New Risk • Apr 10
New major risk - Revenue and earnings growth Earnings have declined by 12% 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 12% per year over the past 5 years. Minor Risk Market cap is less than US$100m (€14.0m market cap, or US$16.4m). Major Estimate Revision • Sep 29
Consensus EPS estimates fall by 33% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from €60.0m to €59.3m. EPS estimate also fell from €0.06 per share to €0.04 per share. Net income forecast to shrink 27% next year vs 7.8% growth forecast for IT industry in France . Consensus price target down from €1.15 to €1.05. Share price was steady at €0.47 over the past week. Price Target Changed • Jul 18
Price target decreased by 8.0% to €1.15 Down from €1.25, the current price target is provided by 1 analyst. New target price is 134% above last closing price of €0.49. Stock is down 15% over the past year. The company is forecast to post earnings per share of €0.06 for next year compared to €0.039 last year. New Risk • Jul 17
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Market cap is less than US$100m (€18.7m market cap, or US$21.7m). Aankondiging • May 02
Nextedia S.A., Annual General Meeting, Jun 04, 2025 Nextedia S.A., Annual General Meeting, Jun 04, 2025. Location: 75 avenue des champs elysees, paris France Price Target Changed • Mar 27
Price target increased by 8.7% to €1.25 Up from €1.15, the current price target is provided by 1 analyst. New target price is 140% above last closing price of €0.52. Stock is down 16% over the past year. The company is forecast to post earnings per share of €0.05 for next year compared to €0.012 last year. New Risk • Nov 21
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (€17.7m market cap, or US$18.7m). Major Estimate Revision • Oct 02
Consensus EPS estimates fall by 17% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from €0.06 to €0.05 per share. Revenue forecast steady at €63.2m. Net income forecast to grow 91% next year vs 42% growth forecast for IT industry in France. Consensus price target down from €1.20 to €1.15. Share price fell 13% to €0.53 over the past week. Reported Earnings • Sep 27
First half 2024 earnings released First half 2024 results: Revenue: €31.5m (up 10% from 1H 2023). Net income: €800.0k (up €771.2k from 1H 2023). Profit margin: 2.5% (up from 0.1% in 1H 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the IT industry in France. Aankondiging • May 20
Nextedia S.A., Annual General Meeting, Jun 26, 2024 Nextedia S.A., Annual General Meeting, Jun 26, 2024. Location: 75 avenue des champs elysees, paris France Reported Earnings • Mar 29
Full year 2023 earnings released Full year 2023 results: Revenue: €60.5m (up 14% from FY 2022). Net income: €700.0k (down 74% from FY 2022). Profit margin: 1.2% (down from 5.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the IT industry in France. Reported Earnings • Sep 24
First half 2023 earnings released First half 2023 results: Revenue: €28.5m (up 14% from 1H 2022). Net income: €200.0k (down 87% from 1H 2022). Profit margin: 0.7% (down from 5.9% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings. New Risk • Sep 21
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 3.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (2.4% net profit margin). Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€23.9m market cap, or US$25.5m). New Risk • Jul 28
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.8% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (3.8% increase in shares outstanding). Market cap is less than US$100m (€24.2m market cap, or US$26.7m). Price Target Changed • Jul 20
Price target decreased by 13% to €1.16 Down from €1.34, the current price target is provided by 1 analyst. New target price is 80% above last closing price of €0.65. Stock is down 33% over the past year. The company is forecast to post earnings per share of €0.04 for next year compared to €0.07 last year. Price Target Changed • Feb 16
Price target decreased by 19% to €1.34 Down from €1.66, the current price target is provided by 1 analyst. New target price is 68% above last closing price of €0.80. Stock is down 25% over the past year. The company is forecast to post earnings per share of €0.06 for next year compared to €0.043 last year. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. No independent directors (5 non-independent directors). Chairman Pascal Chevalier was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Sep 26
First half 2022 earnings released: EPS: €0.04 (vs €0.033 in 1H 2021) First half 2022 results: EPS: €0.04 (up from €0.033 in 1H 2021). Revenue: €25.1m (up 4.5% from 1H 2021). Net income: €1.48m (up 30% from 1H 2021). Profit margin: 5.9% (up from 4.7% in 1H 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the IT industry in France. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Major Estimate Revision • Jul 22
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from €54.9m to €54.0m. EPS estimate also fell from €0.07 per share to €0.06 per share. Net income forecast to grow 15% next year vs 25% growth forecast for IT industry in France. Consensus price target down from €1.66 to €1.55. Share price was steady at €0.96 over the past week. Price Target Changed • Jul 21
