan USA. Prior to LUXIT Group, Mr. Vedie was CEO of Magneti Marelli (now Marelli) and prior to that, CEO for global company Varroc Lighting Systems (now Plastic Omnium Lighting). He is currently a non-executive director of CLM Search Ltd. in London. Stephane holds a Master's degree in Purchasing Management (DESS/MBA) from Grenoble University (1997) and a Master's degree in Business from the Graduate Business School of Amiens in France (1996). He will become a member of the Risk, Audit and Finance Committee upon appointment Additionally, Yong Kang (YK) Ng, non-executive director of the company’s board since 2016, and a member of the Risk, Audit & Finance Committee, has advised his intention not to stand for re-election at the company's annual general meeting in November 2023.Reported Earnings • Oct 18Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: US$0.004 loss per share (improved from US$0.005 loss in FY 2022). Revenue: US$57.8m (up 48% from FY 2022). Net loss: US$15.5m (loss narrowed 16% from FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공지 • Oct 16Seeing Machines Limited Provides Revenue Guidance for the Fiscal Year 2026Seeing Machines Limited provided revenue guidance for the fiscal year 2026. For the year, revenue expectations of not less than USD 125 million.New Risk • Sep 22New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.Major Estimate Revision • Sep 22Consensus revenue estimates increase by 26%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$72.0m to US$90.4m. EPS estimate fell from -US$0.0057 to -US$0.007 per share. Electronic industry in the United Kingdom expected to see average net income growth of 27% next year. Consensus price target down from UK£0.16 to UK£0.11. Share price fell 7.7% to UK£0.056 over the past week.Recent Insider Transactions Derivative • Sep 10CEO & Executive Director exercised options to buy UK£424k worth of stock.On the 6th of September, Paul McGlone exercised options to buy 8m shares at a strike price of around UK£0.06, costing a total of UK£450k. This transaction amounted to 1,250% of their direct individual holding at the time of the trade. Since March 2023, Paul's direct individual holding has increased from 540.00k shares to 600.00k. Company insiders have collectively bought UK£797k more than they sold, via options and on-market transactions, in the last 12 months.New Risk • Sep 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.Breakeven Date Change • Sep 03Forecast breakeven date pushed back to 2026The 2 analysts covering Seeing Machines previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$9.18m in 2026. Average annual earnings growth of 54% is required to achieve expected profit on schedule.Major Estimate Revision • Aug 25Consensus EPS estimates upgraded to US$0.0057 loss, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$72.7m to US$67.0m. 2023 losses expected to reduce from -US$0.0064 to -US$0.0057 per share. Electronic industry in the United Kingdom expected to see average net income growth of 26% next year. Consensus price target up from UK£0.14 to UK£0.15. Share price was steady at UK£0.058 over the past week.공지 • Aug 22+ 1 more updateSeeing Machines Limited to Report Fiscal Year 2023 Results on Oct 16, 2023Seeing Machines Limited announced that they will report fiscal year 2023 results on Oct 16, 2023Major Estimate Revision • Jul 25Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$61.3m to US$54.7m. EPS estimate unchanged from -US$0.0052 per share at last update. Electronic industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at UK£0.15. Share price fell 3.2% to UK£0.051 over the past week.Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Non-Executive Director Michael Brown was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Mar 13Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$82.3m to AU$68.2m. Forecast losses increased from -AU$0.0052 to -AU$0.0059 per share. Electronic industry in the United Kingdom expected to see average net income growth of 25% next year. Consensus price target broadly unchanged at UK£0.16. Share price fell 11% to UK£0.063 over the past week.분석 기사 • Mar 08Seeing Machines Limited (LON:SEE) Analysts Just Trimmed Their Revenue Forecasts By 17%Market forces rained on the parade of Seeing Machines Limited ( LON:SEE ) shareholders today, when the analysts...Reported Earnings • Mar 07First half 2023 earnings released: AU$0.001 loss per share (vs AU$0.003 loss in 1H 2022)First half 2023 results: AU$0.001 loss per share (improved from AU$0.003 loss in 1H 2022). Revenue: AU$24.4m (up 54% from 1H 2022). Net loss: AU$5.42m (loss narrowed 47% from 1H 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.공지 • Feb 15Seeing Machines Limited to Report First Half, 2023 Results on Mar 06, 2023Seeing Machines Limited announced that they will report first half, 2023 results on Mar 06, 2023Recent Insider Transactions • Jan 18Chief Financial Officer recently bought UK£76k worth of stockOn the 13th of January, Martin Ive bought around 1m shares on-market at roughly UK£0.066 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Martin has been a buyer over the last 12 months, purchasing a net total of UK£105k worth in shares.분석 기사 • Nov 21We Take A Look At Why Seeing Machines Limited's (LON:SEE) CEO Compensation Is Well EarnedThe performance at Seeing Machines Limited ( LON:SEE ) has been quite strong recently and CEO Paul McGlone has played a...Reported Earnings • Oct 27Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.01 loss per share (further deteriorated from AU$0.005 loss in FY 2021). Revenue: AU$54.4m (up 15% from FY 2021). Net loss: AU$25.3m (loss widened 45% from FY 2021). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.분석 기사 • Sep 28Companies Like Seeing Machines (LON:SEE) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, although...분석 기사 • Jul 29Seeing Machines Limited's (LON:SEE) Intrinsic Value Is Potentially 98% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Seeing Machines...Breakeven Date Change • Jul 01Forecast to breakeven in 2025The 4 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$1.00m in 2025. Average annual earnings growth of 39% is required to achieve expected profit on schedule.