OVH Groupe S.A.

Report azionario ENXTPA:OVH

Capitalizzazione di mercato: €1.7b

OVH Groupe Crescita futura

Criteri Future verificati 5/6

OVH Groupe prevede che gli utili e i ricavi cresceranno rispettivamente di 73.2% e 8% all'anno. Si prevede che l'EPS crescerà di 78% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 49.8% in 3 anni.

Informazioni chiave

73.2%

Tasso di crescita degli utili

77.98%

Tasso di crescita dell'EPS

IT crescita degli utili9.8%
Tasso di crescita dei ricavi8.0%
Rendimento futuro del capitale proprio49.84%
Copertura analitica

Good

Ultimo aggiornamento07 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi Apr 12

Analysts Have Made A Financial Statement On OVH Groupe S.A.'s (EPA:OVH) Half-Yearly Report

OVH Groupe S.A. ( EPA:OVH ) shareholders are probably feeling a little disappointed, since its shares fell 5.4% to...
Articolo di analisi Nov 16

OVH Groupe S.A. (EPA:OVH) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that OVH Groupe S.A. ( EPA:OVH ) released its yearly result to the market. The early...

Recent updates

Aggiornamento della narrazione May 09

OVH: Weaker IT Spending Will Pressure Shares Despite Sovereign Cloud Initiatives

Analysts have lowered their price target for OVH Groupe from €9.05 to €8.50, citing challenging IT spending trends and geopolitical headwinds as key reasons for the reset in expectations. Analyst Commentary Recent research updates reflect a more cautious stance on OVH Groupe, with the stock now viewed as carrying higher execution and growth risks than previously assumed.
Aggiornamento della narrazione Apr 21

OVH: Weaker IT Spending And Geopolitical Risks Will Pressure Shares

Analysts have trimmed their price target on OVH Groupe to €8.50 from €9.05, reflecting updated fair value and margin assumptions, as well as concerns around softer IT spending and geopolitical risks. Analyst Commentary Bearish analysts have taken a more cautious stance on OVH Groupe, with the latest price target of €8.50 framed against softer IT spending trends and geopolitical uncertainty.
Articolo di analisi Apr 12

Analysts Have Made A Financial Statement On OVH Groupe S.A.'s (EPA:OVH) Half-Yearly Report

OVH Groupe S.A. ( EPA:OVH ) shareholders are probably feeling a little disappointed, since its shares fell 5.4% to...
Aggiornamento della narrazione Apr 06

OVH: Challenging IT Spending And Geopolitics Will Pressure Earnings Outlook

Analysts have trimmed their price target for OVH Groupe from €9.05 to €8.50, reflecting a slightly lower fair value and profit margin outlook, as well as a higher assumed future P/E in light of challenging IT spending and geopolitical conditions. Analyst Commentary Recent research reflects a more cautious stance on OVH Groupe, with the lowered price target to €8.50 highlighting concerns around execution in a tougher IT spending backdrop and elevated geopolitical risk.
Aggiornamento della narrazione Mar 23

OVH: New Server Rollout Will Support Long-Term Upside Despite Cautious Outlook

Analysts have trimmed their 12 month price target for OVH Groupe by €0.55 to €8.50. This reflects a more cautious stance on IT spending and geopolitical risks, while core valuation inputs such as fair value, growth, margins and P/E assumptions remain broadly consistent.
Aggiornamento della narrazione Mar 09

OVH: New Dedicated Servers Will Drive Long-Term European Cloud Upside

Analysts have maintained their €12.00 price target for OVH Groupe, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they see as better aligned with the stock’s current risk and earnings profile. What's in the News OVHcloud introduced its Bare Metal 2026 generation of dedicated servers, built around the latest AMD Ryzen and AMD EPYC processors, aimed at cost-effective performance with high resiliency across a range of workloads, including machine learning, blockchain, large scale virtualization and online game hosting (Key Developments).
Aggiornamento della narrazione Feb 22

OVH: AI Infrastructure And Sovereign Cloud Agreements Will Support Measured Long Term Upside

Analysts have adjusted their price target for OVH Groupe to €8.64. The latest update reflects revised assumptions for discount rate, revenue growth, profit margin and future P/E, and they highlight these valuation inputs as the main drivers of their updated view.
Aggiornamento della narrazione Feb 08

