Vusion (VU) Aandelenoverzicht
VusionGroup S.A. houdt zich bezig met het leveren van digitaliseringsoplossingen voor de handel in Europa, Azië en Noord-Amerika. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
Beloningen
Risicoanalyse
VU Community Fair Values
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Analyst Price Targets
Top Community Narratives
€210.79
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36.3% ondergewaardeerd intrinsieke korting100
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Vusion S.A. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | €134.20 |
| 52 Week Hoogtepunt | €278.00 |
| 52 Week Laag | €99.95 |
| Bèta | 0.55 |
| 1 maand verandering | 10.91% |
| 3 maanden verandering | 21.45% |
| 1 Jaar Verandering | -41.04% |
| 3 jaar verandering | -16.96% |
| 5 jaar verandering | 170.02% |
| Verandering sinds IPO | 736.14% |
Recent nieuws en updates
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?Recent updates
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.Analyseartikel • 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).Analyseartikel • 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).Analyseartikel • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • Nov 23
Here's Why SES-imagotag Société Anonyme (EPA:SESL) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Analyseartikel • Oct 05
SES-imagotag Société Anonyme (EPA:SESL) Seems To Use Debt Rather Sparingly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analyseartikel • Sep 07
Is Now An Opportune Moment To Examine SES-imagotag Société Anonyme (EPA:SESL)?
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
| VU | FR Electronic | FR Markt | |
|---|---|---|---|
| 7D | 1.9% | 3.0% | 1.1% |
| 1Y | -41.0% | -25.6% | 2.0% |
Rendement versus industrie: VU presteerde slechter dan de French Electronic -sector, die het afgelopen jaar een rendement van -25.6 % opleverde.
Rendement versus markt: VU presteerde slechter dan French Market, dat het afgelopen jaar een rendement van 2 % opleverde.
Prijsvolatiliteit
| VU volatility | |
|---|---|
| VU Average Weekly Movement | 9.1% |
| Electronic Industry Average Movement | 6.5% |
| Market Average Movement | 5.5% |
| 10% most volatile stocks in FR Market | 11.0% |
| 10% least volatile stocks in FR Market | 2.9% |
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
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1992 | 1,089 | Thierry Gadou | www.vusion.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
| VU fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | €2.25b |
| Inkomsten(TTM) | €143.34m |
| Inkomsten(TTM) | €1.47b |
15.7x
Koers/Winstverhouding1.5x
P/S-verhoudingIs VU overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| 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 |
| Brutomarge | 29.81% |
| Nettowinstmarge | 9.74% |
| Schuld/Eigen Vermogen Verhouding | 9.4% |
Hoe presteerde VU op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.7%
Huidig dividendrendement10%
UitbetalingsratioBetaalt VU een betrouwbaar dividend?
Zie VU dividendgeschiedenis en benchmarks| Vusion dividenddata | |
|---|---|
| Ex Dividend Datum | Jun 10 2026 |
| Betaaldatum dividend | Jun 12 2026 |
| Dagen tot Ex-dividend | 10 days |
| Dagen tot dividendbetaaldatum | 12 days |
Betaalt VU een betrouwbaar dividend?
Zie VU dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/31 11:39 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2025/12/31 |
| 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
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.
| Analist | Instelling |
|---|---|
| Remi Grenu | Berenberg |
| Gerhard Orgonas | Berenberg |
| Benjamin Thielmann | Berenberg |