View ValuationHavas 향후 성장Future 기준 점검 1/6Havas (는) 각각 연간 8.6% 및 0.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.1% 로 예상됩니다.핵심 정보8.6%이익 성장률8.44%EPS 성장률Media 이익 성장22.3%매출 성장률0.5%향후 자기자본이익률11.10%애널리스트 커버리지Good마지막 업데이트09 Jun 2026최근 향후 성장 업데이트Price Target Changed • Jan 13Price target decreased by 12% to €17.26Down from €19.50, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €17.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €2.05 for next year compared to €1.74 last year.공시 • Oct 14Havas N.V. Confirms Earnings Guidance for Fiscal Year 2025Havas N.V. Confirmed earnings guidance for fiscal year 2025. The company expects net revenue organic growth: a range of between +2.5% and +3.0% (versus previous guidance of above +2.0%).분석 기사 • Aug 01Analyst Estimates: Here's What Brokers Think Of Havas N.V. (AMS:HAVAS) After Its Half-Year ReportShareholders might have noticed that Havas N.V. ( AMS:HAVAS ) filed its interim result this time last week. The early...공시 • Jul 29Havas Reaffirms Earnings Guidance for Fiscal Year 2025Havas reaffirmed earnings guidance for fiscal year 2025. For the period, the company expects Net revenue organic growth above 2.0% compared to 2024.모든 업데이트 보기Recent updates공시 • Jun 12Havas N.V. (ENXTAM:HAVAS) acquired an unknown majority stake in ARCHRIVAL4EVER, Inc.Havas N.V. (ENXTAM:HAVAS) acquired an unknown majority stake in ARCHRIVAL4EVER, Inc. on June 10, 2026. Havas N.V. (ENXTAM:HAVAS) completed the acquisition of an unknown majority stake in ARCHRIVAL4EVER, Inc. on June 10, 2026.속보 • Jun 09Havas Launches €50 Million Share Buyback With Flexibility For Incentives And Capital ReductionHavas renewed its shareholder-authorized share buyback program, set to start on May 14, 2026 and run until the 2027 annual general meeting, with a maximum allocation of €50 million. The renewed program permits repurchases of up to 9,918,114 ordinary shares, which can be used either for share capital reduction or to fund management and employee incentive plans. Since the May 13, 2026 renewal announcement, Havas has repurchased 22,816 shares on the exchange through a series of transactions completed by June 5, 2026. The renewed buyback indicates that the company is committing meaningful capital to repurchases while also preserving flexibility to support employee and management incentives. For those tracking capital allocation, it may be useful to monitor how Havas uses the €50 million capacity and whether repurchased shares are cancelled or retained for incentive programs, as this can affect both ownership dilution and future earnings per share.Upcoming Dividend • May 08Upcoming dividend of €0.80 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Dutch dividend payers (5.0%). In line with average of industry peers (5.2%).Reported Earnings • Apr 01Full year 2025 earnings released: EPS: €1.93 (vs €1.74 in FY 2024)Full year 2025 results: EPS: €1.93 (up from €1.74 in FY 2024). Revenue: €2.91b (up 1.7% from FY 2024). Net income: €189.0m (up 9.2% from FY 2024). Profit margin: 6.5% (up from 6.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Media industry in Europe.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €16.95, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Media industry in Europe. Total returns to shareholders of 21% over the past year.Reported Earnings • Feb 19Full year 2025 earnings released: EPS: €1.93 (vs €1.74 in FY 2024)Full year 2025 results: EPS: €1.93 (up from €1.74 in FY 2024). Revenue: €2.91b (up 1.7% from FY 2024). Net income: €189.0m (up 9.2% from FY 2024). Profit margin: 6.5% (up from 6.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Media industry in Europe.New Risk • Feb 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Dutch stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Feb 18+ 2 more updatesHavas N.V., Annual General Meeting, May 13, 2026Havas N.V., Annual General Meeting, May 13, 2026. Location: amsterdam Netherlands분석 기사 • Jan 16There's Been No Shortage Of Growth Recently For Havas' (AMS:HAVAS) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Price Target Changed • Jan 13Price target decreased by 12% to €17.26Down from €19.50, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €17.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €2.05 for next year compared to €1.74 last year.Buy Or Sell Opportunity • Nov 17Now 194% overvalued after recent price riseOver the last 90 days, the stock has risen 852% to €14.48. The fair value is estimated to be €4.