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ALICA.PA Euronext Paris Semiconductors

Icape Holding SA

€7,20
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
1,80 %
Op margin
2,9 %
ROE
-1,4 %
Net margin
-0,2 %
Debt / equity
2,06
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Icape Holding SA is a semiconductor company that designs and develops analog and mixed-signal integrated circuits for industrial, automotive, and consumer applications.

Business. Icape Holding SA (ALICA.PA) is a semiconductor company operating within the Technology Equipment sector. The firm engages in the design and sale of semiconductor products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
Generated · model-assisted
Sell-side consensus
SELL2 analysts
0 buy1 hold1 sell
Avg 12m price target5,90

Analyst recommendations

2 analysts · consensus Sell
Buy0
Hold1
Sell1
12-month price target
5,90
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
47
composite score
Valuation
valuation pending
Analysts
Sell
2 analysts · indicative
Ownership
not yet wired
Profitability
-1,4 %
return on equity
Quality
60
quality score (0-100)

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning ALICA.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to ALICA.PA. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
    • EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
    • EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score47 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    Icape Holding SA (ALICA.PA) is a semiconductor company operating within the Technology Equipment sector. The firm engages in the design and sale of semiconductor products. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    ### Capital Structure and Liquidity Icape Holding SA has a debt-to-equity ratio of 2.06, indicating a relatively high leverage position. The company holds €17.9 million in cash and equivalents but has €53.4 million in long-term debt, resulting in a net cash position that is negative after subtracting total debt. The current ratio of 0.9 suggests the company has limited short-term liquidity, with current liabilities exceeding current assets. Free cash flow of €6.5 million and operating cash flow of €8.1 million provide some near-term liquidity support.

    ### Profitability and Returns The company reported a net loss of €369,000 and an operating income of €5.9 million for the latest period. Return on equity (ROE) is negative at -1.42%, and return on assets (ROA) is also negative at -0.25%. Gross profit of €67.6 million represents 33.8% of revenue, which is in line with industry norms for analog semiconductor firms. However, the net loss and weak ROE suggest operational inefficiencies or margin compression.

    ### Segments and Geographic Exposure Icape Holding SA operates in a single business segment focused on analog and mixed-signal ICs. The company's revenue is concentrated in industrial, automotive, and consumer markets, with no disclosed geographic breakdown. This lack of geographic diversification may expose the company to regional economic or regulatory risks.

    ### Growth Trajectory The company's revenue for the latest period was €200.3 million. Analysts have provided a mean price target of €5.90, with a median of €5.90 and a range from €5.00 to €6.80. The mean recommendation is a "Hold" (4.00), with no strong buy or buy ratings. The absence of strong buy ratings and the current net loss suggest limited near-term growth expectations.

    ### Risk Factors The company faces medium liquidity risk due to its current ratio of 0.9 and negative net cash position. Dilution risk is assessed as low, with no near-term pressure from share issuance. The net loss and weak ROE indicate operational and margin risks, while the high debt-to-equity ratio suggests financial leverage risk.

    ### Recent Events No recent filings or transcripts have been disclosed that would indicate significant operational or strategic changes.

    Key takeaways
    • Icape Holding SA has a high debt-to-equity ratio (2.06) and limited short-term liquidity (current ratio of 0.9).
    • The company reported a net loss of €369,000 and negative ROE (-1.42%), indicating operational inefficiencies.
    • Revenue of €200.3 million is supported by a gross margin of 33.8%, but the net loss suggests margin compression.
    • Analysts have assigned a "Hold" rating with a mean price target of €5.90, reflecting limited growth expectations.
    • The company operates in a single business segment with no disclosed geographic diversification, increasing exposure to regional risks.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    €7,20
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    €25.9M
    Net cash
    -€35.5M
    Current ratio
    0.9
    Debt / equity
    2.1
    ROA
    -0.2%
    ROE
    -1.4%
    Cash conversion
    -2194.0%
    CapEx / revenue
    -1.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    0,79
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-14 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate0,79
    Revenueno estimateno estimate227,2M EUR
    Operating incomeno estimateno estimate12,2M EUR
    Full-year consensus mean (period as reported by source) · consensus in EUR. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy0
    Buy0
    Hold1
    Sell0
    Strong sell1
    12-month price target€5,90 · Median €5,90
    Low €5,00High €6,80
    Operating income · consensus12,2M EUR
    EPS surprise
    −106,3 %
    reported vs consensus · miss
    Revenue surprise
    −11,8 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low€5,00
    Mean€5,90
    Median€5,90
    High€6,80
    Spot€7,20
    −18.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin2,9 %Above median
    Net Margin-0,2 %Below median
    ROE-1,4 %Below median
    Capex / Rev-1,8 %Above P75
    D/E2,06Bottom quartile
    Cash Conv-21,94Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Icape Holding SA Market data — financials · 2026-05-27
    • Icape Holding SA Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    ALICA.PACanonical
    Euronext Paris · EUR

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    ALICANVDAINTCAVGOSemiconductors
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage