Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Germany
/
Software
Create a narrative
IONOS Group Community
XTRA:IOS Community
3
Narratives
written by author
0
Comments
on narratives written by author
10
Fair Values set
on narratives written by author
Create a narrative
IONOS Group
Popular
Undervalued
Overvalued
Community Investing Ideas
IONOS Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
AI And Cloud Solutions Will Drive SMB Digital Transformation
Key Takeaways Enhanced offerings and AI integration boost IONOS's customer satisfaction, market penetration, and profitability through operational efficiency and new revenue prospects. Strategic positioning in European digital sovereignty and efficient marketing strengthens market share, reducing reliance on U.S. cloud providers and enhancing free cash flow.
View narrative
€39.14
FV
4.1% overvalued
intrinsic discount
7.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 days ago
author updated this narrative
IONOS Group
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Mega-scale Cloud Providers Will Squeeze Margins And Market Share
Key Takeaways Intensifying competition from dominant cloud providers, coupled with weak differentiation and price wars, threatens IONOS's market share and long-term profitability. Increased regulatory complexity and reliance on vulnerable SME segments expose IONOS to higher costs, shrinking margins, and heightened risks of revenue stagnation or decline.
View narrative
€32.00
FV
27.3% overvalued
intrinsic discount
7.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
IONOS Group
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digitalization And GDPR Trends Will Expand European Cloud Markets
Key Takeaways Aggressive AI rollout, structural SME digitalization, and regulatory tailwinds drive sustained growth, margin expansion, and market share gains well above analyst expectations. Enhanced scale and financial flexibility enable opportunistic M&A and bundled service cross-selling, underpinning robust recurring revenues and long-term earnings strength.
View narrative
€45.50
FV
10.4% undervalued
intrinsic discount
9.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Your Valuation for
IOS
IOS
IONOS Group
Your Fair Value
€
Current Price
€40.75
2.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
2b
2015
2018
2021
2024
2025
2027
2030
Revenue €2.3b
Earnings €263.5m
Advanced
Set Fair Value