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 0.09% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.공시 • Oct 14Havas N.V. Confirms Earnings Guidance for Fiscal Year 2025Havas N.V. Confirmed earnings guidance for fiscal year 2025. The company expects net revenue organic growth: a range of between +2.5% and +3.0% (versus previous guidance of above +2.0%).분석 기사 • Sep 19Havas (AMS:HAVAS) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...공시 • Sep 13Havas Appoints Alberto Canteli as Executive Chairman AfricaHavas announced the appointment of Alberto Canteli as Executive Chairman Africa, effective September 1, 2025. Based in addition to his current role as Chairman and CEO of Havas Nordics, Benelux, Central & Eastern Europe, and the Middle East, Canteli will oversee the Group's strategy and expansion across the African continent. The move follows the recent nomination of Provit Chemmani as CEO Africa, based in Johannesburg, who will report directly to Canteli. Together, the new leadership structure aims to position Africa as a strategic growth driver for Havas' global ambitions, bringing fresh energy and direction to the Group's operations in the region. With a proven track record of leading complex and diverse regions, Canteli has successfully deployed Centers of Excellence worldwide, a model Havas plans to replicate in Africa to accelerate transformation and impact. Canteli will continue his leadership responsibilities across the Nordics, Benelux, Central & Eastern Europe, and the Middle East, ensuring synergy and alignment across these critical markets for Havas' global network.분석 기사 • Aug 01Analyst Estimates: Here's What Brokers Think Of Havas N.V. (AMS:HAVAS) After Its Half-Year ReportShareholders might have noticed that Havas N.V. ( AMS:HAVAS ) filed its interim result this time last week. The early...Reported Earnings • Jul 31First half 2025 earnings releasedFirst half 2025 results: Revenue: €1.35b (down 1.5% from 1H 2024). Net income: €74.0m (up 4.2% from 1H 2024). Profit margin: 5.5% (up from 5.2% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Media industry in Europe.공시 • Jul 29Havas Reaffirms Earnings Guidance for Fiscal Year 2025Havas reaffirmed earnings guidance for fiscal year 2025. For the period, the company expects Net revenue organic growth above 2.0% compared to 2024.공시 • Jul 23Havas N.V. (ENXTAM:HAVAS) acquired TIDART INTERNET SERVICES, S.L.Havas N.V. (ENXTAM:HAVAS) acquired TIDART INTERNET SERVICES, S.L. on July 22, 2025. Havas N.V. (ENXTAM:HAVAS) completed the acquisition of TIDART INTERNET SERVICES, S.L. on July 22, 2025.공시 • Jun 23Havas N.V.(ENXTAM:HAVAS) dropped from FTSE All-World Index (USD)Havas N.V.(ENXTAM:HAVAS) dropped from FTSE All-World Index (USD)New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Dutch stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • Jun 09Havas N.V. (ENXTAM:HAVAS) commences an Equity Buyback Plan for 10% of its issued share capital, under the authorization approved on May 28, 2025.Havas N.V. (ENXTAM:HAVAS) commences share repurchases on June 2, 2025, under the program mandated by shareholders in the Annual General Meeting held on May 28, 2025. As per the mandate, the company is authorized to repurchase up to 10% of its issued share capital. The price to be paid for repurchases should range from share's nominal value of the Ordinary Shares (at the time of the acquisition) and up to 110% of the market price for the Ordinary Shares on Euronext Amsterdam. The purpose of the program is to use the repurchased shares for short or long term incentive for management or funding of the acquisition. The authorization will be valid for 18 months. On May 28, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to 99,181,149 shares, representing 10% of its issued share capital for €50 million. The purpose of the program is to reduce company;s share capital; or to use the shares for short or long-term incentive for management or employees’ share plan. The program will commence from June 2, 2025 and will be valid till the Annual General Meeting of the company in 2026.공시 • May 28Havas N.V. Approves the Distribution of Capital the Financial Year 2024, Payable on June 5, 2025Havas N.V. at its 2025 annual general meeting of shareholders held on May 28, 2025, approved the distribution of capital from the share premium reserve of €0.08 per ordinary share in the capital of the Company in relation to the financial year 2024. The expected payment schedule for the distribution in cash is the following: May 30, 2025: Ex-dividend date. June 2, 2025: Record date. June 5, 2025: Dividend payment date.