Amadeus IT Group (AMS) Aperçu de l'action
Amadeus IT Group, S.A., avec ses filiales, opère en tant que processeur de transactions pour l'industrie du voyage et du tourisme en Espagne, en Allemagne, dans le reste de l'Europe, au Moyen-Orient, en Afrique, en Asie et dans le Pacifique, aux États-Unis d'Amérique et dans le reste de l'Amérique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 3/6 |
| Performances passées | 3/6 |
| Santé financière | 3/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
AMS Community Fair Values
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Analyst Price Targets
Top Community Narratives
Amadeus IT Group, S.A. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €52.40 |
| Plus haut sur 52 semaines | €75.38 |
| Plus bas sur 52 semaines | €46.21 |
| Bêta | 0.57 |
| Variation sur 1 mois | 4.42% |
| Variation sur 3 mois | 6.33% |
| Variation sur 1 an | -29.19% |
| Variation sur 3 ans | -22.62% |
| Variation sur 5 ans | -15.35% |
| Évolution depuis l'introduction en bourse | 340.34% |
Nouvelles et mises à jour récentes
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.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
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.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...
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.
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?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.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.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.
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?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.
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.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.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.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.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...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...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...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.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...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...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...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...Does Amadeus IT Group (BME:AMS) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
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.Rendement pour les actionnaires
| AMS | ES Hospitality | ES Marché | |
|---|---|---|---|
| 7D | 0.4% | 0.5% | 3.1% |
| 1Y | -29.2% | -26.4% | 25.1% |
Rendement vs Industrie: AMS a sous-performé le secteur Spanish Hospitality qui a rapporté -26.4 % au cours de l'année écoulée.
Rendement vs marché: AMS a sous-performé le marché Spanish qui a rapporté 25.1 % au cours de l'année écoulée.
Volatilité des prix
| AMS volatility | |
|---|---|
| AMS Average Weekly Movement | 4.6% |
| Hospitality Industry Average Movement | 4.5% |
| Market Average Movement | 3.8% |
| 10% most volatile stocks in ES Market | 6.9% |
| 10% least volatile stocks in ES Market | 1.0% |
Cours de l'action stable: AMS n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché Spanish.
Volatilité au fil du temps: La volatilité hebdomadaire de AMS ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1987 | 20,605 | Luis Maroto Camino | amadeus.com |
Amadeus IT Group, S.A., avec ses filiales, opère en tant que processeur de transactions pour l'industrie du voyage et du tourisme en Espagne, en Allemagne, dans le reste de l'Europe, au Moyen-Orient, en Afrique, en Asie et dans le Pacifique, aux États-Unis d'Amérique et dans le reste de l'Amérique. Elle opère dans trois segments : Air Distribution, Air IT Solutions, et Hospitality & Other Solutions. La société agit en tant que réseau international fournissant des solutions de recherche, de tarification, de réservation, de billetterie et d'autres traitements en temps réel par le biais des plateformes Amadeus GDS, Altéa Passenger Service System et New Skies.
Amadeus IT Group, S.A. Résumé des fondamentaux
| AMS statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €22.13b |
| Bénéfices(TTM) | €1.34b |
| Recettes(TTM) | €6.57b |
Le site AMS est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| AMS compte de résultat (TTM) | |
|---|---|
| Recettes | €6.57b |
| Coût des recettes | €3.66b |
| Marge brute | €2.90b |
| Autres dépenses | €1.57b |
| Les revenus | €1.34b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Jul 31, 2026
| Résultat par action (EPS) | 3.17 |
| Marge brute | 44.20% |
| Marge bénéficiaire nette | 20.36% |
| Ratio dettes/capitaux propres | 67.1% |
Quelles ont été les performances à long terme de AMS?
Voir les performances historiques et les comparaisonsDividendes
Le site AMS verse-t-il des dividendes fiables ?
Voir AMS l'historique des dividendes et les indices de référence| Amadeus IT Group dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 01 2026 |
| Date de paiement du dividende | Jul 03 2026 |
| Jours jusqu'au dividende Ex | 35 days |
| Jours jusqu'à la date de paiement du dividende | 37 days |
Le site AMS verse-t-il des dividendes fiables ?
Voir AMS l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/26 09:43 |
| Cours de l'action en fin de journée | 2026/05/26 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Amadeus IT Group, S.A. est couverte par 34 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Rafael Bonardell Trianes | Banco de Sabadell. S.A. |
| Carlos Javier Treviño Peinador | Banco Santander |
| Sven Merkt | Barclays |