Arkema Toekomstige groei
Future criteriumcontroles 3/6
Arkema zal naar verwachting groeien in winst en omzet met respectievelijk 41.9% en 3% per jaar. De winst per aandeel zal naar verwachting groeien met 42.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 7.5% zijn.
Belangrijke informatie
41.9%
Groei van de winst
42.68%
Groei van de winst per aandeel
| Chemicals winstgroei | 11.4% |
| Inkomstengroei | 3.0% |
| Toekomstig rendement op eigen vermogen | 7.48% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 07 May 2026 |
Recente toekomstige groei-updates
Recent updates
Analyse-update • Apr 30
AKE: Battery Materials Expansion Will Support Future Rerating Potential
Arkema's analyst fair value estimate has moved slightly higher to about €81.56, reflecting analysts' updated assumptions on revenue growth, profit margins, and future P/E in light of recent upgrades, downgrades, and modest price target increases from several banks. Analyst Commentary Recent Street research on Arkema is mixed, but there is a clear cluster of more constructive calls that help frame how supportive analysts currently see the risk and reward around the stock.
Analyse-update • Apr 15
AKE: Battery Expansion And Margin Execution Will Constrain Future Re Rating Potential
Arkema's fair value estimate has shifted from €44.00 to €50.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a recent series of higher price targets and rating changes across major research firms. Analyst Commentary Recent Street research on Arkema presents a mixed picture, with several higher price targets sitting alongside at least one downgrade and more restrained views on upside.Analyse-update • Apr 01
AKE: Battery Capacity Push Will Face Execution Risk And Uncertain Earnings Trajectory
Analysts have nudged Arkema's average price target higher to around €60 to €65, citing recent target increases from several banks and mixed rating changes that reflect a more balanced view on growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research has given Arkema a more mixed backdrop, with some banks lifting price targets while others turn more cautious on the shares, despite keeping targets within a relatively tight €60 to €65 range.
Analyse-update • Mar 18
AKE: Battery Materials Expansion And Mixed Ratings Will Shape Future Rerating
Arkema's analyst price target has edged up by €0.13 to €61.88, reflecting a blend of higher fair value P/E assumptions and mixed rating actions from analysts who have recently adjusted targets between €60 and €65. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable assigning price targets in the €62 to €65 range, which supports the current blended target of €61.88 and signals confidence that Arkema can justify a slightly higher P/E than previously assumed.Analyse-update • Mar 04
AKE: Battery Materials Expansion And Decarbonization Efforts Will Support Future Rerating
Our analyst price target for Arkema shifts from €65.06 to €61.88 as analysts factor in recent downgrades and lower external price targets, along with updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Arkema has been mixed, with both upgrades and downgrades sitting alongside reduced price targets.Analyse-update • Feb 17
AKE: Battery Materials And Specialty Polymers Will Support Re Rating
Arkema's analyst price target has shifted from €85.00 to €80.00, as analysts factor in slightly softer assumptions on revenue growth, profit margins and future P/E, even as recent research updates include both an upgrade and a separate €5 adjustment to targets. Analyst Commentary Recent research on Arkema sends a mixed but broadly constructive signal, with the latest changes in price targets and ratings pointing to a more nuanced view of the company’s risk and reward profile.Analyse-artikel • Feb 13
After Leaping 26% Arkema S.A. (EPA:AKE) Shares Are Not Flying Under The Radar
The Arkema S.A. ( EPA:AKE ) share price has done very well over the last month, posting an excellent gain of 26%. Not...Analyse-update • Feb 03
AKE: Battery Expansion Will Face Tougher Sector Backdrop And Execution Risk
Analysts have trimmed their price target on Arkema by €5, reflecting softer revenue growth assumptions, a slightly lower future P/E multiple, and sector headwinds highlighted in recent research, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious tone around Arkema, with pricing assumptions and sector views putting some pressure on sentiment.Analyse-update • Jan 20
AKE: Battery Materials Expansion Will Face Tougher Sector Backdrop And Execution Risk
Narrative update Analysts have trimmed their price target on Arkema by €3 to €44, reflecting a lower fair value estimate along with updated views on revenue growth, margins and a reduced future P/E multiple, following recent cautious research on European chemicals and ingredients groups. Analyst Commentary Street research on Arkema has turned more cautious, with bearish analysts trimming price targets and flagging risks around growth visibility and valuation.Analyse-update • Jan 06
