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ITM Power PlcAIM:ITM Aktierapport

Marknadsvärde UK£1.2b
Aktiekurs
UK£1.70
UK£2.69
36.6% undervärderad intrinsisk rabatt
1Y270.4%
7D5.5%
1D
Portföljens värde
Utsikt

ITM Power Plc

AIM:ITM Aktierapport

Börsvärde: UK£1.2b

ITM Power (ITM) Aktievy

ITM Power Plc konstruerar och tillverkar PEM-elektrolysörer (proton exchange membrane) i Storbritannien, Tyskland, Australien, övriga Europa och USA. Mer information

ITM fundamental analys
Snöflinga Score
Värdering0/6
Framtida tillväxt2/6
Tidigare resultat0/6
Finansiell hälsa6/6
Utdelningar0/6

ITM Community Fair Values

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ITM Power Plc Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för ITM Power
Historiska aktiekurser
Aktuell aktiekursUK£1.70
52 veckors högstaUK£1.80
52 veckors lägstaUK£0.46
Beta2.76
1 månads förändring9.95%
3 månaders förändring174.07%
1 års förändring270.40%
3 års förändring148.18%
5 års förändring-56.74%
Förändring sedan börsintroduktionen224.19%

Senaste nyheter och uppdateringar

Uppdatering av berättelse May 11

ITM: Recent Contract Wins And Funding Support Will Drive Repricing

Analysts have raised their price targets for ITM Power by £0.26, reflecting updated views on fair value, risk, and earnings potential following recent research updates. Analyst Commentary Recent research updates on ITM Power show a cluster of bullish analysts revisiting their models, with both rating and price target changes pointing to a more constructive stance on the stock.
Uppdatering av berättelse Apr 25

ITM: Giga PtX Progress And 2026 Execution Will Still Likely Disappoint

Analysts have nudged their price target for ITM Power higher to £0.55, reflecting updated assumptions around discount rates, revenue growth and future P/E, along with a £0.10 price target increase in recent Street research. Analyst Commentary Recent Street commentary around ITM Power sits on a mixed footing, with the headline price target of £0.55 shaped by both more constructive and more cautious inputs.
Uppdatering av berättelse Apr 10

ITM: Milford Haven Progress And 2026 Outlook Will Still Likely Disappoint

Analysts have modestly lowered their price target on ITM Power to £0.55, with the unchanged fair value reflecting small tweaks to assumptions around discount rate, revenue growth and future P/E rather than a shift in the core outlook. What's in the News ITM Power confirmed that the 20 MW Notice to Proceed announced in February 2026 relates to MorGen Energy's West Wales Hydrogen project in Milford Haven.

Recent updates

Uppdatering av berättelse May 11

ITM: Recent Contract Wins And Funding Support Will Drive Repricing

Analysts have raised their price targets for ITM Power by £0.26, reflecting updated views on fair value, risk, and earnings potential following recent research updates. Analyst Commentary Recent research updates on ITM Power show a cluster of bullish analysts revisiting their models, with both rating and price target changes pointing to a more constructive stance on the stock.
Uppdatering av berättelse Apr 25

ITM: Giga PtX Progress And 2026 Execution Will Still Likely Disappoint

Analysts have nudged their price target for ITM Power higher to £0.55, reflecting updated assumptions around discount rates, revenue growth and future P/E, along with a £0.10 price target increase in recent Street research. Analyst Commentary Recent Street commentary around ITM Power sits on a mixed footing, with the headline price target of £0.55 shaped by both more constructive and more cautious inputs.
Uppdatering av berättelse Apr 10

ITM: Milford Haven Progress And 2026 Outlook Will Still Likely Disappoint

Analysts have modestly lowered their price target on ITM Power to £0.55, with the unchanged fair value reflecting small tweaks to assumptions around discount rate, revenue growth and future P/E rather than a shift in the core outlook. What's in the News ITM Power confirmed that the 20 MW Notice to Proceed announced in February 2026 relates to MorGen Energy's West Wales Hydrogen project in Milford Haven.
Uppdatering av berättelse Mar 27

