Atos SE

ENXTPA:ATO Stock Report

Market Cap: €634.0m

Atos Management

Management criteria checks 0/4

Atos' CEO is Philippe Salle, appointed in Feb 2025, has a tenure of 1.17 years. total yearly compensation is €18.61M, comprised of 5.9% salary and 94.1% bonuses, including company stock and options. directly owns 1.56% of the company’s shares, worth €9.92M. The average tenure of the management team and the board of directors is 1.8 years and 2.3 years respectively.

Key information

Philippe Salle

Chief executive officer

€18.6m

Total compensation

CEO salary percentage5.91%
CEO tenure1.2yrs
CEO ownership1.6%
Management average tenure1.8yrs
Board average tenure2.3yrs

Recent management updates

Recent updates

ATO: Future Cybersecurity Services And Margin Targets Will Support Balanced Risk Profile

Analysts have slightly reduced Atos's fair value estimate, lowering the price target from €35.00 to €34.00 to reflect updated views on expected revenue trends, margins and future P/E levels. What's in the News Atos set an operating margin target of around 10% for fiscal 2028, supported by cost reduction measures, profitable growth and higher R&D investments (Corporate guidance).

ATO: Future AI Services And Governance Events Will Support Balanced Risk Profile

Analysts have maintained their price target for Atos at €35.0, citing only minor adjustments to expected revenue declines and a slightly higher implied future P/E ratio in their updated models. What's in the News Atos supported Alsea, a large restaurant operator in Latin America and Europe, in migrating and modernizing its SAP environments to SAP RISE on AWS.

ATO: Future AI Services And Events Will Support Measured Risk Balance

Analysts have reduced their price target on Atos from €45 to €35, citing updated assumptions that reflect softer revenue trends, slightly stronger profit margins and a lower forward P/E multiple. What's in the News Atos has scheduled a Special and Extraordinary Shareholders Meeting for May 22, 2026, at the River Ouest auditorium in Bezons, France, giving investors a clear date to watch for potential corporate decisions (Key Developments).

ATO: Agentic AI And Cybersecurity Focus Will Support Future Upside Potential

Analysts have raised their price target on Atos from €55.00 to €59.00, citing updated assumptions for a smaller revenue decline, a lower projected profit margin, and a higher future P/E multiple in their models. What's in the News Atos launched Atos Sovereign Agentic Studios, a new operating model aimed at helping organizations move agentic AI from pilots to production with a focus on security, governance and digital sovereignty (Key Developments).

ATO: Future AI Forensics And Event Services Will Support Bullish Thesis

Analysts have reduced their Atos price target to €45.0. This reflects slightly weaker revenue and margin assumptions, along with a lower future P/E multiple, which together indicate a more cautious earnings profile. What's in the News Atos issued earnings guidance for the fourth quarter of 2025, estimating Group revenue of €2,004 million for the period.

ATO: AI Alliances And Agentic Solutions Will Support Future Upside

Analysts have raised their price target on Atos from €46.50 to €51.40. The change reflects updated assumptions that include softer revenue growth, a slightly lower profit margin outlook, and a marginally lower future P/E multiple.

ATO: Future AI Contracts And Guidance Will Not Justify Current Optimism

Analysts have revised their fair value estimate for Atos from €20.60 to €45.00, citing updated assumptions on the discount rate, revenue trajectory, profit margin, and future P/E as key drivers behind the new target. What's in the News Atos issued earnings guidance for the fourth quarter of 2025, with group revenue estimated at €2,004 million and full year 2025 revenue estimated at €8,001 million, or €8,030 million at September 30, 2025 currency, described as in line with a previously communicated target of above €8b (Corporate guidance).

Atos SE (EPA:ATO) Stock Catapults 26% Though Its Price And Business Still Lag The Industry

Jan 22
Atos SE (EPA:ATO) Stock Catapults 26% Though Its Price And Business Still Lag The Industry

ATO: AI Partnerships And Cybersecurity Expansion Will Support Balanced Future Outlook

Analysts have kept their price target on Atos unchanged at €55.00. Their updated models now factor in a revenue decline of about 3.2% and a profit margin assumption of roughly 6.27%, along with a much lower future P/E estimate compared with prior assumptions.

ATO: AI And Data Initiatives Will Mask Weakening Revenue Outlook

Analysts have increased their fair value estimate for Atos from €43.00 to €46.50, citing updated assumptions around revenue trends, profit margins, and forward P/E multiples. What's in the News Atos is participating in the Forensics of Intelligent Systems research project with several German academic and research institutions, focusing on tools to detect and investigate manipulation of AI systems and aligning with its focus on trustworthy AI and European data sovereignty (Key Developments).

ATO: Cybersecurity Contracts And AI Expansion Will Support Balanced Outlook

Analysts have raised their price target for Atos from approximately €41 to €55 per share, reflecting a higher fair value assessment despite more cautious assumptions on revenue growth and profitability. What's in the News Atos confirmed full year 2025 guidance, expecting revenue of over €8 billion, which supports the upgraded valuation narrative.

ATO: Cybersecurity Expansion And AI Service Delivery Will Sustain Stable Performance

Analysts have maintained their fair value price target for Atos at €43.00, citing unchanged expectations for the company's revenue growth, profit margin, and discount rate in their latest assessment. What's in the News Atos introduced an Agentic AI solution, the Autonomous Data and AI Engineer, to automate and accelerate data and AI engineering tasks.

