OVH Groupe S.A.

ENXTPA:OVH Stock Report

Market Cap: €2.2b

OVH Groupe Management

Management criteria checks 4/4

OVH Groupe's CEO is Octave Klaba, appointed in Oct 2025, has a tenure of less than a year. directly owns 4.59% of the company’s shares, worth €102.94M. The average tenure of the management team and the board of directors is 4.1 years and 4.7 years respectively.

Key information

Octave Klaba

Chief executive officer

€4.4k

Total compensation

CEO salary percentagen/a
CEO tenureless than a year
CEO ownership4.6%
Management average tenure4.1yrs
Board average tenure4.7yrs

Recent management updates

Recent updates

Narrative Update Jun 07

OVH: Tougher IT Spending And Geopolitics Will Pressure Shares Further

Analysts have cut their price target on OVH Groupe to €8.50 from €9.05, with the lower target linked to what they see as a tougher IT spending backdrop and geopolitical headwinds. What's in the News OVHcloud and Danish IT service provider Netic A/S agreed a partnership to deliver sovereign cloud solutions for Danish companies and public sector clients, keeping critical data under European jurisdiction.
Narrative Update May 23

OVH: Weaker IT Spending And Geopolitics Will Pressure Shares Further

Analysts have trimmed their price target on OVH Groupe to €8.50 from €9.05, reflecting caution around challenging IT spending and geopolitical conditions. Analyst Commentary Bearish analysts have cut their stance on OVH Groupe, shifting to a more cautious view and lowering the price target to €8.50 from €9.05.
Narrative Update May 09

OVH: Weaker IT Spending Will Pressure Shares Despite Sovereign Cloud Initiatives

Analysts have lowered their price target for OVH Groupe from €9.05 to €8.50, citing challenging IT spending trends and geopolitical headwinds as key reasons for the reset in expectations. Analyst Commentary Recent research updates reflect a more cautious stance on OVH Groupe, with the stock now viewed as carrying higher execution and growth risks than previously assumed.
Narrative Update Apr 21

OVH: Weaker IT Spending And Geopolitical Risks Will Pressure Shares

Analysts have trimmed their price target on OVH Groupe to €8.50 from €9.05, reflecting updated fair value and margin assumptions, as well as concerns around softer IT spending and geopolitical risks. Analyst Commentary Bearish analysts have taken a more cautious stance on OVH Groupe, with the latest price target of €8.50 framed against softer IT spending trends and geopolitical uncertainty.
Analysis Article Apr 12

Analysts Have Made A Financial Statement On OVH Groupe S.A.'s (EPA:OVH) Half-Yearly Report

OVH Groupe S.A. ( EPA:OVH ) shareholders are probably feeling a little disappointed, since its shares fell 5.4% to...
Narrative Update Apr 06

OVH: Challenging IT Spending And Geopolitics Will Pressure Earnings Outlook

Analysts have trimmed their price target for OVH Groupe from €9.05 to €8.50, reflecting a slightly lower fair value and profit margin outlook, as well as a higher assumed future P/E in light of challenging IT spending and geopolitical conditions. Analyst Commentary Recent research reflects a more cautious stance on OVH Groupe, with the lowered price target to €8.50 highlighting concerns around execution in a tougher IT spending backdrop and elevated geopolitical risk.
Narrative Update Mar 23

OVH: New Server Rollout Will Support Long-Term Upside Despite Cautious Outlook

Analysts have trimmed their 12 month price target for OVH Groupe by €0.55 to €8.50. This reflects a more cautious stance on IT spending and geopolitical risks, while core valuation inputs such as fair value, growth, margins and P/E assumptions remain broadly consistent.
Narrative Update Mar 09

OVH: New Dedicated Servers Will Drive Long-Term European Cloud Upside

Analysts have maintained their €12.00 price target for OVH Groupe, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they see as better aligned with the stock’s current risk and earnings profile. What's in the News OVHcloud introduced its Bare Metal 2026 generation of dedicated servers, built around the latest AMD Ryzen and AMD EPYC processors, aimed at cost-effective performance with high resiliency across a range of workloads, including machine learning, blockchain, large scale virtualization and online game hosting (Key Developments).
Narrative Update Feb 22

OVH: AI Infrastructure And Sovereign Cloud Agreements Will Support Measured Long Term Upside

