IHS Holding (IHS) Hisse Özeti
IHS Holding Limited, bağlı ortaklıklarıyla birlikte Nijerya, Kamerun, Fildişi Sahili, Güney Afrika ve Zambiya'da ortak iletişim altyapısı geliştirmekte, sahibi olmakta ve işletmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 5/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 4/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
IHS Community Fair Values
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Analyst Price Targets
IHS Holding Limited Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$8.23 |
| 52 Haftanın En Yüksek Seviyesi | US$8.95 |
| 52 Haftanın En Düşük Seviyesi | US$5.71 |
| Beta | 0.74 |
| 1 Aylık Değişim | -0.12% |
| 3 Aylık Değişim | -0.24% |
| 1 Yıllık Değişim | 29.20% |
| 3 Yıllık Değişim | 1.60% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | -51.59% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jul 14
IHS: Fair Outlook Will Rely On Future Margin And P/E Stability
Analysts have reduced their price target for IHS Holding from $12.00 to $8.50 as they adjust assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for IHS Holding No recent company specific news for IHS Holding is available from the provided primary sources.
Anlatı Güncellemesi • Jun 30
IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk
Analysts have revised their price target on IHS Holding to $8.25 from $9.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples as key drivers of the change. What’s in the News for IHS Holding No recent news items for IHS Holding are available from the provided primary or secondary sources as of 24 June 2026.Anlatı Güncellemesi • Jun 16
IHS: Positive Earnings Momentum And Rating Outlook Will Support Future Upside
Analysts are keeping the IHS Holding price target steady at $12.00, with updated assumptions indicating higher revenue growth and profit margins, along with a lower future P/E multiple and a slightly reduced discount rate. What's in the News IHS Holding stock has delivered an 83% return over 29 months after being identified as undervalued by InvestingPro’s Fair Value models in January 2024, according to InvestingPro.
Anlatı Güncellemesi • Jun 01
IHS: MTN Cash Offer Will Limit Future Upside Despite Higher Bid
Analysts have adjusted their price target on IHS Holding slightly, now reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. Together, these factors point to a modestly different view of the stock’s risk and earnings profile without changing the underlying fair value estimate of $7.50.Seeking Alpha • May 23
IHS Holding: Deal Or No Deal, This African Tower Giant Is Mispriced At 5.5x EBITDA
Summary IHS Holding Limited is subject to a $6.2 billion acquisition offer from MTN Group at $8.50 per share, representing a modest premium to the current trading price of $8.24. IHS posted a 151% YoY jump in Q1 2026 profit after tax, with free cash flow up 15.8% and net leverage declining to 2.9x. 72% of IHS revenue is secured in long-term contracts, but 70% of revenue is concentrated in Nigeria, presenting structural risk. I rate IHS a Hold with a price target of $11.50 over 18 to 24 months, representing 40% upside from current levels based on partial re-rating toward African peer multiples. Read the full article on Seeking AlphaRecent updates
Anlatı Güncellemesi • Jul 14
IHS: Fair Outlook Will Rely On Future Margin And P/E Stability
Analysts have reduced their price target for IHS Holding from $12.00 to $8.50 as they adjust assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for IHS Holding No recent company specific news for IHS Holding is available from the provided primary sources.Anlatı Güncellemesi • Jun 30
IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk
Analysts have revised their price target on IHS Holding to $8.25 from $9.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples as key drivers of the change. What’s in the News for IHS Holding No recent news items for IHS Holding are available from the provided primary or secondary sources as of 24 June 2026.Anlatı Güncellemesi • Jun 16
IHS: Positive Earnings Momentum And Rating Outlook Will Support Future Upside
Analysts are keeping the IHS Holding price target steady at $12.00, with updated assumptions indicating higher revenue growth and profit margins, along with a lower future P/E multiple and a slightly reduced discount rate. What's in the News IHS Holding stock has delivered an 83% return over 29 months after being identified as undervalued by InvestingPro’s Fair Value models in January 2024, according to InvestingPro.Anlatı Güncellemesi • Jun 01
IHS: MTN Cash Offer Will Limit Future Upside Despite Higher Bid
