OVH Groupe S.A.

ENXTPA:OVH 주식 리포트

시가총액: €1.8b

OVH Groupe 경영진

경영진 기준 점검 4/4

OVH Groupe CEO는 Octave Klaba, Oct2025 에 임명되었습니다 의 임기는 1년 미만입니다. 는 €81.00M 가치에 해당하는 회사 주식의 4.59% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 4 년과 4.6 년입니다.

핵심 정보

Octave Klaba

최고경영자

€4.4k

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율4.6%
경영진 평균 재임 기간4yrs
이사회 평균 재임 기간4.6yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Octave Klaba의 보수는 OVH Groupe의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Feb 28 2026n/an/a

-€900k

Nov 30 2025n/an/a

€203k

Aug 31 2025€4kn/a

€400k

May 31 2025n/an/a

€7m

Feb 28 2025n/an/a

€14m

Nov 30 2024n/an/a

-€5m

Aug 31 2024€517k€512k

-€10m

May 31 2024n/an/a

-€21m

Feb 29 2024n/an/a

-€31m

Nov 30 2023n/an/a

-€29m

Aug 31 2023€518k€512k

-€40m

May 31 2023n/an/a

-€35m

Feb 28 2023n/an/a

-€29m

Nov 30 2022n/an/a

-€29m

Aug 31 2022€518k€512k

-€29m

May 31 2022n/an/a

-€15m

Feb 28 2022n/an/a

-€52m

Nov 30 2021n/an/a

-€42m

Aug 31 2021€518k€512k

-€32m

May 31 2021n/an/a

-€51m

Aug 31 2020€513k€512k

-€11m

보상 대 시장: Octave의 총 보수(USD5.06K)는 French 시장에서 비슷한 규모 기업의 평균(USD1.37M)보다 낮습니다.

보상과 수익: Octave의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Octave Klaba (50 yo)

less than a year
재임 기간
€4,361
보수

Mr. Octave Klaba is Founder and Chairman at OVH Groupe S.A.(Formerly known OVH Groupe Société anonyme) and serves as its Director since October 14, 2021 and serves as its President and Chief Executive Offi...


리더십 팀

이름직위재임 기간보수지분
Octave Klaba
Founderless than a year€4.36k4.59%
€ 81.0m
Henryk Klaba
Director of R&D Infrastructures and Director4.6yrs€305.21k0.29%
€ 5.1m
Miroslaw Klaba
Director of R&D and Director4.6yrs€243.81k4.51%
€ 79.7m
Stephanie Besnier
Chief Financial Officer3.3yrs데이터 없음데이터 없음
Yaniv Fdida
Chief Product & Technology Officer2.2yrs데이터 없음데이터 없음
Mathieu Delobelle
Chief Information Officer & Director of Information Systems4yrs데이터 없음데이터 없음
Solange Dos Reis
Chief Legal Officer & Legal Director4.3yrs데이터 없음데이터 없음
Line Cadel
Chief Human Resources Officer7.5yrs데이터 없음데이터 없음
Dominique Michiels
Chief Service Delivery Officer & Director of Servicesno data데이터 없음데이터 없음
Axel Namara
Chief Customer Officer & Director of Customer Serviceno data데이터 없음데이터 없음
Georges de Gaulmyn
Chief Industrial Officer & Director of Industry4yrs데이터 없음데이터 없음
Benjamin Mennesson
Head of Financial Communicationno data데이터 없음데이터 없음
4.0yrs
평균 재임 기간
49yo
평균 나이

경험이 풍부한 관리: OVH의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4 년).


이사회 구성원

이름직위재임 기간보수지분
Octave Klaba
Founder4.6yrs€4.36k4.59%
€ 81.0m
Henryk Klaba
Director of R&D Infrastructures and Director4.6yrs€305.21k0.29%
€ 5.1m
Miroslaw Klaba
Director of R&D and Director4.6yrs€243.81k4.51%
€ 79.7m
Christophe Karvélis-Senn
Independent Directorless than a year데이터 없음데이터 없음
Diana Leonard
Independent Director4.6yrs€57.50k0.00066%
€ 11.7k
Pierre Barrial
Lead Independent Directorless than a year€18.53k데이터 없음
Corinne Fornara
Independent Director4.6yrs€62.50k0.0018%
€ 31.8k
Isabelle Tribotte
Independent Director4.6yrs€75.00k0.0018%
€ 32.3k
Pauline Wauquier
Employee Representative Director4.1yrs데이터 없음데이터 없음
Petra Wolf
Independent Directorless than a year데이터 없음데이터 없음
Mehdi Belaidi
Employee Representative Director1.3yrs데이터 없음데이터 없음
4.6yrs
평균 재임 기간
54.5yo
평균 나이

경험이 풍부한 이사회: OVH의 이사회경험이 있음으로 간주됩니다(평균 재임 4.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 07:05
종가2026/05/22 00:00
수익2026/02/28
연간 수익2025/08/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

OVH Groupe S.A.는 13명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Derric MarconBernstein
Ines MaoBNP Paribas
Stefan Julien SlowinskiBNP Paribas