분석 기사 • Jun 14We're Hopeful That Seeing Machines (LON:SEE) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although...Reported Earnings • Mar 31First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up AU$16.8m from 1H 2021). Profit margin: (up from net loss in 1H 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 35%, compared to a 7.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 34% per year.분석 기사 • Mar 07We're Hopeful That Seeing Machines (LON:SEE) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...분석 기사 • Nov 27Seeing Machines Limited (LON:SEE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportSeeing Machines Limited ( LON:SEE ) shareholders are probably feeling a little disappointed, since its shares fell 8.2...Reported Earnings • Nov 25Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: AU$0.01 loss per share (up from AU$0.014 loss in FY 2020). Revenue: AU$47.2m (up 18% from FY 2020). Net loss: AU$17.4m (loss narrowed 63% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 59%. Earnings per share (EPS) surpassed analyst estimates by 59%. Over the next year, revenue is forecast to grow 16%, compared to a 7.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Jul 16We're Not Very Worried About Seeing Machines' (LON:SEE) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Seeing Machines...이익 및 매출 성장 예측AIM:SEE - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20281256244236/30/202798-6153236/30/20269818421312/31/202560-29-32-21N/A9/30/202561-27-31-16N/A6/30/202562-25-30-12N/A3/31/202565-27-22-3N/A12/31/202467-30-146N/A9/30/202467-30-139N/A6/30/202468-31-1212N/A3/31/202463-31-29-4N/A12/31/202359-31-46-19N/A9/30/202358-23-48-22N/A6/30/202358-16-51-25N/A3/31/202353-14-42-18N/A12/31/202248-13-33-10N/A9/30/202243-16-33-11N/A6/30/202239-19-32-11N/A3/31/202239-15-31-13N/A12/31/202137-11-28-13N/A9/30/202136-12-25-14N/A6/30/202135-13-22-15N/A3/31/202134-21-19-16N/A12/31/202033-30-17-17N/A9/30/202029-31-17-16N/A6/30/202028-32-17-17N/A3/31/202023-27-18-17N/A12/31/201924-30-22-21N/A9/30/201922-28N/A-22N/A6/30/201922-29N/A-24N/A3/31/201922-31N/A-27N/A12/31/201821-31N/A-31N/A9/30/201822-29N/A-29N/A6/30/201823-27N/A-28N/A3/31/201821-26N/A-25N/A12/31/201719-25N/A-21N/A9/30/201715-24N/A-17N/A6/30/201711-23N/A-14N/A12/31/20166-20N/A-6N/A9/30/201616-11N/A-5N/A6/30/201625-1N/A-4N/A12/31/2015282N/A-7N/A9/30/201518-3N/A-10N/A6/30/201510-10N/A-14N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SEE 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: SEE (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: SEE 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: SEE 의 수익(연간 22.8%)이 UK 시장(연간 4.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: SEE 의 수익(연간 22.8%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SEE의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/08 19:33종가2026/05/08 00:00수익2025/12/31연간 수익2025/06/30데이터 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 소스Seeing Machines Limited는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Robert ChantryBerenbergCaspar Nathaniel Richard TrenchardCanaccord GenuityRichard JeansEdison Investment Research4명의 분석가 더 보기
Breakeven Date Change • Mar 30Forecast breakeven date moved forward to 2026The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.3m in 2026. Earnings growth of 50% is required to achieve expected profit on schedule.
공지 • Mar 28Seeing Machines Limited Provides Earnings Guidance for the Fiscal Year 2026Seeing Machines Limited provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of USD 79.7 million.
Major Estimate Revision • Nov 27Consensus EPS estimates increase by 207%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.0015 to US$0.0046. Revenue forecast steady at US$95.4m. Net income forecast to grow 69% next year vs 44% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.064. Share price rose 9.5% to UK£0.049 over the past week.
Major Estimate Revision • Nov 14Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$95.3m to US$109.5m. EPS estimate reaffirmed at US$0.0015. Net income forecast to grow 69% next year vs 58% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.063. Share price rose 13% to UK£0.043 over the past week.
Breakeven Date Change • Oct 15Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$15.2m in 2027. Average annual earnings growth of 96% is required to achieve expected profit on schedule.
Major Estimate Revision • Oct 08Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from US$82.0m to US$95.5m. Now expected to report a profit of US$0.0015 instead of losses of -US$0.0016 per share. Electronic industry in the United Kingdom expected to see average net income growth of 45% next year. Consensus price target broadly unchanged at UK£0.063. Share price rose 19% to UK£0.033 over the past week.
New Risk • May 01New 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 British stocks, typically moving 12% 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 (12% average weekly change). Minor Risk Less than 1 year of cash runway based on current free cash flow (-US$32m).
내러티브 업데이트 • Apr 28SEE: Cabin Monitoring Volumes And FY2026 Outlook Will Drive RepricingAnalysts have adjusted their price target on Seeing Machines marginally, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. Readers should note that the fair value estimate remains at £0.04 per share.
내러티브 업데이트 • Apr 14SEE: Rising Volumes And Earnings Outlook Will Drive Future RepricingAnalysts have trimmed their fair value estimate for Seeing Machines from £0.079 to £0.078, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E multiples. What's in the News Seeing Machines issued earnings guidance for fiscal 2026, with expected revenue of US$79.7 million, giving you a clearer company provided outlook for the year ahead (company guidance).
내러티브 업데이트 • Mar 31SEE: Future Mobility Push And 3D Cabin Tech Will Drive RepricingAnalysts have increased their fair value estimate for Seeing Machines from about £0.03 to around £0.04 per share. This change reflects updated assumptions on revenue growth, profit margins, the discount rate, and future P/E multiples.
Breakeven Date Change • Mar 30Forecast breakeven date moved forward to 2026The 3 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$18.3m in 2026. Earnings growth of 50% is required to achieve expected profit on schedule.