분석 기사 • May 22Insufficient Growth At Havas N.V. (AMS:HAVAS) Hampers Share PriceWhen close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 20x, you may...공시 • May 07Havas Announces the Appointment of Nitin Verma as Group Head for Havas Media Network IndiaHavas has announced the appointment of Nitin Verma as group head for Havas Media Network India. He will be based out of Gurugram office. Nitin, who joins from GroupM after working as media planning manager for around 3 years, announced this move on his LinkedIn profile. A seasoned professional with a strong background in media strategy, advertising, and brand management Nitin has a wealth of experience from his previous roles at prominent organizations like The Walt Disney Studios, and Sony Pictures Entertainment. Nitin has pursued MBA in marketing from Mahatma Jyotiba Phule (MJP) Rohilkhand University.공시 • Apr 17Havas N.V., Annual General Meeting, May 28, 2025Havas N.V., Annual General Meeting, May 28, 2025. Location: hotel okura amsterdam, ferdinand bolstraat 333, 1072 lh amsterdam, amsterdam NetherlandsReported Earnings • Apr 16Full year 2024 earnings released: EPS: €0.17 (vs €0.17 in FY 2023)Full year 2024 results: EPS: €0.17 (up from €0.17 in FY 2023). Revenue: €2.86b (flat on FY 2023). Net income: €173.0m (up 3.6% from FY 2023). Profit margin: 6.0% (up from 5.8% in FY 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Europe.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Media industry in Europe.공시 • Apr 10Havas N.V. to Report Q2, 2025 Results on Jul 29, 2025Havas N.V. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025공시 • Mar 20Havas Appoints Franois Laroze as Global COOHavas has announced the promotion of Francois Laroze to Global Chief Operating Officer (COO), in addition to his existing role as Chief Financial Officer (CFO). This announcement follows the Group's successful listing on Euronext Amsterdam. Francois Laroze has been with Havas since 2007, gaining extensive experience and a deep understanding of the Group's business activities and core processes. In his expanded role as COO, Laroze will collaborate with the Group's Executive Committee to achieve the ambitious goals set for the financial market in both the short and medium term. His responsibilities will include ensuring solid organic growth through client retention, new business development, and in-business development, leveraging the Converged strategy. He will also focus on increasing profitability by maintaining a strong emphasis on cost management and ensuring recurrent cash flow generation.분석 기사 • Mar 17Here's Why Havas (AMS:HAVAS) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...공시 • Mar 06Havas N.V. to Report Fiscal Year 2024 Results on Apr 15, 2025Havas N.V. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Apr 15, 2025Reported Earnings • Mar 06Full year 2024 earnings releasedFull year 2024 results: Revenue: €2.86b (flat on FY 2023). Net income: €173.0m (up 3.6% from FY 2023). Profit margin: 6.0% (up from 5.8% in FY 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Media industry in Europe.공시 • Feb 06Havas N.V. (ENXTAM:HAVAS) acquired an unknown majority stake in Absurd Media Group Inc.Havas N.V. (ENXTAM:HAVAS) acquired an unknown majority stake in Absurd Media Group Inc. on February 4, 2025. Absurd Media Group Inc will retain its brand identity within Havas’ portfolio, with founder and CEO Joshua Kreitzer staying at the helm and Greg James, CEO of Havas Media Network North America, overseeing the integration. Absurd Media Group Inc 80 employees will join Havas. Havas N.V. (ENXTAM:HAVAS) completed the acquisition of an unknown majority stake in Absurd Media Group Inc. on February 4, 2025.