Price target decreased to €1.55 Down from €1.75, the current price target is provided by 1 analyst. New target price is 61% above last closing price of €0.96. Stock is down 16% over the past year. The company is forecast to post earnings per share of €0.07 for next year compared to €0.043 last year. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 5 highly experienced directors. No independent directors (5 non-independent directors). Chairman Pascal Chevalier was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Apr 03
Full year 2021 earnings: Revenues in line with analyst expectations Full year 2021 results: Revenue: €50.3m (up 93% from FY 2020). Net income: €1.80m (down 23% from FY 2020). Profit margin: 3.6% (down from 9.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.1%, compared to a 12% growth forecast for the industry in France. Buying Opportunity • Mar 31
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 7.7%. The fair value is estimated to be €1.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 49% in 2 years. Earnings is forecast to grow by 68% in the next 2 years. Buying Opportunity • Feb 23
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 1.4%. The fair value is estimated to be €1.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has been flat over the last 3 years. Price Target Changed • Feb 17
Price target increased to €1.75 Up from €1.55, the current price target is provided by 1 analyst. New target price is 63% above last closing price of €1.07. Stock is down 19% over the past year. The company is forecast to post earnings per share of €0.06 for next year compared to €0.068 last year. Reported Earnings • Sep 26
First half 2021 earnings released: EPS €0.033 (vs €0.091 in 1H 2020) The company reported a decent first half result with improved revenues, although earnings and profit margins were weaker. First half 2021 results: Revenue: €24.1m (up 104% from 1H 2020). Net income: €1.14m (down 38% from 1H 2020). Profit margin: 4.7% (down from 16% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Major Estimate Revision • Jul 23
Consensus forecasts updated The consensus outlook for 2021 has been updated. 2021 EPS estimate increased from €0.04 to €0.06. Revenue forecast unchanged at €45.1m. Net income forecast to shrink 15% next year vs 30% growth forecast for IT industry in France . Consensus price target up from €1.55 to €1.65. Share price rose 7.8% to €1.14 over the past week. Valuation Update With 7 Day Price Move • Jan 07
Investor sentiment improved over the past week After last week's 16% share price gain to €1.36, the stock is trading at a trailing P/E ratio of 14.1x, up from the previous P/E ratio of 12.1x. This compares to an average P/E of 22x in the IT industry in France. Total returns to shareholders over the past three years are 16%. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improved over the past week After last week's 25% share price gain to €1.37, the stock is trading at a trailing P/E ratio of 14.3x, up from the previous P/E ratio of 11.5x. This compares to an average P/E of 22x in the IT industry in France. Total returns to shareholders over the past three years are 17%. Is New 90 Day High Low • Jan 05
New 90-day high: €1.37 The company is up 140% from its price of €0.57 on 07 October 2020. The French market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 13% over the same period. Valuation Update With 7 Day Price Move • Dec 08
Market bids up stock over the past week After last week's 28% share price gain to €1.22, the stock is trading at a trailing P/E ratio of 12.7x, up from the previous P/E ratio of 9.9x. This compares to an average P/E of 20x in the IT industry in France. Total returns to shareholders over the past three years are 15%. Is New 90 Day High Low • Dec 08
New 90-day high: €1.22 The company is up 113% from its price of €0.57 on 09 September 2020. The French market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 4.0% over the same period. Aankondiging • Dec 03
Nextedia S.A. (ENXTPA:ALNXT) acquired 22% stake in Sullivan Cloud. Nextedia S.A. (ENXTPA:ALNXT) acquired 22% stake in Sullivan Cloud on December 2, 2020.
Nextedia S.A. (ENXTPA:ALNXT) completed the acquisition of 22% stake in Sullivan Cloud on December 2, 2020. Is New 90 Day High Low • Nov 09
New 90-day high: €1.10 The company is up 108% from its price of €0.53 on 11 August 2020. The French market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 2.0% over the same period. Is New 90 Day High Low • Oct 23
New 90-day high: €0.67 The company is up 24% from its price of €0.54 on 24 July 2020. The French market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 2.0% over the same period. Aankondiging • Oct 20
Nextedia S.A. (ENXTPA:ALNXT) acquired Anetys. Nextedia S.A. (ENXTPA:ALNXT) acquired Anetys on October 19, 2020. The practical terms of the acquisition will be submitted to the vote of the Extraordinary General Meeting of NEXTEDIA which will be held at the end of November.
Nextedia S.A. (ENXTPA:ALNXT) completed the acquisition of Anetys on October 19, 2020. Reported Earnings • Sep 26
First half earnings released Over the last 12 months the company has reported total profits of €2.02m, up 58% from the prior year. Total revenue was €23.7m over the last 12 months, largely unchanged from the prior year.