Published

25 Feb 25

Updated

01 Jul 26

Views

203

Not Invested

SoftwareOne HoldingSWON

Fair Value

CHF 9.61

Share price01 Jul

CHF 8.5411.1% undervalued

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1Y21.91%

7D-5.01%

Analyst Commentary Highlights Modest Optimism as SoftwareOne Holding Sees Slight Price Target Increase

AN

AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

25 Feb 25

Updated

01 Jul 26

Views

203

Not Invested

Shared on 01 Jul 26

Fair value Increased 8.47%

SWON: AI Partnership Progress Will Drive Reassessment Of Equity Upside

SoftwareOne teams up with Anthropic on Amazon’s cloud, aiming to help big companies move from AI trials to real, secure rollouts across their existing systems. Analysts are nudging their estimates higher, but the outlook still hinges on whether the company can deliver steady growth and profits without execution stumbles.

18 views

Shared on 12 Apr 26

Fair value Decreased 0.20%

SWON: Future Crayon Integration Progress Will Drive Reassessment Of Equity Upside

Analysts have trimmed their price targets for SoftwareOne Holding, with one cut of CHF 0.85 and another to CHF 7.90, citing a tougher outlook around vendor incentives and the integration of Crayon. Analyst Commentary Recent research updates on SoftwareOne highlight a tougher setup for the stock, with attention on vendor incentives and the integration of Crayon.

9 views

Shared on 22 Oct 25

Fair value Increased 1.27%

Analysts have slightly raised their average price target for SoftwareOne Holding to CHF 8.88, citing modest adjustments to key assumptions such as revenue growth and discount rates. Analyst Commentary Recent updates from street research have highlighted both supportive and cautious perspectives regarding SoftwareOne Holding’s future prospects.

11 views

Shared on 08 Oct 25

Fair value Decreased 5.23%

Narrative Update: SoftwareOne Holding Analyst Price Target Revised Analysts have reduced their price target for SoftwareOne Holding from CHF 9.25 to CHF 8.77. This change is attributed to moderated revenue growth projections and a slightly higher discount rate following recent research updates.

2 views

Shared on 01 May 25

Fair value Decreased 0.22%

5 views

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 17 Apr 25

Fair value Decreased 1.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 02 Apr 25

Fair value Decreased 17%

AnalystConsensusTarget has decreased future PE multiple from 15.4x to 11.9x.

1 view

Shared on 26 Mar 25

Fair value Increased 18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 13 Mar 25

Fair value Increased 2.34%

AnalystConsensusTarget has increased future PE multiple from 12.7x to 15.4x and increased shares outstanding growth rate from -0.0% to 0.0%.

2 views

Fair Value vs Share Price

CHF 9.61

vs CHF 8.5411.1% undervalued

13.6%

Revenue growth

9.2%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on SoftwareOne Holding

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Reasonable growth potential with adequate balance sheet.

Market capCHF 1.8b

PB1.9x

Estimated Growth8.0%

Dividend Yield1.8%

CEO & management

Raphael Erb

CEO

1.4yrs

CEO Tenure

Provides software and cloud solutions in Germany, Austria, Switzerland, Middle East and Africa, Northern Europe, Central and Eastern Europe, the United States of America, Canada, Latin America, and Asia Pacific.