Atos SE

Report azionario ENXTPA:ATO

Capitalizzazione di mercato: €837.5m

Atos Gestione

Criteri Gestione verificati 0/4

Atos Il CEO è Philippe Salle, nominato in Feb2025, e ha un mandato di 1.25 anni. la retribuzione annua totale è € 18.61M, composta da 5.9% di stipendio e 94.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.56% delle azioni della società, per un valore di € 13.10M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 2.3 anni.

Informazioni chiave

Philippe Salle

Amministratore delegato

€18.6m

Compenso totale

Percentuale dello stipendio del CEO5.91%
Mandato del CEO1.3yrs
Proprietà del CEO1.6%
Durata media del management1.8yrs
Durata media del Consiglio di amministrazione2.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Apr 29

ATO: Future Cybersecurity Services And Margin Targets Will Support Balanced Risk Profile

Analysts have slightly reduced Atos's fair value estimate, lowering the price target from €35.00 to €34.00 to reflect updated views on expected revenue trends, margins and future P/E levels. What's in the News Atos set an operating margin target of around 10% for fiscal 2028, supported by cost reduction measures, profitable growth and higher R&D investments (Corporate guidance).
Aggiornamento della narrazione Apr 14

ATO: Future AI Services And Governance Events Will Support Balanced Risk Profile

Analysts have maintained their price target for Atos at €35.0, citing only minor adjustments to expected revenue declines and a slightly higher implied future P/E ratio in their updated models. What's in the News Atos supported Alsea, a large restaurant operator in Latin America and Europe, in migrating and modernizing its SAP environments to SAP RISE on AWS.
Aggiornamento della narrazione Mar 31

ATO: Future AI Services And Events Will Support Measured Risk Balance

Analysts have reduced their price target on Atos from €45 to €35, citing updated assumptions that reflect softer revenue trends, slightly stronger profit margins and a lower forward P/E multiple. What's in the News Atos has scheduled a Special and Extraordinary Shareholders Meeting for May 22, 2026, at the River Ouest auditorium in Bezons, France, giving investors a clear date to watch for potential corporate decisions (Key Developments).
Aggiornamento della narrazione Mar 17

ATO: Agentic AI And Cybersecurity Focus Will Support Future Upside Potential

Analysts have raised their price target on Atos from €55.00 to €59.00, citing updated assumptions for a smaller revenue decline, a lower projected profit margin, and a higher future P/E multiple in their models. What's in the News Atos launched Atos Sovereign Agentic Studios, a new operating model aimed at helping organizations move agentic AI from pilots to production with a focus on security, governance and digital sovereignty (Key Developments).
Aggiornamento della narrazione Mar 03

ATO: Future AI Forensics And Event Services Will Support Bullish Thesis

Analysts have reduced their Atos price target to €45.0. This reflects slightly weaker revenue and margin assumptions, along with a lower future P/E multiple, which together indicate a more cautious earnings profile. What's in the News Atos issued earnings guidance for the fourth quarter of 2025, estimating Group revenue of €2,004 million for the period.
Aggiornamento della narrazione Feb 16

ATO: AI Alliances And Agentic Solutions Will Support Future Upside

Analysts have raised their price target on Atos from €46.50 to €51.40. The change reflects updated assumptions that include softer revenue growth, a slightly lower profit margin outlook, and a marginally lower future P/E multiple.
Aggiornamento della narrazione Feb 02

ATO: Future AI Contracts And Guidance Will Not Justify Current Optimism

Analysts have revised their fair value estimate for Atos from €20.60 to €45.00, citing updated assumptions on the discount rate, revenue trajectory, profit margin, and future P/E as key drivers behind the new target. What's in the News Atos issued earnings guidance for the fourth quarter of 2025, with group revenue estimated at €2,004 million and full year 2025 revenue estimated at €8,001 million, or €8,030 million at September 30, 2025 currency, described as in line with a previously communicated target of above €8b (Corporate guidance).
Articolo di analisi Jan 22