공지 • Mar 28Seeing Machines Limited Provides Earnings Guidance for the Fiscal Year 2026Seeing Machines Limited provided earnings guidance for the fiscal year 2026. For the year, the company expects revenue of USD 79.7 million.
내러티브 업데이트 • Mar 16SEE: Long Term Earnings Power And Cabin Sensing Platform Will Drive RepricingSeeing Machines' analyst price target has been revised to £0.08, with analysts citing incremental tweaks to the discount rate and long-term P/E assumptions rather than any change in near-term growth or margin expectations. Analyst Commentary With the revised £0.08 price target grounded in updated discount rate and long term P/E inputs, rather than changes to growth or margin expectations, recent commentary focuses more on how to frame risk and reward for you as an investor than on any new fundamental datapoints.
내러티브 업데이트 • Mar 02SEE: Higher Future P/E Assumptions Will Drive Repricing Over TimeAnalysts have raised their price target on Seeing Machines to £0.08 from £0.06, citing updated assumptions that combine a higher fair value estimate with changes to the discount rate, revenue growth, profit margin expectations and a significantly higher future P/E multiple. Analyst Commentary Analysts updating their valuation work on Seeing Machines are focusing less on short term trading and more on how the company might execute against its longer term assumptions on growth, profitability and the multiple investors may be willing to pay for that profile.
분석 기사 • Feb 03Why We're Not Concerned Yet About Seeing Machines Limited's (LON:SEE) 25% Share Price PlungeThe Seeing Machines Limited ( LON:SEE ) share price has softened a substantial 25% over the previous 30 days, handing...
공지 • Jan 13Seeing Machines Announces the Successful Debut of its Next-Generation 3D Cabin Perception Mapping Platform at CES 2026Seeing Machines announced the successful debut of its next-generation 3D Cabin Perception Mapping platform at CES 2026, marking a significant step forward in real-time in cabin monitoring intelligence for future mobility. While exterior perception mapping in automated driving focuses on a multi-sensor reconstruction of the vehicle's surrounding environment, the Seeing Machines 3D perception mapping solution demonstrated live at CES delivers a comprehensive, real-time digital reconstruction of inside the vehicle cabin, enabling a holistic, accurate and scalable approach to interior sensing. Built on a "clean-sheet" architecture, the platform is designed to support multiple cameras, multiple occupants and a wide range of features, all from a single, high-trust perception layer. Unlike traditional feature-by- feature approaches, Seeing Machines' 3D Cabin Perception Mapping solves for the entire cabin simultaneously, improving consistency across features and maintaining accuracy even in the presence of intermittent or noisy sensor data. The architecture provides a powerful abstraction layer that decouples feature development from underlying camera configurations and raw sensing implementations. This allows features to be built once and deployed seamlessly across multiple product configurations, reducing development effort, cost and time to market. The platform is designed to extend beyond automotive applications, with potential use cases across robotics and other human-machine interaction environments, including human-robot interaction (HRI) environments, where accurate and scalable perception of people and space is critical. The architecture also supports a mix-and-match approach to 3D technologies, enabling deployment flexibility as sensing hardware and use cases evolve. Real-time digital reconstruction of an automotive cabin environment was showcased, including: 3 cameras covering 3 rows of seating with support for up to 7 vehicle occupants; Body size, shape and a full 3D pose solution for all occupants, including height and weight classification; Out-of-position detection for all occupants, for example, occupant reclining, feet on dash, near-airbag detection for driver; Seat configuration, for example, headrest presence, seat position and recline angle; Child seat detection across entire cabin; and Random object detection across cabin, for example, phones, bags and boxes.
New Risk • Jan 06New major risk - Revenue and earnings growthEarnings have declined by 6.3% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$30m). Share price has been volatile over the past 3 months (7.9% average weekly change).
공지 • Jan 06STRADVISION and Seeing Machines Announce First Public Collaboration Showcasing SVNet FrontVision at CES 2026STRADVISION announced its first public collaboration with Seeing Machines, to be showcased through a joint front camera perception demonstration at CES 2026. The collaboration features STRADVISION's SVNet FrontVision solution, demonstrated through a video-driven reference implementation designed to support flexible evaluation, visualization, and early technical collaboration. The demo is powered by NVIDIA GPU acceleration within a development-grade environment, enabling rapid iteration and transparent performance assessment across perception outputs. Front Camera Perception Demonstrated in a PC-Based Environment: The demo highlights SVNet FrontVision, STRADVISION's front camera perception software, designed to detect and recognize vehicles, pedestrians, and other road users using video input. By operating within a development and evaluation framework rather than vehicle-integrated hardware, the demonstration allows partners to focus on perception performance, data interpretation, and system behavior at an early stage of collaboration. First Public Collaboration Between STRADVISION and Seeing Machines: This CES 2026 demonstration marks the first public collaboration between STRADVISION and Seeing Machines. The collaboration brings together complementary expertise in external perception and driver monitoring, demonstrating how vehicles could respond intelligently to external conditions and evolving in-cabin dynamics, reflecting a shared vision for combining vision-based technologies within a broader ADAS ecosystem for enhanced safety and convenience.
