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Vusion S.A.ENXTPA:VU Voorraadrapport

Marktkapitalisatie €2.1b
Prijs aandeel
n/a
1Y-45.2%
7D4.1%
1D0.8%
Portefeuillewaarde
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Vusion S.A.

ENXTPA:VU Voorraadrapport

Marktkapitalisatie: €2.1b

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Vusion S.A. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Vusion
Historische aandelenkoersen
Huidige aandelenkoers€126.00
52 Week Hoogtepunt€262.00
52 Week Laag€99.95
Bèta0.57
1 maand verandering7.33%
3 maanden verandering-14.29%
1 Jaar Verandering-45.17%
3 jaar verandering-4.55%
5 jaar verandering172.73%
Verandering sinds IPO685.05%

Recent nieuws en updates

Narratiefupdate Jul 22

VU: Expanded Retail Rollouts Will Support Future Repricing Confidence

Analysts have raised the Vusion price target from €138 to €180, citing recent Street research that includes a new €180 target, a revised €220 target, and updated assumptions around discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent Street research on Vusion reflects a mix of optimism on the long term story and more cautious signals around valuation and execution risks.
Narratiefupdate Jul 07

VU: Future Store Rollouts Will Support Rebased Earnings Expectations

Analysts have revised their fair value estimate for Vusion to €260, down from €290, reflecting updated views on revenue growth potential and profitability, alongside recent Street price target moves to €220 and €180. Analyst Commentary on Vusion Recent Street research on Vusion points to a cluster of supportive views, even as fair value estimates and targets have been reset.
Narratiefupdate Jun 23

VU: Store Digitization Contracts And Cloud Rollouts Will Support Future Upside

Analysts have trimmed their Vusion fair value estimate from €220 to €210, citing updated assumptions on the discount rate, revenue growth, profit margins and P/E multiples, along with recent Street research that includes an upgrade to Outperform with a €180 price target. What’s in the News for Vusion Vusion extended its partnership with JYSK to support store modernization and cloud transformation, including upgraded electronic shelf labels in 450 Nordic stores and a rollout to 750 additional European stores, with deployment targeted to reach about 2,500 stores across the Nordic, DACH, and Benelux regions by 2027.
Narratiefupdate Jun 04

VU: Store Digitization Rollout And New Contracts Will Support Future Upside

Analysts have nudged the price target for Vusion higher from about €212.57 to €220.00, citing updated assumptions for fair value, revenue growth, discount rate, profit margin and future P/E. This comes alongside recent Street views that include an upgrade to Outperform and a reaffirmed Buy rating with a €250 target.

Recent updates

Narratiefupdate Jul 22

VU: Expanded Retail Rollouts Will Support Future Repricing Confidence

Analysts have raised the Vusion price target from €138 to €180, citing recent Street research that includes a new €180 target, a revised €220 target, and updated assumptions around discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary Recent Street research on Vusion reflects a mix of optimism on the long term story and more cautious signals around valuation and execution risks.
Narratiefupdate Jul 07

VU: Future Store Rollouts Will Support Rebased Earnings Expectations

Analysts have revised their fair value estimate for Vusion to €260, down from €290, reflecting updated views on revenue growth potential and profitability, alongside recent Street price target moves to €220 and €180. Analyst Commentary on Vusion Recent Street research on Vusion points to a cluster of supportive views, even as fair value estimates and targets have been reset.
Narratiefupdate Jun 23

VU: Store Digitization Contracts And Cloud Rollouts Will Support Future Upside

Analysts have trimmed their Vusion fair value estimate from €220 to €210, citing updated assumptions on the discount rate, revenue growth, profit margins and P/E multiples, along with recent Street research that includes an upgrade to Outperform with a €180 price target. What’s in the News for Vusion Vusion extended its partnership with JYSK to support store modernization and cloud transformation, including upgraded electronic shelf labels in 450 Nordic stores and a rollout to 750 additional European stores, with deployment targeted to reach about 2,500 stores across the Nordic, DACH, and Benelux regions by 2027.
Narratiefupdate Jun 04

