← Takaisin etusivulle

Tekoälymallien arviot osakkeelle
Elisa Oyj markkinahintaan verrattuna

2026-07-10🇫🇮 OMXHtelecom
35.72 EUR
edellinen päätöskurssi — ei reaaliaikainen
52 viikon vaihteluväli
34.48 €
55.00 €

Tilanne 2026-07-10: 5 AI-mallia arvioi ELISA:n mediaaniksi 40.22 € (+12.6% suhteessa spotiin 35.72 €, mallien yksimielisyys 0.91). Analyytikkokonsensus 42.02 € (18 analyytikkoa). Kokeellinen vertailu — ei sijoitusneuvontaa.

AI-konsensus

Mallin arvio
40.22 €
Sis. 30 % analyytikkoankkurointi
Ero
+12.6%
Yksimielisyys
0.915/5 mallia
Raaka 0.87shrinkagen aiheuttama
Hajonta
σ 3.3%
Analyytikkokonsensus
42.02 €(18 analyytikkoa)
AI-yhteenveto
5 viidestä AI-mallia on positiivisia ELISA. Avaintekijä: Historical revenue CAGR of 2.0% (2022-2025: EUR 2,129M to EUR 2,257M) anchors... AI-konsensusarvio 40.22 12.6% yli nykyhinnan. Mallien yksimielisyys on korkea (0.91). Analyytikkokonsensus: 42.02 (AI -4.3%).
gptclaudegeminideepseekgrokELISAElisa Oyj35.7spot42.0analysts34.936.638.440.141.943.6
Pessimistinen (min)
37.44 €
4.8%
Perus (mediaani)
40.22 €
+12.6%
Optimistinen (max)
43.11 €
20.7%
Bear/Bull: mallien oma haarukka · Base sis. 30 % analyytikkoankkurin

Arvion kehitys AI-mallien arviot ja osakkeen hinta ajan yli

Loading...

Mikä muuttui tänään

Konsensusarvio:40.22→40.22(+0.0%)
MARG
-0.4pp(1 ↓)
no-changestable-assumptionsday-5-confirmation

Mikä muuttui (7 pv)

2026-07-03 → 2026-07-10: ELISA: 5 mallin AI-konsensusarvio liikkui 40.29 € → 40.22 € (-0.2 %); mediaani-WACC 7.0 % → 7.0 % (+0.00 pp); terminaalikasvu 2.0 % → 2.0 % (+0.00 pp); mallien hajonta σ 3.8 % → 3.3 %. Kokeellisia malliarvioita — ei sijoitusneuvontaa.

Mittari7 pv sitten (2026-07-03)Nyt (2026-07-10)Muutos
AI-konsensusarvio40.29 €40.22 €-0.2%
Mediaani-WACC7.00%7.00%+0.00 pp
Mediaani terminaalikasvu2.00%2.00%+0.00 pp
Mediaani liikevaihdon CAGR (5v)2.0%2.0%+0.00 pp
Mediaani EBIT-marginaalitavoite20.6%20.6%+0.00 pp
Mallien hajonta σ3.8%3.3%-0.43 pp