공지 • Jan 05Seeing Machines to Unveil 3D Cabin Perception Mapping at CES 2026Seeing Machines announced it will unveil its next-generation 3D Cabin Perception Mapping solution at CES 2026, the world's leading technology event. Attendees will be invited to experience a live, in-vehicle demonstration showcasing the Company's most advanced automotive interior sensing capabilities to date. The 3D Cabin perception Mapping solution represents a major advancement in in-cabin intelligence, delivering high-fidelity sensing that monitors drivers and all vehicle occupants in real time. By providing a precise, continuous understanding of occupant presence, position and behaviour, the technology enables automakers to unlock new levels of safety performance while enhancing the overall in-vehicle experience across an expanding range of driving scenarios. At CES 2026, Seeing Machines will also demonstrate how its interior sensing technologies operate in concert with exterior sensor systems to create a more holistic perception of the driving environment. This integrated approach enables vehicles to respond intelligently to both complex road conditions and evolving in-cabin dynamics, supporting safer, more adaptive and increasingly automated driving experiences. Seeing Machines' latest Driver and Occupant Monitoring System (DMS/OMS) technology will also be showcased through its integrated rear-view mirror solution, offering a wide field of view to monitor the driver and vehicle occupants. This solution is currently in production as part of the Company's automotive program won to date and represents a significant technical milestone across the industry, as recognised earlier this year at InCabin Europe in Barcelona. The Seeing Machines Future Mobility Group will be present at CES 2026, hosting meetings and demonstrations with leading customers across the autonomous driving ecosystem. The Group's focus is on co-developing next-generation DMS/OMS solutions to support supervised autonomy as the industry accelerates toward broader deployment. In addition, Seeing Machines' technology will be featured across a number of partner exhibits at CES, including collaborations with Valeo, Magna, QNX and Texas Instruments.
분석 기사 • Dec 01Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 41% Share Price BounceSeeing Machines Limited ( LON:SEE ) shares have continued their recent momentum with a 41% gain in the last month...
Major Estimate Revision • Nov 27Consensus EPS estimates increase by 207%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.0015 to US$0.0046. Revenue forecast steady at US$95.4m. Net income forecast to grow 69% next year vs 44% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.064. Share price rose 9.5% to UK£0.049 over the past week.
Major Estimate Revision • Nov 14Consensus revenue estimates increase by 15%The consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$95.3m to US$109.5m. EPS estimate reaffirmed at US$0.0015. Net income forecast to grow 69% next year vs 58% growth forecast for Electronic industry in the United Kingdom. Consensus price target broadly unchanged at UK£0.063. Share price rose 13% to UK£0.043 over the past week.
분석 기사 • Nov 08Would Seeing Machines (LON:SEE) Be Better Off With Less Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공지 • Nov 05Seeing Machines Limited Announces to Step Down of Gerhard Vorster as Non-Executive Director on November 26, 2025Seeing Machines Limited announced that Gerhard Vorster, non-executive director of the Seeing Machines board and Chair of the People, Culture and Remuneration Committee, has advised of his intention to step down as a director of the Company at the conclusion of the Company's Annual General Meeting on 26 November 2025. Mr. Vorster has been a Board member since December 2019, leveraging his business knowledge and experience from over 28 years at Deloitte, with roles including Chief Strategy Officer for Australia and Asia Pacific and Managing Partner (Consulting) for the South African, East Asian, Australian and Asia-Pacific practice regions.
공지 • Nov 04Seeing Machines Limited, Annual General Meeting, Nov 26, 2025Seeing Machines Limited, Annual General Meeting, Nov 26, 2025. Location: 80 mildura street, fyshwick act 2609, Australia
분석 기사 • Oct 17Seeing Machines Limited's (LON:SEE) P/S Is Still On The Mark Following 35% Share Price BounceSeeing Machines Limited ( LON:SEE ) shareholders would be excited to see that the share price has had a great month...
Breakeven Date Change • Oct 15Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$15.2m in 2027. Average annual earnings growth of 96% is required to achieve expected profit on schedule.
Major Estimate Revision • Oct 08Consensus revenue estimates increase by 16%The consensus outlook for revenues in fiscal year 2026 has improved. 2026 revenue forecast increased from US$82.0m to US$95.5m. Now expected to report a profit of US$0.0015 instead of losses of -US$0.0016 per share. Electronic industry in the United Kingdom expected to see average net income growth of 45% next year. Consensus price target broadly unchanged at UK£0.063. Share price rose 19% to UK£0.033 over the past week.
분석 기사 • Oct 01Bearish: Analysts Just Cut Their Seeing Machines Limited (LON:SEE) Revenue and EPS estimatesOne thing we could say about the analysts on Seeing Machines Limited ( LON:SEE ) - they aren't optimistic, having just...
분석 기사 • Sep 29Seeing Machines Limited (LON:SEE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportIt's been a good week for Seeing Machines Limited ( LON:SEE ) shareholders, because the company has just released its...
Breakeven Date Change • Sep 29Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 69% to 2026. The company is expected to make a profit of US$6.34m in 2027. Average annual earnings growth of 101% is required to achieve expected profit on schedule.
Reported Earnings • Sep 25Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: US$0.006 loss per share (improved from US$0.008 loss in FY 2024). Revenue: US$62.3m (down 7.8% from FY 2024). Net loss: US$25.3m (loss narrowed 19% from FY 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 37%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year whereas the company’s share price has fallen by 23% per year.
공지 • Sep 10Seeing Machines Limited to Report Fiscal Year 2025 Results on Sep 25, 2025Seeing Machines Limited announced that they will report fiscal year 2025 results at 6:00 AM, Coordinated Universal Time on Sep 25, 2025
Breakeven Date Change • Aug 27Forecast breakeven date moved forward to 2026The 2 analysts covering Seeing Machines previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 43% to 2025. The company is expected to make a profit of US$11.1m in 2026. Average annual earnings growth of 95% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 21No longer forecast to breakevenThe 2 analysts covering Seeing Machines no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$5.30m in 2027. New consensus forecast suggests the company will make a loss of US$2.38m in 2027.
분석 기사 • Aug 20Seeing Machines Limited (LON:SEE) Shares Could Be 44% Below Their Intrinsic Value EstimateAIM:SEE 1 Year Share Price vs Fair Value Explore Seeing Machines's Fair Values from the Community and select yours Key...
