Capgemini SE

ENXTPA:CAP Voorraadrapport

Marktkapitalisatie: €17.2b

Capgemini Toekomstige groei

Future criteriumcontroles 1/6

Capgemini zal naar verwachting groeien in winst en omzet met respectievelijk 12.2% en 4.4% per jaar. De winst per aandeel zal naar verwachting groeien met 12.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 15.4% zijn.

Belangrijke informatie

12.2%

Groei van de winst

12.69%

Groei van de winst per aandeel

IT winstgroei12.5%
Inkomstengroei4.4%
Toekomstig rendement op eigen vermogen15.43%
Dekking van analisten

Good

Laatst bijgewerkt03 Sep 2026

Recente toekomstige groei-updates

Analyse-artikel • Feb 18

Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161

Capgemini SE ( EPA:CAP ) shareholders are probably feeling a little disappointed, since its shares fell 8.7% to €104 in...

Recent updates

Narratiefupdate • Sep 06

CAP: Fair Outlook Will Weigh AI Partnerships Against Working Capital Pressures

Capgemini’s analyst price target has been updated from €95 to €110, with analysts citing a positive first half revenue surprise. They also highlight expectations that weaker working capital and receivable factoring trends could ease in the second half as key factors behind the revised view.
Narratiefupdate • Aug 23

CAP: Secure AI And Revenue Execution Will Support Future Upside Debate

Analysts have adjusted their view on Capgemini, with the blended price target across recent research moving toward a range between about €110 and €125. This reflects updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Narratiefupdate • Aug 09

CAP: AI-Fueled IT Modernisation Cycle Will Support Future Repricing

Analysts have trimmed their price target for Capgemini to €125 from €140. This reflects slightly lower fair value estimates and modestly more cautious assumptions on growth, margins, discount rate and future P/E multiples.
Narratiefupdate • Jul 26

CAP: Physical AI Leadership And Margin Execution Will Support Future Repricing

Analysts have trimmed their price target for Capgemini to €125 from €140, reflecting updated assumptions around fair value, discount rate, and long term P/E expectations. What's in the News Capgemini has been recognized by Gartner as a Market Shaper in the Emerging Market Quadrant for Physical AI Services, Established Vendors, citing its scale, autonomy depth, and integration across complex ecosystems.
Narratiefupdate • Jul 12

CAP: Secure AI Partnership Will Support Future Upside Debate On Risk Pricing

Analysts have trimmed their fair value estimate for Capgemini to about €203 from about €218, citing revised price targets, a higher discount rate and recent Street research that includes a lower €125 target at Deutsche Bank and a downgrade at UBS. Analyst Commentary Recent Street research on Capgemini shows a mix of caution and optimism, but there are still clear bullish threads that investors are watching closely.
Narratiefupdate • Jun 28

CAP: Cautious Outlook Will Balance Execution Risks With AI Grid Opportunities

Analysts have trimmed their price expectations for Capgemini, with the updated fair value estimate moving from €130.00 to €95.00. Recent research, including lowered price targets, points to more cautious assumptions on growth, profitability, and future P/E multiples.
Narratiefupdate • Jun 13

CAP: AI Contracts And Margin Execution Will Support Future Repricing

Capgemini’s analyst price target has been trimmed by about €1 to roughly €148, as analysts factor in slightly higher discount rates and price target cuts from recent research, including a move to €125 at Deutsche Bank. Analyst Commentary Recent research points to a more cautious stance on Capgemini, with at least one high profile price target cut to €125 and the broader average easing slightly.
Narratiefupdate • May 30

CAP: AI Partnerships And Execution On Margins Will Drive Future Repricing

Capgemini's updated analyst price target edges lower by about €1 to reflect a slightly higher discount rate and lower future P/E assumptions, even as analysts broadly see revenue and profit margin expectations remaining steady. Analyst Commentary Recent research updates highlight a more cautious tone around Capgemini, with attention on how revenue trends might translate into profit and cash generation, and how that feeds into valuation multiples.
Narratiefupdate • May 12

CAP: Gen AI Partnerships And AI Network Deals Will Support Future Repricing

Capgemini's updated analyst price target edges slightly lower to about €150 from roughly €150, as analysts weigh more cautious P/E assumptions against improving views on revenue growth, profit margin resilience and a lower discount rate. Analyst Commentary Bullish Takeaways Bullish analysts see revenue growth prospects as supportive of current P/E assumptions, even as they trim price targets to reflect a more balanced risk profile.
Narratiefupdate • Apr 25

CAP: Gen AI Partnerships And Cloud Alliances Will Support Future Rerating Potential

Capgemini's updated narrative reflects a slightly lower implied price target, moving from about €153 to about €150, as analysts factor in modestly softer revenue growth and profit margin assumptions alongside higher discount rates and tempered P/E expectations. Analyst Commentary Recent research reflects a mixed but generally cautious stance on Capgemini, with several firms trimming price targets and a handful adjusting ratings as they reassess growth, profitability and valuation expectations.
Narratiefupdate • Apr 10