VU: Store Digitization Rollout And New Contracts Will Support Future Upside

Analysts have nudged the price target for Vusion higher from about €212.57 to €220.00, citing updated assumptions for fair value, revenue growth, discount rate, profit margin and future P/E. This comes alongside recent Street views that include an upgrade to Outperform and a reaffirmed Buy rating with a €250 target.
Nieuw narratief Jun 04

Vusion's Profit Margin to Grow by 9.74% Promises Bright Future

My personal estimation of VUSION’s fair value is between €200 to 275 per share , implying +40% to +90% upside versus the current price of ~€140. This valuation is supported by a combination of sell-side consensus (≈€220) and intrinsic valuation models pointing closer to €275.
Narratiefupdate May 16

VU: Store Digitization Rollout Will Support Future Upside As Discount Assumptions Tighten

Narrative Update on Vusion Analysts have reduced their average price target for Vusion by €2 to €250, citing refreshed models that slightly adjust the discount rate and forward P/E assumptions while leaving fair value estimates broadly unchanged. Analyst Commentary Recent commentary suggests that the modest trim in the target to €250 is more about fine tuning assumptions than a change in the core view on Vusion, with fair value seen as broadly consistent with earlier work.
Narratiefupdate May 01

VU: Store Digitization Rollout Will Support Future Upside Despite Refined Expectations

Analysts have trimmed the Vusion price target from about €260 to roughly €213, reflecting updated views on revenue growth, margins and a slightly higher future P/E, in line with recent Street research that modestly lowered targets around €250. Analyst Commentary Recent research updates point to only a small adjustment in VusionGroup's price targets, suggesting analysts are refining their views rather than making wholesale changes to the investment case.
Nieuw narratief Apr 30

Store Digitization Risks Will Persist Yet Service Adoption Will Eventually Reward Patience

Catalysts About Vusion Vusion provides electronic shelf labels, cloud software, data and computer vision solutions that digitize and automate physical retail stores. What are the underlying business or industry changes driving this perspective?
Nieuw narratief Feb 27

Store Digitization And Higher Margin Services Will Transform Long Term Earnings Potential

Catalysts About Vusion VusionGroup provides electronic shelf labels and value added software and data solutions that help retailers digitize and automate physical stores. What are the underlying business or industry changes driving this perspective?
Narratiefupdate Feb 22

VU: Store Digitization Deals Will Support Future Upside Despite Rating Downgrades

Analysts trimmed their price target on Vusion by €18 to reflect recent rating changes, including a move to Neutral and a lower target from €228 to €210, while keeping their underlying growth and margin assumptions broadly similar. Analyst Commentary Recent research updates point to a more cautious stance on Vusion, with the rating moved to Neutral and the price target now set at €210.
Narratiefupdate Feb 06

VU: Store Digitization Rollouts Will Support Future Upside Despite Softer Sentiment

Analysts have trimmed their price targets on Vusion slightly, with recent Street research including a cut of €18 and a move to a target of €210, which helps to explain the modest adjustment in the updated fair value framework. Analyst Commentary Recent Street research on Vusion points to a more balanced stance, with some analysts stepping back from earlier enthusiasm while still assigning a triple digit price target.
Narratiefupdate Jan 23

VU: Major Store Digitization Rollouts Will Support Future Share Upside

Analysts have reduced their price target on Vusion from €283.88 to €259.75. This reflects updated assumptions for slower revenue growth, slightly lower profit margins, a marginally higher discount rate, and a higher forward P/E multiple based on recent research updates.
Analyse-artikel Jan 16

With A 27% Price Drop For Vusion S.A. (EPA:VU) You'll Still Get What You Pay For

Unfortunately for some shareholders, the Vusion S.A. ( EPA:VU ) share price has dived 27% in the last thirty days...
Narratiefupdate Jan 08

VU: Major Retail Rollouts Will Support Future Share Upside Potential

Analysts have nudged their price target on VusionGroup higher to about €284 from roughly €282, citing slightly adjusted assumptions around discount rates, revenue growth, profit margins, and future P/E, which together support a modestly higher fair value estimate. What's in the News VusionGroup announced a new deployment of its smart electronic shelf labels and VusionCloud platform across more than 200 OBI home improvement stores in Germany, integrating with OBI's existing Cisco Meraki wireless infrastructure without additional hardware to automate pricing and reduce manual in store tasks (Client announcement).
Analyse-artikel Dec 29

