Saipem Gelecekteki Büyüme
Future kriter kontrolleri 4/6
Saipem kazanç ve gelirin sırasıyla yıllık 24.9% ve 0.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 25.3% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 22.1% olacağı tahmin edilmektedir.
Anahtar bilgiler
24.9%
Kazanç büyüme oranı
25.26%
EPS büyüme oranı
| Energy Services kazanç büyümesi | 9.4% |
| Gelir büyüme oranı | 0.2% |
| Gelecekteki özkaynak getirisi | 22.14% |
| Analist kapsamı | Good |
| Son güncelleme | 17 Sep 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Anlatı Güncellemesi • Aug 08
SPM: Offshore Conflict Costs And Execution Risks Will Test Rich Earnings Multiple
Saipem's latest analyst price targets, now clustering around €5.30 to €5.95, reflect updated views on the stock's fair value and risk profile. Analysts point to changes in revenue expectations, profit margins and P/E assumptions as key drivers of the revised outlook.Analiz Makalesi • Jul 30
Earnings Miss: Saipem SpA Missed EPS By 82% And Analysts Are Revising Their Forecasts
There's been a notable change in appetite for Saipem SpA ( BIT:SPM ) shares in the week since its half-year report...Anlatı Güncellemesi • Jul 24
SPM: Offshore Project Execution Risks Are Expected To Challenge Rich Earnings Multiple
Saipem's analyst price target has moved higher, with the updated fair value rising from €3.63 to €3.76 as analysts factor in a revised discount rate, modestly adjusted revenue and margin expectations, and higher future P/E assumptions in the wake of recent target increases from major banks. Analyst Commentary Recent Street research on Saipem points to generally supportive sentiment on the stock, with several major banks, including JPMorgan and BNP Paribas, publishing higher price targets.Anlatı Güncellemesi • Jun 30
SPM: Execution Risks On New Offshore Projects Are Expected To Test Rich Valuation
Saipem's analyst price targets have moved higher, with the modelled fair value estimate edging up from €3.55 to about €3.63 as analysts factor in slightly better margin expectations and modest adjustments to the discount rate and long term valuation multiples. Analyst Commentary Recent Street research on Saipem points to a mixed backdrop, with several price target increases sitting alongside at least one downgrade.Anlatı Güncellemesi • Jun 16
SPM: Future Project Setbacks Are Expected To Test Rich Share Price
Analysts have raised their fair value estimate for Saipem from €2.49 to €3.55, citing a series of recent price target increases from major banks, as well as adjustments to the discount rate, revenue growth assumptions, profit margin expectations and projected future P/E levels. Analyst Commentary Recent research on Saipem shows a mixed tone, with several banks lifting price targets while at least one high-profile downgrade highlights lingering concerns about how the company can execute against expectations embedded in the current valuation.
Anlatı Güncellemesi • Jun 02
SPM: Carbon Capture Projects Will Support Repriced Earnings Multiple
Analysts have lifted the fair value estimate for Saipem from €3.54 to about €5.99, citing higher target prices from several banks and updated assumptions on the discount rate, profit margins and future P/E multiples. Analyst Commentary Recent Street research around Saipem points to a clear cluster of bullish analysts revisiting their valuation work and adjusting price targets upward, with only one recent downgrade cutting against that trend.Analiz Makalesi • May 04
Saipem's (BIT:SPM) Soft Earnings Are Actually Better Than They Appear
Saipem SpA's ( BIT:SPM ) stock was strong despite it releasing a soft earnings report last week. We think that...Anlatı Güncellemesi • Feb 10
SPM: Higher Fair Value Will Still Face Execution And Earnings Visibility Risk
Analysts have lifted their fair value estimate for Saipem from €2.39 to €2.49, reflecting updated assumptions on discount rates, margins and future P/E, even as recent research includes both a higher Street price target and at least one downgrade in stance. Analyst Commentary Street research around Saipem has turned more mixed, with one major bank adjusting its price target upward while at least one bearish analyst has shifted to a more cautious stance on the shares.Anlatı Güncellemesi • Jan 27
SPM: Slightly Higher Fair Value Will Still Highlight Execution Risk
Analysts have raised their price target for Saipem slightly, from €2.37 to about €2.39 per share. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E multiples.Anlatı Güncellemesi • Jan 12
SPM: Cautious Outlook Will Highlight Execution Risks And Limited Multiple Rerating Potential
Analysts have lowered their price target on Saipem to €2.75 from €2.83, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E as the basis for the revised view. Analyst Commentary JPMorgan's revised €2.75 price target, down from €2.83, signals that even supportive coverage is building in more conservative assumptions on discount rates, revenue growth, margins and future P/E for Saipem.Anlatı Güncellemesi • Dec 26
SPM: Mixed Street Views Will Highlight Execution Risks Amid Balanced Outlook
Saipem's analyst price target has been nudged higher to EUR 2.37 from EUR 2.35 as analysts factor in slightly stronger long term profitability and a marginally lower discount rate, despite mixed short term target revisions on the Street. Analyst Commentary Recent Street research reflects a more nuanced stance on Saipem, with select bearish analysts trimming price targets even as others remain constructive on the stock’s long term prospects.Anlatı Güncellemesi • Dec 12
SPM Will Face Mixed Views As Project Execution Shapes Market Expectations
Analysts have nudged Saipem's fair value slightly lower, trimming the price target by EUR 0.01 as they factor in a reduced discount rate along with slightly weaker revenue growth and profit margin expectations. Analyst Commentary Recent Street research on Saipem reflects a mixed backdrop, with some major houses trimming their fair value assumptions even as others nudge targets higher.Analiz Makalesi • Nov 01
We Think Saipem's (BIT:SPM) Healthy Earnings Might Be Conservative
Saipem SpA's ( BIT:SPM ) solid earnings announcement recently didn't do much to the stock price. Our analysis suggests...
