Teleperformance SE

Report azionario ENXTPA:TEP

Capitalizzazione di mercato: €3.3b

Teleperformance Gestione

Criteri Gestione verificati 1/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Jorge Amar

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEOless than a year
Proprietà del CEOn/a
Durata media del management2.8yrs
Durata media del Consiglio di amministrazione2.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

TEP: Revenue Execution And Cost Discipline Will Support Future Re Rating Potential

Analysts have nudged their average price target for Teleperformance lower by about €4 to reflect a slightly reduced fair value estimate, modestly lower profit margin expectations and a trimmed future P/E, even as they incorporate higher forecast revenue growth and recent downgrades from major brokerages. Analyst Commentary Bullish Takeaways Bullish analysts are still pointing to upside potential relative to the revised average price target, with some price objectives such as €97 suggesting room for re rating if execution on revenue plans holds.

TEP: Reset P/E Framework And €97 Anchor Will Support Re Rating

Analysts have reduced their implied fair value estimate for Teleperformance by about €2, reflecting a slightly higher discount rate and recent price target cuts following rating downgrades at major banks. Analyst Commentary Recent research has focused on how lower implied fair value and price target cuts feed into the risk and reward profile for Teleperformance, rather than on any major change in the underlying business narrative.

TEP: Reset Expectations And Cost Discipline Will Support Future Re Rating Potential

Analysts have trimmed their Teleperformance price target to €97 from €120, pointing to updated assumptions for fair value, growth and profitability that align with recent research downgrades and more cautious earnings expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the revised €97 target as a reset that still leaves room for upside if Teleperformance delivers on its updated earnings assumptions.

TEP: Reset P/E Framework And €97 Reference Point Will Support Re Rating

Analysts have reduced their fair value estimate for Teleperformance by about €10.92. This reflects a lower future P/E assumption of 14.07x and updated views on revenue growth, profit margins, and the discount rate, in line with the recent cut in the Street price target to €97 from €120.

TEP: Cautious Assumptions Will Still Support Future Re Rating Potential

Analysts have trimmed their fair value estimate for Teleperformance from €103.63 to €94.40. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E that point to a more cautious outlook on the shares.

TEP: Higher Discount Rate Will Set Up Potential Re Rating Opportunity

Analysts have trimmed their fair value estimate for Teleperformance from about €168 to roughly €145, citing revised assumptions around discount rates, revenue growth, profit margins and future P/E expectations. This is consistent with recent Street moves such as Deutsche Bank cutting its price target to €70 from €105.

TEP: Future Earnings Guidance Reset Will Create A More Attractive Entry

Analysts have reduced their fair value estimate for Teleperformance to €70 from €91. This change reflects a lower Street price target and updated assumptions on discount rate, revenue growth, profit margin and future P/E.

TEP: Public Sector Framework Wins Will Support Future Re Rating Potential

Analysts have trimmed their fair value estimate for Teleperformance from about €105.40 to roughly €103.63, reflecting a reset in expectations that is in line with the recent cut in the Street price target to €70 from €105. Analyst Commentary Recent commentary points to a reset in expectations around Teleperformance, with the cut in fair value estimates and the Street price target aligning more closely with each other.

TEP: Public Sector Wins Will Support Future Re Rating Potential

Analysts have lowered their price target on Teleperformance from EUR 105 to EUR 70. This reflects a more cautious outlook on the shares despite largely unchanged underlying valuation assumptions.

TEP: Future Public Sector Wins Will Drive Re Rating Potential

Analysts have significantly reduced their price target on Teleperformance, cutting it from EUR 105 to EUR 70. They have incorporated a slightly lower discount rate, modestly improved long term revenue growth expectations, and a marginally softer profit margin and future P/E outlook into their valuation models.

Investors Holding Back On Teleperformance SE (EPA:TEP)

Dec 06
Investors Holding Back On Teleperformance SE (EPA:TEP)

TEP: Future Public Sector Wins Will Improve Market Perception

Analysts have lowered their fair value estimate for Teleperformance from €108.60 to €105.40. This change is due to a reduced price target and modest adjustments to growth and profitability assumptions.