VusionGroup (EPA:VU) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Narratiefupdate Dec 24

VU: Big Retail Rollouts Will Drive Shares Higher Over Time

Analysts have marginally lifted their price target on VusionGroup, nudging it higher by a fraction of a percent to roughly €282 per share, citing fine tuned assumptions around the discount rate, long term revenue growth, profit margins, and future valuation multiples. What's in the News VusionGroup will deploy its advanced electronic shelf labels and VusionCloud platform across more than 200 OBI home improvement stores in Germany, fully leveraging OBI's existing Cisco Meraki wireless infrastructure to automate pricing and cut non sales tasks.
Narratiefupdate Dec 10

VU: Major Retail Rollouts And Long Term Contracts Will Drive Shares Higher

Analysts have modestly raised their price target on VusionGroup to $281.57 per share, citing slightly higher assumed discount rates as well as stable long term growth and profitability expectations that support a steady valuation outlook. What's in the News VusionGroup to deploy its smart electronic shelf labels and VusionCloud platform across more than 200 OBI DIY stores in Germany, fully integrating with existing Cisco Meraki infrastructure and requiring no additional hardware (Client Announcement) Strategic partnership with DM to roll out the EdgeSense digital shelf platform in a phased program covering about 70 stores, using IoT, data, computer vision, and AI to streamline operations and enhance customer experience (Strategic Alliance) Morrisons becomes the first major UK supermarket chain to deploy 10.8 million electronic shelf labels across all 497 supermarkets, with rollout starting in early 2026 and tied to a broader digital transformation program including shelf edge cameras and upgraded in store wi fi (Client Announcement) Asda extends VusionGroup electronic shelf labels and digital solutions to 250 of its largest Express convenience stores after a successful trial, deploying about 700,000 digital displays that automate pricing updates and improve on shelf information such as allergens and unit prices (Client Announcement) Following record first half results, VusionGroup raises 2025 revenue guidance to around €1.5 billion, implying roughly 50 percent growth, and targets more than 80 percent growth in value added services revenue while reiterating expectations for a record fourth quarter (Corporate Guidance) Valuation Changes Fair Value: unchanged at approximately €281.57 per share, reflecting stable long term assumptions.
Narratiefupdate Nov 26

VU: Major Retail Rollouts And Revenue Milestones Will Drive Shares Higher

Narrative Update: VusionGroup Analyst Price Target Adjustment Analysts have made a minor upward adjustment to their price target for VusionGroup, now valuing shares at $281.57. This reflects incremental improvements in the company’s financial assumptions.
Narratiefupdate Nov 07

VU: Revenue Milestones And Major Retail Partnerships Will Drive Future Performance

Narrative Update on VusionGroup: Analyst Price Target Adjustment Analysts have lowered their price target for VusionGroup to $281.57. They cite expectations for a higher discount rate and reduced profit margins, which together reflect a more cautious outlook on the company’s future growth and earnings potential.
Narratiefupdate Oct 24

Retail Digitalization Will Expand With Network Rollout Across UK Supermarkets In 2025

Narrative Update: Analyst Price Target Revision for VusionGroup Analysts have raised their price target for VusionGroup from $276 to approximately $281.57, citing improved profit margin and modestly higher revenue growth projections as key drivers for the upward revision. What's in the News Morrisons will deploy VusionGroup electronic shelf labels across all 497 UK supermarkets, installing 10.8 million smart labels to improve pricing accuracy, automate tasks, and enhance customer service (Client Announcements).
Analyse-artikel Oct 03

VusionGroup S.A. (EPA:VU) Looks Just Right With A 27% Price Jump

VusionGroup S.A. ( EPA:VU ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
Narratiefupdate Sep 24

EdgeSense And VusionCloud Will Expand IoT Retail Network In 2025

Despite a notable reduction in forecast revenue growth, a lower future P/E multiple has supported an increase in VusionGroup’s consensus price target from €256.93 to €276.00. What's in the News VusionGroup raised its 2025 annual revenue target to approximately €1.5 billion (from €1.4 billion), implying 50% growth.
Analyse-artikel Sep 18

