Update shared on 28 Oct 2025
Fair value Decreased 0.059%Teleperformance's analyst price target has been revised downward, with the updated consensus estimate now at €112.13 compared to the previous €112.20. Analysts point to reductions in projected revenue growth and profit margins.
Analyst Commentary
Recent analyst revisions for Teleperformance reflect both optimism and caution regarding the company’s valuation and growth prospects. Below is a summary of key perspectives:
Bullish Takeaways- Bullish analysts continue to maintain positive ratings on Teleperformance’s shares, even as price targets are adjusted downward. This suggests ongoing confidence in the company’s underlying strengths.
- Several analysts point to the company’s strong execution and resilience in holding its market position. This could support future growth if macroeconomic headwinds ease.
- Some analysts believe that current valuations may offer an attractive entry point for long-term investors, particularly if profit margins stabilize.
- Analysts with a more cautious outlook have reduced price targets due to lower projected revenue growth, signaling concerns about the near-term operating environment.
- There is ongoing caution regarding profit margins, with some analysts highlighting the possibility of continued margin pressure stemming from industry competition and evolving client requirements.
- These revisions highlight uncertainty about the pace of recovery in the company’s end markets, which could impact the achievement of previous growth forecasts.
What's in the News
- RBC Capital lowered Teleperformance's price target to EUR 105 from EUR 125 and maintained an Outperform rating on the shares (RBC Capital).
- Teleperformance announced its appointment to both Lot 1 (Citizen Experience) and Lot 2 (Business Services) on the UK Crown Commercial Services MYR 6295 framework, marking further expansion in the public sector (Company Announcement).
- Teleperformance SE was added to the CAC Next20 Index (Company Announcement).
- The company completed a share buyback tranche, repurchasing 373,855 shares valued at €31.3 million between June 23 and June 30, 2025 (Company Announcement).
- Teleperformance updated its earnings guidance for 2025 and now expects Group LFL revenue growth at the lower end of the initial +2% to +4% range (Company Announcement).
Valuation Changes
- Consensus Analyst Price Target is now €112.13, a modest decrease from €112.20.
- The Discount Rate has decreased slightly from 9.23% to 9.15%.
- The Revenue Growth projection has moved lower, from 2.28% to 2.12%.
- The Net Profit Margin estimate has dipped to 6.71%, compared to the previous 6.80%.
- The Future P/E ratio has risen slightly to 11.27x compared to 11.10x previously.
Disclaimer
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