공시 • Jan 09Havas N.V.Launches 'Shape Shifting' - A Creator-Led Content Platform, Debuting with the GLP-1 RevolutionHavas launched Shape Shifting — its first-ever creator-led, serialized content platform focused on the unfolding GLP-1 revolution — at the 2025 Consumer Electronics Show (CES). By combining medical and cultural expertise with episodic content targeted to GLP-1-curious and current users, this platform marks Havas' bold step into building an editorially driven media property. In partnership with Made In Network, one of the world's leading producers and publishers of creator-led programming, Shape Shifting explores the cultural and scientific transformation sparked by GLP-1 medications like Ozempic, Wegovy, and Mounjaro. Amidst the crowded social conversation on the topic, Shape Shifting provides an objective and trusted, science-led alternative to separate fact from fiction. Created in partnership with medical professionals and creative leaders, the series educates audiences on the profound micro and macro shifts in culture associated with GLP-1 use. Shape Shifting offers brands a credible and engaging way to connect with a wide, curious audience while redefining how brands can lead in this new media environment. This groundbreaking first installment focusing on GLP-1 treatments, bridges health, culture, and commerce through trusted storytelling. With Shape Shifting as its first entry in the creator-driven content space, Havas is setting a new standard for how serialized episodic online can turn a brand's given expertise into its greatest asset - building compelling narratives and creating unparalleled engagement in today's modern content-dominated era. Havas is debuting Shape Shifting at CES 2025. The presentation will explore how GLP-1s are driving a cultural shift and why brands must lead with credibility in an online world dominated by creators.Buy Or Sell Opportunity • Dec 19Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.46. The fair value is estimated to be €1.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.공시 • Dec 16Cathia Lawson-Hall Joins Havas NV's BoardEndeavour Mining plc announced in accordance with UK Listing Rule 6.4.9R that Cathia Lawson-Hall, a Non-Executive Director of the Company, is on the board, as a non-executive director, of Havas NV, a company which listed on the Euronext Amsterdam.이익 및 매출 성장 예측ENXTAM:HAVAS - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,972245295377712/31/20272,906226282358712/31/20262,845209260330712/31/20252,913189327363N/A9/30/20252,909183280316N/A6/30/20252,905176233269N/A3/31/20252,884175221256N/A12/31/20242,863173208242N/A9/30/20242,892173235269N/A6/30/20242,920172261296N/A3/31/20242,896170284319N/A12/31/20232,872167306341N/A12/31/20222,765171333370N/A12/31/20212,341113306332N/A6/30/20172,297149N/A265N/A3/31/20172,287163N/A271N/A12/31/20162,276177N/A276N/A9/30/20162,259177N/A286N/A6/30/20162,241177N/A295N/A3/31/20162,215175N/A266N/A12/31/20152,188172N/A236N/A9/30/20152,110165N/A213N/A6/30/20152,032157N/A190N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: HAVAS 의 연간 예상 수익 증가율(8.6%)이 saving rate(2.1%)보다 높습니다.수익 vs 시장: HAVAS 의 연간 수익(8.6%)이 Dutch 시장(14.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: HAVAS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: HAVAS 의 수익(연간 0.5%)이 Dutch 시장(연간 10.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: HAVAS 의 수익(연간 0.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: HAVAS의 자본 수익률은 3년 후 11.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/12 23:19종가2026/06/12 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Havas N.V.는 25명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관JULIEN ROCHBarclaysAnna PatriceBerenbergChristophe CherblancBernstein22명의 분석가 더 보기
Price Target Changed • Jan 13Price target decreased by 12% to €17.26Down from €19.50, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €17.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €2.05 for next year compared to €1.74 last year.
공시 • Oct 14Havas N.V. Confirms Earnings Guidance for Fiscal Year 2025Havas N.V. Confirmed earnings guidance for fiscal year 2025. The company expects net revenue organic growth: a range of between +2.5% and +3.0% (versus previous guidance of above +2.0%).
분석 기사 • Aug 01Analyst Estimates: Here's What Brokers Think Of Havas N.V. (AMS:HAVAS) After Its Half-Year ReportShareholders might have noticed that Havas N.V. ( AMS:HAVAS ) filed its interim result this time last week. The early...
공시 • Jul 29Havas Reaffirms Earnings Guidance for Fiscal Year 2025Havas reaffirmed earnings guidance for fiscal year 2025. For the period, the company expects Net revenue organic growth above 2.0% compared to 2024.
공시 • Jun 12Havas N.V. (ENXTAM:HAVAS) acquired an unknown majority stake in ARCHRIVAL4EVER, Inc.Havas N.V. (ENXTAM:HAVAS) acquired an unknown majority stake in ARCHRIVAL4EVER, Inc. on June 10, 2026. Havas N.V. (ENXTAM:HAVAS) completed the acquisition of an unknown majority stake in ARCHRIVAL4EVER, Inc. on June 10, 2026.