CAP: Gen AI Execution And AI Partnerships Will Support Future Rerating Potential

Capgemini's analyst price target has been trimmed slightly, with the fair value estimate easing from about €153.49 to €152.66 as analysts factor in modestly higher revenue growth expectations, alongside questions around how improving top line momentum and Gen AI opportunities may translate into profits and cash flow. Analyst Commentary Recent Street research around Capgemini reflects a mix of caution and guarded optimism, with several firms trimming price targets while reassessing how revenue trends and Gen AI opportunities might feed through to earnings quality and cash generation.
Analyse-artikel • Mar 30

We Think You Can Look Beyond Capgemini's (EPA:CAP) Lackluster Earnings

The market for Capgemini SE's ( EPA:CAP ) shares didn't move much after it posted weak earnings recently. We think that...
Narratiefupdate • Mar 27

CAP: Gen AI And Sovereign Cloud Alliances Will Support Future Rerating Potential

Capgemini's narrative update reflects a lower blended analyst price target, with cuts from around €170 to €115 to €160 and a higher discount rate now applied, as analysts balance concerns about profit and cash flow against improving top line trends and a more even risk reward profile around Gen AI exposure. Analyst Commentary Recent Street research points to a more mixed stance on Capgemini, with analysts adjusting price targets and ratings as they reassess growth, execution and Gen AI exposure.
Narratiefupdate • Mar 12

CAP: Gen AI And Sovereign Cloud Contracts Will Anchor Future Re Rating Potential

Capgemini's updated analyst price target edges down from about €156.78 to €153.49. This reflects analysts' more cautious assumptions on growth, margins and discount rates after a series of lowered Street targets and mixed views on the profit and cash flow upside from improving top line trends and Gen AI opportunities.
Narratiefupdate • Feb 26

CAP: Sovereign Cloud And Cybersecurity Contracts Will Anchor Future Re Rating Potential

Analysts have trimmed the Capgemini price target in this update, bringing it more in line with recent sector calls that cluster around €117 and reflect a slightly higher discount rate, modestly adjusted revenue growth and margin expectations, as well as a lower assumed future P/E multiple. Analyst Commentary Recent research shows a clear reset in expectations around Capgemini, with price targets converging toward about €117 and ratings clustering around Neutral or Hold.
Analyse-artikel • Feb 18

Earnings Release: Here's Why Analysts Cut Their Capgemini SE (EPA:CAP) Price Target To €161

Capgemini SE ( EPA:CAP ) shareholders are probably feeling a little disappointed, since its shares fell 8.7% to €104 in...
Narratiefupdate • Feb 11

CAP: Sovereign Cloud And Cybersecurity Contracts Will Support Future Upside

Analysts have made a slight trim to their Capgemini price targets, now centering closer to €172. This reflects a modestly higher discount rate and more cautious revenue growth assumptions, partly influenced by recent neutral and Underweight stances in Street research.
Narratiefupdate • Jan 08

CAP: AI Partnerships And Cybersecurity Wins Will Drive Future Upside

Narrative Update: Capgemini Capgemini’s narrative update reflects a reduced Street anchor, as analysts have moved a key price target down from €186 to €165. They cite refreshed assumptions on discount rates and valuation multiples, while largely maintaining their broader constructive stance on the shares.
Narratiefupdate • Dec 19

CAP: AI Partnerships And Sovereign Cloud Wins Will Drive Future Upside

Narrative Update on Capgemini The analyst price target for Capgemini has been reduced by EUR 21, from EUR 186 to EUR 165. Analysts are factoring in slightly higher discount rates and modestly softer long term growth expectations, while maintaining a positive view on the shares.
Narratiefupdate • Dec 04

CAP: AI Partnerships And Sovereign Cloud Deals Will Drive Future Upside

Analysts have modestly lowered their price target on Capgemini, with updated modeling for a slightly higher discount rate, softer medium term revenue growth, and a marginally lower profit margin contributing to a reduced fair value and a new Street target of EUR 165, down from EUR 186. Analyst Commentary Street research on Capgemini reflects a constructive long term view tempered by near term caution, with the lower price target primarily driven by adjustments to growth and risk assumptions rather than a fundamental change in the company narrative.
Narratiefupdate • Nov 05

CAP: Digital Partnerships And New AI Initiatives Will Drive Future Upside

Analysts have modestly raised their price target for Capgemini to €171.93 from €169.57. They cite stronger expected revenue growth, even though there have been adjustments in profit margin forecasts and anticipated market discount rates.
Narratiefupdate • Oct 22

Analyst Commentary Signals Mixed Outlook for Capgemini Amid Modest Valuation Adjustments