ITM: FID Backlog And 2026 Guidance Will Still Likely Disappoint

Analysts have kept their fair value target for ITM Power steady at £0.55, citing only slight tweaks to assumptions around the discount rate, revenue growth, profit margin and future P/E that do not materially shift their overall valuation view. What's in the News ITM Power confirmed that the previously announced 20 MW Notice to Proceed relates to MorGen Energy's West Wales Hydrogen project in Milford Haven, which has now reached Final Investment Decision, with commissioning targeted for 2028 and expected output of around 2,000 tonnes of hydrogen per year (Key Developments).
Uppdatering av berättelse Mar 12

ITM: Raised 2026 Guidance Will Still Likely Underdeliver

Analysts have kept their £0.55 fair value estimate for ITM Power essentially unchanged, with only very small tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E filtering into their updated price target rationale. What's in the News ITM Power raised earnings guidance for fiscal 2026, now expecting revenue between £40 million and £43 million, an 11% midpoint increase from the prior £35 million to £40 million range (Corporate guidance).
Uppdatering av berättelse Feb 25

ITM: Raised 2026 Guidance And New Contracts Will Still Likely Underdeliver

Analysts have kept their fair value estimate for ITM Power steady at £0.55, reflecting only small tweaks to assumptions around discount rate, revenue growth and future P/E, rather than a shift in their overall view of the shares. What's in the News ITM Power raised earnings guidance for fiscal 2026, now expecting revenue between £40 million and £43 million, an 11% midpoint increase from the prior £35 million to £40 million range (Corporate Guidance).
Uppdatering av berättelse Feb 11

ITM: Expanding Electrolyser Contract Wins Will Still Likely Underdeliver

Analysts have slightly lifted their fair value estimate for ITM Power from £0.53 to £0.55. This reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E expectations.
Uppdatering av berättelse Jan 28

ITM: Expanding Hydrogen Contract Pipeline Will Still Likely Underdeliver

Analysts have adjusted their price target on ITM Power, keeping fair value steady at £0.53 while fine tuning discount rate, revenue growth and profit margin assumptions. This reflects updated views on risk, earnings potential and a slightly lower future P/E multiple.
Uppdatering av berättelse Jan 10

ITM: Large Hydrogen Project Pipeline Will Likely Underdeliver Despite New Contract Wins

Analysts have maintained their fair value estimate for ITM Power at £0.53, making only modest adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E. This reflects fine tuning of their views rather than a major shift in outlook.
Uppdatering av berättelse Dec 27

ITM: Future Revenue From Large Hydrogen Projects Will Likely Disappoint

Analysts have nudged their price target for ITM Power slightly higher to reflect marginally improved revenue growth expectations and a modestly lower discount rate, while keeping fair value estimates broadly unchanged. What's in the News Signed a major contract with Octopus Energy Generation to deploy NEPTUNE V green hydrogen systems at Kimberly Clark's Northfleet plant, with the goal of decarbonising Andrex product manufacturing by 2027 (client announcement).
Uppdatering av berättelse Dec 12

ITM: Future Multiple Expansion Will Likely Outrun Moderating Revenue Outlook

Analysts have lifted their price target for ITM Power from 0.40 to 0.53, citing a higher fair value assessment despite moderating revenue growth expectations and a richer future earnings multiple. What's in the News Reaffirmed fiscal 2026 revenue guidance at £35 million to £40 million, with expected half year revenue of £18 million.
Analysartikel Oct 04

Why Investors Shouldn't Be Surprised By ITM Power Plc's (LON:ITM) 25% Share Price Surge

Those holding ITM Power Plc ( LON:ITM ) shares would be relieved that the share price has rebounded 25% in the last...
Uppdatering av berättelse Aug 26

EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion

The analyst price target for ITM Power has increased, primarily reflecting a higher future P/E multiple rather than any meaningful change in revenue growth forecasts, with the new fair value now at £0.945. What's in the News ITM Power expects fiscal 2026 revenue of £35–40 million, representing approximately 50% year-on-year growth and over 600% increase in three years, predominantly from its contracted order backlog.
User avatar
Ny berättelse Apr 01

