Amadeus IT Group (AMS) Aandelenoverzicht
Amadeus IT Group, S.A. is, samen met haar dochterondernemingen, actief als transactieverwerker voor de reis- en toerismebranche in Spanje, Duitsland, de rest van Europa, het Midden-Oosten, Afrika, Azië en de Pacific, de Verenigde Staten en de rest van Amerika. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 3/6 |
| Prestaties in het verleden | 3/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 4/6 |
Beloningen
Risicoanalyse
AMS Community Fair Values
Create NarrativeSee what 45 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€65.9
FV
20.8% ondergewaardeerd intrinsieke korting14.60%
Revenue growth p.a.
220
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0users have commented on this narrative
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Amadeus IT Group, S.A. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | €52.18 |
| 52 Week Hoogtepunt | €73.60 |
| 52 Week Laag | €46.21 |
| Bèta | 0.58 |
| 1 maand verandering | -1.70% |
| 3 maanden verandering | 4.32% |
| 1 Jaar Verandering | -24.02% |
| 3 jaar verandering | -24.60% |
| 5 jaar verandering | -12.04% |
| Verandering sinds IPO | 338.49% |
Recent nieuws en updates
Narratiefupdate • Jun 12
AMS: AGM Cash Strength And Tech Investments Will Support Earnings Re Rating Potential
Analysts have raised their price target on Amadeus IT Group by a few euros, with recent moves such as a €1 increase from Morgan Stanley and a €5 increase from Jefferies. These changes are supported by updated assumptions on discount rates, revenue growth, profit margins, and forward P/E expectations.Narratiefupdate • May 29
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.
Narratiefupdate • May 12
Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech Dominance
Amadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.Analyseartikel • May 12
Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Amadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...Recent updates
Narratiefupdate • Jun 12
AMS: AGM Cash Strength And Tech Investments Will Support Earnings Re Rating Potential
Analysts have raised their price target on Amadeus IT Group by a few euros, with recent moves such as a €1 increase from Morgan Stanley and a €5 increase from Jefferies. These changes are supported by updated assumptions on discount rates, revenue growth, profit margins, and forward P/E expectations.Narratiefupdate • May 29
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts have nudged the fair value estimate for Amadeus IT Group higher by about €0.51, citing updated assumptions around slightly faster revenue growth, a marginally stronger profit margin outlook, and a lower future P/E multiple reflected in recent price target revisions from major banks. Analyst Commentary Recent Street research on Amadeus IT Group shows a mix of optimism around the company’s execution and caution on how much upside is already reflected in current valuation multiples.Narratiefupdate • May 12
Amadeus IT Group's AI Evolution Will Strengthen Its Travel Tech Dominance
Amadeus: Updating the AI Narrative and Intrinsic Value Following the company’s latest quarterly results, our investment thesis on Amadeus remains intact and, if anything, has strengthened. The market continues to underestimate the structural resilience of the company’s business model while overestimating the disruptive threat posed by artificial intelligence across the travel technology ecosystem.Analyseartikel • May 12
Amadeus IT Group, S.A. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Amadeus IT Group, S.A. ( BME:AMS ) just released its first-quarter report and things are looking bullish. The company...Narratiefupdate • Apr 25
AMS: Solid Q4 Execution And New Partnership Will Support Re Rating Potential
Analysts have trimmed the Amadeus IT Group fair value estimate slightly to €67.04 from €67.94. This reflects a small adjustment to long term growth and margin assumptions following recent mixed price target moves across the Street.
