Software Swiss Community
Our community narratives are driven by numbers and valuation.
Software Swiss Investing Ideas
Digital Banking And Cloud Migration Will Support A Stronger Long Term Outlook
Catalysts About Temenos Temenos provides core banking, payments and SaaS software to banks and financial institutions globally. What are the underlying business or industry changes driving this perspective?Read more
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CHF 104.56
36.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
6.95% p.a.
Profit Margin
19.22%
Future PE
37.21x
Price in 2029
CHF 123
Heavy AI Investment And Rising Sales Costs Will Pressure Margins And Limit Earnings
Catalysts About Temenos Temenos provides software platforms that banks use for core banking, payments, digital channels and related SaaS solutions. What are the underlying business or industry changes driving this perspective?Read more
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AN
CHF 75.31
12.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.14% p.a.
Profit Margin
18.66%
Future PE
28.72x
Price in 2029
CHF 88.54
Aggressive Sales Expansion And AI Competition Will Pressure Margins And Shrink Core Banking Demand
Catalysts About Temenos Temenos provides core banking and payments software, delivered on premises and as SaaS, to financial institutions worldwide. What are the underlying business or industry changes driving this perspective?Read more
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AN
CHF 53.21
24.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.78% p.a.
Profit Margin
14.86%
Future PE
26.54x
Price in 2028
CHF 62.64
