Update shared on 17 Nov 2025
Analysts have maintained Atos’s fair value estimate at €43.00. This reflects continued caution on the company’s outlook, as minor shifts in discount rate, revenue growth, and profit margin forecasts result in no change to the price target.
What's in the News
- Atos launched Atos Managed OpenShift AI (AMOS-AI), which offers AI-driven automation, predictive analytics, and support for hybrid and multi-cloud environments. This empowers customers with cloud sovereignty and control over their data (Product-Related Announcements).
- The company was awarded a contract by Madrid City Council to maintain and evolve the municipality's AI platform. The project aims to enhance administrative processes, citizen services, and implement generative AI agents for public use (Client Announcements).
- Atos inaugurated its Modern Security Operations Center (MSOC) in Seville, Spain, expanding its cybersecurity capabilities with a new hub integrated into its global network. The center manages monitoring, analytics, and incident response for clients internationally (Business Expansions).
- Atos secured a major €326 million cybersecurity operations services contract with the European Commission under the CLOUD II DPS II MC17 initiative, which further establishes Atos as a leading provider for EU institutions (Client Announcements).
- Atos SE was added to the S&P Global BMI Index, reflecting recognition of the company’s significance in global markets (Index Constituent Adds).
Valuation Changes
- Fair Value Estimate: Remains unchanged at €43.00, reflecting stable analyst expectations.
- Discount Rate: Increased slightly from 12.1% to 12.3%, signaling a marginally higher perceived risk or cost of capital.
- Revenue Growth Forecast: Remains essentially flat at -3.23%, with no material change in growth expectations.
- Net Profit Margin: Improved modestly from 6.28% to 6.34%, indicating a minor uptick in projected profitability.
- Future P/E Ratio: Decreased marginally from 2.83x to 2.82x, reflecting a slight adjustment in valuation multiples.
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