Amadeus IT Group, S.A.

Report azionario BME:AMS

Capitalizzazione di mercato: €23.1b

Amadeus IT Group Crescita futura

Criteri Future verificati 3/6

Amadeus IT Group prevede che gli utili e i ricavi cresceranno rispettivamente di 9.2% e 7% all'anno. Si prevede che l'EPS crescerà di 9.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 26.8% in 3 anni.

Informazioni chiave

9.2%

Tasso di crescita degli utili

9.29%

Tasso di crescita dell'EPS

Hospitality crescita degli utili9.7%
Tasso di crescita dei ricavi7.0%
Rendimento futuro del capitale proprio26.79%
Copertura analitica

Good

Ultimo aggiornamento29 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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?
Aggiornamento della narrazione 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.
Nuova narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Jun 17

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...
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Nuova narrazione 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.

Previsioni di crescita degli utili e dei ricavi

BME:AMS - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20288,0021,7291,6522,58517
12/31/20277,4381,5741,5392,43020
12/31/20266,8741,4041,3892,21920
3/31/20266,5671,3371,4192,202N/A
12/31/20256,5171,3361,3862,201N/A
9/30/20256,4361,3531,3722,223N/A
6/30/20256,3491,3321,3172,159N/A
3/31/20256,2781,295N/AN/AN/A
12/31/20246,1421,2531,3582,146N/A
9/30/20245,9551,2641,2471,932N/A
6/30/20245,8021,2251,2431,876N/A
3/31/20245,6261,1691,2571,868N/A
12/31/20235,4411,1181,1941,795N/A
9/30/20235,2551,0221,1901,814N/A
6/30/20235,0789251,0521,669N/A
3/31/20234,8808461,0221,619N/A
12/31/20224,4866648741,441N/A
9/30/20224,1274638081,357N/A
6/30/20223,6492685711,074N/A
3/31/20223,09134313787N/A
12/31/20212,670-142176636N/A
9/30/20212,334-390-144285N/A
6/30/20212,014-559-41635N/A
3/31/20211,649-838-770-316N/A
12/31/20202,174-625-46833N/A
9/30/20203,041-130-72506N/A
6/30/20204,0253224781,108N/A
3/31/20205,1869321,0741,762N/A
12/31/20195,5701,113N/A1,802N/A
9/30/20195,4811,055N/A1,772N/A
6/30/20195,2851,023N/A1,736N/A
3/31/20195,1121,013N/A1,740N/A
12/31/20184,9361,002N/A1,727N/A
9/30/20184,7991,061N/A1,638N/A
6/30/20184,7361,047N/A1,617N/A
3/31/20184,6751,020N/A1,584N/A
12/31/20174,6371,003N/A1,557N/A
9/30/20174,609932N/A1,602N/A
6/30/20174,576904N/A1,511N/A
3/31/20174,545879N/A1,527N/A
12/31/20164,473826N/A1,493N/A
9/30/20164,334788N/A1,415N/A
6/30/20164,211743N/A1,404N/A
3/31/20164,043699N/A1,311N/A
12/31/20153,913684N/A1,273N/A
9/30/20153,797678N/A1,272N/A
6/30/20153,664666N/A1,164N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AMS ( 9.2% all'anno) è superiore al tasso di risparmio ( 2.7% ).

Guadagni vs Mercato: Si prevede che gli utili di AMS ( 9.2% all'anno) cresceranno più lentamente rispetto al mercato Spanish ( 11.6% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AMS cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di AMS ( 7% all'anno) crescerà più rapidamente del mercato Spanish ( 6.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AMS ( 7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AMS sarà elevato tra 3 anni ( 26.8 %)


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/31 02:39
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Amadeus IT Group, S.A. è coperta da 34 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Rafael Bonardell TrianesBanco de Sabadell. S.A.
Carlos Javier Treviño PeinadorBanco Santander
Sven MerktBarclays