Yeni Anlatı • Dec 11
Natural Gas Projects And Fleet Utilization Will Boost Revenue Growth And Enhance Margins
High order intake and backlog in offshore E&C ensure future revenue growth, supporting upgraded guidance and consistent revenue streams.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 15,693 | 680 | 1,316 | 1,630 | 16 |
| 12/31/2027 | 15,892 | 622 | 1,279 | 1,641 | 17 |
| 12/31/2026 | 15,613 | 320 | 1,275 | 1,620 | 17 |
| 6/30/2026 | 15,642 | 267 | 1,193 | 1,503 | N/A |
| 3/31/2026 | 15,513 | 312 | 1,198 | 1,501 | N/A |
| 12/31/2025 | 15,503 | 311 | 1,140 | 1,504 | N/A |
| 9/30/2025 | 15,401 | 321 | 1,036 | 1,383 | N/A |
| 6/30/2025 | 15,346 | 328 | 1,118 | 1,448 | N/A |
| 3/31/2025 | 15,020 | 326 | 885 | 1,235 | N/A |
| 12/31/2024 | 14,549 | 306 | 724 | 1,061 | N/A |
| 9/30/2024 | 13,648 | 307 | 579 | 1,101 | N/A |
| 6/30/2024 | 12,952 | 263 | 362 | 899 | N/A |
| 3/31/2024 | 12,346 | 242 | 207 | 704 | N/A |
| 12/31/2023 | 11,881 | 185 | 104 | 586 | N/A |
| 9/30/2023 | 11,307 | -74 | -238 | 307 | N/A |
| 6/30/2023 | 11,142 | -152 | -407 | 169 | N/A |
| 3/31/2023 | 10,745 | -222 | -834 | -271 | N/A |
| 12/31/2022 | 9,987 | -315 | -1,000 | -477 | N/A |
| 9/30/2022 | 9,098 | -1,555 | -601 | -291 | N/A |
| 6/30/2022 | 7,677 | -1,790 | -637 | -428 | N/A |
| 3/31/2022 | 7,199 | -2,445 | -190 | 86 | N/A |
| 12/31/2021 | 6,528 | -2,406 | -156 | 90 | N/A |
| 9/30/2021 | 7,017 | -1,241 | N/A | N/A | N/A |
| 6/30/2021 | 6,767 | -990 | 23 | 273 | N/A |
| 3/31/2021 | 6,844 | -987 | -274 | 56 | N/A |
| 12/31/2020 | 7,399 | -1,136 | -199 | 123 | N/A |
| 9/30/2020 | 7,743 | -1,048 | 182 | 531 | N/A |
| 6/30/2020 | 8,255 | -887 | 306 | 702 | N/A |
| 3/31/2020 | 9,127 | -278 | N/A | 1,062 | N/A |
| 12/31/2019 | 9,099 | 12 | N/A | 1,257 | N/A |
| 9/30/2019 | 9,234 | -71 | N/A | 935 | N/A |
| 6/30/2019 | 9,252 | -135 | N/A | 842 | N/A |
| 3/31/2019 | 8,777 | -449 | N/A | 712 | N/A |
| 12/31/2018 | 8,536 | -472 | N/A | 711 | N/A |
| 9/30/2018 | 8,181 | -628 | N/A | 566 | N/A |
| 6/30/2018 | 8,222 | -541 | N/A | 684 | N/A |
| 3/31/2018 | 8,665 | -377 | N/A | 684 | N/A |
| 12/31/2017 | 9,012 | -328 | N/A | 459 | N/A |
| 9/30/2017 | 8,997 | -219 | N/A | 700 | N/A |
| 6/30/2017 | 9,324 | -2,250 | N/A | 854 | N/A |
| 3/31/2017 | 9,429 | -2,101 | N/A | 938 | N/A |
| 12/31/2016 | 10,006 | -2,087 | N/A | 978 | N/A |
| 9/30/2016 | 10,955 | -1,865 | N/A | 1,085 | N/A |
| 6/30/2016 | 11,416 | 167 | N/A | 532 | N/A |
| 3/31/2016 | 11,335 | -822 | N/A | 44 | N/A |
| 12/31/2015 | 11,515 | -806 | N/A | -507 | N/A |
| 9/30/2015 | 11,856 | -1,308 | N/A | -41 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: SPM 'nin tahmini kazanç büyümesi (yıllık 24.9% ) tasarruf oranının ( 3.4% ) üzerindedir.
Kazançlar ve Piyasa: SPM şirketinin kazançlarının (yıllık 24.9% ) Italian pazarından (yıllık 10.1% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: SPM şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: SPM şirketinin gelirinin (yıllık 0.2% ) Italian pazarından (yıllık 5.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: SPM şirketinin gelirinin (yıllık 0.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: SPM 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 22.1 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/21 11:41 |
| Gün Sonu Hisse Fiyatı | 2026/09/18 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 |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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 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
Saipem SpA 44 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Francesco Taddei | Banca Akros S.p.A. (ESN) |
| Francesco Sala | Banca Akros S.p.A. (ESN) |
| Michael Pickup | Barclays |