Analysts have adjusted their price target on IHS Holding slightly, now reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. Together, these factors point to a modestly different view of the stock’s risk and earnings profile without changing the underlying fair value estimate of $7.50.Seeking Alpha • May 23
IHS Holding: Deal Or No Deal, This African Tower Giant Is Mispriced At 5.5x EBITDA
Summary IHS Holding Limited is subject to a $6.2 billion acquisition offer from MTN Group at $8.50 per share, representing a modest premium to the current trading price of $8.24. IHS posted a 151% YoY jump in Q1 2026 profit after tax, with free cash flow up 15.8% and net leverage declining to 2.9x. 72% of IHS revenue is secured in long-term contracts, but 70% of revenue is concentrated in Nigeria, presenting structural risk. I rate IHS a Hold with a price target of $11.50 over 18 to 24 months, representing 40% upside from current levels based on partial re-rating toward African peer multiples. Read the full article on Seeking AlphaAnlatı Güncellemesi • May 01
IHS: MTN Cash Merger Price And Shareholder Support Will Drive Upside
Analysts have reduced their price target on IHS Holding to $8.50 from $17.00, citing the agreed acquisition by MTN Group at $8.50 per share and the high level of existing shareholder support for the deal. Analyst Commentary Recent research on IHS Holding centers on the agreed acquisition by MTN Group at US$8.50 per share, which now anchors how many analysts think about valuation and risk.Anlatı Güncellemesi • Apr 17
IHS: MTN Cash Takeover Will Define Future Returns And Deal Risk
Analysts have trimmed their price target on IHS Holding to $9.00 from $9.63, citing the agreed $8.50 per share cash takeover by MTN Group and the high level of existing shareholder support for the deal. Analyst Commentary Analysts are adjusting their views on IHS Holding now that the company has agreed to be acquired by MTN Group for $8.50 per share and a large block of shareholders has already backed the deal.Anlatı Güncellemesi • Apr 02
IHS: MTN Cash Offer Will Cap Upside And Drive Bearish Repricing
Analysts have trimmed their price target on IHS Holding to $8.50 from $17, reflecting the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support already lined up for the deal. Analyst Commentary Bearish analysts are signaling a more cautious stance on IHS Holding after the agreed cash offer of $8.50 per share, with price targets being reset to align with the proposed deal terms.Anlatı Güncellemesi • Mar 19
IHS: MTN Cash Offer And Downgrade Will Define Risk And Upside
Analysts have trimmed their price target on IHS Holding to $8.50 from $17.00 following the announced $8.50 per share merger agreement with MTN Group and the securing of support from shareholders holding more than 40% of the stock. Analyst Commentary Bearish analysts are treating the agreed US$8.50 per share merger price as a ceiling on near term upside, resetting expectations and bringing ratings in line with the proposed deal value.Anlatı Güncellemesi • Mar 05
IHS: MTN Cash Offer Will Anchor Returns And Limit Standalone Upside
Analysts have adjusted their price target on IHS Holding to $8.50, down from $17.00. This reflects the agreed $8.50 per share cash offer from MTN Group and the high level of shareholder support for the proposed merger.Anlatı Güncellemesi • Feb 19
IHS: Merger Agreement At US$8.50 Will Drive Emerging Market Upside
The analyst price target for IHS Holding has been revised from about $16.75 to $12.00. This reflects the $8.50 per share MTN Group merger agreement and recent Street research that has adjusted ratings and targets closer to the proposed deal value.Analiz Makalesi • Feb 11
Is It Too Late To Consider Buying IHS Holding Limited (NYSE:IHS)?
While IHS Holding Limited ( NYSE:IHS ) might not have the largest market cap around , it led the NYSE gainers with a...Anlatı Güncellemesi • Feb 05
IHS: Emerging Market Leadership And Cash Generation Will Drive Brazil Tower Upside
Narrative Update on IHS Holding The latest analyst price targets for IHS Holding, rising to a range of about $9 to $12, reflect updated views on fair value, discount rates, revenue growth, profit margins, and future P/E. Analysts point to operational performance, cash generation, and progress on growth initiatives as key supports for these targets.Anlatı Güncellemesi • Jan 22
IHS: Emerging Markets Volatility Will Restrain Upside Despite Q3 Cash Strength
Analysts have nudged their price targets on IHS Holding higher, with recent moves from $8.75 to $9 and from $11 to $12. These changes reflect views that its Q3 operational performance, cash generation, and progress on growth initiatives support slightly better valuation assumptions.Anlatı Güncellemesi • Jan 08
IHS: Emerging Markets Execution Risks Will Limit Upside Despite Cash Resilience
