NOS' Shares
Analysts, recommendations and estimates
- Analysts
- Recommendations
- Consensus Estimates
| Institution | ||
|---|---|---|
| António Seladas | AS Independent Research | aseladas@asindependentresearch.com |
| Mathieu Robilliard | Barclays Capital | mathieu.robilliard@barclays.com |
| Carlos Torres Martinez | CaixaBank/BPI | ctorresm@caixabankequities.com |
| Pedro Lobo Antunes | Caixa BI | pedro.lobo.antunes@caixabi.pt |
| Roshan Ranjit | Deutsche Bank | roshan.ranjit@db.com |
| Andrew Lee | Goldman Sachs | andrew.j.lee@gs.com |
| Luigi Minerva | HSBC | luigi.minerva@hsbcib.com |
| Virginia Pérez | Intermoney | vperez@grupocimd.com |
| João Pinto | JB Capital Markets | jpinto@jbcapital.com |
| Akhil Dattani | JP Morgan Cazenove | akhil.dattani@jpmorgan.com |
| Javier Borrachero | Kepler Cheuvreux | jborrachero@keplercheuvreux.com |
| Terence Tsui | Morgan Stanley | terence.tsui@morganstanley.com |
| Russell Waller | New Street Research | russell@newstreetresearch.com |
| Fernando Cordero | Santander Investment Bolsa, S.V., S.A. | fecordero@gruposantander.com |
| Nuno Vaz | Bernstein | nuno.vaz@bernsteinsg.com |
| Broker | Analyst | Previous Recommendation | Current Recommendation | Last Price Target | New Price Target |
|---|---|---|---|---|---|
| JP Morgan Cazenove | Akhil Dattani | Underweight | Underweight (=) | €3.30 | €3.50 (↑) 23-05-2025 |
| Morgan Stanley | Terence Tsui | Underweight | Underweight (=) | €3.50 | €3.60 (↑) 23-04-2025 |
| Kepler Cheuvreux | Javier Borrachero | Reduce | Reduce (=) | €3.00 | €3.30 (↑) 23-04-2025 |
| Santander | Fernando Cordero | Outperform | Neutral (↓) | €4.85 | €4.30 (↓) 22-04-2025 |
| Barclays Capital | Mathieu Robilliard | Underweight | Underweight (=) | €3.60 | €3.90 (↑) 15-04-2025 |
| Bernstein | Nuno Vaz | Buy | Buy (=) | €4.20 | €5.00 (↑) 25-03-2025 |
| JB Capital Markets | João Pinto | Buy | Buy (=) | €4.50 | €4.70 (↑) 27-02-2025 |
| New Street Research | Russel Waller | Neutral | Neutral (=) | €3.80 | €3.70 (↓) 27-02-2025 |
| AS Independent Research | António Seladas | Buy | Neutral (↓) | €4.00 | €4.00 (=) 27-02-2025 |
| Intermoney | Virginia Pérez | Buy | Buy (=) | €4.50 | €4.50 (=) 13-02-2025 |
| Deutsche Bank | Roshan Ranjit | Hold | Hold (=) | €4.00 | €4.00 (=) 06-02-2025 |
| HSBC | Luigi Minerva | Hold | Hold (=) | €3.80 | €3.00 (↓) 20-01-2025 |
| CaixaBank/BPI | Carlos Torres Martinez | Buy | Buy (=) | €3.70 | €3.70 (=) 20-01-2025 |
| Caixa BI | Pedro Lobo Antunes | Buy | Buy (=) | €4.30 | €4.30 (=) 17-01-2025 |
| Goldman Sachs | Andrew Lee | Neutral | Neutral (=) | €4.00 | €4.00 (=) 09-12-2024 |
Consensus estimates are based, exclusively, on the analysis of independent financial analysts. All opinions, estimates, projections or forecasts presented by these analysts, regarding NOS' performance, only reflects their own interpretation, thus not representing NOS' opinion, estimate, projection or forecast nor that of NOS' management team.
| 1Q25 | 2Q25 | 3Q25 | 4Q25 | 2025 | |
|---|---|---|---|---|---|
| Consolidated Revenues | 417.8 | 1703.7 | |||
| Telco Revenues | 403.6 | 1631.1 | |||
| Audiovisuals & Cinema Exhibition Revenues | 22.8 | 103.3 | |||
| EBITDA | 191.2 | 755.9 | |||
| Telco EBITDA | 180.9 | 712.2 | |||
| Audiovisuals & Cinema Exhibition EBITDA | 10.5 | 43.7 | |||
| EBITDA AL | 159.9 | 642.2 | |||
| Net Income | 48.5 | 168.9 | |||
| CAPEX Excluding Leasings, Spectrum License & Other Contractual Rights | 90.3 | 362.4 | |||
| EBITDA AL - CAPEX Excluding Leasings, Spectrum License & Other Contractual Rights | 69.7 | 393.6 |
Last updated: 2 May 2025