TEP: Future Public Sector Expansion Will Drive Market Reassessment

Narrative Update on Teleperformance: Analyst Price Target Adjustment Analysts have revised their fair value price target for Teleperformance downward by €3.53 to €108.60. This change is due to a modest reduction in expected revenue growth and profit margins, as well as a slightly higher discount rate.

AI Advances And Global Footprint Will Shape Service Industry Outlook

Teleperformance's analyst price target has been revised downward, with the updated consensus estimate now at €112.13 compared to the previous €112.20. Analysts point to reductions in projected revenue growth and profit margins.

Advanced AI And Global Expansion Will Reshape Services

Analysts have lowered their fair value price target for Teleperformance from €114.93 to €112.20. This change reflects recent downward revisions across revenue growth, profit margin, and future earnings expectations.

Advanced AI And Global Expansion Will Reshape Services

Analysts have trimmed their price targets for Teleperformance to €114.93, citing persistent macroeconomic headwinds, subdued client demand, and increased risk premiums, while maintaining a constructive long-term view. Analyst Commentary Lowered growth expectations due to persistent macroeconomic challenges impacting client spending across key end-markets.

Advanced AI And Global Expansion Will Reshape Services

Teleperformance’s fair value assessment is unchanged, as analysts observed only marginal movements in the Future P/E and Discount Rate, leaving the consensus price target steady at €120.80. What's in the News Teleperformance guided 2025 group like-for-like revenue growth to the lower end of the +2% to +4% range.

We Think Teleperformance (EPA:TEP) Is Taking Some Risk With Its Debt

Aug 03
We Think Teleperformance (EPA:TEP) Is Taking Some Risk With Its Debt

Market Cool On Teleperformance SE's (EPA:TEP) Earnings

Jul 01
Market Cool On Teleperformance SE's (EPA:TEP) Earnings

Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year

May 22
Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year

Teleperformance (EPA:TEP) Is Increasing Its Dividend To €4.20

May 01
Teleperformance (EPA:TEP) Is Increasing Its Dividend To €4.20

Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year

Apr 11
Teleperformance's (EPA:TEP) Shareholders Will Receive A Bigger Dividend Than Last Year

Does Teleperformance (EPA:TEP) Have A Healthy Balance Sheet?

Mar 28
Does Teleperformance (EPA:TEP) Have A Healthy Balance Sheet?

We Think You Can Look Beyond Teleperformance's (EPA:TEP) Lackluster Earnings

Mar 07
We Think You Can Look Beyond Teleperformance's (EPA:TEP) Lackluster Earnings
User avatar

Successful Integration With Majorel Will Lead To Improved Margins And Cost Efficiencies

Strategic focus on AI and regional expansion is set to drive revenue growth by enhancing service offerings and market presence.

Earnings Miss: Teleperformance SE Missed EPS By 24% And Analysts Are Revising Their Forecasts

Mar 02
Earnings Miss: Teleperformance SE Missed EPS By 24% And Analysts Are Revising Their Forecasts

Is There An Opportunity With Teleperformance SE's (EPA:TEP) 47% Undervaluation?

Mar 01
Is There An Opportunity With Teleperformance SE's (EPA:TEP) 47% Undervaluation?

There's No Escaping Teleperformance SE's (EPA:TEP) Muted Earnings

Jan 10
There's No Escaping Teleperformance SE's (EPA:TEP) Muted Earnings

Is Teleperformance (EPA:TEP) Using Too Much Debt?

Dec 13
Is Teleperformance (EPA:TEP) Using Too Much Debt?

Teleperformance SE's (EPA:TEP) Shares Lagging The Market But So Is The Business

Sep 19
Teleperformance SE's (EPA:TEP) Shares Lagging The Market But So Is The Business

Is Teleperformance (EPA:TEP) A Risky Investment?

Aug 29
Is Teleperformance (EPA:TEP) A Risky Investment?