Narrative Update on Capgemini Analysts have revised their price target for Capgemini downward, decreasing it by €2.50 to reflect a more cautious outlook. This change is based on recent industry research and shifting market expectations.
Narratiefupdate • Oct 08

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini Price Target Revised Amid Modest Outlook Adjustments Analysts have slightly reduced their price target for Capgemini from $174.14 to $172.07. This change is due to marginal downward revisions to revenue growth expectations and profit margin forecasts.
Narratiefupdate • Sep 19

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini's fair value saw a marginal decline, as both the consensus analyst price target and key valuation metrics such as the discount rate and future P/E remained essentially unchanged. What's in the News Capgemini unveiled upgraded Outcome IQ for the Ryder Cup 2025, integrating real-time generative AI insights to enhance fan engagement across digital, broadcast, and on-site channels.
Narratiefupdate • Sep 04

Cloud, Data And AI Will Drive Digital Transformation Worldwide

Capgemini’s valuation outlook remains stable, with consensus revenue growth and net profit margin both unchanged, resulting in an unchanged analyst price target of €175.93. What's in the News Capgemini, Google Cloud, and Imperial War Museums announced a landmark AI-powered project transcribing and translating over 20,000 hours of oral histories, significantly improving accessibility and research capabilities through advanced generative AI.
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Nieuw narratief • Nov 07

Riding The AI Wave Decisive Consulting Fuels Future Growth And Margin Expansion

Strategic focus on AI and GenAI leads to strong revenue growth due to increasing client demand and successful project bookings.

Winst- en omzetgroeiprognoses

ENXTPA:CAP - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202826,4262,0082,2902,82015
12/31/202725,3261,7842,1302,59616
12/31/202624,2821,5111,9982,34016
6/30/202623,4401,3752,1902,469N/A
3/31/202622,9531,4882,1932,476N/A
12/31/202522,4651,6012,1952,482N/A
9/30/202522,2651,5812,1632,461N/A
6/30/202522,0651,5602,1302,440N/A
3/31/202522,0811,6162,1712,483N/A
12/31/202422,0961,6712,2112,526N/A
9/30/202422,1651,6802,3402,632N/A
6/30/202422,2341,6892,4692,737N/A
3/31/202422,3781,6762,3682,631N/A
12/31/202322,5221,6632,2662,525N/A
9/30/202322,6281,6762,0942,359N/A
6/30/202322,7331,6891,9212,192N/A
3/31/202322,3641,6182,0742,355N/A
12/31/202221,9951,5472,2272,517N/A
9/30/202221,0661,4642,1432,451N/A
6/30/202220,1371,3812,0582,385N/A
3/31/202219,1491,2692,1872,483N/A
12/31/202118,1601,1572,3152,581N/A
9/30/202117,5691,1232,0952,323N/A
6/30/202116,9781,0891,8742,064N/A
3/31/202116,4131,0231,6661,863N/A
12/31/202015,8489571,4571,661N/A
9/30/202015,2748681,5381,740N/A
6/30/202014,6997791,6181,819N/A
3/31/202014,412818N/A1,807N/A
12/31/201914,125856N/A1,794N/A
9/30/201913,931830N/A1,709N/A
6/30/201913,737804N/A1,623N/A
3/31/201913,467767N/A1,510N/A
12/31/201813,197730N/A1,396N/A
9/30/201812,955745N/A1,336N/A
6/30/201812,712759N/A1,276N/A
3/31/201812,619790N/A1,303N/A
12/31/201712,525820N/A1,330N/A
9/30/201712,544875N/A1,350N/A
6/30/201712,562930N/A1,370N/A
3/31/201712,551926N/A1,345N/A
12/31/201612,539921N/A1,319N/A
9/30/201612,5521,061N/A1,238N/A
6/30/201612,5641,200N/A1,157N/A
3/31/201612,2401,162N/A1,081N/A
12/31/201511,9151,124N/A1,004N/A
9/30/201511,496877N/A939N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei CAP ( 12.2% per jaar) ligt boven de spaarquote ( 2.6% ).

Winst versus markt: De winst van CAP ( 12.2% per jaar) zal naar verwachting langzamer groeien dan de markt French ( 12.8% per jaar).

Hoge groeiwinsten: De winst van CAP zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van CAP ( 4.4% per jaar) zal naar verwachting langzamer groeien dan de markt French ( 5.8% per jaar).

Hoge groei-inkomsten: De omzet van CAP ( 4.4% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen CAP zal naar verwachting over 3 jaar laag zijn ( 15.4 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/09/10 02:59
Aandelenkoers aan het einde van de dag2026/09/10 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 analysamodel 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 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

Capgemini SE wordt gevolgd door 27 analisten. 16 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.

AnalistInstelling
Adam ShepherdArete Research Services LLP
Adrian SanchezBanco Santander
Sven MerktBarclays