IHS

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. IHS Holding (IHS) drew fresh investor attention after reporting first quarter 2026 results, with sales of US$415.4 million and net income of US$75.8 million, compared with US$392.1 million and US$33.1 million a year earlier. See our latest analysis for IHS Holding. At a share price of US$8.25, IHS Holding has delivered a 12.24% year to date share price return and a 34.58% total shareholder return over the past year. This suggests that recent earnings and the board change in April have supported improving momentum. If you are looking for other telecom infrastructure and adjacent plays benefiting from data demand, it may be worth scanning 39 AI infrastructure stocks With the stock trading at US$8.25, a 67% intrinsic discount flagged by some models and only a small gap to the US$9.00 analyst target, are you looking at a genuine opportunity or a market that is already pricing in future growth? With IHS Holding last closing at $8.25 and the most followed fair value sitting at $9.00, the core question is how that valuation is being justified. Read the complete narrative. Want to see what kind of revenue outlook and margin reset still support a higher fair value than today’s price? The narrative leans heavily on changing profitability, a different earnings mix, and a future valuation multiple that assumes investors will pay more for those earnings than they do right now. Result: Fair Value of $9.00 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, currency pressure in key markets and heavy reliance on a few large customers, especially MTN, could quickly weaken the earnings and valuation narrative if conditions shift. Find out about the key risks to this IHS Holding narrative. The mix of risks and rewards here is finely balanced, so it pays to move quickly, review the data in full, and weigh both sides through 3 key rewards and 4 important warning signs If you stop with just one stock, you may miss stronger opportunities elsewhere. Keep widening your search and pressure-testing every idea against others on your radar. Start comparing high quality companies trading below estimated value by running a focused search through 47 high quality undervalued stocks. Prioritise stabilit...

Solid Start to 2026 With Continued Revenue Growth and ALFCF Generation LONDON, May 12, 2026--(BUSINESS WIRE)--IHS Holding Limited (NYSE: IHS) ("IHS Towers" or the "Company"), one of the largest independent owners, operators, and developers of shared communications infrastructure in the world by tower count, today reported financial results for the first quarter ended March 31, 2026. CONSOLIDATED HIGHLIGHTS – FIRST QUARTER 2026 The table below sets forth the select financial results for the three months ended March 31, 2026, and 2025: Financial Highlights Revenue from continuing operations of $415.4 million (which excludes revenue of $51.8 million for the Latam segment presented within discontinued operations) increased 6.0% year-on-year, despite a 3.7% inorganic revenue headwind from the disposal of the Company’s Rwanda operations in October 2025 Organic revenue declined 1.7% despite Constant Currency(d) revenue increasing 3.7%, as growth was offset by reduced revenue related to foreign exchange ("FX") resets and power indexation. Constant Currency growth was driven by higher revenue from Colocation, Lease Amendments, New Sites and escalators. The organic and inorganic declines were more than offset at the reported level by an 11.4% benefit from favorable FX movements used to translate the results of our operations, including the Nigerian Naira ("NGN" or "Naira") versus the U.S. dollar ("USD") Adjusted EBITDA increased 6.4% year-on-year to $268.7 million reflecting the increase in revenue. Income for the current period was $77.0 million Adjusted Levered Free Cash Flow ("ALFCF") increased 15.8% to $173.5 million primarily driven by a reduction in interest payments. Cash from operations was $244.9 million Capital expenditure ("Total Capex") of $41.4 million, decreased 5.3% year-on-year, primarily driven by the phasing of discretionary capital expenditure Consolidated net leverage ratio(e) of 2.9x, down 0.5x year-on-year Strategic and Operational Highlights Announced the proposed sale of IHS Towers to MTN Group Limited in February 2026 at an enterprise value(f) of $6.2 billion In February 2026, the Company announced it had agreed to sell its Latin America tower operations to Macquarie Asset Management at an enterprise value(f) of approximately $952 million, and its 51.0% stake in I-Systems to TIM S.A. at an enterprise value(f) of approximately $453 million; in...

