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Asseco Poland
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Overvaluation Risk Will Remain As European And US Markets Expand
Key Takeaways Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability. Heavy dependence on custom software for the public sector and exposure to global competition could erode revenue stability and margin resilience over time.
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zł105.46
FV
97.2% overvalued
intrinsic discount
5.81%
Revenue growth p.a.
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5 days ago
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AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
AI And Cloud Integration Will Advance Enterprise Offerings Despite Challenges
Key Takeaways Native AI-powered product suite and cloud migration drive growth, cost efficiency, and expansion into new markets and customer segments. Emphasis on security, SaaS transition, and enterprise focus enhances recurring revenues, contract values, and market positioning.
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zł69.96
FV
17.0% undervalued
intrinsic discount
-1.59%
Revenue growth p.a.
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0
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19
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6 days ago
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