공지 • Jun 27Seeing Machines Limited Announces Launch of Guardian Generation 3 Trial with Mitsubishi Electric in North AmericaSeeing Machines Limited announced that it has launched a six-week pilot for its class-leading Guardian Generation 3 aftermarket solution with a North American Mitsubishi Electric company. Seeing Machines and Mitsubishi Electric Automotive America Inc. (MEAA) first joined forces through a Referral Agreement, announced in February, to accelerate sales of Guardian Generation 3 in the Americas, leveraging MEAA's deep customer relationships in the region. The joint pursuit of business is already generating a steady pipeline of opportunities, and this first pilot with a US based Mitsubishi Electric company is a direct result of that agreement. It serves to demonstrate the incremental potential that the collaboration can bring to the direct sales effort by Seeing Machines.
새 내러티브 • Jun 22New European Mandates Will Expand Auto Safety Monitoring Worldwide Forthcoming regulatory changes and safety trends position Seeing Machines for significant revenue growth and market leadership, especially as OEM production ramps up.
New Risk • Apr 17New 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 British stocks, typically moving 12% 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 (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$2.0m net loss in 2 years). Shareholders have been diluted in the past year (19% increase in shares outstanding).
분석 기사 • Apr 15More Unpleasant Surprises Could Be In Store For Seeing Machines Limited's (LON:SEE) Shares After Tumbling 37%Unfortunately for some shareholders, the Seeing Machines Limited ( LON:SEE ) share price has dived 37% in the last...
공지 • Apr 01Seeing Machines Announces 3D Camera Technology for Next-Generation In-Cabin Monitoring SystemsSeeing Machines launched a new type of 3D camera technology designed specifically for in-cabin monitoring. Building on a four-year partnership with Airy3D Inc. Seeing Machines and Airy3D have worked to refine Airy3D's DepthIQTM technology to meet the unique demands of automotive in-cabin monitoring. The new camera delivers not only 3D range data, but also 5MP RGB color and infrared 2D images that have identical image characteristics to those required by today's in-cabin systems. This means the technology is fully compatible with the latest 2D in-cabin software and supports precision eye-tracking across the full cabin field-of-view. It also means that for the first time, 5MP RBGIR 2D and 3D sensing can be supported by a single camera module, with a single sensor and lens.
Reported Earnings • Mar 28First half 2025 earnings released: US$0.004 loss per share (vs US$0.005 loss in 1H 2024)First half 2025 results: US$0.004 loss per share (improved from US$0.005 loss in 1H 2024). Revenue: US$25.3m (down 1.7% from 1H 2024). Net loss: US$18.2m (loss narrowed 7.9% from 1H 2024). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 33% per year.
New Risk • Mar 27New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$30m Forecast net loss in 2 years: US$2.1m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$2.1m net loss in 2 years). Share price has been volatile over the past 3 months (8.6% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding).
공지 • Mar 27Seeing Machines Limited Announces Board and Committee ChangesSeeing Machines Limited announced that Michael Brown, a non-executive director of the Seeing Machines board since 2020 and a member of the People, Culture and Remuneration Committee, will be stepping down as a director of the Company with effect from 27 March 2025. Mr. Brown was the nominee director for a major shareholder, Lombard Odier, and his resignation coincides with the shareholding of Lombard Odier falling below 10% after the recent introduction of Mitsubishi Electric Mobility Corporation (MELMB) onto the Company's share register. With the resignation of Mr. Brown, the remaining non-executive directors are all considered to be independent directors. At this stage the Board does not propose to appoint another director. Mr. Stephane Vedie will become a member of the People, Culture and Remuneration Committee.
공지 • Mar 24Seeing Machines Limited Announces Executive AppointmentsSeeing Machines Limited announced the appointment of John Noble as its Chief Technology Officer, effective immediately. In this newly created role, John will lead Seeing Machines' technology strategy, innovation initiatives and cutting-edge product development, ensuring the Company is well positioned to respond to accelerating regulatory momentum as growing numbers of OEMs and transport operators in Europe are required to enhance safety through the adoption of driver monitoring system (DMS) technology. John has held a range of engineering roles within Seeing Machines over the past 20 years and is an expert in systems engineering, R&D, engineering management, computer vision, embedded systems, and is Chair of the Company's IP Committee. At the same time, he has spent decades working in a range of customer-facing engagements across Seeing Machines' different business divisions, meaning he brings unique insights that will position the Company to successfully exploit the growing global adoption of DMS as transport safety regulations ramp up. As part of a wider strategic reorganisation of the Company's management structure, Dr Mike Lenné, a recognised global authority on human factors and safety, has been appointed as Seeing Machines' inaugural Chief Safety Officer. Leveraging nearly 30 years of experience at the forefront of human factors research and implementation, Mike will lead efforts to further deepen and expand Seeing Machines' global partnerships with customers, research and technology partners, regulators and safety groups, building close relationships that will drive forward the Company's continued revenue growth while making the world's roads and skies safer.
Buy Or Sell Opportunity • Mar 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 52% to UK£0.021. The fair value is estimated to be UK£0.027, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has declined by 32%. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 70% in the next 2 years.
분석 기사 • Mar 01What You Can Learn From Seeing Machines Limited's (LON:SEE) P/S After Its 26% Share Price CrashSeeing Machines Limited ( LON:SEE ) shares have had a horrible month, losing 26% after a relatively good period...
Major Estimate Revision • Feb 26Consensus revenue estimates decrease by 17%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$69.6m to US$57.9m. EPS estimate unchanged from -US$0.0035 per share at last update. Electronic industry in the United Kingdom expected to see average net income growth of 15% next year. Consensus price target up from UK£0.077 to UK£0.096. Share price fell 22% to UK£0.03 over the past week.
