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AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Q4 Success Will Secure Liquidity Amid North America Challenges
Key Takeaways Strong Q4 performance and restructuring efforts may improve financial stability, boost net margins, and enhance future revenue streams. Strategic transformation initiatives and unit sales aim to improve efficiency, liquidity, and support growth opportunities.
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€30.85
FV
9.3% undervalued
intrinsic discount
-4.08%
Revenue growth p.a.
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0
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0
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58
users have followed this narrative
4 days ago
author updated this narrative
Alten
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Anticipated Project Reinitiations In Europe And US Automotive And Aerospace Sectors Will Improve Future Prospects
Key Takeaways Anticipated project reinitiations and sector rebounds in automotive and aerospace may boost revenue growth and future top-line stability. Successful acquisitions and offshore project accelerations could enhance cost control, operational efficiency, and long-term profitability.
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€98.54
FV
25.2% undervalued
intrinsic discount
2.25%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Sword Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Ambitious 2029 Vision Will Drive Expansion Into AI, Cybersecurity, And Data Management
Key Takeaways Sword Group's focus on high-growth areas like AI and cybersecurity, along with strategic acquisitions, drives significant revenue and enhances market position. Ambitious growth plans via organic and acquisition strategies in distinct geographic regions bolster earnings and enterprise value.
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€40.77
FV
4.0% undervalued
intrinsic discount
11.57%
Revenue growth p.a.
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0
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0
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13
users have followed this narrative
4 days ago
author updated this narrative
74SW
74Software
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shift To SaaS And Cloud Offerings Will Strengthen Future Market Position
Key Takeaways The combination of Axway and SBS into 74Software could enhance profitability and financial stability through synergy and recurring revenue growth. A focus on SaaS and cloud offerings aligns with market trends, potentially boosting earnings and margins as cloud adoption rises.
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€44.13
FV
9.8% undervalued
intrinsic discount
18.10%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Sopra Steria Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
UK Public Sector Contracts And AI Will Secure Recurring Revenue
Key Takeaways Continued contract extensions, AI-driven demand, and specialization in key sectors are boosting recurring revenues, margins, and stability in Sopra Steria's business model. Integration of acquisitions enables margin improvement, cross-selling synergies, and expanded scale, positioning the company for further market share gains and operating leverage.
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€222.90
FV
15.1% undervalued
intrinsic discount
2.14%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
10
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4 days ago
author updated this narrative
74SW
74Software
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising GDPR Burdens And AI Disruptors Will Strain Future Operations
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.
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€35.00
FV
13.7% overvalued
intrinsic discount
20.18%
Revenue growth p.a.
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0
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0
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0
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4 days ago
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Capgemini
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Embracing AI And Cloud Services Will Strengthen Future Opportunities
Key Takeaways Strategic focus on AI and high-value services is set to boost gross margins and drive revenue growth through client interest and acquisitions. Operational efficiency and emphasis on high-growth sectors enhance top-line expansion, supporting improved revenue and earnings performance.
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€179.71
FV
25.4% undervalued
intrinsic discount
2.16%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
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4 days ago
author updated this narrative
74SW
74Software
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Cloud Adoption And Digital Transformation Will Drive Enterprise Software Demand
Key Takeaways Strong cross-selling, operational integration, and advanced cloud-AI product offerings position the company for superior margin expansion and recurring revenue growth. Expanded global reach and high customer retention create new growth avenues and earnings diversification, potentially exceeding current market expectations.
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€53.00
FV
24.9% undervalued
intrinsic discount
20.32%
Revenue growth p.a.
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0
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0
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0
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4 days ago
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Dassault Systèmes
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
AI Investment And Next-Gen 3D Platform Will Drive Opportunities
Key Takeaways Strategic focus on AI and partnerships is set to drive 3DEXPERIENCE adoption and revenue growth across various industries. Growth in high-potential sectors and operational efficiencies may boost revenue and improve net margins.
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€37.70
FV
21.0% undervalued
intrinsic discount
6.57%
Revenue growth p.a.
Set Fair Value
1
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0
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23
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4 days ago
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