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Alstom SA Stock Price

ENXTPA:ALO Community·€7.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 53 Fair Values set on narratives written by author

ALO Share Price Performance

€15.55
-4.63 (-22.94%)
€28.00
Fair Value
€15.55
-4.63 (-22.94%)
44.5% undervalued intrinsic discount
€28.00
Fair Value
Price €15.55
AnalystHighTarget €28.00
AnalystConsensusTarget €21.89
AnalystLowTarget €12.12

ALO Community Narratives

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Fair Value €28 44.5% undervalued intrinsic discount

Digital Rail And Decarbonization Will Catalyze Urban Growth

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·
Fair Value €21.89 29.0% undervalued intrinsic discount

High-Quality Orders And Restructuring Will Improve Future Prospects

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28users have followed this narrative
·
Fair Value €12.12 28.3% overvalued intrinsic discount

Deteriorating Demand And Rising Costs Will Disrupt Rail Markets

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1users have followed this narrative
€12.12
28.3% overvalued intrinsic discount
Revenue
4.89% p.a.
Profit Margin
3.84%
Future PE
8.47x
Price in 2029
€15.56
€28
44.5% undervalued intrinsic discount
Revenue
6.69% p.a.
Profit Margin
4.12%
Future PE
17.32x
Price in 2029
€35.92

Trending Discussion

Updated Narratives

ALO logo

ALO: Ongoing Execution Concerns Will Likely Cap Upside Despite New Contract Wins

Fair Value: €12.12 28.3% 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
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ALO: Future Margin Delivery And Project Execution Will Drive Share Price Upside

Fair Value: €28 44.5% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ALO: Large Contract Pipeline And Margin Gains Should Support Higher Future P/E

Fair Value: €21.89 29.0% undervalued intrinsic discount
28 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Proven track record with adequate balance sheet.

2 Risks
2 Rewards

Alstom SA Key Details

€19.2b

Revenue

€16.8b

Cost of Revenue

€2.4b

Gross Profit

€2.1b

Other Expenses

€279.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.60
12.27%
1.46%
25.6%
View Full Analysis

About ALO

Founded
1928
Employees
87832
CEO
Martin Sion
WebsiteView website
www.alstom.com

Alstom SA provides solutions for rail transport industry in Europe, the Americas, the Asia Pacific, the Middle East, Central Asia, and Africa. The company offers rolling stock solutions comprising people movers and monorails, light rails, metros, commuter and regional trains, high-speed trains, and locomotives; asset optimization, connectivity, and security and city mobility solutions; and signaling products, such as urban, mainline, and freight and mining signaling. It also provides APM, monorail, tram, metro, and main line systems; and tracklaying and track, catenary free and ground feeding, electrification, cybersecurity, and engineering consultancy solutions, as well as electromechanical equipment. In addition, the company offers rail maintenance, modernization, overhaul, parts, repair and overhauls, and support services. Further, it provides various components, including bogies, motors, dampers, brake friction products, switchgears, traction and auxiliary converters, transformers, green traction solutions, interiors, and train control and information systems. The company offers its products and solutions to original equipment manufacturers, operators, and asset owners. Alstom SA was founded in 1928 and is based in Saint-Ouen, France.

Recent ALO News & Updates

Narrative Update Jul 01

ALO: Ongoing Execution Concerns Will Likely Cap Upside Despite New Contract Wins

Analysts have trimmed their price targets on Alstom, and the fair value estimate in this framework has moved from €13.18 to €12.12 as they factor in slightly higher discount rates and profit margin assumptions, along with revised growth expectations. Analyst Commentary Recent Street research on Alstom points to a cautious tone, with several bearish analysts adjusting price targets and ratings as they reassess risks around execution, margins and growth.
Narrative Update Jun 17

ALO: Future Margin Delivery And Project Execution Will Drive Share Price Upside

Alstom's latest narrative update reflects a moderation in the analyst price target to €19 to €27 per share, as analysts balance slightly lower revenue growth assumptions with improved profit margin and a reduced future P/E framework. Analyst Commentary Recent research activity around Alstom highlights a split view, with some cautious moves on price targets alongside a set of more constructive voices that see upside potential for the stock based on execution and valuation.

Recent updates

No updates