Atos SE (EPA:ATO) Stock Catapults 26% Though Its Price And Business Still Lag The Industry

Atos SE ( EPA:ATO ) shareholders would be excited to see that the share price has had a great month, posting a 26% gain...
Aggiornamento della narrazione Jan 19

ATO: AI Partnerships And Cybersecurity Expansion Will Support Balanced Future Outlook

Analysts have kept their price target on Atos unchanged at €55.00. Their updated models now factor in a revenue decline of about 3.2% and a profit margin assumption of roughly 6.27%, along with a much lower future P/E estimate compared with prior assumptions.
Aggiornamento della narrazione Jan 05

ATO: AI And Data Initiatives Will Mask Weakening Revenue Outlook

Analysts have increased their fair value estimate for Atos from €43.00 to €46.50, citing updated assumptions around revenue trends, profit margins, and forward P/E multiples. What's in the News Atos is participating in the Forensics of Intelligent Systems research project with several German academic and research institutions, focusing on tools to detect and investigate manipulation of AI systems and aligning with its focus on trustworthy AI and European data sovereignty (Key Developments).
Aggiornamento della narrazione Dec 15

ATO: Cybersecurity Contracts And AI Expansion Will Support Balanced Outlook

Analysts have raised their price target for Atos from approximately €41 to €55 per share, reflecting a higher fair value assessment despite more cautious assumptions on revenue growth and profitability. What's in the News Atos confirmed full year 2025 guidance, expecting revenue of over €8 billion, which supports the upgraded valuation narrative.
Aggiornamento della narrazione Dec 01

ATO: Cybersecurity Expansion And AI Service Delivery Will Sustain Stable Performance

Analysts have maintained their fair value price target for Atos at €43.00, citing unchanged expectations for the company's revenue growth, profit margin, and discount rate in their latest assessment. What's in the News Atos introduced an Agentic AI solution, the Autonomous Data and AI Engineer, to automate and accelerate data and AI engineering tasks.
Aggiornamento della narrazione Nov 17

ATO: New Cybersecurity Wins And EU Contracts Will Support Steady Outlook

Analysts have maintained Atos’s fair value estimate at €43.00. This reflects continued caution on the company’s outlook, as minor shifts in discount rate, revenue growth, and profit margin forecasts result in no change to the price target.
Aggiornamento della narrazione Nov 02

ATO: Declining Revenue Forecasts Will Weigh On Future Profitability

Analysts have raised their price target for Atos from €39.40 to €43.00. They cited updated margin expectations and minor adjustments to revenue forecasts as key factors behind the revision.
Aggiornamento della narrazione Oct 18

Rising AI And Automation Will Undermine Traditional IT Services

Analysts have increased their price target for Atos from €37.15 to €39.40, citing updated financial forecasts and valuation adjustments. What's in the News Atos announced a global strategic partnership with Qevlar AI to enhance its use of artificial intelligence in cybersecurity operations.
Aggiornamento della narrazione Oct 04

Rising AI And Automation Will Undermine Traditional IT Services

Analysts have raised their fair value estimate for Atos from €30.15 to €37.15. This change reflects improved expectations for revenue growth and profit margins.
Articolo di analisi Aug 26

Atos SE (EPA:ATO) Stock Catapults 73% Though Its Price And Business Still Lag The Industry

Atos SE ( EPA:ATO ) shares have had a really impressive month, gaining 73% after a shaky period beforehand. But the...
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Nuova narrazione Apr 04

Q4 Success Will Secure Liquidity Amid North America Challenges

Strong Q4 performance and restructuring efforts may improve financial stability, boost net margins, and enhance future revenue streams.
Articolo di analisi Mar 21

Atos' (EPA:ATO) Earnings Might Be Weaker Than You Think

Following the release of a positive earnings report recently, Atos SE's ( EPA:ATO ) stock performed well. Despite this...
Articolo di analisi Mar 16

Is There Now An Opportunity In Atos SE (EPA:ATO)?