분석 기사 • Feb 26Seeing Machines Limited (LON:SEE) Analysts Just Slashed This Year's Revenue Estimates By 17%Market forces rained on the parade of Seeing Machines Limited ( LON:SEE ) shareholders today, when the analysts...
공지 • Feb 26Seeing Machines Limited to Report First Half, 2025 Results on Mar 27, 2025Seeing Machines Limited announced that they will report first half, 2025 results on Mar 27, 2025
New Risk • Jan 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% 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). Shareholders have been diluted in the past year (19% increase in shares outstanding).
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2027The 2 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 85% per year to 2026. The company is expected to make a profit of US$9.59m in 2027. Average annual earnings growth of 94% is required to achieve expected profit on schedule.
분석 기사 • Dec 18Seeing Machines Limited (LON:SEE) Looks Just Right With A 29% Price JumpSeeing Machines Limited ( LON:SEE ) shareholders are no doubt pleased to see that the share price has bounced 29% in...
New Risk • Nov 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% 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 (7.3% average weekly change). Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
New Risk • Nov 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.7% 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.
공지 • Nov 05Seeing Machines Limited, Annual General Meeting, Nov 27, 2024Seeing Machines Limited, Annual General Meeting, Nov 27, 2024. Location: 80 mildura street, fyshwick act 2609, Australia
분석 기사 • Nov 04Analysts Have Lowered Expectations For Seeing Machines Limited (LON:SEE) After Its Latest ResultsIt's been a sad week for Seeing Machines Limited ( LON:SEE ), who've watched their investment drop 10% to UK£0.039 in...
분석 기사 • Nov 02Investors Interested In Seeing Machines Limited's (LON:SEE) RevenuesWhen close to half the companies in the Electronic industry in the United Kingdom have price-to-sales ratios (or "P/S...
Reported Earnings • Nov 01Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$0.75 loss per share (further deteriorated from US$0.004 loss in FY 2023). Revenue: US$67.6m (up 17% from FY 2023). Net loss: US$31.3m (loss widened 101% from FY 2023). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 186%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 159 percentage points per year, which is a significant difference in performance.
New Risk • Oct 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported December 2023 fiscal period end). Currently unprofitable and not forecast to become profitable over next 2 years (US$5.4m net loss in 2 years).
공지 • Oct 17Seeing Machines Limited to Report Fiscal Year 2024 Results on Oct 31, 2024Seeing Machines Limited announced that they will report fiscal year 2024 results at 8:00 AM, GMT Standard Time on Oct 31, 2024
Major Estimate Revision • Aug 28Consensus EPS estimates fall by 49%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from US$67.3m to US$68.1m. Forecast EPS reduced from -US$0.0037 to -US$0.0055 per share. Electronic industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target broadly unchanged at UK£0.11. Share price was steady at UK£0.051 over the past week.
New Risk • Aug 28New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$31m Forecast net loss in 2 years: US$467k This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$46m). Currently unprofitable and not forecast to become profitable over next 2 years (US$467k net loss in 2 years).
공지 • Aug 28Seeing Machines Limited Provides Earnings Guidance for the Year 2024Seeing Machines Limited provided earnings guidance for the year 2024. Reported Revenue for FY2024 is expected to be USD 67.6 million, representing a 17% increase (FY2023: USD 57.8 million) and in line with market expectations. Annualised Recurring Revenues increased by 11% year-on-year to USD 15.1 million (FY2023: USD 13.6 million).
공지 • Jul 30Seeing Machines Limited Announces Successful Homologation for Its Inaugural Commercial Vehicle Customer, WrightbusSeeing Machines Limited announced that its recently launched Guardian Generation 3 AI-powered driver monitoring solution has passed 'homologation' (i.e been approved and certified) for its inaugural commercial vehicle customer, Northern Ireland based Wrightbus. Homologation involves testing, certification and documentation to verify that a Driver Monitoring System (DMS) is compliant with specific regulatory standards in a region or country. This process is rigorous but, crucially, confirms that Guardian Generation 3 has now been approved by the relevant authorities in Europe as compliant for use in reducing the risks associated with drowsy and subsequently distracted driving. Ballmena based Wrightbus, which produces class leading electric and hydrogen powered buses and is known for its cutting-edge and environmentally friendly bus designs, has specifically chosen Seeing Machines' Guardian Generation 3 to ensure compliance with the EU GSR and further enhance the safety features of its fleet, ensuring its drivers remain safe on the roads across Europe and the UK, now and into the future. With Europe's GSR targeting all new vehicles having now come into effect, successful homologation ensures Wrightbus' compliance with a stringent standard known as a Driver Drowsiness and attention Warning (DDAW), using factory-fitted Guardian Generation 3. The process for manufacturers of commercial vehicles to install technology, known as a factory fit, requires significant planning to ensure alignment with the wide range of other technology installed inside the vehicle during the manufacturing process. Wrightbus' homologation is therefore an important milestone for the public transportation sector and logistics industry more widely, and Seeing Machines is confident that this process will continue to be streamlined and made more efficient for subsequent customers. Guardian Generation 3 leverages Seeing Machines' automotive-grade technology with early and continuous drowsiness detection to protect drivers.
Major Estimate Revision • Jul 17Consensus EPS estimates upgraded to US$0.0037 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$68.1m to US$66.6m. 2024 losses expected to reduce from -US$0.0041 to -US$0.0037 per share. Electronic industry in the United Kingdom expected to see average net income growth of 15% next year. Consensus price target down from UK£0.12 to UK£0.11. Share price was steady at UK£0.046 over the past week.
Major Estimate Revision • Jul 08Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$67.4m to US$66.4m. Losses expected to increase from US$0.0041 per share to US$0.0051. Electronic industry in the United Kingdom expected to see average net income growth of 17% next year. Consensus price target down from UK£0.12 to UK£0.11. Share price rose 5.1% to UK£0.046 over the past week.