EU Renewable Hydrogen Demand Will Spur Electrolyzer Capacity Expansion

EU hydrogen strategy could boost ITM's revenues due to increased demand for their technology as electrolyzer capacity expands.
Analysartikel Aug 17

ITM Power Plc (LON:ITM) Just Reported And Analysts Have Been Cutting Their Estimates

Last week saw the newest annual earnings release from ITM Power Plc ( LON:ITM ), an important milestone in the...
Analysartikel Dec 12

Calculating The Intrinsic Value Of ITM Power Plc (LON:ITM)

Key Insights ITM Power's estimated fair value is UK£0.62 based on Dividend Discount Model Current share price of...
Analysartikel Oct 14

Is It Time To Consider Buying ITM Power Plc (LON:ITM)?

ITM Power Plc ( LON:ITM ), is not the largest company out there, but it received a lot of attention from a substantial...
Analysartikel Aug 23

Companies Like ITM Power (LON:ITM) Are In A Position To Invest In Growth

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Analysartikel May 13

We Think ITM Power (LON:ITM) Needs To Drive Business Growth Carefully

We can readily understand why investors are attracted to unprofitable companies. For example, although...
Analysartikel Feb 02

Is ITM Power (LON:ITM) In A Good Position To Deliver On Growth Plans?

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...

Aktieägarnas avkastning

ITMGB ElectricalGB Marknad
7D5.5%4.1%2.5%
1Y270.4%13.6%19.4%

Avkastning vs industri: ITM översteg UK Electrical branschen som gav 13.6 % under det senaste året.

Avkastning vs Marknaden: ITM översteg UK marknaden som gav 19.4 % under det senaste året.

Prisvolatilitet

Is ITM's price volatile compared to industry and market?
ITM volatility
ITM Average Weekly Movement15.9%
Electrical Industry Average Movement7.3%
Market Average Movement5.7%
10% most volatile stocks in GB Market12.0%
10% least volatile stocks in GB Market3.0%

Stabil aktiekurs: ITM s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för UK.

Volatilitet över tid: ITM s veckovolatilitet ( 16% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av UK aktier.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
2000306Dennis Schulzitm-power.com

ITM Power Plc utvecklar och tillverkar PEM-elektrolysörer (proton exchange membrane) i Storbritannien, Tyskland, Australien, övriga Europa och USA. Bolagets produktportfölj består av TRIDENT, en stackteknik för PEM-elektrolysörer, NEPTUNE, en 2 MW plug and play-elektrolysör för små och medelstora projekt, och POSEIDON, en 20 MW elektrolysprocessmodul för storskaliga projekt. ITM Power Plc grundades år 2000 och har sitt huvudkontor i Sheffield, Storbritannien.

ITM Power Plc Sammanfattning av grunderna

Hur förhåller sig ITM Power:s resultat och omsättning till dess börsvärde?
ITM grundläggande statistik
BörsvärdeUK£1.18b
Vinst(TTM)-UK£30.81m
Intäkter(TTM)UK£28.53m
41.2x
P/S-förhållande
-38.2x
P/E-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
ITM resultaträkning (TTM)
IntäkterUK£28.53m
Kostnad för intäkterUK£48.50m
Bruttovinst-UK£19.97m
Övriga kostnaderUK£10.84m
Intäkter-UK£30.81m

Senast redovisade vinst

Oct 31, 2025

Nästa vinstdatum

n/a

Vinst per aktie (EPS)-0.045
Bruttomarginal-70.00%
Nettovinstmarginal-108.00%
Skuld/egenkapitalförhållande0%

Hur har ITM utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/24 09:52
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2025/10/31
Årlig intjäning2025/04/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

ITM Power Plc bevakas av 25 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Tom McColmAllenby Capital Limited
Jesús Gómez DominguezBanco Santander
Anthony PlomBerenberg