Nieuw narratief • Apr 11
Airline And Hospitality Software Adoption Will Shape Future Returns For This Travel Technology Provider
Catalysts About Amadeus IT Group Amadeus IT Group provides mission critical software and payments infrastructure that connects airlines, hotels, travel sellers, airports and payment partners across the global travel sector. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Apr 09
AMS: Solid Q4 And FY26 Guidance Will Support Re Rating Potential
The updated analyst price target for Amadeus IT Group has moved closer to the current Street range, with a blended change of a few euros. This reflects recent target cuts to €62 and €65, alongside a smaller increase to €55, as analysts balance solid Q4 results and largely in line FY26 guidance with slightly lower assumptions for fair value, discount rate, growth, margins, and future P/E.Narratiefupdate • Mar 25
AMS: Solid Q4 Delivery And FY26 Guidance Will Support Future Upside
Analysts have adjusted the fair value estimate for Amadeus IT Group slightly lower to €68.99, reflecting recent Street price target moves that range from an increase to €55 to reductions to €62 and €65, along with updated assumptions for discount rate, revenue growth and profit margins. Analyst Commentary Recent Street research on Amadeus IT Group reflects a mix of optimism on execution and caution on valuation, with price targets clustered between €55 and €65 and ratings spread across Neutral, Overweight and Buy stances.Narratiefupdate • Mar 10
AMS: Rebased P/E And Solid Q4 Execution Will Support Future Upside
Narrative update on Amadeus IT Group The updated analyst price target for Amadeus IT Group has moved lower by about €5 to around €70. This reflects recent cuts from €78 to €65 and from €71 to €62 as analysts factor in solid Q4 results, FY26 guidance that aligned with expectations, and adjustments to revenue growth, profit margin and future P/E assumptions.
Nieuw narratief • Mar 03
Cloud Migration And AI Retailing Will Reshape Long Term Travel Technology Economics
Catalysts About Amadeus IT Group Amadeus IT Group is a global travel technology provider that supplies mission critical software and payment solutions to airlines, hotels, airports, travel sellers and other travel providers. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Feb 24
AMS: Rebased P/E And Margins Will Support Future Upside Potential
Analysts have trimmed their price target for Amadeus IT Group to about €75 from roughly €77, citing slightly lower fair value, modestly adjusted growth and margin assumptions, and a reduced future P/E multiple. Analyst Commentary Recent research points to a more cautious stance on Amadeus IT Group, with the cut in the price target reflecting a reassessment of both growth expectations and the valuation investors are willing to pay.
Nieuw narratief • Feb 20
The "AI Fear" Arbitrage Opportunity
Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Narratiefupdate • Feb 09
AMS: Outperform Upgrade And Earnings Power Will Support Future Upside Potential
Analysts have nudged their fair value estimate for Amadeus IT Group slightly lower to €76.67 from €76.71. The updated price target reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions, and is framed against recent research that shifted the stock rating to Outperform with a €72 target.Narratiefupdate • Jan 26
AMS: Margin Resilience And Cash Generation Will Underpin Future Upside After Outperform Upgrade
Analysts have inched their price target for Amadeus IT Group to about €76.71, a very small move from roughly €76.74. This points to slightly adjusted assumptions around discount rate, revenue growth, profit margin, and future P/E, alongside recent Street research that now includes an Outperform rating with a €72 target.Narratiefupdate • Jan 12
AMS: Profitability Execution Will Drive Future Upside After Outperform Upgrade
Analysts have trimmed their fair value estimate for Amadeus IT Group from €77.05 to €76.74, reflecting slightly softer revenue growth assumptions alongside higher profit margin expectations and a lower future P/E. Recent research, including an upgrade to Outperform at €72, reinforces this updated view.Analyseartikel • Jan 04
Earnings Not Telling The Story For Amadeus IT Group, S.A. (BME:AMS)
When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 16x, you may consider...Analyseartikel • Dec 21
With EPS Growth And More, Amadeus IT Group (BME:AMS) Makes An Interesting Case
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analyseartikel • Nov 24
Investors Shouldn't Overlook Amadeus IT Group's (BME:AMS) Impressive Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...Narratiefupdate • Oct 03
Cloud Migration And Asia Pacific Trends Will Unlock Travel Opportunities
Analysts have lowered their price target for Amadeus IT Group from €77.81 to €77.05, citing a slightly weaker profit outlook and potential industry risks from technological disruption. Analyst Commentary Recent research updates reveal a divided outlook among analysts regarding Amadeus IT Group, reflecting both optimism about strategic positioning and caution about industry headwinds.Analyseartikel • Sep 01
Some Shareholders Feeling Restless Over Amadeus IT Group, S.A.'s (BME:AMS) P/E Ratio
With a price-to-earnings (or "P/E") ratio of 23.8x Amadeus IT Group, S.A. ( BME:AMS ) may be sending bearish signals at...Analyseartikel • Aug 18
Returns At Amadeus IT Group (BME:AMS) Are On The Way Up
BME:AMS 1 Year Share Price vs Fair Value Explore Amadeus IT Group's Fair Values from the Community and select yours Did...Analyseartikel • Aug 03
Amadeus IT Group, S.A. (BME:AMS) Just Released Its Half-Yearly Results And Analysts Are Updating Their Estimates
Shareholders might have noticed that Amadeus IT Group, S.A. ( BME:AMS ) filed its interim result this time last week...Analyseartikel • Jul 12
Is Amadeus IT Group, S.A. (BME:AMS) Potentially Undervalued?
