Ipsos (ENXTPA:IPS) Is Down 5.2% After Trimming 2025 Outlook Amid Slower Public Sector Activity

• In its Q3 2025 earnings update, Ipsos reported a 2.9% organic growth rebound, but trimmed its full-year outlook due to ongoing weakness in public sector activity and broader external challenges.
• The company's leadership transition, integration of The BVA Family acquisition, and upcoming strategy announcement focused on digital and AI signal a significant transformation in its business model.
• We'll examine how Ipsos's lowered annual guidance and focus on digital acceleration could reshape its future growth trajectory and investment case.

This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality.

Ipsos Investment Narrative Recap

To be a shareholder in Ipsos, you need confidence in the company's transition toward digital and AI-driven research services as the key foundation for future growth. The recent Q3 results, which saw organic growth rebound, do not fundamentally shift the biggest short-term catalyst: Ipsos’s ability to accelerate its digital platform and technology rollout. However, lowered annual guidance highlights how ongoing public sector weakness remains the main risk to near-term performance.

Among recent announcements, the appointment of Jean-Laurent Poitou as CEO stands out, given his expertise in AI and digital transformation. This leadership change is particularly relevant as Ipsos prepares to update its strategy in early 2026, with a clear focus on digital acceleration, an area directly linked to the company’s main growth drivers and its ability to offset sector headwinds.

Yet, investors should be mindful that, despite digital transformation plans, ongoing weakness in the public sector raises questions about...

Read the full narrative on Ipsos (it's free!)

Ipsos' outlook anticipates €2.8 billion in revenue and €261.1 million in earnings by 2028. This is based on a forecast revenue growth rate of 4.9% per year and reflects an increase in earnings of €81.3 million from the current level of €179.8 million.

Uncover how Ipsos' forecasts yield a €59.00 fair value, a 73% upside to its current price.

Exploring Other Perspectives

Seven individual fair value estimates from the Simply Wall St Community range between €32.61 and €125.28 per share. While opinions vary widely, the prominence of public sector budget constraints remains a critical factor affecting Ipsos's performance, underscoring the importance of weighing different viewpoints before making any decisions.

Explore 7 other fair value estimates on Ipsos - why the stock might be worth over 3x more than the current price!

Build Your Own Ipsos Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ipsos research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Ipsos research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ipsos' overall financial health at a glance.

Ready For A Different Approach?

Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:

• We've found 17 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• Outshine the giants: these 27 early-stage AI stocks could fund your retirement.
• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com