OVH: AI And Sovereign Cloud Expansion Will Support Measured Long Term Upside

Analysts have trimmed their price target on OVH Groupe slightly to reflect a fair value of €8.64, supported by a lower assumed discount rate and a reduced future P/E multiple in their valuation work. What's in the News OVHcloud signed a cloud hosting agreement with clearing house LCH SA, providing SecNumCloud qualified hosting aimed at supporting regulatory compliance, operational resilience, security, scalability, and faster deployment across LCH SA services (Key Developments).
Aggiornamento della narrazione Jan 25

OVH: European Cloud Expansion And SecNumCloud Deals Will Drive Long-Term Upside

Analysts have kept their fair value estimate for OVH Groupe steady at €12.00. They cited updated assumptions of a lower discount rate, slightly higher revenue growth and profit margin projections, and a lower future P/E multiple as the key drivers behind the unchanged target.
Articolo di analisi Jan 20

Why Investors Shouldn't Be Surprised By OVH Groupe S.A.'s (EPA:OVH) 37% Share Price Surge

OVH Groupe S.A. ( EPA:OVH ) shareholders would be excited to see that the share price has had a great month, posting a...
Aggiornamento della narrazione Jan 11

OVH: New Leadership And AI Cloud Expansion Will Support Future Upside

Analysts have trimmed their fair value estimate for OVH Groupe from €9.06 to €8.81, citing slightly softer assumptions on revenue growth, profit margins and future P/E, alongside the application of a marginally lower discount rate. What's in the News OVHcloud signed a cloud hosting agreement with LCH SA, aiming to support LCH SA's operational resilience, security, scalability, and faster deployment, including migration of some services to a SecNumCloud qualified environment that complies with applicable regulations for the clearing house's activities (Key Developments).
Aggiornamento della narrazione Dec 27

OVH: Leadership Shift And Cloud Agreement Will Drive Resilient Upside

Analysts have slightly reduced their price target for OVH Groupe from €9.11 to €9.06, citing modestly lower long term revenue growth and profit margin expectations that are only partially offset by a higher anticipated future P/E multiple. What's in the News Signed a major cloud hosting agreement with LCH SA, migrating selected services to a SecNumCloud qualified environment to boost resilience, security, and scalability for the clearing house's global operations (Client Announcements).
Articolo di analisi Dec 15

Here's Why OVH Groupe (EPA:OVH) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Aggiornamento della narrazione Dec 13

OVH: New Leadership And Cloud Wins Will Drive Long-Term Upside

Narrative Update on OVH Groupe Analysts have reduced their price target on OVH Groupe from €15.90 to €12.00, citing slower expected revenue growth, softer profit margin assumptions, and a higher discount rate that more than offset a modest increase in projected future valuation multiples. What's in the News OVHcloud signed a cloud hosting agreement with clearing house LCH SA, migrating selected services to a SecNumCloud qualified environment to enhance resilience, security, and scalability while meeting strict regulatory requirements (client announcement).
Aggiornamento della narrazione Nov 29

OVH: Leadership Changes And Cloud Expansion Will Shape Resilient Outlook

Analysts have revised their price target for OVH Groupe to €9.11. They are maintaining their prior fair value estimate as updates to the discount rate and modest adjustments in profitability expectations support this stance.
Articolo di analisi Nov 16

OVH Groupe S.A. (EPA:OVH) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that OVH Groupe S.A. ( EPA:OVH ) released its yearly result to the market. The early...
Aggiornamento della narrazione Nov 15

OVH: Leadership Changes And New Partnerships Will Drive Long-Term Opportunity

Analysts have lowered their price target for OVH Groupe from €10.85 to €9.11. They cite reduced revenue growth expectations and slimmer profit margins as the reasons for the adjustment.
Articolo di analisi Nov 04

Investors Give OVH Groupe S.A. (EPA:OVH) Shares A 32% Hiding

OVH Groupe S.A. ( EPA:OVH ) shareholders won't be pleased to see that the share price has had a very rough month...
Articolo di analisi Sep 19

OVH Groupe S.A.'s (EPA:OVH) P/S Is Still On The Mark Following 27% Share Price Bounce

