Acerinox Gelecekteki Büyüme
Future kriter kontrolleri 4/6
Acerinox kazanç ve gelirin sırasıyla yıllık 34% ve 8.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 36% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 17.9% olacağı tahmin edilmektedir.
Anahtar bilgiler
34.0%
Kazanç büyüme oranı
36.05%
EPS büyüme oranı
| Metals and Mining kazanç büyümesi | 14.7% |
| Gelir büyüme oranı | 8.5% |
| Gelecekteki özkaynak getirisi | 17.94% |
| Analist kapsamı | Good |
| Son güncelleme | 11 Aug 2026 |
Gelecekteki son büyüme güncellemeleri
Analiz Makalesi • Jul 29
Acerinox, S.A. (BME:ACX) Just Reported And Analysts Have Been Lifting Their Price Targets
Investors in Acerinox, S.A. ( BME:ACX ) had a good week, as its shares rose 9.4% to close at €18.06 following the...Analiz Makalesi • May 13
Here's What Analysts Are Forecasting For Acerinox, S.A. (BME:ACX) After Its First-Quarter Results
Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its first-quarter result this time last week. The...Recent updates
Yeni Anlatı • Aug 10
Trade Barriers And HPA Expansion Will Drive Long-Term Stainless Steel Upside
Catalysts About Acerinox Acerinox is a global producer of stainless steel and high performance alloys with operations in the United States, Europe and South Africa. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Aug 10
ACX: Strong Earnings And Higher Street Views Will Likely Cap Near-Term Upside
Acerinox's analyst fair value estimate has shifted from €13.60 to €14.40 as analysts factor in a series of higher price targets and updated views on medium term prospects for the shares. Analyst Commentary Recent research updates on Acerinox show a mix of optimism on upside potential and a clear pocket of caution on execution and valuation risks.Analiz Makalesi • Jul 29
Acerinox, S.A. (BME:ACX) Just Reported And Analysts Have Been Lifting Their Price Targets
Investors in Acerinox, S.A. ( BME:ACX ) had a good week, as its shares rose 9.4% to close at €18.06 following the...
Anlatı Güncellemesi • Jul 27
ACX: Recovery Execution And Margin Delivery Will Shape Balanced Future Upside
The analyst price target for Acerinox has moved from €14.38 to €17.47 as analysts factor in updated views on revenue growth, margins and P/E assumptions, along with a series of recent target increases from major banks across both bullish and cautious ratings. Analyst Commentary Recent research on Acerinox highlights a split view, with several bullish analysts lifting price targets in the €15 to €18.40 range while more cautious voices adjust targets upward but maintain restrained ratings.Yeni Anlatı • Jul 27
Future Trade Measures And HPA Expansions Will Likely Strain Margins And Earnings
Catalysts About Acerinox Acerinox is a global producer of stainless steel and high performance alloys with operations in the United States, Europe and South Africa. What are the underlying business or industry changes driving this perspective?Analiz Makalesi • May 13
Here's What Analysts Are Forecasting For Acerinox, S.A. (BME:ACX) After Its First-Quarter Results
Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its first-quarter result this time last week. The...Anlatı Güncellemesi • Mar 10
ACX: Rising Revenue Assumptions Will Test Execution Risks And Support Upside Potential
The analyst price target for Acerinox has been nudged higher to €14.38 from €14.24, as analysts factor in updated assumptions on revenue growth, margins and valuation that accompany recent price target revisions from major firms. Analyst Commentary Recent research updates on Acerinox show a mix of cautious and more constructive views, with price targets moved higher but ratings still reflecting differing expectations on execution and valuation risk.Anlatı Güncellemesi • Feb 23
ACX: Mixed Rating Shifts Will Test Earnings Resilience And Fairly Valued Outlook
Analysts have nudged their Acerinox price target slightly higher to €14.24, reflecting fine tuning of discount rate and P/E assumptions following mixed recent research that included both a downgrade and a small €1 upward revision from the Street. Analyst Commentary Recent commentary around Acerinox reflects a split view, with one firm such as JPMorgan turning more cautious while others fine tune their models and lift fair value estimates.Analiz Makalesi • Feb 16
Here's Why Acerinox (BME:ACX) Has A Meaningful Debt Burden
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Anlatı Güncellemesi • Feb 08
ACX: Mixed Rating Shifts Will Test Margin Resilience And Fairly Valued Outlook