Investors Can Find Comfort In Teleperformance's (EPA:TEP) Earnings Quality

Aug 08
Investors Can Find Comfort In Teleperformance's (EPA:TEP) Earnings Quality

A Piece Of The Puzzle Missing From Teleperformance SE's (EPA:TEP) 25% Share Price Climb

May 21
A Piece Of The Puzzle Missing From Teleperformance SE's (EPA:TEP) 25% Share Price Climb

Is Teleperformance (EPA:TEP) Using Too Much Debt?

Mar 31
Is Teleperformance (EPA:TEP) Using Too Much Debt?

Slammed 40% Teleperformance SE (EPA:TEP) Screens Well Here But There Might Be A Catch

Mar 08
Slammed 40% Teleperformance SE (EPA:TEP) Screens Well Here But There Might Be A Catch

Many Still Looking Away From Teleperformance SE (EPA:TEP)

Dec 19
Many Still Looking Away From Teleperformance SE (EPA:TEP)

Teleperformance (EPA:TEP) Has A Pretty Healthy Balance Sheet

Sep 26
Teleperformance (EPA:TEP) Has A Pretty Healthy Balance Sheet

Teleperformance SE's (EPA:TEP) Intrinsic Value Is Potentially 72% Above Its Share Price

Sep 05
Teleperformance SE's (EPA:TEP) Intrinsic Value Is Potentially 72% Above Its Share Price

AMMINISTRATORE DELEGATO

Jorge Amar (43 yo)

less than a year
Mandato

Mr. Jorge Amar is Chief Executive Officer and Director of Teleperformance SE from March 16, 2026. Mr. Amar is a renowned global expert in at-scale AI-native customer operations. He started his career in 20...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jorge Amar
Chief Executive Officer & Directorless than a yearNessun datoNessun dato
Benoit Gabelle
Interim Chief Financial Officerless than a yearNessun datoNessun dato
Quy Nguyen-Ngoc
Investor Relations Director13.7yrsNessun datoNessun dato
Teri O'Brien
Global Chief Legal & Compliance Officer2.8yrsNessun datoNessun dato
Luciana Cemerka
Chief Marketing Officer4.3yrsNessun datoNessun dato
Agustin Grisanti
Chief Executive Officer of EMEA & APAC8.6yrsNessun datoNessun dato
Miranda Collard
Chief Executive Officer for Americasno dataNessun datoNessun dato
Juan Hincapie
Chief Executive Officer of Specialized Services1.3yrsNessun datoNessun dato
2.8yrs
Durata media
51.5yo
Età media

Gestione esperta: Il team dirigenziale di TEP è considerato esperto (durata media dell'incarico 2.8 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jorge Amar
Chief Executive Officer & Directorless than a yearNessun datoNessun dato
Varun Bery
Independent Director3.1yrs€94.35k0.00069%
€ 23.1k
Brigitte Daubry
Independent Director2.2yrs€86.56k0.019%
€ 619.3k
Moulay Hafid Elalamy
Independent Chairman of the Board2.2yrsNessun dato0.00034%
€ 11.4k
Thomas Mackenbrock
Non-Independent Directorless than a year€4.16m0.026%
€ 863.2k
Vera Songwe
Independent Director1yr€80.38k0.00047%
€ 15.7k
Pauline Ginestie
Independent Director10.1yrs€105.31k0.0015%
€ 51.9k
Evangelos Papadopoulos
Employee Representative Director5.5yrsNessun datoNessun dato
Veronique de Jocas
Employee Representative Director5.7yrsNessun dato0.0047%
€ 158.6k
Kevin Niu
Independent Director2.8yrs€108.05k0.00034%
€ 11.4k
Mehdi Ghissassi
Independent Director1yr€74.80k0.00062%
€ 20.7k
Sheikha Hanadi Bint Al-Thani
Independent Directorless than a yearNessun datoNessun dato
2.2yrs
Durata media
52yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di TEP non è considerato esperto (durata media del mandato 2.2 anni), il che suggerisce un nuovo consiglio.

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/02 14:40
Prezzo dell'azione a fine giornata2026/04/30 00:00
Utili2025/12/31
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

Teleperformance SE è coperta da 31 analisti. 15 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
Carl RaynsfordBerenberg
William KirknessBernstein
Laurent GelebartBNP Paribas