Reported Earnings • Mar 20First half 2024 earnings released: US$0.005 loss per share (vs US$0.001 loss in 1H 2023)First half 2024 results: US$0.005 loss per share (further deteriorated from US$0.001 loss in 1H 2023). Revenue: US$25.7m (up 5.5% from 1H 2023). Net loss: US$19.8m (loss widened 329% from 1H 2023). Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Mar 18The 3 analysts covering Seeing Machines previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 78% per year to 2025. The company is expected to make a profit of US$16.3m in 2026. Average annual earnings growth of 0.04% is required to achieve expected profit on schedule.
공지 • Feb 08Seeing Machines Limited to Report First Half, 2024 Results on Mar 18, 2024Seeing Machines Limited announced that they will report first half, 2024 results on Mar 18, 2024
Breakeven Date Change • Feb 05Forecast to breakeven in 2026The 3 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$16.5m in 2026. Average annual earnings growth of 90% is required to achieve expected profit on schedule.
공지 • Jan 09Seeing Machines Limited Launches Guardian Generation 3, the Latest Version of Its Aftermarket Driver Monitoring SystemSeeing Machines Limited launched Guardian Generation 3, the latest version of its Aftermarket Driver Monitoring System (DMS). Guardian Generation 3 has been independently tested and confirmed to meet the European Commissions' General Safety Regulation for Drowsiness Detection, a requirement for all new cars, vans trucks and buses across Europe from July 2024. Guardian Generation 3 also features refined microsleep detection and eye-gaze tracking which enhances its ability to accurately detect distracted driving. Seeing Machines has been protecting commercial transport and logistics companies with its aftermarket Guardian solution globally, with over 14 billion kilometres of recorded travel across 54,000 vehicles. The third generation Guardian hardware also delivers a range of features that leverage the Company's proven automotive-grade algorithms and precision optics to deliver premium performance in the most demanding real-world driving conditions. As operators around the world continue to seek out reliable safety technology for their fleets, so too are commercial vehicle manufacturers. This enhanced Guardian technology offers compliance certainty for these OEMs who can now implement the technology via factory-fit or "after manufacture" and offer their customers the opportunity to buy fully compliant, road-ready vehicles.
Breakeven Date Change • Nov 28Forecast to breakeven in 2026The 3 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$16.1m in 2026. Average annual earnings growth of 90% is required to achieve expected profit on schedule.
분석 기사 • Nov 23Shareholders May Find It Hard To Justify A Pay Rise For Seeing Machines Limited's (LON:SEE) CEO This YearKey Insights Seeing Machines' Annual General Meeting to take place on 29th of November Total pay for CEO Paul McGlone...
분석 기사 • Nov 07Investors Still Waiting For A Pull Back In Seeing Machines Limited (LON:SEE)Seeing Machines Limited's ( LON:SEE ) price-to-sales (or "P/S") ratio of 5x may look like a poor investment opportunity...
공지 • Nov 01Seeing Machines Limited, Annual General Meeting, Nov 29, 2023Seeing Machines Limited, Annual General Meeting, Nov 29, 2023, at 17:00 AUS Eastern Standard Time. Location: 80 Mildura Street, Fyshwick ACT 2609 Canberra Australia Agenda: To consider Annual Financial Report, Directors' Report and Auditor's Report;to consider Re-election of Director;to consider Election of Director;to consider Approval of the 2023 Employee Benefits Plan;to consider Approval to Issue Rights to Managing Director; and to consider other matters.
공지 • Oct 26Seeing Machines Limited Announces Board ChangesSeeing Machines Limited announced that it has appointed Stephane Vedie as a non-executive director and to the company’s board, effective immediately. Stephane Vedie is a seasoned CEO with a track record of growth and significant expertise in M&A. He has 25 years’ experience in the automotive industry, working for global corporations in Europe and North America, and is currently the CEO of LUXIT Group based in Michigan USA. Prior to LUXIT Group, Mr. Vedie was CEO of Magneti Marelli (now Marelli) and prior to that, CEO for global company Varroc Lighting Systems (now Plastic Omnium Lighting). He is currently a non-executive director of CLM Search Ltd. in London. Stephane holds a Master's degree in Purchasing Management (DESS/MBA) from Grenoble University (1997) and a Master's degree in Business from the Graduate Business School of Amiens in France (1996). He will become a member of the Risk, Audit and Finance Committee upon appointment Additionally, Yong Kang (YK) Ng, non-executive director of the company’s board since 2016, and a member of the Risk, Audit & Finance Committee, has advised his intention not to stand for re-election at the company's annual general meeting in November 2023.
Reported Earnings • Oct 18Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: US$0.004 loss per share (improved from US$0.005 loss in FY 2022). Revenue: US$57.8m (up 48% from FY 2022). Net loss: US$15.5m (loss narrowed 16% from FY 2022). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 9.7%. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공지 • Oct 16Seeing Machines Limited Provides Revenue Guidance for the Fiscal Year 2026Seeing Machines Limited provided revenue guidance for the fiscal year 2026. For the year, revenue expectations of not less than USD 125 million.
New Risk • Sep 22New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.
Major Estimate Revision • Sep 22Consensus revenue estimates increase by 26%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$72.0m to US$90.4m. EPS estimate fell from -US$0.0057 to -US$0.007 per share. Electronic industry in the United Kingdom expected to see average net income growth of 27% next year. Consensus price target down from UK£0.16 to UK£0.11. Share price fell 7.7% to UK£0.056 over the past week.