The analyst price target on Acerinox has been adjusted slightly, with fair value moving from €14.28 to €14.24 as analysts factor in updated assumptions on growth, profitability and P/E multiples following recent mixed research that includes both target increases and reductions. Analyst Commentary Recent research on Acerinox reflects a mix of optimism and caution, which helps explain why the consolidated fair value estimate is only slightly lower at €14.24.Anlatı Güncellemesi • Jan 23
ACX: Margin Resilience And Cost Control Will Guide Balanced Fairly Valued Outlook
Analysts have increased Acerinox's fair value estimate to €14.28 from €13.92, reflecting recent Street price target revisions that include both small reductions and a €1 target increase at one firm. Analyst Commentary Recent research opinions on Acerinox present a mix of optimism and caution, which helps explain why the updated fair value estimate sits close to, but not far from, the range of published price targets.Anlatı Güncellemesi • Jan 09
ACX: Margin Resilience And Cost Control Will Shape Balanced Medium Term Outcomes
Narrative Update on Acerinox The updated analyst price target for Acerinox edges up to about €13.92 from €13.84, as analysts factor in recent target revisions around €13.70 and €11, alongside modest tweaks to fair value, discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street commentary on Acerinox centers on modest downward revisions to published price targets, with views split between more optimistic and more cautious takes on execution and valuation risk.Anlatı Güncellemesi • Dec 19
ACX: Margin Resilience And Cost Control Will Support Medium Term Upside Potential
Acerinox's analyst price target has been nudged higher to EUR 13.84 from roughly EUR 13.77, as analysts point to slightly improved fair value and profit margin expectations despite recent target trims at major banks. Analyst Commentary Recent research updates reflect a mixed but generally supportive stance on Acerinox, as modest target cuts coexist with an overall upward drift in consensus fair value estimates.Anlatı Güncellemesi • Dec 05
ACX: Future Margin Stability Will Support Medium Term Shareholder Returns
The analyst price target for Acerinox has been trimmed slightly, with fair value easing from EUR 13.56 to EUR 13.77 as analysts factor in marginally higher discount rates while still acknowledging modestly improving growth and profitability metrics reflected in updated revenue growth, profit margin, and forward P E assumptions. Analyst Commentary Recent Street research reflects a more nuanced stance on Acerinox, with modest target cuts aligning valuations more closely with updated growth and execution expectations rather than signaling a fundamental change in the investment case.Analiz Makalesi • Nov 29
Acerinox, S.A.'s (BME:ACX) Intrinsic Value Is Potentially 45% Above Its Share Price
Key Insights Acerinox's estimated fair value is €17.62 based on 2 Stage Free Cash Flow to Equity Acerinox's €12.17...Anlatı Güncellemesi • Nov 21
ACX: Improved Revenue Outlook Will Drive Future Shareholder Returns
Narrative Update on Acerinox The analyst price target for Acerinox has seen a slight increase, rising by EUR 0.06 to EUR 13.56. Analysts reflect updated forecasts for modestly higher revenue growth and stable market conditions.Anlatı Güncellemesi • Nov 05
ACX: Stronger Profit Margin Will Support A Positive Earnings Outlook
Analysts have raised their price target for Acerinox from €13.31 to €13.49. This reflects modest optimism based on slight improvements in projected profit margin and future earnings multiples, despite a lowered revenue growth outlook.Analiz Makalesi • Oct 28
Acerinox, S.A.'s (BME:ACX) Price In Tune With Earnings
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 17x, you may consider...Anlatı Güncellemesi • Oct 22
Analysts Revise Acerinox Price Target as Market Outlook and Valuation Expectations Shift
Acerinox's analyst price target has been revised downward from €13.39 to €13.31. This change reflects slightly lower fair value estimates as analysts moderate expectations amid increasingly conservative industry forecasts.Anlatı Güncellemesi • Oct 08
Tariff Clarity And Sustainable Demand Will Shape Stainless Steel Future
The analyst price target for Acerinox has been revised upward from €13.04 to €13.39. Analysts cite updated forecasts for revenue growth and discount rate, while also noting recent mixed target adjustments from major banks.
