VusionGroup SA (0OA4) Price & Analysis
0OA4 Stock Chart & Stats
- Day’s Range
- EUR 134.30 - EUR 137.00
- 52-Week Range
- EUR 99.90 - EUR 242.20
- Previous Close
- EUR 133.50
- Volume
- 182
- Average Volume (3M)
- 1,777
- Market Cap
- EUR 2.27B
- Enterprise Value
- EUR 2.20B
- Total Cash (Recent Filing)
- EUR 238.79M
- Total Debt (Recent Filing)
- EUR 51.96M
- Price to Earnings (P/E)
- 7.9
- Beta
- 0.86
- Next Earnings
- Mar 04, 2027
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.66%
Bulls Say, Bears Say
Bulls Say
Revenue And Profitability Growth
Strong revenue expansion combined with a return to positive net margin indicates improving operating execution and demand for the company’s solutions. If sustained, the rebound can support reinvestment, strengthen scale benefits, and provide a more durable earnings base over the next several quarters.
Cloud And VAS Expansion
The growing cloud footprint and rapid recurring VAS expansion deepen the installed-base relationship beyond hardware deployments. More software, analytics, and retail-media activity can increase recurring revenue, improve mix, and make customer operations more embedded over time.
Improved Balance Sheet
Material deleveraging and positive net cash give VusionGroup greater financial flexibility to fund innovation, deployments, and strategic expansion. Lower balance-sheet risk also reduces pressure from financing obligations, supporting resilience while the company scales its software and services mix.
Bears Say
Uneven Cash Conversion
Although operating cash flow and free cash flow remain positive in the latest annual period, the sharp decline and prior negative years show that earnings do not consistently convert into cash. Persistent volatility could constrain internally funded growth and complicate capital allocation.
Walmart Revenue Replacement
Pulling forward Walmart deployment revenue raises the comparison burden after the U.S. rollout ends. VusionGroup must replace that volume through new projects, geographies, and customer expansion, creating execution risk for sustaining growth once the accelerated contribution fades.
Foreign Exchange And Tariff Exposure
Currency and tariff effects are reducing reported revenue expectations and requiring customer credit notes, directly pressuring near-term sales realization. Continued exposure can make reported growth and margins less predictable even when underlying constant-condition demand remains healthy.
VusionGroup SA News
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Company Description
VusionGroup SA
VusionGroup S.A. specializes in delivering advanced digital solutions for the commercial sector across Europe, Asia, and North America. Its comprehensive offering encompasses a range of Internet of Things (IoT) hardware, such as electronic shelf labels, various camera systems (including Captana wireless mini cameras), essential infrastructure, mounting fixtures and accessories, and seamless Wi-Fi integration. Complementing this, the company provides specialized retail IoT Software-as-a-Service (SaaS) applications, including VUSION Cloud, VUSION Asset Management, VUSION Manager, VUSION Studio, VUSION Link, VUSION Engage, Storefront, VUSION Rail, and brand-focused VUSION Ads. Furthermore, VusionGroup offers cloud-based platform services designed to automate pricing, optimize shelf management, enhance the in-store customer experience, and support marketing initiatives, all integrated within its VUSION operating framework. The company's diverse client base spans numerous industries, from grocery, fresh produce, electronics, and home improvement to pharmaceuticals, cosmetics, fashion, digital signage, and broader industrial sectors. Founded in 1992 and headquartered in Nanterre, France, the company was previously known as SES-imagotag Société Anonyme before rebranding to VusionGroup S.A. in January 2024.
- Sector
- General
- Industry
- Software - Application
- CEO
- Thierry Gadou
- Employees
- 1,174
- Website
- www.vusion.com
- Address
- 55 Place Nelson Mandela, Nanterre, IF, 92024, FR
VusionGroup SA (0OA4) Earnings & Revenues
0OA4 Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, with around 30% organic H1 revenue growth, significant expansion in profitability, 50% operating free cash flow growth, a positive net cash position, scaled adoption of the cloud and AI platforms, strong VAS growth, and reiterated profitable growth guidance. The main negatives were the H1 decline in net cash, negative total free cash flow caused by stated tax, dividend, and down-payment effects, tariff and foreign exchange impacts on reported revenue, and the need to replace revenue pulled forward by the accelerated Walmart rollout. Highlights significantly outweighed lowlights.
View all GB:0OA4 earnings summaries0OA4 Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 13 | 5 | 4 |
| Technical Analysis | 2 | 5 | 3 |
| Moving Averages | 11 | 0 | 1 |