Earnings Update: VusionGroup S.A. (EPA:VU) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Shareholders of VusionGroup S.A. ( EPA:VU ) will be pleased this week, given that the stock price is up 15% to €239...
Analyse-artikel Jun 27

VusionGroup S.A.'s (EPA:VU) 25% Price Boost Is Out Of Tune With Revenues

Despite an already strong run, VusionGroup S.A. ( EPA:VU ) shares have been powering on, with a gain of 25% in the last...
Analyse-artikel Jun 11

Shareholders Will Most Likely Find VusionGroup S.A.'s (EPA:VU) CEO Compensation Acceptable

Key Insights VusionGroup to hold its Annual General Meeting on 17th of June CEO Thierry Gadou's total compensation...
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Nieuw narratief May 11

EdgeSense And VusionCloud Will Expand IoT Retail Network In 2025

Strategic R&D investments and key partnerships are positioning VusionGroup as a leader in retail IoT, with technology developments driving potential earnings growth.
Analyse-artikel Mar 01

VusionGroup S.A. (EPA:VU) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable

VusionGroup S.A. ( EPA:VU ) shares have continued their recent momentum with a 25% gain in the last month alone...
Analyse-artikel Jan 12

When Should You Buy VusionGroup S.A. (EPA:VU)?

While VusionGroup S.A. ( EPA:VU ) might not have the largest market cap around , it received a lot of attention from a...
Analyse-artikel Dec 24

After Leaping 30% VusionGroup S.A. (EPA:VU) Shares Are Not Flying Under The Radar

VusionGroup S.A. ( EPA:VU ) shares have had a really impressive month, gaining 30% after a shaky period beforehand...
Analyse-artikel May 12

Statutory Profit Doesn't Reflect How Good VusionGroup's (EPA:VU) Earnings Are

Even though VusionGroup S.A.'s ( EPA:VU ) recent earnings release was robust, the market didn't seem to notice. Our...
Analyse-artikel May 08

Is VusionGroup (EPA:VU) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyse-artikel Apr 18

VusionGroup's (EPA:VU) Returns On Capital Are Heading Higher

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analyse-artikel Feb 17

Investors Appear Satisfied With VusionGroup S.A.'s (EPA:VU) Prospects As Shares Rocket 27%

Despite an already strong run, VusionGroup S.A. ( EPA:VU ) shares have been powering on, with a gain of 27% in the last...
Analyse-artikel Feb 09

Should You Be Adding VusionGroup (EPA:VU) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyse-artikel Jan 25

Is There Now An Opportunity In VusionGroup S.A. (EPA:VU)?

VusionGroup S.A. ( EPA:VU ), might not be a large cap stock, but it saw a significant share price rise of 49% in the...
Analyse-artikel Dec 24

SES-imagotag Société Anonyme's (EPA:SESL) P/S Is Still On The Mark Following 33% Share Price Bounce

SES-imagotag Société Anonyme ( EPA:SESL ) shares have had a really impressive month, gaining 33% after a shaky period...
Analyse-artikel Dec 17

Returns At SES-imagotag Société Anonyme (EPA:SESL) Are On The Way Up

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyse-artikel Nov 05

Do SES-imagotag Société Anonyme's (EPA:SESL) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyse-artikel Oct 23

What Does SES-imagotag Société Anonyme's (EPA:SESL) Share Price Indicate?

SES-imagotag Société Anonyme ( EPA:SESL ), might not be a large cap stock, but it saw significant share price movement...
Analyse-artikel Oct 07

SES-imagotag Société Anonyme (EPA:SESL) Has A Rock Solid Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyse-artikel Sep 05

Returns Are Gaining Momentum At SES-imagotag Société Anonyme (EPA:SESL)

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analyse-artikel Jul 28

Is Now The Time To Put SES-imagotag Société Anonyme (EPA:SESL) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyse-artikel Jun 21

Is SES-imagotag Société Anonyme (EPA:SESL) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyse-artikel May 25

Is There An Opportunity With SES-imagotag Société Anonyme's (EPA:SESL) 45% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, SES-imagotag Société Anonyme fair value estimate is €262...
Analyse-artikel Apr 05

Here's Why We Think SES-imagotag Société Anonyme (EPA:SESL) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analyse-artikel Mar 10

When Should You Buy SES-imagotag Société Anonyme (EPA:SESL)?

