Heightened Geopolitical Tensions Will Drive Data Sovereignty Amid Cloud Risks

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 May 25

Updated

29 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-15.1%

7D

-15.6%

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1Y

-15.1%

7D

-15.6%

You can edit this narrative until Nov 30 3:10 AM. Then, changes will post as Updates.

Author's Valuation

€9.1122.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 29 Nov 25

OVH: Leadership Changes And Cloud Expansion Will Shape Resilient Outlook

Analysts have revised their price target for OVH Groupe to €9.11. They are maintaining their prior fair value estimate as updates to the discount rate and modest adjustments in profitability expectations support this stance.

Shared on 15 Nov 25

Fair value Decreased 16%

OVH: Leadership Changes And New Partnerships Will Drive Long-Term Opportunity

Analysts have lowered their price target for OVH Groupe from €10.85 to €9.11. They cite reduced revenue growth expectations and slimmer profit margins as the reasons for the adjustment.

Shared on 12 Sep 25

Fair value Decreased 6.60%

The sharp rise in OVH Groupe’s Future P/E alongside a notable decline in Net Profit Margin signals deteriorating earnings expectations, prompting analysts to lower the fair value target from €11.62 to €10.85. What's in the News OVHcloud announced a strategic partnership with Crayon, enabling mutual access to cloud and IT solutions across more than 45 regions, enhancing offerings with a focus on sustainability and sovereignty.

AnalystConsensusTarget Fair Value

€9.11

22.0% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

7.05%

IT revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.30%

Calculation

€65.93m

Earnings '28

x

25.28x

PE Ratio '28

=

€1.67b

Market Cap '28

€1.67b

Market Cap '28

/

131.34m

No. shares '28

=

€12.69

Share Price '28

€12.69 Share Price '28

Discounted to 2025 @ 11.80% p.a.

=

€9.08

Fair Value '25