LONDON (AP) — LONDON (AP) — IHS Holding Ltd. (IHS) on Tuesday reported net income of $75.8 million in its first quarter. On a per-share basis, the London-based company said it had net income of 22 cents. Earnings, adjusted to account for discontinued operations, were 20 cents per share. The telecommunications infrastructure company posted revenue of $415.4 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on IHS at https://www.zacks.com/ap/IHS

Bandwidth (BAND) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.36 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +17.54%. A quarter ago, it was expected that this enterprise software developer would post earnings of $0.35 per share when it actually produced earnings of $0.35, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Bandwidth, which belongs to the Zacks Communication - Infrastructure industry, posted revenues of $208.78 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.64%. This compares to year-ago revenues of $174.24 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Bandwidth shares have added about 56.6% since the beginning of the year versus the S&P 500's gain of 4.2%. While Bandwidth has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Bandwidth was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (...

IHS Holding (IHS) came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.73 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +476.47%. A quarter ago, it was expected that this telecommunications infrastructure company would post earnings of $0.1 per share when it actually produced earnings of $0.44, delivering a surprise of +340%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. IHS Holding, which belongs to the Zacks Communication - Infrastructure industry, posted revenues of $397.8 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 4.62%. This compares to year-ago revenues of $437.82 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. IHS Holding shares have added about 9.9% since the beginning of the year versus the S&P 500's decline of 3.1%. While IHS Holding has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for IHS Holding was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete...

LONDON (AP) — LONDON (AP) — IHS Holding Ltd. (IHS) on Monday reported a loss of $75.8 million in its fourth quarter. The London-based company said it had a loss of 23 cents per share. Earnings, adjusted to account for discontinued operations, were 98 cents per share. The telecommunications infrastructure company posted revenue of $397.8 million in the period. For the year, the company reported profit of $143.6 million, or 42 cents per share. Revenue was reported as $1.58 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on IHS at https://www.zacks.com/ap/IHS

SOLID FULL YEAR 2025 REVENUE GROWTH AND FREE CASH FLOW GENERATION LONDON, March 16, 2026--(BUSINESS WIRE)--IHS Holding Limited (NYSE: IHS) ("IHS Towers" or the "Company"), one of the largest independent owners, operators, and developers of shared communications infrastructure in the world by tower count, today reported financial results for the fourth quarter and full year ended December 31, 2025. CONSOLIDATED HIGHLIGHTS – FOURTH QUARTER AND FULL YEAR 2025 The table below sets forth the select financial results for the three months and twelve months ended December 31, 2025 and 2024: FULL YEAR 2025 Financial Highlights Revenue, from continuing operations, of $1,582.0 million (which excludes revenue of $193.5 million for the Latam segment now presented within discontinued operations) increased by 3.6%Organic revenue growth was 10.1%, driven by 6.9% Constant Currency(d) growth, with continued growth in revenue from Colocation, Lease Amendments and New Sites, with the remainder a result of foreign exchange ("FX") resets and power indexation. Constant Currency growth was driven by increased revenue from Colocation, Lease Amendments, New Sites, fiber and escalators. The organic increase was partly offset by a 2.8% headwind from adverse movements of FX rates used to translate the results of our operations, including the Nigerian Naira ("NGN" or "Naira") versus the U.S. dollar ("USD") Adjusted EBITDA of $1,012.3 million grew 9.0% year-on-year. Income for the period was $126.8 million Adjusted Levered Free Cash Flow ("ALFCF") was $448.1 million, an increase of 47.3%. Cash from operations was $983.0 million Capital expenditure ("Total Capex") of $246.4 million was down 3.7% year-on-year Full year 2025 financial results ahead of, or within, guidance across all metrics Consolidated net leverage ratio(e) of 3.1x, down 0.6x year-on-year, within the target of 3.0x-4.0x Strategic and Operational Highlights Announced the proposed sale of IHS Towers to MTN Group Limited in February 2026 at an enterprise value(f) of $6.2 billion In February 2026, the Company agreed to sell its Latin America tower operations to Macquarie Asset Management at an enterprise value(f) of approximately $952 million, and its 51.0% stake in I-Systems to TIM S.A. at an enterprise value(f) of approximately $453 million Sold IHS Rwanda to Paradigm Tower Ventures as part of the strategic initiatives target...