속보 • Jun 09Havas Launches €50 Million Share Buyback With Flexibility For Incentives And Capital ReductionHavas renewed its shareholder-authorized share buyback program, set to start on May 14, 2026 and run until the 2027 annual general meeting, with a maximum allocation of €50 million. The renewed program permits repurchases of up to 9,918,114 ordinary shares, which can be used either for share capital reduction or to fund management and employee incentive plans. Since the May 13, 2026 renewal announcement, Havas has repurchased 22,816 shares on the exchange through a series of transactions completed by June 5, 2026. The renewed buyback indicates that the company is committing meaningful capital to repurchases while also preserving flexibility to support employee and management incentives. For those tracking capital allocation, it may be useful to monitor how Havas uses the €50 million capacity and whether repurchased shares are cancelled or retained for incentive programs, as this can affect both ownership dilution and future earnings per share.
Upcoming Dividend • May 08Upcoming dividend of €0.80 per shareEligible shareholders must have bought the stock before 15 May 2026. Payment date: 21 May 2026. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of Dutch dividend payers (5.0%). In line with average of industry peers (5.2%).
Reported Earnings • Apr 01Full year 2025 earnings released: EPS: €1.93 (vs €1.74 in FY 2024)Full year 2025 results: EPS: €1.93 (up from €1.74 in FY 2024). Revenue: €2.91b (up 1.7% from FY 2024). Net income: €189.0m (up 9.2% from FY 2024). Profit margin: 6.5% (up from 6.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Media industry in Europe.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €16.95, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Media industry in Europe. Total returns to shareholders of 21% over the past year.
Reported Earnings • Feb 19Full year 2025 earnings released: EPS: €1.93 (vs €1.74 in FY 2024)Full year 2025 results: EPS: €1.93 (up from €1.74 in FY 2024). Revenue: €2.91b (up 1.7% from FY 2024). Net income: €189.0m (up 9.2% from FY 2024). Profit margin: 6.5% (up from 6.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Media industry in Europe.
New Risk • Feb 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Dutch stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Feb 18+ 2 more updatesHavas N.V., Annual General Meeting, May 13, 2026Havas N.V., Annual General Meeting, May 13, 2026. Location: amsterdam Netherlands
분석 기사 • Jan 16There's Been No Shortage Of Growth Recently For Havas' (AMS:HAVAS) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Price Target Changed • Jan 13Price target decreased by 12% to €17.26Down from €19.50, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of €17.40. Stock is up 15% over the past year. The company is forecast to post earnings per share of €2.05 for next year compared to €1.74 last year.
Buy Or Sell Opportunity • Nov 17Now 194% overvalued after recent price riseOver the last 90 days, the stock has risen 852% to €14.48. The fair value is estimated to be €4.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last year. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 0.09% per annum. Earnings are also forecast to grow by 8.8% per annum over the same time period.
공시 • Oct 14Havas N.V. Confirms Earnings Guidance for Fiscal Year 2025Havas N.V. Confirmed earnings guidance for fiscal year 2025. The company expects net revenue organic growth: a range of between +2.5% and +3.0% (versus previous guidance of above +2.0%).
분석 기사 • Sep 19Havas (AMS:HAVAS) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
공시 • Sep 13Havas Appoints Alberto Canteli as Executive Chairman AfricaHavas announced the appointment of Alberto Canteli as Executive Chairman Africa, effective September 1, 2025. Based in addition to his current role as Chairman and CEO of Havas Nordics, Benelux, Central & Eastern Europe, and the Middle East, Canteli will oversee the Group's strategy and expansion across the African continent. The move follows the recent nomination of Provit Chemmani as CEO Africa, based in Johannesburg, who will report directly to Canteli. Together, the new leadership structure aims to position Africa as a strategic growth driver for Havas' global ambitions, bringing fresh energy and direction to the Group's operations in the region. With a proven track record of leading complex and diverse regions, Canteli has successfully deployed Centers of Excellence worldwide, a model Havas plans to replicate in Africa to accelerate transformation and impact. Canteli will continue his leadership responsibilities across the Nordics, Benelux, Central & Eastern Europe, and the Middle East, ensuring synergy and alignment across these critical markets for Havas' global network.
