Update shared on04 Oct 2025
Fair value Increased 23%Analysts have raised their fair value estimate for Atos from €30.15 to €37.15. This change reflects improved expectations for revenue growth and profit margins.
What's in the News
- Atos was awarded a major contract by the European Commission for cybersecurity technical operations services worth up to EUR 326 million, covering activities such as incident response, threat intelligence, and offensive security (Key Developments).
- The company will serve as the lead contractor in partnership with Leonardo to provide cybersecurity services to European Union institutions over a framework that may last up to 48 months (Key Developments).
- Atos SE has been added to the S&P Global BMI Index, marking an important recognition in market benchmarks (Key Developments).
- The Atos board is scheduled to meet on July 31, 2025, to review interim condensed consolidated financial statements closed at June 30, 2025 (Key Developments).
- Atos provided guidance for Q3 2025, expecting revenue of around EUR 2 billion and reaffirmed its full-year 2025 revenue guidance of EUR 8.5 billion (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased from €30.15 to €37.15, reflecting improved company outlook.
- The Discount Rate remains unchanged at 12.1%.
- The Revenue Growth projection has improved, with the expected decline lessening from -0.38% to -0.24%.
- The Net Profit Margin estimate has risen slightly, from 6.18% to 6.24%.
- The Future P/E ratio has increased from 1.85x to 2.25x, indicating higher anticipated earnings valuation.
Disclaimer
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