ACP Share Price Performance
zł188.00
39.40 (26.51%)
43.5% overvalued intrinsic discount
zł131.00
Fair Value
Price zł188.00
AnalystLowTarget zł131.00
AnalystConsensusTarget zł157.22
AnalystHighTarget zł185.00
Fair Valuezł131.00
Share Pricen/a
Asseco Poland S.A. Stock Price
- 3 Narratives written by author
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- 46 Fair Values set on narratives written by author
ACP Community Narratives
AN
Fair Value zł131 43.5% overvalued intrinsic discount
Intense Tech Rivalry And EU Regulation Will Undermine Future Prospects
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AN
Fair Value zł157.22 19.6% overvalued intrinsic discount
Overvaluation Risk Will Remain As European And US Markets Expand
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AN
Fair Value zł185 1.6% overvalued intrinsic discount
Digital Transformation And Cloud Computing Will Boost Public Sector Demand
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Overvaluation Risk Will Remain As European And US Markets Expand
Key Takeaways Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability. Heavy dependence on custom software for the public sector and exposure to global competition could erode revenue stability and margin resilience over time.Read more
100
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AN
zł157.22
19.6% overvalued intrinsic discount
Fair Value
Revenue
9.45% p.a.
Profit Margin
3.77%
Future PE
26.06x
Price in 2029
zł218.88
Intense Tech Rivalry And EU Regulation Will Undermine Future Prospects
Key Takeaways Mounting competitive, regulatory, and demographic challenges threaten to erode margins, limit growth, and constrain scalability across Asseco Poland's core markets. Growing dependence on public sector contracts increases earnings volatility, while technology shifts and commoditization undermine pricing power and necessitate higher investment.Read more
20
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AN
zł131
43.5% overvalued intrinsic discount
Fair Value
Revenue
2.51% p.a.
Profit Margin
3.96%
Future PE
16.05x
Price in 2029
zł184.71
Digital Transformation And Cloud Computing Will Boost Public Sector Demand
Key Takeaways Strong demand, robust digitalization trends, and a disciplined cost structure position Asseco Poland for sustained earnings growth and margin expansion across core sectors. Aggressive M&A and proprietary platform expansion bolster market share, enabling cross-selling, enhanced pricing power, and resilient, high-quality recurring revenue streams.Read more
5
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AN
zł185
1.6% overvalued intrinsic discount
Fair Value
Revenue
8.97% p.a.
Profit Margin
3.73%
Future PE
20.54x
Price in 2028
zł258.28
Trending Discussion
Recently Updated Narratives
AN
ACP: Downgrade And Higher Required Return Will Pressure Rich Future P/E
Fair Value: zł157.22 19.6% overvalued intrinsic discount
15 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
ACP: Heightened Execution Risks Will Restrain Future Upside Potential
Fair Value: zł131 43.5% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
Digital Transformation And Cloud Computing Will Boost Public Sector Demand
Fair Value: zł185 1.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Flawless balance sheet with solid track record and pays a dividend.
1 Risk
3 Rewards
Asseco Poland S.A. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 27, 2026
- 7.67
- 21.56%
- 3.68%
- 19.1%
About ACP
- Founded
- 1989
- Employees
- 28440
- CEO
- WebsiteView website
Asseco Poland S.A. produces and sells software products worldwide. The company offers software and IT solutions for banking, payment, insurance, public administration, healthcare, defense and uniformed services, energy and gas, telecommunications and media, and security sectors. It also provides cloud solutions; and ERP solutions and services, including proprietary and third-party software, and consulting and implementation services for micro, small, and mid-sized companies, as well as large enterprises. In addition, the company offers business intelligence software and services, such as professional consulting and advisory; data warehouses and big data solutions; reporting for regulators; fraud detection and anti-money laundering systems; and customer behavior analysis based on machine learning mechanisms, as well as access to information-analytical and reporting tools. The company was formerly known as Softbank S.A. and changed its name to Asseco Poland S.A. in January 2007. Asseco Poland S.A. was incorporated in 1989 and is based in Rzeszów, Poland.