Recent Insider Transactions Derivative • Sep 10CEO & Executive Director exercised options to buy UK£424k worth of stock.On the 6th of September, Paul McGlone exercised options to buy 8m shares at a strike price of around UK£0.06, costing a total of UK£450k. This transaction amounted to 1,250% of their direct individual holding at the time of the trade. Since March 2023, Paul's direct individual holding has increased from 540.00k shares to 600.00k. Company insiders have collectively bought UK£797k more than they sold, via options and on-market transactions, in the last 12 months.
New Risk • Sep 06New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. This is currently the only risk that has been identified for the company.
Breakeven Date Change • Sep 03Forecast breakeven date pushed back to 2026The 2 analysts covering Seeing Machines previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$9.18m in 2026. Average annual earnings growth of 54% is required to achieve expected profit on schedule.
Major Estimate Revision • Aug 25Consensus EPS estimates upgraded to US$0.0057 loss, revenue downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$72.7m to US$67.0m. 2023 losses expected to reduce from -US$0.0064 to -US$0.0057 per share. Electronic industry in the United Kingdom expected to see average net income growth of 26% next year. Consensus price target up from UK£0.14 to UK£0.15. Share price was steady at UK£0.058 over the past week.
공지 • Aug 22+ 1 more updateSeeing Machines Limited to Report Fiscal Year 2023 Results on Oct 16, 2023Seeing Machines Limited announced that they will report fiscal year 2023 results on Oct 16, 2023
Major Estimate Revision • Jul 25Consensus revenue estimates decrease by 11%The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$61.3m to US$54.7m. EPS estimate unchanged from -US$0.0052 per share at last update. Electronic industry in the United Kingdom expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at UK£0.15. Share price fell 3.2% to UK£0.051 over the past week.
Board Change • Jun 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Non-Executive Director Michael Brown was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Mar 13Consensus revenue estimates fall by 17%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from AU$82.3m to AU$68.2m. Forecast losses increased from -AU$0.0052 to -AU$0.0059 per share. Electronic industry in the United Kingdom expected to see average net income growth of 25% next year. Consensus price target broadly unchanged at UK£0.16. Share price fell 11% to UK£0.063 over the past week.
분석 기사 • Mar 08Seeing Machines Limited (LON:SEE) Analysts Just Trimmed Their Revenue Forecasts By 17%Market forces rained on the parade of Seeing Machines Limited ( LON:SEE ) shareholders today, when the analysts...
Reported Earnings • Mar 07First half 2023 earnings released: AU$0.001 loss per share (vs AU$0.003 loss in 1H 2022)First half 2023 results: AU$0.001 loss per share (improved from AU$0.003 loss in 1H 2022). Revenue: AU$24.4m (up 54% from 1H 2022). Net loss: AU$5.42m (loss narrowed 47% from 1H 2022). Revenue is forecast to grow 28% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
공지 • Feb 15Seeing Machines Limited to Report First Half, 2023 Results on Mar 06, 2023Seeing Machines Limited announced that they will report first half, 2023 results on Mar 06, 2023
Recent Insider Transactions • Jan 18Chief Financial Officer recently bought UK£76k worth of stockOn the 13th of January, Martin Ive bought around 1m shares on-market at roughly UK£0.066 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Martin has been a buyer over the last 12 months, purchasing a net total of UK£105k worth in shares.
분석 기사 • Nov 21We Take A Look At Why Seeing Machines Limited's (LON:SEE) CEO Compensation Is Well EarnedThe performance at Seeing Machines Limited ( LON:SEE ) has been quite strong recently and CEO Paul McGlone has played a...
Reported Earnings • Oct 27Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.01 loss per share (further deteriorated from AU$0.005 loss in FY 2021). Revenue: AU$54.4m (up 15% from FY 2021). Net loss: AU$25.3m (loss widened 45% from FY 2021). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
분석 기사 • Sep 28Companies Like Seeing Machines (LON:SEE) Are In A Position To Invest In GrowthWe can readily understand why investors are attracted to unprofitable companies. For example, although...
분석 기사 • Jul 29Seeing Machines Limited's (LON:SEE) Intrinsic Value Is Potentially 98% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of Seeing Machines...
Breakeven Date Change • Jul 01Forecast to breakeven in 2025The 4 analysts covering Seeing Machines expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of AU$1.00m in 2025. Average annual earnings growth of 39% is required to achieve expected profit on schedule.
분석 기사 • Jun 14We're Hopeful That Seeing Machines (LON:SEE) Will Use Its Cash WiselyWe can readily understand why investors are attracted to unprofitable companies. For example, although...
Reported Earnings • Mar 31First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up AU$16.8m from 1H 2021). Profit margin: (up from net loss in 1H 2021). The move to profitability was driven by lower expenses. Over the next year, revenue is forecast to grow 35%, compared to a 7.8% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 34% per year.
분석 기사 • Mar 07We're Hopeful That Seeing Machines (LON:SEE) Will Use Its Cash WiselyJust because a business does not make any money, does not mean that the stock will go down. For example, although...
분석 기사 • Nov 27Seeing Machines Limited (LON:SEE) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportSeeing Machines Limited ( LON:SEE ) shareholders are probably feeling a little disappointed, since its shares fell 8.2...
Reported Earnings • Nov 25Full year 2021 earnings: EPS exceeds analyst expectationsFull year 2021 results: AU$0.01 loss per share (up from AU$0.014 loss in FY 2020). Revenue: AU$47.2m (up 18% from FY 2020). Net loss: AU$17.4m (loss narrowed 63% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 59%. Earnings per share (EPS) surpassed analyst estimates by 59%. Over the next year, revenue is forecast to grow 16%, compared to a 7.5% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Jul 16We're Not Very Worried About Seeing Machines' (LON:SEE) Cash Burn RateThere's no doubt that money can be made by owning shares of unprofitable businesses. By way of example, Seeing Machines...