분석 기사 • Aug 01Analyst Estimates: Here's What Brokers Think Of Havas N.V. (AMS:HAVAS) After Its Half-Year ReportShareholders might have noticed that Havas N.V. ( AMS:HAVAS ) filed its interim result this time last week. The early...
Reported Earnings • Jul 31First half 2025 earnings releasedFirst half 2025 results: Revenue: €1.35b (down 1.5% from 1H 2024). Net income: €74.0m (up 4.2% from 1H 2024). Profit margin: 5.5% (up from 5.2% in 1H 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Media industry in Europe.
공시 • Jul 29Havas Reaffirms Earnings Guidance for Fiscal Year 2025Havas reaffirmed earnings guidance for fiscal year 2025. For the period, the company expects Net revenue organic growth above 2.0% compared to 2024.
공시 • Jul 23Havas N.V. (ENXTAM:HAVAS) acquired TIDART INTERNET SERVICES, S.L.Havas N.V. (ENXTAM:HAVAS) acquired TIDART INTERNET SERVICES, S.L. on July 22, 2025. Havas N.V. (ENXTAM:HAVAS) completed the acquisition of TIDART INTERNET SERVICES, S.L. on July 22, 2025.
공시 • Jun 23Havas N.V.(ENXTAM:HAVAS) dropped from FTSE All-World Index (USD)Havas N.V.(ENXTAM:HAVAS) dropped from FTSE All-World Index (USD)
New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Dutch stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • Jun 09Havas N.V. (ENXTAM:HAVAS) commences an Equity Buyback Plan for 10% of its issued share capital, under the authorization approved on May 28, 2025.Havas N.V. (ENXTAM:HAVAS) commences share repurchases on June 2, 2025, under the program mandated by shareholders in the Annual General Meeting held on May 28, 2025. As per the mandate, the company is authorized to repurchase up to 10% of its issued share capital. The price to be paid for repurchases should range from share's nominal value of the Ordinary Shares (at the time of the acquisition) and up to 110% of the market price for the Ordinary Shares on Euronext Amsterdam. The purpose of the program is to use the repurchased shares for short or long term incentive for management or funding of the acquisition. The authorization will be valid for 18 months. On May 28, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to 99,181,149 shares, representing 10% of its issued share capital for €50 million. The purpose of the program is to reduce company;s share capital; or to use the shares for short or long-term incentive for management or employees’ share plan. The program will commence from June 2, 2025 and will be valid till the Annual General Meeting of the company in 2026.
공시 • May 28Havas N.V. Approves the Distribution of Capital the Financial Year 2024, Payable on June 5, 2025Havas N.V. at its 2025 annual general meeting of shareholders held on May 28, 2025, approved the distribution of capital from the share premium reserve of €0.08 per ordinary share in the capital of the Company in relation to the financial year 2024. The expected payment schedule for the distribution in cash is the following: May 30, 2025: Ex-dividend date. June 2, 2025: Record date. June 5, 2025: Dividend payment date.
분석 기사 • May 22Insufficient Growth At Havas N.V. (AMS:HAVAS) Hampers Share PriceWhen close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") above 20x, you may...
공시 • May 07Havas Announces the Appointment of Nitin Verma as Group Head for Havas Media Network IndiaHavas has announced the appointment of Nitin Verma as group head for Havas Media Network India. He will be based out of Gurugram office. Nitin, who joins from GroupM after working as media planning manager for around 3 years, announced this move on his LinkedIn profile. A seasoned professional with a strong background in media strategy, advertising, and brand management Nitin has a wealth of experience from his previous roles at prominent organizations like The Walt Disney Studios, and Sony Pictures Entertainment. Nitin has pursued MBA in marketing from Mahatma Jyotiba Phule (MJP) Rohilkhand University.
공시 • Apr 17Havas N.V., Annual General Meeting, May 28, 2025Havas N.V., Annual General Meeting, May 28, 2025. Location: hotel okura amsterdam, ferdinand bolstraat 333, 1072 lh amsterdam, amsterdam Netherlands
Reported Earnings • Apr 16Full year 2024 earnings released: EPS: €0.17 (vs €0.17 in FY 2023)Full year 2024 results: EPS: €0.17 (up from €0.17 in FY 2023). Revenue: €2.86b (flat on FY 2023). Net income: €173.0m (up 3.6% from FY 2023). Profit margin: 6.0% (up from 5.8% in FY 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Media industry in Europe.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.35, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Media industry in Europe.