Those holding OVH Groupe S.A. ( EPA:OVH ) shares would be relieved that the share price has rebounded 27% in the last...
Aggiornamento della narrazione Sep 12

Heightened Geopolitical Tensions Will Drive Data Sovereignty Amid Cloud Risks

The sharp rise in OVH Groupe’s Future P/E alongside a notable decline in Net Profit Margin signals deteriorating earnings expectations, prompting analysts to lower the fair value target from €11.62 to €10.85. What's in the News OVHcloud announced a strategic partnership with Crayon, enabling mutual access to cloud and IT solutions across more than 45 regions, enhancing offerings with a focus on sustainability and sovereignty.
Articolo di analisi Jul 02

What You Can Learn From OVH Groupe S.A.'s (EPA:OVH) P/S After Its 26% Share Price Crash

The OVH Groupe S.A. ( EPA:OVH ) share price has softened a substantial 26% over the previous 30 days, handing back much...
User avatar
Nuova narrazione May 16

Heightened Geopolitical Tensions Will Drive Data Sovereignty Amid Cloud Risks

OVHcloud's focus on data sovereignty and strategic autonomy could capture growth due to increased demand for secure data solutions amid geopolitical tensions.
Articolo di analisi Apr 05

Revenues Tell The Story For OVH Groupe S.A. (EPA:OVH) As Its Stock Soars 45%

OVH Groupe S.A. ( EPA:OVH ) shareholders would be excited to see that the share price has had a great month, posting a...
Articolo di analisi Nov 15

After Leaping 26% OVH Groupe S.A. (EPA:OVH) Shares Are Not Flying Under The Radar

Despite an already strong run, OVH Groupe S.A. ( EPA:OVH ) shares have been powering on, with a gain of 26% in the last...
Articolo di analisi Jun 01

OVH Groupe S.A. (EPA:OVH) Stock's 32% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Unfortunately for some shareholders, the OVH Groupe S.A. ( EPA:OVH ) share price has dived 32% in the last thirty days...
Articolo di analisi Apr 03

Why Investors Shouldn't Be Surprised By OVH Groupe S.A.'s (EPA:OVH) P/S

When close to half the companies in the IT industry in France have price-to-sales ratios (or "P/S") below 0.8x, you may...
Articolo di analisi Nov 30

OVH Groupe S.A.'s (EPA:OVH) 38% Jump Shows Its Popularity With Investors

Those holding OVH Groupe S.A. ( EPA:OVH ) shares would be relieved that the share price has rebounded 38% in the last...
Articolo di analisi Oct 31

We Like These Underlying Return On Capital Trends At OVH Groupe (EPA:OVH)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Articolo di analisi Jul 16

OVH Groupe's (EPA:OVH) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...

Previsioni di crescita degli utili e dei ricavi

ENXTPA:OVH - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
8/31/20281,343589652510
8/31/20271,233388447611
8/31/20261,136245144611
2/28/20261,104-153460N/A
11/30/20251,099064458N/A
8/31/20251,085050419N/A
5/31/20251,064745420N/A
2/28/20251,0431440422N/A
11/30/20241,017-543397N/A
8/31/2024993-1025368N/A
5/31/2024969-2132366N/A
2/29/2024944-3138364N/A
11/30/2023917-29-17326N/A
8/31/2023897-40-28330N/A
5/31/2023871-35-90300N/A
2/28/2023845-29-152270N/A
11/30/2022817-29-166272N/A
8/31/2022788-29-179274N/A
5/31/2022753-15-150273N/A
2/28/2022711-52-133280N/A
11/30/2021687-42-104274N/A
8/31/2021663-32-75268N/A
5/31/2021655-51-74276N/A
8/31/2020632-11-5270N/A
8/31/2019580-41N/A165N/A
8/31/2018512-28N/A157N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che OVH diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 2.5% ).

Guadagni vs Mercato: Si prevede che OVH diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede OVH diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di OVH ( 8% all'anno) crescerà più rapidamente del mercato French ( 5.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di OVH ( 8% 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 OVH sarà molto alto tra 3 anni ( 49.8 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 07:11
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/02/28
Utili annuali2025/08/31

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

OVH Groupe S.A. è coperta da 13 analisti. 11 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
Derric MarconBernstein
Stefan Julien SlowinskiBNP Paribas
Ines MaoBNP Paribas