Yeni Anlatı • Feb 09
Haynes Acquisition And Europa Plant Revamp Will Boost Future Market Expansion
Completion of the Haynes acquisition and Bahru Stainless sale are poised to enhance future revenue, EBITDA, and net earnings through market expansion and accounting gains.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 7,362 | 458 | 474 | 686 | 11 |
| 12/31/2027 | 6,970 | 387 | 396 | 655 | 12 |
| 12/31/2026 | 6,227 | 249 | 137 | 490 | 10 |
| 6/30/2026 | 5,696 | 54 | 18 | 351 | N/A |
| 3/31/2026 | 5,618 | -45 | 65 | 390 | N/A |
| 12/31/2025 | 5,785 | -40 | 146 | 455 | N/A |
| 9/30/2025 | 5,801 | 70 | 99 | 390 | N/A |
| 6/30/2025 | 5,693 | 93 | -76 | 176 | N/A |
| 3/31/2025 | 5,486 | 182 | -21 | 205 | N/A |
| 12/31/2024 | 5,416 | 225 | 89 | 294 | N/A |
| 9/30/2024 | 5,625 | 42 | 292 | 463 | N/A |
| 6/30/2024 | 5,869 | 65 | 667 | 824 | N/A |
| 3/31/2024 | 6,315 | 145 | 521 | 688 | N/A |
| 12/31/2023 | 6,616 | 228 | 307 | 481 | N/A |
| 9/30/2023 | 6,799 | 163 | 552 | 738 | N/A |
| 6/30/2023 | 7,421 | 225 | 205 | 391 | N/A |
| 3/31/2023 | 8,211 | 426 | 293 | 451 | N/A |
| 12/31/2022 | 8,716 | 556 | 407 | 544 | N/A |
| 9/30/2022 | 8,935 | 940 | 118 | 231 | N/A |
| 6/30/2022 | 8,464 | 978 | 260 | 357 | N/A |
| 3/31/2022 | 7,554 | 760 | 344 | 439 | N/A |
| 12/31/2021 | 6,708 | 572 | 286 | 388 | N/A |
| 9/30/2021 | 5,989 | 391 | 347 | 438 | N/A |
| 6/30/2021 | 5,406 | 250 | 352 | 453 | N/A |
| 3/31/2021 | 4,953 | 99 | 373 | 480 | N/A |
| 12/31/2020 | 4,671 | 49 | 319 | 421 | N/A |
| 9/30/2020 | 4,551 | -142 | 181 | 308 | N/A |
| 6/30/2020 | 4,651 | -127 | 200 | 330 | N/A |
| 3/31/2020 | 4,718 | -65 | N/A | N/A | N/A |
| 12/31/2019 | 4,761 | -60 | N/A | 359 | N/A |
| 9/30/2019 | 4,818 | 129 | N/A | 387 | N/A |
| 6/30/2019 | 4,880 | 168 | N/A | 299 | N/A |
| 3/31/2019 | 4,977 | 212 | N/A | N/A | N/A |
| 12/31/2018 | 5,029 | 237 | N/A | 326 | N/A |
| 9/30/2018 | 5,005 | 298 | N/A | 295 | N/A |
| 6/30/2018 | 4,789 | 221 | N/A | 430 | N/A |
| 3/31/2018 | 4,645 | 194 | N/A | N/A | N/A |
| 12/31/2017 | 4,644 | 234 | N/A | 366 | N/A |
| 9/30/2017 | 4,571 | 193 | N/A | 343 | N/A |
| 6/30/2017 | 4,509 | 222 | N/A | 181 | N/A |
| 3/31/2017 | 4,274 | 187 | N/A | 301 | N/A |
| 12/31/2016 | 3,975 | 80 | N/A | 269 | N/A |
| 9/30/2016 | 3,839 | 32 | N/A | 244 | N/A |
| 6/30/2016 | 3,828 | -12 | N/A | 315 | N/A |
| 3/31/2016 | 4,049 | 4 | N/A | 263 | N/A |
| 12/31/2015 | 4,240 | 43 | N/A | 17 | N/A |
| 9/30/2015 | 4,417 | 58 | N/A | N/A | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: ACX 'nin tahmini kazanç büyümesi (yıllık 34% ) tasarruf oranının ( 2.9% ) üzerindedir.
Kazançlar ve Piyasa: ACX şirketinin kazançlarının (yıllık 34% ) Spanish pazarından (yıllık 12% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: ACX şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: ACX şirketinin gelirinin (yıllık 8.5% ) Spanish pazarından (yıllık 6.7% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: ACX şirketinin gelirinin (yıllık 8.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: ACX 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 17.9 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/11 21:04 |
| Gün Sonu Hisse Fiyatı | 2026/08/11 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Acerinox, S.A. 27 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Banco de Sabadell. S.A. |
| Robert Jackson | Banco Santander |
| Alessandro Abate | Berenberg |