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Méthode d’estimation “fair value” possible pour ALCPB L’idée : faire une “NAV ajustée” (Net Asset Value) — c’est-à-dire valeur des BTC + valeur des autres actifs – dettes, ajustée pour dilution, etc. Puis comparer au cours de l’action.Read more

Nextedia anticipates regaining control of its results while continuing to grow its revenue. The company is determined to pursue external growth in the fields of cybersecurity and customer experience, particularly with partners such as Salesforce, IBM, and Palo Alto.Read more

Key Takeaways OVHcloud's focus on data sovereignty and strategic autonomy could capture growth due to increased demand for secure data solutions amid geopolitical tensions. Innovation with new products like the Bare Metal Pod and public cloud enhancements could drive higher revenue per customer and support earnings growth.Read more

Key Takeaways Expansion in defense, cybersecurity, and AI-powered services is boosting high-margin revenue streams and positioning the company for resilient, long-term earnings growth. Operational improvements and strategic M&A in key sectors are expected to enhance profitability, drive recurring revenue, and improve cash flow over the medium term.Read more

Catalysts About Lectra Lectra provides software, cutting equipment and services that digitise and optimise design and manufacturing processes for fashion, automotive and furniture customers. What are the underlying business or industry changes driving this perspective?Read more

Key Takeaways AI-powered platforms, strategic partnerships, and expansion into digital infrastructure position Dassault Systèmes to capture high-margin, recurring SaaS revenues and capitalize on accelerating investment cycles. Widespread digital transformation and regulatory demands make Dassault Systèmes' solutions essential, driving robust adoption, sustainable growth, and increasing financial resilience through a subscription-based model.Read more

Key Takeaways Shifts toward automation, AI, and cloud solutions are eroding demand for Atos' core services while intensifying competition challenges future revenue and margins. High debt, restructuring, and operational disruptions constrain growth investments and threaten earnings, creating uncertainty in business stability and customer retention.Read more

Key Takeaways Rising regulatory costs and slow SaaS adoption are putting sustained pressure on profit margins and delaying returns on investment in product development. Intensifying competition from agile start-ups and open-source alternatives threatens market share, fueling price pressure and straining efforts to sustain revenue growth.Read more

Key Takeaways Advanced cloud, AI, and automation leadership position Capgemini for higher-margin contracts and sustained revenue as demand for digital transformation accelerates. Strategic workforce realignment and investments in digital solutions and acquisitions support improved profitability and earnings growth amid global digitalization trends.Read more