공시 • Apr 10Havas N.V. to Report Q2, 2025 Results on Jul 29, 2025Havas N.V. announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
공시 • Mar 20Havas Appoints Franois Laroze as Global COOHavas has announced the promotion of Francois Laroze to Global Chief Operating Officer (COO), in addition to his existing role as Chief Financial Officer (CFO). This announcement follows the Group's successful listing on Euronext Amsterdam. Francois Laroze has been with Havas since 2007, gaining extensive experience and a deep understanding of the Group's business activities and core processes. In his expanded role as COO, Laroze will collaborate with the Group's Executive Committee to achieve the ambitious goals set for the financial market in both the short and medium term. His responsibilities will include ensuring solid organic growth through client retention, new business development, and in-business development, leveraging the Converged strategy. He will also focus on increasing profitability by maintaining a strong emphasis on cost management and ensuring recurrent cash flow generation.
분석 기사 • Mar 17Here's Why Havas (AMS:HAVAS) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
공시 • Mar 06Havas N.V. to Report Fiscal Year 2024 Results on Apr 15, 2025Havas N.V. announced that they will report fiscal year 2024 results at 5:40 PM, Central European Standard Time on Apr 15, 2025
Reported Earnings • Mar 06Full year 2024 earnings releasedFull year 2024 results: Revenue: €2.86b (flat on FY 2023). Net income: €173.0m (up 3.6% from FY 2023). Profit margin: 6.0% (up from 5.8% in FY 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Media industry in Europe.
공시 • Feb 06Havas N.V. (ENXTAM:HAVAS) acquired an unknown majority stake in Absurd Media Group Inc.Havas N.V. (ENXTAM:HAVAS) acquired an unknown majority stake in Absurd Media Group Inc. on February 4, 2025. Absurd Media Group Inc will retain its brand identity within Havas’ portfolio, with founder and CEO Joshua Kreitzer staying at the helm and Greg James, CEO of Havas Media Network North America, overseeing the integration. Absurd Media Group Inc 80 employees will join Havas. Havas N.V. (ENXTAM:HAVAS) completed the acquisition of an unknown majority stake in Absurd Media Group Inc. on February 4, 2025.
공시 • Jan 09Havas N.V.Launches 'Shape Shifting' - A Creator-Led Content Platform, Debuting with the GLP-1 RevolutionHavas launched Shape Shifting — its first-ever creator-led, serialized content platform focused on the unfolding GLP-1 revolution — at the 2025 Consumer Electronics Show (CES). By combining medical and cultural expertise with episodic content targeted to GLP-1-curious and current users, this platform marks Havas' bold step into building an editorially driven media property. In partnership with Made In Network, one of the world's leading producers and publishers of creator-led programming, Shape Shifting explores the cultural and scientific transformation sparked by GLP-1 medications like Ozempic, Wegovy, and Mounjaro. Amidst the crowded social conversation on the topic, Shape Shifting provides an objective and trusted, science-led alternative to separate fact from fiction. Created in partnership with medical professionals and creative leaders, the series educates audiences on the profound micro and macro shifts in culture associated with GLP-1 use. Shape Shifting offers brands a credible and engaging way to connect with a wide, curious audience while redefining how brands can lead in this new media environment. This groundbreaking first installment focusing on GLP-1 treatments, bridges health, culture, and commerce through trusted storytelling. With Shape Shifting as its first entry in the creator-driven content space, Havas is setting a new standard for how serialized episodic online can turn a brand's given expertise into its greatest asset - building compelling narratives and creating unparalleled engagement in today's modern content-dominated era. Havas is debuting Shape Shifting at CES 2025. The presentation will explore how GLP-1s are driving a cultural shift and why brands must lead with credibility in an online world dominated by creators.
Buy Or Sell Opportunity • Dec 19Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €1.46. The fair value is estimated to be €1.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings are also forecast to grow by 3.7% per annum over the same time period.
공시 • Dec 16Cathia Lawson-Hall Joins Havas NV's BoardEndeavour Mining plc announced in accordance with UK Listing Rule 6.4.9R that Cathia Lawson-Hall, a Non-Executive Director of the Company, is on the board, as a non-executive director, of Havas NV, a company which listed on the Euronext Amsterdam.