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Vusion S.A. Stock Price

ENXTPA:VU Community·€2.4b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 49 Fair Values set on narratives written by author

VU Share Price Performance

€140.80
-102.00 (-42.01%)
€220.00
Fair Value
€140.80
-102.00 (-42.01%)
36.0% undervalued intrinsic discount
€220.00
Fair Value
Price €140.80
AnalystConsensusTarget €220.00
basicFit26 €229.19
AnalystLowTarget €138.00

VU Community Narratives

·
Fair Value €220 36.0% undervalued intrinsic discount

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

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Fair Value
·
Fair Value €229.19 38.6% undervalued intrinsic discount

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

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·
Fair Value €138 2.0% overvalued intrinsic discount

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

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€229.19
38.6% undervalued intrinsic discount
Fair Value
Revenue
25% p.a.
Profit Margin
9.74%
Future PE
16.63x
Price in 2031
€344.4
VU logo
Vusion

VusionGroup - AI for Walmart.

Catalysts Almost 90% of sales come from electronic shelf labels. For the digitalization of supermarkets, solutions such as digital shelf monitoring or price automation are needed.Read more

View narrative
€210.79
33.2% undervalued intrinsic discount
Fair Value
Profit Margin
10.01%
Future PE
22.24x
Price in 2028
€259.84
€138
2.0% overvalued intrinsic discount
Revenue
6.26% p.a.
Profit Margin
8.96%
Future PE
21.11x
Price in 2029
€173.48
€290
51.4% undervalued intrinsic discount
Profit Margin
11.73%
Future PE
23.5x
Price in 2029
€365.83

Trending Discussion

Updated Narratives

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

Fair Value: €229.19 38.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
VU logo

VusionGroup - AI for Walmart.

Fair Value: €210.79 33.2% 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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VU: Store Digitization Rollout And New Contracts Will Support Future Upside

Fair Value: €220 36.0% undervalued intrinsic discount
19 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Very undervalued with flawless balance sheet.

1 Risk
5 Rewards

Vusion S.A. Key Details

€1.5b

Revenue

€1.0b

Cost of Revenue

€438.8m

Gross Profit

€295.5m

Other Expenses

€143.3m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Sep 21, 2026
8.56
29.81%
9.74%
9.4%
View Full Analysis

About VU

Founded
1992
Employees
1089
CEO
Thierry Gadou
WebsiteView website
vusion.com

Vusion S.A. engages in the provision of digitalization solutions for commerce in France, rest of Europe, the Middle East, Africa, Asia, and the Americas. The company offers computer vision and artificial intelligence (AI) platform, which provides inventory management with automatic monitoring and alerts; retail intelligence software; in-store digital retail media platform for digital campaigns; and IoT cloud platform that tracks, monitors, and manages retail IoT devices. It also provides electronic shelf labels; industrial IoT, an inventory management solution; VusionLive, which connects in-store operations with data-augmented intelligence; and EdgeSense, a shelf-edge rail that integrates centralized communication, precise indoor location, and direct connectivity to bluetooth-enabled devices. In addition, the company offers Vusion Connect that connects devices, data streams, and enterprise system into one cloud system, enabling real-time collaboration between stores, associates, and headquarters; Vusion Intelligence that transforms retail data into real-time insights, predictions, and automated actions; Vusion Retail IoT, which turns the physical store into a living intelligent network; and store operational excellence, local e-commerce, data driven commerce, and retail media and shopper experience solutions. The company was formerly known as VusionGroup S.A. and changed its name to Vusion S.A. in January 2026. Vusion S.A. was founded in 1992 and is headquartered in Nanterre, France.

Recent VU News & Updates

Narrative Update 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.
New Narrative 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.

Recent updates

No updates