IHS Holding (IHS) reported Q4 earnings Monday of $0.98 per diluted share, up from $0.81 a year earli

Bandwidth (BAND) came out with quarterly earnings of $0.35 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -0.71%. A quarter ago, it was expected that this enterprise software developer would post earnings of $0.38 per share when it actually produced earnings of $0.36, delivering a surprise of -5.26%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Bandwidth, which belongs to the Zacks Communication - Infrastructure industry, posted revenues of $207.67 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 0.24%. This compares to year-ago revenues of $209.97 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Bandwidth shares have lost about 15.9% since the beginning of the year versus the S&P 500's gain of 0.5%. While Bandwidth has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Bandwidth was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Str...

IHS Holding (IHS) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this telecommunications infrastructure company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- is principally built on this insight. The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008. For IHS Holding, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year. The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate: The company is expected to earn $0.17 per share for the current quarter, which represents a year-over-year change of -76.7%. Over the last 30 days, one estimate has moved higher for IHS Holding compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 70%. For the full year, the earnings estimate of $0.78 per share represents a change of +115.9% from the year-ago number. In terms of estimate revisions, the trend for the current year also appears quite encouraging for IHS Holding. Over the past month, one estimate has moved higher compared to no negative revisions, helping the consensus estimate increase 105.26%. Thanks to promising estimate revisions, IHS Holding currently carries a Zacks Rank #2 (Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500. While strong estimate revisions for IHS Holding have attracted decent...

IHS Holding Limited (NYSE:IHS) just released its latest quarterly results and things are looking bullish. The company beat forecasts, with revenue of US$455m, some 7.7% above estimates, and statutory earnings per share (EPS) coming in at US$0.44, 313% ahead of expectations. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Following last week's earnings report, IHS Holding's eight analysts are forecasting 2026 revenues to be US$1.79b, approximately in line with the last 12 months. Statutory earnings per share are forecast to nosedive 55% to US$0.62 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$1.82b and earnings per share (EPS) of US$0.63 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. See our latest analysis for IHS Holding It will come as no surprise then, to learn that the consensus price target is largely unchanged at US$9.47. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values IHS Holding at US$17.00 per share, while the most bearish prices it at US$6.00. With such a wide range in price targets, analysts are almost certainly betting on widely divergent outcomes in the underlying business. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates. Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We would highlight that IHS Holding's revenue growth is expected to slow, with the forecast 1.3% annualised growth rate until the end of 2026 being well below the historical 4.2% p.a. growth over the last five years. By way o...

IHS Holding (NYSE:IHS) shares dipped after the company posted its latest financial results. The report showed annual revenue growth but a drop in net income. Investors are weighing how this mixed performance might affect the telecom infrastructure provider’s future outlook. See our latest analysis for IHS Holding. Shares of IHS Holding have been on a rollercoaster ride. After climbing sharply year-to-date with a 102.2% share price return and a one-year total shareholder return of 147.3%, momentum showed signs of fading recently as the stock pulled back in the short term. While recent events have added a dose of uncertainty, the longer-term picture still shows impressive gains for investors willing to weather some volatility. If IHS Holding’s big moves have you rethinking what else is possible in today’s market, now is an ideal time to discover fast growing stocks with high insider ownership With shares now trading about 51 percent below the average analyst price target and at nearly a 70 percent discount to its estimated intrinsic value, the big question is whether IHS Holding is truly undervalued or if the market is already considering any potential upside. Is this a smart entry point, or has future growth already been reflected in the price? With IHS Holding shares last closing at $6.43, the most widely followed narrative sets fair value at $9.66. This suggests a significant gap above current market levels. The debate centers on whether recent operational momentum and revised guidance can support a higher valuation. Read the complete narrative. Want to know the secret behind this bullish price target? The full narrative reveals how aggressive improvements in margins and future profit multiples could lift IHS to new highs. Ready to see which numbers analysts are betting on for this valuation leap? Result: Fair Value of $9.66 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, persistent currency devaluation in core markets and heavy reliance on a few major customers could still challenge IHS Holding's growth outlook. Find out about the key risks to this IHS Holding narrative. If you’d rather take a fresh look or want to dig into the numbers yourself, you can build a personalized narrative using our data in just minutes, Do it your way A great starting point for your IHS Holding research is our analysis hig...