Atos SE

ENXTPA:ATO 株式レポート

時価総額:€736.1m

Atos マネジメント

マネジメント 基準チェック /04

Atosの CEO はPhilippe Salleで、 Feb2025年に任命され、 の在任期間は 1.25年です。 の年間総報酬は€ 18.61Mで、 5.9%給与と94.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.56%を直接所有しており、その価値は€ 11.52M 。経営陣と取締役会の平均在任期間はそれぞれ1.8年と2.3年です。

主要情報

Philippe Salle

最高経営責任者

€18.6m

報酬総額

CEO給与比率5.91%
CEO在任期間1.3yrs
CEOの所有権1.6%
経営陣の平均在職期間1.8yrs
取締役会の平均在任期間2.3yrs

経営陣の近況

Recent updates

ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
User avatar
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Atos の収益と比較して、Philippe Salle の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025€19m€1m

-€1b

報酬と市場: Philippeの 総報酬 ($USD 21.63M ) は、 French市場 ($USD 717.88K ) の同規模の企業の平均を上回っています。

報酬と収益: Philippeの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Philippe Salle (60 yo)

1.3yrs
在職期間
€18,613,198
報酬

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,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Philippe Salle
Chairman of the Board & CEO1.3yrs€18.61m1.56%
€ 11.5m
Jacques-François de Prest
Group CFO & Member of Executive Board2.3yrsデータなしデータなし
Paul Peterson
Head of Human Resources6.3yrsデータなしデータなし
Diane Galbe
Senior EVPno dataデータなしデータなし
Florin Rotar
EVP & Group CTOless than a yearデータなしデータなし
Frederic Aubriere
Chief Digital & Information Officer1.3yrsデータなしデータなし
Marie de Scorbiac
Head of Investor Relations & CSRno dataデータなしデータなし
Cecile Kavalses
Group General Counsel & Group General Secretary3.3yrsデータなしデータなし
Anette Rey
Executive Vice President of Corporate Communicationsno dataデータなしデータなし
Laurent Barbet
Senior VP & Head of Infrastructure and Data Managementno dataデータなしデータなし
Nelson Campelo
Head of South Americano dataデータなしデータなし
Peter t'Jong
Head of the Netherlandsno dataデータなしデータなし
1.8yrs
平均在職期間

経験豊富な経営陣: ATOの経営陣は 経験豊富 とはみなされません ( 1.8年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Philippe Salle
Chairman of the Board & CEO1.6yrs€18.61m1.56%
€ 11.5m
Keith Wilman
Chairman of UK & Ireland14.3yrsデータなしデータなし
Joanna Dziubak
Independent Director1.3yrs€100.10k0.0029%
€ 21.6k
Laurent Collet-Billon
Lead Independent Director2.9yrs€210.95k0.0064%
€ 47.4k
Hildegard Muller
Independent Director1.3yrs€89.17k0.0026%
€ 19.0k
Sujatha Chandrasekaran
Independent Director2.3yrs€118.91k0.0052%
€ 37.9k
Jean-Jacques Morin
Independent Director2.3yrs€109.80k0.0052%
€ 37.9k
Surojit Chatterjee
Independent Directorless than a year€31.96k0.0026%
€ 19.0k
Fares Louis
Employee Representative Director7.1yrs€113.45kデータなし
Francoise Mercadal-Delasalles
Independent Director2.3yrs€103.88k0.0026%
€ 19.0k
Mandy Metten
Censor1.3yrs€38.61k0%
€ 0
2.3yrs
平均在職期間
59yo
平均年齢

経験豊富なボード: ATOの 取締役会経験豊富 ではない ( 2.3年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/15 17:31
終値2026/05/15 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Atos SE 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Alexander ToutArete Research Services LLP
Raimo LenschowBarclays
Georgios KertsosBerenberg