ATO: New Cybersecurity Wins And EU Contracts Will Support Steady Outlook

Analysts have maintained Atos’s fair value estimate at €43.00. This reflects continued caution on the company’s outlook, as minor shifts in discount rate, revenue growth, and profit margin forecasts result in no change to the price target.

ATO: Declining Revenue Forecasts Will Weigh On Future Profitability

Analysts have raised their price target for Atos from €39.40 to €43.00. They cited updated margin expectations and minor adjustments to revenue forecasts as key factors behind the revision.

Rising AI And Automation Will Undermine Traditional IT Services

Analysts have increased their price target for Atos from €37.15 to €39.40, citing updated financial forecasts and valuation adjustments. What's in the News Atos announced a global strategic partnership with Qevlar AI to enhance its use of artificial intelligence in cybersecurity operations.

Rising AI And Automation Will Undermine Traditional IT Services

Analysts have raised their fair value estimate for Atos from €30.15 to €37.15. This change reflects improved expectations for revenue growth and profit margins.

Atos SE (EPA:ATO) Stock Catapults 73% Though Its Price And Business Still Lag The Industry

Aug 26
Atos SE (EPA:ATO) Stock Catapults 73% Though Its Price And Business Still Lag The Industry
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Q4 Success Will Secure Liquidity Amid North America Challenges

Strong Q4 performance and restructuring efforts may improve financial stability, boost net margins, and enhance future revenue streams.

Atos' (EPA:ATO) Earnings Might Be Weaker Than You Think

Mar 21
Atos' (EPA:ATO) Earnings Might Be Weaker Than You Think

Is There Now An Opportunity In Atos SE (EPA:ATO)?

Mar 16
Is There Now An Opportunity In Atos SE (EPA:ATO)?

Is Atos SE (EPA:ATO) Potentially Undervalued?

Jun 01
Is Atos SE (EPA:ATO) Potentially Undervalued?

Atos SE's (EPA:ATO) Intrinsic Value Is Potentially 67% Above Its Share Price

Mar 23
Atos SE's (EPA:ATO) Intrinsic Value Is Potentially 67% Above Its Share Price

CEO Compensation Analysis

How has Philippe Salle's remuneration changed compared to Atos's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025€19m€1m

-€1b

Compensation vs Market: Philippe's total compensation ($USD21.80M) is above average for companies of similar size in the French market ($USD792.71K).

Compensation vs Earnings: Insufficient data to compare Philippe's compensation with company performance.


CEO

Philippe Salle (60 yo)

1.2yrs
Tenure
€18,613,198
Compensation

Mr. Philippe Salle is Chairman of the Board of Atos SE from October 15, 2024 and serves as its CEO since February 01, 2025. Mr. Salle has been the Chief Executive Officer of Foncia Group since December 1,...


Leadership Team

NamePositionTenureCompensationOwnership
Philippe Salle
Chairman of the Board & CEO1.2yrs€18.61m1.56%
€ 9.9m
Jacques-François de Prest
Group CFO & Member of Executive Board2.3yrsno datano data
Paul Peterson
Head of Human Resources6.2yrsno datano data
Diane Galbe
Senior EVPno datano datano data
Florin Rotar
EVP & Group CTOless than a yearno datano data
Frederic Aubriere
Chief Digital & Information Officer1.3yrsno datano data
Marie de Scorbiac
Head of Investor Relations & CSRno datano datano data
Cecile Kavalses
Group General Counsel & Group General Secretary3.3yrsno datano data
Anette Rey
Executive Vice President of Corporate Communicationsno datano datano data
Laurent Barbet
Senior VP & Head of Infrastructure and Data Managementno datano datano data
Nelson Campelo
Head of South Americano datano datano data
Peter t'Jong
Head of the Netherlandsno datano datano data
1.8yrs
Average Tenure

Experienced Management: ATO's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Philippe Salle
Chairman of the Board & CEO1.5yrs€18.61m1.56%
€ 9.9m
Keith Wilman
Chairman of UK & Ireland14.3yrsno datano data
Joanna Dziubak
Independent Director1.3yrs€100.10k0.0029%
€ 18.6k
Laurent Collet-Billon
Lead Independent Director2.8yrs€210.95k0.0064%
€ 40.8k
Hildegard Muller
Independent Director1.3yrs€89.17k0.0026%
€ 16.4k
Sujatha Chandrasekaran
Independent Director2.3yrs€118.91k0.0052%
€ 32.7k
Jean-Jacques Morin
Independent Director2.3yrs€109.80k0.0052%
€ 32.7k
Surojit Chatterjee
Independent Directorless than a year€31.96k0.0026%
€ 16.4k
Fares Louis
Employee Representative Director7yrs€113.45kno data
Francoise Mercadal-Delasalles
Independent Director2.3yrs€103.88k0.0026%
€ 16.4k
Mandy Metten
Censor1.3yrs€38.61k0%
€ 0
2.3yrs
Average Tenure
59yo
Average Age

Experienced Board: ATO's board of directors are not considered experienced ( 2.3 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 17:29
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Atos SE is covered by 22 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexander ToutArete Research Services LLP
Raimo LenschowBarclays
Georgios KertsosBerenberg