Atos SE ( EPA:ATO ), is not the largest company out there, but it received a lot of attention from a substantial price...
Articolo di analisi Jun 01

Is Atos SE (EPA:ATO) Potentially Undervalued?

Atos SE ( EPA:ATO ), is not the largest company out there, but it saw significant share price movement during recent...
Articolo di analisi Mar 23

Atos SE's (EPA:ATO) Intrinsic Value Is Potentially 67% Above Its Share Price

Key Insights Atos' estimated fair value is €2.93 based on 2 Stage Free Cash Flow to Equity Atos' €1.76 share price...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Philippe Salle rispetto agli utili di Atos?
DataCompenso totaleStipendioUtili della società
Dec 31 2025€19m€1m

-€1b

Compensazione vs Mercato: La retribuzione totale di Philippe ($USD 21.65M ) è superiore alla media delle aziende di dimensioni simili nel mercato French ($USD 693.29K ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Philippe con le performance aziendali.


AMMINISTRATORE DELEGATO

Philippe Salle (60 yo)

1.3yrs
Mandato
€18,613,198
Compensazione

Mr. Philippe Salle is Chairman of the Board of Atos SE from October 15, 2024 and serves as its CEO since February 01, 2025. Mr. Salle has been the Chief Executive Officer of Foncia Group since December 1,...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Philippe Salle
Chairman of the Board & CEO1.3yrs€18.61m1.56%
€ 13.1m
Jacques-François de Prest
Group CFO & Member of Executive Board2.3yrsNessun datoNessun dato
Paul Peterson
Head of Human Resources6.3yrsNessun datoNessun dato
Diane Galbe
Senior EVPno dataNessun datoNessun dato
Florin Rotar
EVP & Group CTOless than a yearNessun datoNessun dato
Frederic Aubriere
Chief Digital & Information Officer1.3yrsNessun datoNessun dato
Marie de Scorbiac
Head of Investor Relations & CSRno dataNessun datoNessun dato
Cecile Kavalses
Group General Counsel & Group General Secretary3.3yrsNessun datoNessun dato
Anette Rey
Executive Vice President of Corporate Communicationsno dataNessun datoNessun dato
Laurent Barbet
Senior VP & Head of Infrastructure and Data Managementno dataNessun datoNessun dato
Nelson Campelo
Head of South Americano dataNessun datoNessun dato
Peter t'Jong
Head of the Netherlandsno dataNessun datoNessun dato
1.8yrs
Durata media

Gestione esperta: Il team dirigenziale di ATO non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Philippe Salle
Chairman of the Board & CEO1.6yrs€18.61m1.56%
€ 13.1m
Keith Wilman
Chairman of UK & Ireland14.3yrsNessun datoNessun dato
Joanna Dziubak
Independent Director1.3yrs€100.10k0.0029%
€ 24.6k
Laurent Collet-Billon
Lead Independent Director2.9yrs€210.95k0.0064%
€ 53.9k
Hildegard Muller
Independent Director1.3yrs€89.17k0.0026%
€ 21.6k
Sujatha Chandrasekaran
Independent Director2.3yrs€118.91k0.0052%
€ 43.1k
Jean-Jacques Morin
Independent Director2.3yrs€109.80k0.0052%
€ 43.1k
Surojit Chatterjee
Independent Directorless than a year€31.96k0.0026%
€ 21.6k
Fares Louis
Employee Representative Director7.1yrs€113.45kNessun dato
Francoise Mercadal-Delasalles
Independent Director2.3yrs€103.88k0.0026%
€ 21.6k
Mandy Metten
Censor1.3yrs€38.61kNessun dato
2.3yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di ATO non è considerato esperto (durata media del mandato 2.3 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 08:14
Prezzo dell'azione a fine giornata2026/05/26 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

Atos SE è coperta da 22 analisti. 5 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
Alexander ToutArete Research Services LLP
Raimo LenschowBarclays
Georgios KertsosBerenberg