AKE: Battery Materials Push Will Support Re Rating Despite Sector Downgrade
Analysts have trimmed their fair value estimate for Arkema to €85 from €95. This reflects lower assumed revenue growth, a slightly softer profit margin profile, a higher discount rate and more conservative future P/E expectations following recent cuts to Street price targets and a sector downgrade.Analyse-update • Dec 21
AKE: Battery Materials Push Will Confront Tougher Sector Backdrop Ahead
The analyst fair value estimate for Arkema has been reduced from EUR 56 to EUR 47 as analysts factor in a higher discount rate, weaker revenue growth expectations, softer profit margins, and a sector wide shift toward more favored industrial gases and specialty distributors. Analyst Commentary Recent Street research reflects a more cautious stance on Arkema, with several bearish analysts trimming price targets and, in at least one case, reducing their rating.Analyse-update • Dec 07
AKE: Sustainability And Decarbonization Investments Will Drive Future Rerating Despite Recent Downgrade
Arkema's analyst price target has been trimmed by about EUR 1 to EUR 65.06 as analysts factor in slightly softer long term growth and margin expectations, alongside a wave of recent price target cuts and a fresh Underweight rating from the Street. Analyst Commentary Recent Street research presents a mixed picture for Arkema, with several price target cuts but divergent views on the company’s medium term execution and earnings power.Analyse-update • Nov 23
AKE: Recent Downgrade Will Be Offset By Sustainability Actions And Emissions Reductions
Analysts have lowered the fair value estimate for Arkema from €70.63 to €66.06, citing cautious sector sentiment and a series of reduced price targets across the chemical industry. Analyst Commentary Analysts continue to reassess Arkema's prospects in response to both company-specific and broader sector developments.Analyse-artikel • Nov 16
There May Be Reason For Hope In Arkema's (EPA:AKE) Disappointing Earnings
Arkema S.A.'s ( EPA:AKE ) stock was strong despite it releasing a soft earnings report last week. We think that...Analyse-artikel • Nov 12
Arkema S.A. (EPA:AKE) Just Reported, And Analysts Assigned A €66.94 Price Target
Investors in Arkema S.A. ( EPA:AKE ) had a good week, as its shares rose 6.6% to close at €52.60 following the release...Analyse-update • Nov 06
AKE: Operational Improvements And Sustainability Efforts Will Drive Future Upside
The consensus analyst price target for Arkema has been reduced notably in recent updates, with targets now ranging from EUR 55 to EUR 80. Analysts cite cautious expectations for revenue growth and refining profit margin assumptions as reasons for the adjustment.Analyse-update • Oct 23
Analysts Revise Arkema Price Target Lower Amid Cautious Optimism and Recent Sustainability Initiatives
Arkema's analyst price target has been revised downward from €72.75 to €70.63. This change reflects recent analyst adjustments driven by lower growth and profit expectations.Analyse-update • Oct 09
New Capacity And R&D Focus Will Accelerate Renewable Transition
Arkema's analyst price target has been revised downward from €76.06 to €72.75. This change reflects analysts' expectations for slower revenue growth and a higher discount rate, even though profit margins have seen slight improvement.Analyse-update • Sep 25
New Capacity And R&D Focus Will Accelerate Renewable Transition
Analysts have trimmed Arkema’s price target to €76.06, reflecting heightened caution around 2025 guidance cuts, persistent margin pressure, and weaker end-market demand, despite some confidence in the company’s long-term positioning. Analyst Commentary Bearish analysts cite increased risk of significant 2025 guidance cuts, particularly ahead of Q2 results.Analyse-artikel • Aug 27
Is It Too Late To Consider Buying Arkema S.A. (EPA:AKE)?
While Arkema S.A. ( EPA:AKE ) might not have the largest market cap around , it received a lot of attention from a...Analyse-artikel • Aug 06
Arkema S.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Arkema S.A. ( EPA:AKE ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €58.65...Analyse-artikel • Jul 27
These 4 Measures Indicate That Arkema (EPA:AKE) Is Using Debt Reasonably Well
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyse-artikel • Jul 05
Potential Upside For Arkema S.A. (EPA:AKE) Not Without Risk
There wouldn't be many who think Arkema S.A.'s ( EPA:AKE ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...Analyse-artikel • May 23
Arkema (EPA:AKE) Is Increasing Its Dividend To €3.60
Arkema S.A. ( EPA:AKE ) will increase its dividend from last year's comparable payment on the 28th of May to €3.60...
