Published

02 Mar 25

Updated

18 Jun 26

Views

35

Not Invested

Fair Value

€45.43

Share price18 Jun

€37.916.6% undervalued

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1Y7.67%

7D4.12%

Cloud Shift Will Open New Digital Markets

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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

02 Mar 25

Updated

18 Jun 26

Views

35

Not Invested

Shared on 18 Jun 26

74SW: Buyback And Margin Ambitions Will Support Future Upside

There’s no big new headline from 74Software, but expectations stay steady as the company leans on a share buyback and a push for better profit from each sale. Small shifts in growth and profitability forecasts suggest the upside case now depends more on execution than surprise news.

2 views

Shared on 19 May 26

Fair value Increased 0.21%

74SW: Buyback And Margin Ambitions Will Support Future Upside

74Software starts buying back shares and lays out new goals to lift sales, improve how much it keeps as profit, and turn more of its sales into cash. It also signals it may do selective acquisitions, which could add another lever for growth.

2 views

Shared on 27 Apr 26

Fair value Decreased 4.26%

74SW: Higher Margin Ambitions And Cash Conversion Will Support Future Upside

Analysts have lowered their 74Software price target by about €2, citing updated assumptions that include a reduced future P/E multiple and slightly softer revenue growth expectations, partly offset by a higher projected profit margin. What's in the News 74Software issued earnings guidance for 2028, with a revenue target close to €800 million by year end.

1 view

Shared on 01 Feb 26

74SW: Stable Assumptions And Steady Outlook Will Support Upside Potential

Analysts have maintained their price target for 74Software at about $47.35, making only minor adjustments to inputs such as the discount rate and projected P/E ratio to support their view that the existing valuation framework remains valid. Valuation Changes Fair Value Estimate: Held steady at about US$47.35, indicating no change in the central valuation output.

4 views

Shared on 18 Jan 26

Fair value Decreased 4.28%

74SW: Raised 2025 Guidance And Margin Stability Will Support Upside Potential

Analysts have reduced their price target on 74Software to around $47.35 from about $49.47, citing slightly higher assumed revenue growth, modestly lower profit margin expectations, and a reduced future P/E multiple. What's in the News 74Software raised earnings guidance for the full year 2025, now expecting full year organic revenue growth to reach around 4%, which is at the upper end of its initial guidance range (Key Developments).

2 views

Shared on 01 May 25

Fair value Increased 44%

1 view

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 12 Mar 25

Fair value Decreased 22%

AnalystConsensusTarget has decreased discount rate from 7.6% to 6.4%.

0 views

Fair Value vs Share Price

€45.43

vs €37.916.6% undervalued

3.8%

Revenue growth

10.5%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on 74Software

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Very undervalued with solid track record.

Market cap€1.1b

PB1.9x

Estimated Growth3.5%

Dividend Yield0%

CEO & management

Patrick Donovan

CEO

2.7yrs

CEO Tenure

Operates as a software company in France.