The analyst price target for IHS Holding is now set at US$9 to US$12, reflecting a modest trim in our fair value estimate to US$6.00 from US$6.25 as analysts point to resilient cash generation, stronger profitability assumptions and the company's leadership position in its key emerging markets. Analyst Commentary Recent research updates on IHS Holding point to a fairly tight cluster of valuation views, with published price targets now running from US$9 to US$12.Analiz Makalesi • Dec 31
We Think IHS Holding (NYSE:IHS) Is Taking Some Risk With Its Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Anlatı Güncellemesi • Dec 22
IHS Price Outlook Will Be Driven By Brazil Tower Agreement
Analysts have raised their price target on IHS Holding, reflected in an updated fair value estimate moving from about $15.71 to $16.20. They cite stronger operational performance, resilient cash generation, and continued strategic progress in key emerging markets as key factors behind the revision.Anlatı Güncellemesi • Dec 08
IHS: Emerging Market Leadership Will Drive Cash Generation And Share Upside
The analyst price target for IHS Holding has been nudged higher, rising to a range anchored around $9 to $12 per share as analysts cite strong operational performance, resilient cash generation, and continued strategic progress in key emerging markets. Analyst Commentary Bullish analysts highlight that the recent price target increases reflect growing confidence in IHS Holding's ability to execute on its growth strategy, particularly in key emerging markets where tower demand and data usage trends remain supportive.Anlatı Güncellemesi • Nov 24
IHS: Leadership Strength Will Drive Operational Performance And Market Expansion
Narrative Update on IHS Holding Analysts have modestly revised their price target for IHS Holding, increasing it by $1 to $12 per share. They cite strong operational performance, resilient cash generation, and ongoing strategic progress in emerging markets.Analiz Makalesi • Nov 20
IHS Holding's (NYSE:IHS) Solid Earnings Have Been Accounted For Conservatively
Despite posting healthy earnings, IHS Holding Limited's ( NYSE:IHS ) stock has been quite weak. Our analysis suggests...Analiz Makalesi • Nov 15
IHS Holding Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
A week ago, IHS Holding Limited ( NYSE:IHS ) came out with a strong set of third-quarter numbers that could potentially...Anlatı Güncellemesi • Nov 06
IHS: Future Performance Will Improve as Operations Are Streamlined and Guidance Rises
Analysts have raised their price target for IHS Holding from $5.50 to $6.25, citing recent financial outperformance and improved operational stability. Analyst Commentary Analyst sentiment around IHS Holding has shifted in light of the company's recent results and operational improvements.Anlatı Güncellemesi • Oct 23
Analysts Raise Price Target for IHS Holding Amid Upbeat Results and Mixed Outlook
The analyst price target for IHS Holding has increased by $0.75 to $6.25 per share. Analysts cite stronger-than-expected quarterly results and improved operational stability as key reasons for the upward revision.Anlatı Güncellemesi • Oct 09
Wireless Rollout In Africa And Latin America Will Boost Demand
Analysts have raised their price target for IHS Holding from $9.21 to $9.66. They cite improved financial guidance and operational streamlining as reasons for a more optimistic outlook on the company's future performance.Anlatı Güncellemesi • Aug 15
Wireless Rollout In Africa And Latin America Will Boost Demand
Analysts cite raised financial guidance, operational improvements, and a stable carrier spending outlook as supporting factors for near-term stock appreciation, resulting in a modest price target increase to $6.25, though the overall consensus target remains unchanged at $8.96. Analyst Commentary Raised financial guidance after a quarter exceeding Street expectations.Yeni Anlatı • May 17
Extended Nigeria Contracts And Tax Cuts Will Improve Cash Flow
Extended contracts with key customers improve financial visibility and long-term revenue growth while supporting increased contracted revenue.Analiz Makalesi • May 13
IHS Holding Limited (NYSE:IHS) Stock Rockets 30% As Investors Are Less Pessimistic Than Expected
Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 30% in the...Seeking Alpha • Apr 19
IHS Holding: Solid Competitive Advantage And Growth Catalysts
Summary I recommend a buy rating for IHS Holding due to its strong competitive advantages, visible growth catalysts, and improved balance sheet. IHS's scale, contractual visibility, and de-risked economics provide significant competitive advantages, reducing competition and enhancing margins. Growth catalysts include a 50% tariff increase in Nigeria and increasing mobile data consumption, driving demand for telecom infrastructure. IHS's stronger cash flow and balance sheet, with potential for share buybacks or dividends, further support the buy rating. Read the full article on Seeking AlphaAnaliz Makalesi • Mar 22
