Softcat Share Price

SCT Community Fair Values

• AN

  

  AnalystHighTarget

  Consensus Narrative from 13 Analysts

  Cloud, AI And Cybersecurity Will Drive Recurring IT Contracts

  Key Takeaways Strategic investments in cybersecurity, cloud, and automation are driving superior profit growth, recurring revenue expansion, and strong operational leverage. Deep vendor partnerships and a customer-centric approach position Softcat to gain market share and outpace competitors amid rising demand for advanced IT solutions.

  UK£21.35

  FV

  22.4% undervalued intrinsic discount

  17.47%

  Revenue growth p.a.

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  about 18 hours ago author updated this narrative
• AN

  

  AnalystLowTarget

  Consensus Narrative from 13 Analysts

  Tech Competition And Cloud Shifts Will Erode Margins

  Key Takeaways Increasing automation and direct vendor-customer engagement threaten Softcat's reseller model, compressing margins and diminishing its long-term earnings potential. Rising operational costs and intense competition risk further eroding Softcat's profitability as industry commoditization and regulatory challenges grow.

  UK£13.85

  FV

  19.6% overvalued intrinsic discount

  9.01%

  Revenue growth p.a.

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  11 days ago author updated this narrative
• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 13 Analysts

  AI And Cybersecurity Investments Will Improve Productivity And Deepen Customer Relationships

  Key Takeaways Expansion in cybersecurity and data center services is expected to drive revenue growth, with emphasis on internally delivered services and technological advancements. Global expansion and strategic customer relationship initiatives aim to increase international market share and customer lifetime value.

  UK£17.65

  FV

  6.2% undervalued intrinsic discount

  12.30%

  Revenue growth p.a.

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  9users have followed this narrative

  5 days ago author updated this narrative