Nieuwe analyse • Dec 05
Specialty Materials And Renewable Energy Initiatives Ignite Earnings Growth And Margin Expansion
Strategic projects and acquisitions aim to enhance Arkema's earnings growth and stability, leveraging mega trends in energy and healthcare.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 9,683 | 334 | 434 | 986 | 12 |
| 12/31/2027 | 9,378 | 326 | 368 | 926 | 15 |
| 12/31/2026 | 9,166 | 213 | 351 | 908 | 10 |
| 3/31/2026 | 8,869 | 17 | 385 | 1,007 | N/A |
| 12/31/2025 | 9,068 | 39 | 361 | 997 | N/A |
| 9/30/2025 | 9,236 | 127 | 285 | 980 | N/A |
| 6/30/2025 | 9,443 | 210 | 285 | 1,016 | N/A |
| 3/31/2025 | 9,584 | 308 | 308 | 1,058 | N/A |
| 12/31/2024 | 9,544 | 338 | 360 | 1,121 | N/A |
| 9/30/2024 | 9,493 | 346 | 472 | 1,176 | N/A |
| 6/30/2024 | 9,425 | 342 | 556 | 1,235 | N/A |
| 3/31/2024 | 9,331 | 349 | 570 | 1,214 | N/A |
| 12/31/2023 | 9,514 | 402 | 638 | 1,272 | N/A |
| 9/30/2023 | 9,799 | 393 | 583 | 1,267 | N/A |
| 6/30/2023 | 10,445 | 503 | 688 | 1,382 | N/A |
| 3/31/2023 | 11,187 | 752 | 805 | 1,489 | N/A |
| 12/31/2022 | 11,550 | 949 | 789 | 1,496 | N/A |
| 9/30/2022 | 11,543 | 1,050 | 656 | 1,347 | N/A |
| 6/30/2022 | 10,969 | 1,073 | 298 | 1,013 | N/A |
| 3/31/2022 | 10,180 | 1,498 | 166 | 914 | N/A |
| 12/31/2021 | 9,519 | 1,293 | 152 | 915 | N/A |
| 9/30/2021 | 9,004 | 1,212 | 193 | 905 | N/A |
| 6/30/2021 | 8,515 | 1,057 | 457 | 1,132 | N/A |
| 3/31/2021 | 8,022 | 350 | 523 | 1,163 | N/A |
| 12/31/2020 | 7,884 | 304 | 510 | 1,115 | N/A |
| 9/30/2020 | 7,952 | 312 | 680 | 1,288 | N/A |
| 6/30/2020 | 8,259 | 365 | 615 | 1,232 | N/A |
| 3/31/2020 | 8,611 | 422 | 543 | 1,161 | N/A |
| 12/31/2019 | 8,738 | 491 | N/A | 1,300 | N/A |
| 9/30/2019 | 8,892 | 561 | N/A | 1,247 | N/A |
| 6/30/2019 | 8,843 | 590 | N/A | 1,263 | N/A |
| 3/31/2019 | 8,859 | 633 | N/A | 1,201 | N/A |
| 12/31/2018 | 8,816 | 674 | N/A | 1,029 | N/A |
| 9/30/2018 | 8,566 | 685 | N/A | 961 | N/A |
| 6/30/2018 | 8,418 | 653 | N/A | 943 | N/A |
| 3/31/2018 | 8,346 | 594 | N/A | 1,005 | N/A |
| 12/31/2017 | 8,326 | 543 | N/A | 1,008 | N/A |
| 9/30/2017 | 8,221 | 492 | N/A | 904 | N/A |
| 6/30/2017 | 8,040 | 446 | N/A | 877 | N/A |
| 3/31/2017 | 7,794 | 433 | N/A | 833 | N/A |
| 12/31/2016 | 7,535 | 394 | N/A | 821 | N/A |
| 9/30/2016 | 7,443 | 390 | N/A | 955 | N/A |
| 6/30/2016 | 7,551 | 355 | N/A | 863 | N/A |
| 3/31/2016 | 7,705 | 341 | N/A | 885 | N/A |
| 12/31/2015 | 7,683 | 285 | N/A | 858 | N/A |
| 9/30/2015 | 7,354 | 263 | N/A | 640 | N/A |
| 6/30/2015 | 6,886 | 226 | N/A | 587 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei AKE ( 41.9% per jaar) ligt boven de spaarquote ( 2.5% ).
Winst versus markt: De winst van AKE ( 41.9% per jaar) zal naar verwachting sneller groeien dan de French markt ( 12.3% per jaar).
Hoge groeiwinsten: De winst van AKE zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van AKE ( 3% per jaar) zal naar verwachting langzamer groeien dan de markt French ( 5.6% per jaar).
Hoge groei-inkomsten: De omzet van AKE ( 3% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen AKE zal naar verwachting over 3 jaar laag zijn ( 7.5 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/11 09:16 |
| Aandelenkoers aan het einde van de dag | 2026/05/08 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Arkema S.A. wordt gevolgd door 33 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Gaurav Jain | Barclays |
| Katie Richards | Barclays |
| James Stewart | Barclays |