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ACS, Actividades de Construcción y Servicios, S.A. Stock Price

BME:ACS Community·€32.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author

ACS Share Price Performance

€125.90
68.35 (118.77%)
€115.44
Fair Value
€125.90
68.35 (118.77%)
9.1% overvalued intrinsic discount
€115.44
Fair Value
Price €125.90
AnalystConsensusTarget €115.44
AnalystLowTarget €54.82
AnalystHighTarget €106.24

ACS Community Narratives

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Fair Value €115.44 9.1% overvalued intrinsic discount

ACS: Rising U.S. Construction Exposure Will Face Margin Pressures Ahead

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·
Fair Value €54.82 129.7% overvalued intrinsic discount

Data Center Expansion And AI Infrastructure Exposure Will Pressure Margins And Earnings Outlook

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1users have followed this narrative
·
Fair Value €106.24 18.5% overvalued intrinsic discount

AI Data Center And Infrastructure Boom Will Drive Powerful Upside For This Construction Leader

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Trending Discussion

Updated Narratives

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ACS: Data Center Rerating And Equity Raise Will Temper Future Upside

Fair Value: €115.44 9.1% overvalued intrinsic discount
17 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ACS logo

Data Center Expansion And AI Infrastructure Exposure Will Pressure Margins And Earnings Outlook

Fair Value: €54.82 129.7% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
ACS logo

AI Data Center And Infrastructure Boom Will Drive Powerful Upside For This Construction Leader

Fair Value: €106.24 18.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Reasonable growth potential with acceptable track record.

3 Risks
2 Rewards

ACS, Actividades de Construcción y Servicios, S.A. Key Details

€50.4b

Revenue

€34.3b

Cost of Revenue

€16.2b

Gross Profit

€15.2b

Other Expenses

€991.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.82
32.06%
1.97%
257.4%
View Full Analysis

About ACS

Founded
1942
Employees
167803
CEO
Juan Cases
WebsiteView website
www.grupoacs.com

ACS, Actividades de Construcción y Servicios, S.A. provides construction and related services in Spain, the United States, Australia, Canada, Germany, the rest of Europe, and internationally. It operates through five segments: Turner, CIMIC, Engineering and Construction, Infrastructure, and Other. The Turner segment offers comprehensive construction and project management services, focusing on high-tech growth markets, including data centers and battery plants, primarily in North America. The CIMIC segment delivers construction, services, and public-private partnership (PPP) solutions, and includes mining services through Thiess. The Engineering and Construction segment encompasses Dragados’ activities in Europe and North America, as well as Hochtief’s construction and PPP operations in Europe. The Infrastructure segment covers Iridium and ACS Digital & Energy, and manages a 50% equity interest in Abertis Infraestructuras, S.A., focusing on digitalization, energy transition, sustainable mobility, concessions, and traditional infrastructure across Europe, Latin America, and North America. The Other segment comprises real estate, renewable energy, water assets, facilities management, social and health services, and insurance activities. The company offers services such as public and private works construction, maintenance and operation of transport and urban infrastructure, building restoration, development and management of energy and digital infrastructure, environmental services, waste treatment, logistics, and auxiliary urban services. ACS, Actividades de Construcción y Servicios, S.A. was incorporated in 1942 and is based in Madrid, Spain.