Amadeus IT Group (AMS) Resumen de Acciones
Amadeus IT Group, S.A., junto con sus filiales, opera como procesador de transacciones para el sector de los viajes y el turismo en Europa, América Central y del Sur, Oriente Medio, África y Asia-Pacífico. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 3/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
AMS Community Fair Values
Create NarrativeSee what 45 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€65.9
FV
21.7% infravalorado descuento intrínseco14.60%
Revenue growth p.a.
217
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Competidores de Amadeus IT Group, S.A.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €51.58 |
| Máximo en las últimas 52 semanas | €73.60 |
| Mínimo de 52 semanas | €46.21 |
| Beta | 0.58 |
| Cambio en 1 mes | -2.27% |
| Variación en 3 meses | 4.86% |
| Cambio de 1 año | -24.41% |
| Variación en 3 años | -24.52% |
| Variación en 5 años | -19.33% |
| Variación desde la OPV | 333.45% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 12
AMS: AGM Cash Strength And Tech Investments Will Support Earnings Re Rating Potential
Analysts have raised their price target on Amadeus IT Group by a few euros, with recent moves such as a €1 increase from Morgan Stanley and a €5 increase from Jefferies. These changes are supported by updated assumptions on discount rates, revenue growth, profit margins, and forward P/E expectations.Actualización de narrativa • May 29
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.
Actualización de narrativa • May 12
Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech Dominance
Amadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.Artículo de análisis • May 12
Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Amadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...Recent updates
Actualización de narrativa • Jun 12
AMS: AGM Cash Strength And Tech Investments Will Support Earnings Re Rating Potential
Analysts have raised their price target on Amadeus IT Group by a few euros, with recent moves such as a €1 increase from Morgan Stanley and a €5 increase from Jefferies. These changes are supported by updated assumptions on discount rates, revenue growth, profit margins, and forward P/E expectations.Actualización de narrativa • May 29
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.Actualización de narrativa • May 12
Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech Dominance
Amadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.Artículo de análisis • May 12
Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Amadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...Actualización de narrativa • Apr 25
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.
Nueva narrativa • Apr 11
Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology Provider
Catalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Apr 09
AMS: Solid Q4 And FY26 Guidance Will Support Re Rating Potential
The updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.Actualización de narrativa • Mar 25
AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future Upside
Analysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.Actualización de narrativa • Mar 10
AMS: Rebased P/E And Solid Q4 Execution Will Support Future Upside
Narrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.
Nueva narrativa • Mar 03
Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology Economics
Catalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Feb 24
AMS: Rebased P/E And Margins Will Support Future Upside Potential
Analysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.
Nueva narrativa • Feb 20
The "AI Fear" Arbitrage Opportunity
Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Actualización de narrativa • Feb 09
AMS: Outperform Upgrade And Earnings Power Will Support Future Upside Potential
Analysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.Actualización de narrativa • Jan 26
AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform Upgrade
Analysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.Actualización de narrativa • Jan 12
AMS: Profitability Execution Will Drive Future Upside After Outperform Upgrade
Analysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.Artículo de análisis • Jan 04
Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...Artículo de análisis • Dec 21
With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Nov 24
Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Actualización de narrativa • Oct 03
Cloud Migration And Asia Pacific Trends Will Unlock Travel Opportunities
Analysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.Artículo de análisis • Sep 01
Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E Ratio
With a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...Artículo de análisis • Aug 18
Returns At Amadeus IT Group (BME:AMS) Are On The Way Up
BME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...Artículo de análisis • Aug 03
Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates
Shareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...Artículo de análisis • Jul 12
Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?
Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...
Nueva narrativa • Nov 07
Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors
Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue.Rentabilidad de los accionistas
| AMS | ES Hospitality | Mercado ES | |
|---|---|---|---|
| 7D | 1.2% | 4.6% | 5.0% |
| 1Y | -24.4% | -20.8% | 35.4% |
Rentabilidad vs. Industria: Los resultados de AMS fueron inferiores a los de la industria Spanish Hospitality, que obtuvo un rendimiento del -20.8% el año pasado.
Rentabilidad vs. Mercado: AMS obtuvo unos resultados inferiores a los del mercado Spanish, que fueron del 35.4% el año pasado.
Volatilidad de los precios
| AMS volatility | |
|---|---|
| AMS Average Weekly Movement | 4.5% |
| Hospitality Industry Average Movement | 3.7% |
| Market Average Movement | 3.5% |
| 10% most volatile stocks in ES Market | 6.6% |
| 10% least volatile stocks in ES Market | 0.8% |
Precio estable de las acciones: AMS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Spanish.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AMS (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1987 | 20,605 | Luis Maroto Camino | amadeus.com |
Amadeus IT Group, S.A., junto con sus filiales, opera como procesador de transacciones para el sector de los viajes y el turismo en Europa, América Central y del Sur, Oriente Medio, África y Asia-Pacífico. Opera en tres segmentos: Distribución Aérea, Soluciones Informáticas Aéreas y Soluciones para Hostelería y Otros. La empresa actúa como una red internacional que proporciona soluciones de búsqueda, tarificación, reserva, emisión de billetes y otros procesos en tiempo real a través de las plataformas Amadeus GDS, Altéa Passenger Service System y New Skies.
Resumen de fundamentos de Amadeus IT Group, S.A.
| Estadísticas fundamentales de AMS | |
|---|---|
| Capitalización bursátil | €21.86b |
| Beneficios(TTM) | €1.34b |
| Ingresos (TTM) | €6.57b |
16.3x
Ratio precio-beneficio (PE)3.3x
Ratio precio-ventas (PS)¿Está AMS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AMS | |
|---|---|
| Ingresos | €6.57b |
| Coste de los ingresos | €3.66b |
| Beneficio bruto | €2.90b |
| Otros gastos | €1.57b |
| Beneficios | €1.34b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Jul 31, 2026
| Beneficios por acción (BPA) | 3.17 |
| Margen bruto | 44.20% |
| Margen de beneficio neto | 20.36% |
| Ratio deuda/patrimonio | 67.1% |
¿Cómo se ha desempeñado AMS a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.0%
Rentabilidad actual por dividendo51%
Ratio de pagos¿Paga AMS dividendos fiables?
Ver historial de dividendos e índices de referencia de AMS| fechas de dividendos de Amadeus IT Group | |
|---|---|
| Fecha ex dividendo | Jul 01 2026 |
| Fecha de pago de dividendos | Jul 03 2026 |
| Días hasta ex dividendo | 11 days |
| Días hasta la fecha de pago de dividendos | 13 days |
¿Paga AMS dividendos fiables?
Ver historial de dividendos e índices de referencia de AMSAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/19 00:52 |
| Precio de las acciones al final del día | 2026/06/19 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Amadeus IT Group, S.A. está cubierta por 33 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Rafael Bonardell Trianes | Banco de Sabadell. S.A. |
| Carlos Javier Treviño Peinador | Banco Santander |
| Sven Merkt | Barclays |