Mallien erittely

GPT →
Est.
42.78
Ero
+19.8%
Conf
0.70
DCF 43.11 → Kal. 42.78
Avaintekijät
  • Stable revenue stream from subscriptions
  • Investment in new technologies like 5G
  • Strong brand presence in Finnish market
Suurin riski
  • High competition in the telecom sector
  • Regulatory changes affecting pricing or investment
  • Economic downturn impacting consumer spending
Muutos
No significant changes in assumptions based on recent data. The outlook remains stable for the company.
Ei edellistä dataa
valuationtelecom
CLAUDE →
Est.
40.73
Ero
+14.0%
Conf
0.74
DCF 40.18 → Kal. 40.73
Avaintekijät
  • Historical revenue CAGR of 2.0% (2022-2025: EUR 2,129M to EUR 2,257M) anchors…
  • Elisa IndustrIQ B2B software segment (sedApta, camLine, CalcuQuote, Polystar,…
  • Trailing EBIT margin of 20.6% is already near the top of the Nordic telecom p…
Suurin riski
  • Near-term revenue contraction: analyst consensus projects -1.3% revenue growth for next…
  • High capital intensity (capex ~12.4% of revenue) for 5G and fiber rollout compresses fr…
  • Net debt/EBITDA of ~2.0x is moderate but leaves limited headroom if EBITDA contracts; s…
Muutos
All four core assumptions remain unchanged from yesterday's model run. No new primary source data has emerged that wo…
Ei muutosta
no-changestable-assumptionsday-5-confirmation
DEEPSEEK →
Est.
40.22
Ero
+12.6%
Conf
0.70
DCF 39.45 → Kal. 40.22
Avaintekijät
  • Stable telecom subscription revenue in Finland provides predictable cash flows
  • Elisa IndustrIQ software segment offers higher-margin growth potential
  • 5G and fiber network investments support long-term connectivity demand
Suurin riski
  • Intense competition in Finnish telecom market may pressure pricing
  • High capex requirements for network upgrades could constrain free cash flow
  • Regulatory changes in telecom or data privacy could impact operations
Muutos
Assumptions unchanged; spot remains near 52-week low with no material new information.
Ei edellistä dataa
no change
GROK →
Est.
39.53
Ero
+10.7%
Conf
0.55
DCF 38.46 → Kal. 39.53
Avaintekijät
  • Stable subscription revenue base in Finland telecom market
  • Historical revenue CAGR 2.0% (2022-2025) provides anchor
  • Trailing EBIT margin 20.6% reflects mature operations
Suurin riski
  • Analyst 1Y revenue growth estimate -1.3% signals near-term pressure
  • High ongoing capex and depreciation (13.3% of revenue) constrain FCF
  • Regulatory and competitive intensity in Nordic telecom
Muutos
No material change in core assumptions; stable fundamentals persist.
Ei muutosta
no change
GEMINI →
Est.
38.81
Ero
+8.7%
Conf
0.70
DCF 37.44 → Kal. 38.81
Avaintekijät
  • Stable and predictable revenue from core telecommunications services in Finla…
  • Growth potential from diversification into ICT and digital services under the…
  • Strategic investments in 5G and fiber network infrastructure to maintain comp…
Suurin riski
  • Intense competition and pricing pressure in the Finnish and European telecom markets.
  • High capital expenditure requirements for ongoing network maintenance and upgrades.
  • Potential for adverse regulatory changes impacting operations and profitability.
Muutos
Slight downward adjustment to the target EBIT margin, reflecting a more precise alignment with the provided trailing …
MARG
-0.4pp
minor assumption change

Arvostusoletukset

CLAUDEDEEPSEEKGEMINIGPTGROK
Liikevaihdon CAGR 5V2.0%2.0%1.5%2.0%1.8%
EBIT-marginaalitavoite21.0%20.6%20.6%
-0.4pp
21.0%20.5%
WACC7.0%7.0%7.0%6.5%7.0%
Terminaalikasvu2.0%2.0%2.0%2.0%2.0%

Mitä markkinahinta edellyttäisi?

OletusAI-konsensusMarkkinahinta implikoi
Liikevaihdon CAGR (5v)2.0%1.0%-1.0pp
EBIT-marginaalitavoite20.6%18.5%-2.1pp
WACC7.0%7.4%+0.4pp
Perustuu spot-hintaan 35.72 € ja raakaan DCF-malliin (ilman kattoja ja kalibrointia).

Tunnusluvut

EBIT-marginaali20.6%
EBITDA-marginaali31.8%
ROE27.4%
Nettovelka / EBITDA2.0x
P/E16.7x
EV / EBITDA10.0x
P/B4.3x
Analyytikkojen vaihteluväli33.40 – 53.00
Elisa Oyj provides telecommunications, information and communication technology (ICT), and online services in Finland, rest of Europe, and internationally. It operates through two segments: Consumer Customers and Corporate Customers. The company offers consumers with telecommunications and communications services, including fixed and mobile subscriptions, supplementary digital services, cable TV subscriptions, and entertainment services, as well as IT and communication solutions. It provides sedApta, supply chain management and operational planning software; camLine, an automation, MES, and data analytics software; CalcuQuote, a integrated software for sourcing, quoting, procurement, and supplier collaboration; and TenForce, a platform to strengthen safety culture and operational oversight across complex industrial environments. It also offers Polystar, an intelligent network analytics and optimization software. The company markets its solutions under Elisa IndustrIQ brand. Further, it provides Gridle, an AI-powered energy flexibility optimization service; and Elisa Kotiakku, that smooths out spikes in electricity spot prices and stores electricity generated by solar panels. In add
Lähde: Yahoo Finance

Viimeisimmät uutiset

Is Elisa Oyj (HLSE:ELISA) Offering Value After Recent Share Price Recovery?2026-05-11
Elisa Oyj (ELMUY) Q1 2026 Earnings Call Highlights: Navigating Revenue Challenges with ...2026-04-22
Assessing Elisa Oyj’s (HLSE:ELISA) Valuation After Recent Share Price Momentum2026-03-17
Assessing Elisa Oyj’s (HLSE:ELISA) Valuation After A Strong Recent Share Price Run2026-02-12
Tilaa sähköpostiuutisetIlmainen · Ei roskapostia · Peruuta milloin vain · Tietosuoja
AI Investor Barometer · 2026-07-10
Kaikki sisältö on tekoälymallien tuottamaa ja voi sisältää virheitä. Tämä on kokeellinen työkalu — ei sijoitusneuvontaa, -tutkimusta eikä -suositusta. Tietoa · Metodologia · Käyttöehdot · Tietosuoja