SES-imagotag Société Anonyme ( EPA:SESL ), is not the largest company out there, but it received a lot of attention...
Analyse-artikel Feb 07

Is There An Opportunity With SES-imagotag Société Anonyme's (EPA:SESL) 31% Undervaluation?

How far off is SES-imagotag Société Anonyme ( EPA:SESL ) from its intrinsic value? Using the most recent financial...
Analyse-artikel Jan 07

SES-imagotag Société Anonyme's (EPA:SESL) Returns Have Hit A Wall

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analyse-artikel Dec 06

At €137, Is It Time To Put SES-imagotag Société Anonyme (EPA:SESL) On Your Watch List?

SES-imagotag Société Anonyme ( EPA:SESL ), might not be a large cap stock, but it received a lot of attention from a...

Rendement voor aandeelhouders

VUFR ElectronicFR Markt
7D4.1%3.6%0.2%
1Y-45.2%-30.4%2.8%

Rendement versus industrie: VU presteerde slechter dan de French Electronic -sector, die het afgelopen jaar een rendement van -30.4 % opleverde.

Rendement versus markt: VU presteerde slechter dan French Market, dat het afgelopen jaar een rendement van 2.8 % opleverde.

Prijsvolatiliteit

Is VU's price volatile compared to industry and market?
VU volatility
VU Average Weekly Movement9.2%
Electronic Industry Average Movement6.6%
Market Average Movement4.7%
10% most volatile stocks in FR Market10.3%
10% least volatile stocks in FR Market2.3%

Stabiele aandelenkoers: De aandelenkoers van VU is de afgelopen 3 maanden volatiel geweest in vergelijking met de French markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 9% ) van VU is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen French.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
19921,089Thierry Gadouvusion.com

VusionGroup S.A. houdt zich bezig met het leveren van digitaliseringsoplossingen voor de handel in Europa, Azië en Noord-Amerika. De producten omvatten VusionLive, dat in-store operaties verbindt met data-augmented intelligence; VusionCloud, een IoT-platform dat fysieke winkeloperaties van eind tot eind optimaliseert; SESimagotag elektronische schaplabels die schappen digitaliseren; Captana dat computer vision/AI biedt om beschikbaarheid op schappen en winkelprestaties te maximaliseren; Memory retail intelligence; Engage, een in-store retail medium, dat digitale campagnes uitvoert; en PDI digital Industrial IoT. Het bedrijf was voorheen bekend als SES-imagotag Société Anonyme en veranderde zijn naam in VusionGroup S.A. in januari 2024.

Vusion S.A. Samenvatting

Hoe verhouden de winst en inkomsten van Vusion zich tot de beurswaarde?
VU fundamentele statistieken
Marktkapitalisatie€2.11b
Inkomsten(TTM)€143.34m
Inkomsten(TTM)€1.47b
14.7x
Koers/Winstverhouding
1.4x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
VU resultatenrekening (TTM)
Inkomsten€1.47b
Kosten van inkomsten€1.03b
Brutowinst€438.81m
Overige uitgaven€295.47m
Inkomsten€143.34m

Laatst gerapporteerde inkomsten

Dec 31, 2025

Volgende inkomensdatum

Sep 21, 2026

Winst per aandeel (EPS)8.56
Brutomarge29.81%
Nettowinstmarge9.74%
Schuld/Eigen Vermogen Verhouding9.4%

Hoe presteerde VU op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

0.7%
Huidig dividendrendement
10%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/22 16:06
Aandelenkoers aan het einde van de dag2026/07/22 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u 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

Vusion S.A. wordt gevolgd door 20 analisten. 7 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.

AnalistInstelling
Remi GrenuBerenberg
Gerhard OrgonasBerenberg
Benjamin ThielmannBerenberg