Let's talk about the popular Amadeus IT Group, S.A. ( BME:AMS ). The company's shares saw a double-digit share price...
Nieuw narratief • Nov 07
Tactical Tech Investments And High-Growth Market Entry Propel Aviation And Hospitality Sectors
Strategic focus on NDC technology and partnerships positions Amadeus to capture more bookings and increase Air Distribution revenue.Rendement voor aandeelhouders
| AMS | ES Hospitality | ES Markt | |
|---|---|---|---|
| 7D | 0.2% | -0.06% | -0.3% |
| 1Y | -24.0% | -21.2% | 34.9% |
Rendement versus industrie: AMS presteerde slechter dan de Spanish Hospitality -sector, die het afgelopen jaar een rendement van -21.2 % opleverde.
Rendement versus markt: AMS presteerde slechter dan Spanish Market, dat het afgelopen jaar een rendement van 34.9 % opleverde.
Prijsvolatiliteit
| AMS volatility | |
|---|---|
| AMS Average Weekly Movement | 4.5% |
| Hospitality Industry Average Movement | 3.6% |
| Market Average Movement | 3.5% |
| 10% most volatile stocks in ES Market | 6.5% |
| 10% least volatile stocks in ES Market | 0.8% |
Stabiele aandelenkoers: AMS heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Spanish markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van AMS is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1987 | 20,605 | Luis Maroto Camino | amadeus.com |
Amadeus IT Group, S.A. is, samen met haar dochterondernemingen, actief als transactieverwerker voor de reis- en toerismebranche in Spanje, Duitsland, de rest van Europa, het Midden-Oosten, Afrika, Azië en de Pacific, de Verenigde Staten en de rest van Amerika. Het is actief in drie segmenten: Luchtdistributie, Air IT Solutions en Hospitality & Other Solutions. Het bedrijf fungeert als een internationaal netwerk dat real-time zoek-, prijs-, boekings-, ticket- en andere verwerkingsoplossingen biedt via de platforms Amadeus GDS, Altéa Passenger Service System en New Skies.
Amadeus IT Group, S.A. Samenvatting
| AMS fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | €22.04b |
| Inkomsten(TTM) | €1.34b |
| Inkomsten(TTM) | €6.57b |
16.5x
Koers/Winstverhouding3.4x
P/S-verhoudingIs AMS overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| AMS resultatenrekening (TTM) | |
|---|---|
| Inkomsten | €6.57b |
| Kosten van inkomsten | €3.66b |
| Brutowinst | €2.90b |
| Overige uitgaven | €1.57b |
| Inkomsten | €1.34b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Jul 31, 2026
| Winst per aandeel (EPS) | 3.17 |
| Brutomarge | 44.20% |
| Nettowinstmarge | 20.36% |
| Schuld/Eigen Vermogen Verhouding | 67.1% |
Hoe presteerde AMS op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.0%
Huidig dividendrendement51%
UitbetalingsratioBetaalt AMS een betrouwbaar dividend?
Zie AMS dividendgeschiedenis en benchmarks| Amadeus IT Group dividenddata | |
|---|---|
| Ex Dividend Datum | Jul 01 2026 |
| Betaaldatum dividend | Jul 03 2026 |
| Dagen tot Ex-dividend | 5 days |
| Dagen tot dividendbetaaldatum | 7 days |
Betaalt AMS een betrouwbaar dividend?
Zie AMS dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/24 14:59 |
| Aandelenkoers aan het einde van de dag | 2026/06/24 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Amadeus IT Group, S.A. wordt gevolgd door 33 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Rafael Bonardell Trianes | Banco de Sabadell. S.A. |
| Carlos Javier Treviño Peinador | Banco Santander |
| Sven Merkt | Barclays |