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SoftwareOne Holding AG Stock Price

SWX:SWON Community·CHF 1.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author

SWON Share Price Performance

CHF 8.38
0.53 (6.69%)
CHF 9.61
Fair Value
CHF 8.38
0.53 (6.69%)
12.9% undervalued intrinsic discount
CHF 9.61
Fair Value
Price CHF 8.38
AnalystConsensusTarget CHF 9.61
AnalystHighTarget CHF 13.13
AnalystLowTarget CHF 7.50

SWON Community Narratives

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Fair Value CHF 9.61 12.9% undervalued intrinsic discount

Analyst Commentary Highlights Modest Optimism as SoftwareOne Holding Sees Slight Price Target Increase

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Fair Value CHF 13.13 36.2% undervalued intrinsic discount

Digital Transformation And Cloud Trends Will Expand Global Reach

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Fair Value CHF 7.5 11.7% overvalued intrinsic discount

Cloud Giants Will Erode Intermediary Roles And Squeeze Margins

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CHF 7.5
11.7% overvalued intrinsic discount
Revenue
12.13% p.a.
Profit Margin
8.94%
Future PE
14.86x
Price in 2029
CHF 8.85

Trending Discussion

Updated Narratives

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SWON: AI Partnership Progress Will Drive Reassessment Of Equity Upside

Fair Value: CHF 9.61 12.9% undervalued intrinsic discount
6 users have set this as their fair value
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SWON: AI And Crayon Integration Will Support Future Margin And Cash Flow Upside

Fair Value: CHF 13.13 36.2% undervalued intrinsic discount
2 users have set this as their fair value
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SWON: Higher Dividend Plans Will Expose Execution Risks At Current Price

Fair Value: CHF 7.5 11.7% overvalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

2 Risks
3 Rewards

SoftwareOne Holding AG Key Details

CHF 1.2b

Revenue

CHF 833.8m

Cost of Revenue

CHF 409.6m

Gross Profit

CHF 408.7m

Other Expenses

CHF 900.0k

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 26, 2026
0.0042
32.94%
0.072%
0%
View Full Analysis

About SWON

Founded
2000
Employees
12712
CEO
Raphael Erb
WebsiteView website
www.softwareone.com

SoftwareOne Holding AG, together with its subsidiaries, provides software and cloud solutions in Germany, Austria, Switzerland, Middle East and Africa, Northern Europe, Central and Eastern Europe, the United States of America, Canada, Latin America, and Asia Pacific. The company develops and delivers the technology solutions that modernize applications and software in the cloud. It provides data and AI; application; SAP; and Cloud services; IT portfolio management services, such as application portfolio management, publisher advisory, IT asset management, SaaS management, and sourcing and demand management, as well as workplace licensing and support, workplace AI, workplace productivity, workplace security, and workplace adoption services. It serves large enterprises, corporates, small and medium-sized enterprises, and public sector organizations. It has strategic agreement with ServiceNow to transform IT modernization in the cloud. SoftwareOne Holding AG was founded in 2000 and is headquartered in Stans, Switzerland.

Recent SWON News & Updates

Narrative Update Jul 01

SWON: AI Partnership Progress Will Drive Reassessment Of Equity Upside

Analysts have raised the fair value estimate for SoftwareOne Holding to CHF 9.61 from CHF 8.86, reflecting recent upward moves in consensus price targets such as Berenberg's lift to CHF 10 and several CHF 8.50 revisions from other firms, supported by refreshed assumptions on revenue growth, discount rates and future P/E levels. Analyst Commentary Recent Street research on SoftwareOne Holding shows a mix of optimism and caution, with several firms updating their price targets in a tight range around the revised fair value estimate.
Analysis Article Jun 19

SoftwareOne Holding (SWX:SWON) Stock Could Be 10% Undervalued After Anthropic AI Partnership

SoftwareOne Holding (SWX:SWON) has drawn fresh attention after announcing it is now an Anthropic Authorized Reseller for Amazon Bedrock and a Registered Anthropic Services Partner, giving clients access to Claude in secure enterprise cloud environments. See our latest analysis for SoftwareOne Holding. Despite the Anthropic partnership, SoftwareOne Holding’s latest share price of CHF7.98 reflects mixed momentum, with the 90 day share price return up 19.92% but the year to date share price...
Narrative Update Jun 17

SWON: AI And Crayon Integration Will Support Future Margin And Cash Flow Upside

The analyst fair value estimate for SoftwareOne Holding has shifted from CHF 11.53 to CHF 13.13, with the change supported by recent upward revisions to Street price targets in the CHF 8.50 to CHF 10 range, along with analyst expectations for higher revenue growth, improved profit margins, and a modestly higher future P/E. Analyst Commentary Recent Street research on SoftwareOne Holding points to a cluster of upward price target revisions, with several bullish analysts raising their fair value views into the CHF 8.50 to CHF 10 range.

Recent updates

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