Subdued Growth No Barrier To IHS Holding Limited (NYSE:IHS) With Shares Advancing 36%
Despite an already strong run, IHS Holding Limited ( NYSE:IHS ) shares have been powering on, with a gain of 36% in the...Seeking Alpha • Feb 12
IHS Holding: Value Is Slowly Being Recognized
Summary IHS Holding's stock has risen 28% since my last article, arguably due to a more stable currency and more US dollar availability in Nigeria. Nigeria's naira is expected to stabilize and potentially strengthen. Increased US dollar availability strengthens IHS Holding's balance sheet, reduces FX risk, and boosts investor confidence. Shares are still a buy with a price target of $5 unchanged. Read the full article on Seeking AlphaAnaliz Makalesi • Jan 23
Investors Aren't Buying IHS Holding Limited's (NYSE:IHS) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.7x IHS Holding Limited ( NYSE:IHS ) is a stock worth...Analiz Makalesi • Oct 02
Lacklustre Performance Is Driving IHS Holding Limited's (NYSE:IHS) Low P/S
You may think that with a price-to-sales (or "P/S") ratio of 0.5x IHS Holding Limited ( NYSE:IHS ) is a stock worth...Analiz Makalesi • Jun 17
Little Excitement Around IHS Holding Limited's (NYSE:IHS) Revenues
With a price-to-sales (or "P/S") ratio of 0.6x IHS Holding Limited ( NYSE:IHS ) may be sending bullish signals at the...Analiz Makalesi • Mar 12
Benign Growth For IHS Holding Limited (NYSE:IHS) Underpins Stock's 25% Plummet
To the annoyance of some shareholders, IHS Holding Limited ( NYSE:IHS ) shares are down a considerable 25% in the last...Analiz Makalesi • Mar 01
IHS Holding (NYSE:IHS) Takes On Some Risk With Its Use Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analiz Makalesi • Jan 08
Getting In Cheap On IHS Holding Limited (NYSE:IHS) Might Be Difficult
It's not a stretch to say that IHS Holding Limited's ( NYSE:IHS ) price-to-sales (or "P/S") ratio of 0.7x right now...Hissedar Getirileri
| IHS | US Telecom | US Pazar | |
|---|---|---|---|
| 7D | 0.9% | -4.6% | -1.0% |
| 1Y | 29.2% | -7.5% | 14.7% |
Getiri vs. Endüstri: IHS geçen yıl % -7.5 oranında getiri sağlayan US Telecom sektörünü aştı.
Getiri vs Piyasa: IHS geçen yıl % 14.7 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| IHS volatility | |
|---|---|
| IHS Average Weekly Movement | 1.3% |
| Telecom Industry Average Movement | 8.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: IHS son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: IHS 'nin haftalık oynaklığı ( 1% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2001 | 2,344 | Sam Darwish | www.ihstowers.com |
IHS Holding Limited, iştirakleri ile birlikte Nijerya, Kamerun, Fildişi Sahili, Güney Afrika ve Zambiya'da ortak iletişim altyapısı geliştirmekte, sahibi olmakta ve işletmektedir. Şirket, müşterilerin mevcut kiracılarla birlikte mevcut kulelerde yer kiralamasına, bir kuleye ek ekipman kurmasına ve yan hizmetler talep etmesine olanak tanıyan ortak yerleşim ve kiralama değişikliği hizmetleri; uygun siteler inşa etme; müşterilerin alışveriş merkezleri, stadyumlar ve havaalanları gibi büyük bina kompleksleri içinde güvenli yerlerde yer kiralamasına olanak tanıyan bina içi çözümler ve dağıtılmış anten sistemleri sunmaktadır; ticari binalara, elektrik direklerine ve direklere müdahaleci olmayan küçük hücre kurulum hizmetleri; kuleye kadar fiber bağlantı hizmetleri; kırsal telefon hizmetleri; ve bakım, güvenlik ve güç kaynağı hizmetleri dahil olmak üzere yönetilen hizmetler. İletişim servis sağlayıcılarına, mobil ağ operatörlerine, internet servis sağlayıcılarına, yayıncılara, güvenlik işlevlerine ve özel şirketlere hizmet vermektedir.
IHS Holding Limited Temel Bilgiler Özeti
| IHS temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$2.77b |
| Kazançlar(TTM) | US$637.80m |
| Gelir(TTM) | US$1.61b |
4.3x
F/K Oranı1.7x
P/S OranıIHS aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| IHS gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.61b |
| Gelir Maliyeti | US$706.50m |
| Brüt Kâr | US$898.80m |
| Diğer Giderler | US$261.00m |
| Kazançlar | US$637.80m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.89 |
| Brüt Marj | 55.99% |
| Net Kâr Marjı | 39.73% |
| Borç/Özkaynak Oranı | -13,232.5% |
IHS uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/27 09:44 |
| Gün Sonu Hisse Fiyatı | 2026/07/24 00:00 |
| Kazançlar | 2026/03/31 |
| 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
IHS Holding Limited 12 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Maurice Patrick | Barclays |
| Michael Rollins | Citigroup Inc |
| Michael Ng | Goldman Sachs |