Analysts have adjusted their price target for OVH Groupe to €8.64. The latest update reflects revised assumptions for discount rate, revenue growth, profit margin and future P/E, and they highlight these valuation inputs as the main drivers of their updated view.
Narrative Update Feb 08

OVH: AI And Sovereign Cloud Expansion Will Support Measured Long Term Upside

Analysts have trimmed their price target on OVH Groupe slightly to reflect a fair value of €8.64, supported by a lower assumed discount rate and a reduced future P/E multiple in their valuation work. What's in the News OVHcloud signed a cloud hosting agreement with clearing house LCH SA, providing SecNumCloud qualified hosting aimed at supporting regulatory compliance, operational resilience, security, scalability, and faster deployment across LCH SA services (Key Developments).
Narrative Update Jan 25

OVH: European Cloud Expansion And SecNumCloud Deals Will Drive Long-Term Upside

Analysts have kept their fair value estimate for OVH Groupe steady at €12.00. They cited updated assumptions of a lower discount rate, slightly higher revenue growth and profit margin projections, and a lower future P/E multiple as the key drivers behind the unchanged target.
Analysis Article Jan 20

Why Investors Shouldn't Be Surprised By OVH Groupe S.A.'s (EPA:OVH) 37% Share Price Surge

OVH Groupe S.A. ( EPA:OVH ) shareholders would be excited to see that the share price has had a great month, posting a...
Narrative Update Jan 11

OVH: New Leadership And AI Cloud Expansion Will Support Future Upside

Analysts have trimmed their fair value estimate for OVH Groupe from €9.06 to €8.81, citing slightly softer assumptions on revenue growth, profit margins and future P/E, alongside the application of a marginally lower discount rate. What's in the News OVHcloud signed a cloud hosting agreement with LCH SA, aiming to support LCH SA's operational resilience, security, scalability, and faster deployment, including migration of some services to a SecNumCloud qualified environment that complies with applicable regulations for the clearing house's activities (Key Developments).
Narrative Update Dec 27

OVH: Leadership Shift And Cloud Agreement Will Drive Resilient Upside

Analysts have slightly reduced their price target for OVH Groupe from €9.11 to €9.06, citing modestly lower long term revenue growth and profit margin expectations that are only partially offset by a higher anticipated future P/E multiple. What's in the News Signed a major cloud hosting agreement with LCH SA, migrating selected services to a SecNumCloud qualified environment to boost resilience, security, and scalability for the clearing house's global operations (Client Announcements).
Analysis Article Dec 15

Here's Why OVH Groupe (EPA:OVH) Has A Meaningful Debt Burden

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Narrative Update Dec 13

OVH: New Leadership And Cloud Wins Will Drive Long-Term Upside

Narrative Update on OVH Groupe Analysts have reduced their price target on OVH Groupe from €15.90 to €12.00, citing slower expected revenue growth, softer profit margin assumptions, and a higher discount rate that more than offset a modest increase in projected future valuation multiples. What's in the News OVHcloud signed a cloud hosting agreement with clearing house LCH SA, migrating selected services to a SecNumCloud qualified environment to enhance resilience, security, and scalability while meeting strict regulatory requirements (client announcement).
Narrative Update Nov 29

OVH: Leadership Changes And Cloud Expansion Will Shape Resilient Outlook

Analysts have revised their price target for OVH Groupe to €9.11. They are maintaining their prior fair value estimate as updates to the discount rate and modest adjustments in profitability expectations support this stance.
Analysis Article Nov 16

OVH Groupe S.A. (EPA:OVH) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

Last week, you might have seen that OVH Groupe S.A. ( EPA:OVH ) released its yearly result to the market. The early...
Narrative Update Nov 15

OVH: Leadership Changes And New Partnerships Will Drive Long-Term Opportunity

Analysts have lowered their price target for OVH Groupe from €10.85 to €9.11. They cite reduced revenue growth expectations and slimmer profit margins as the reasons for the adjustment.
Analysis Article Nov 04

Investors Give OVH Groupe S.A. (EPA:OVH) Shares A 32% Hiding

OVH Groupe S.A. ( EPA:OVH ) shareholders won't be pleased to see that the share price has had a very rough month...
Analysis Article Sep 19

OVH Groupe S.A.'s (EPA:OVH) P/S Is Still On The Mark Following 27% Share Price Bounce

Those holding OVH Groupe S.A. ( EPA:OVH ) shares would be relieved that the share price has rebounded 27% in the last...
Narrative Update Sep 12

Heightened Geopolitical Tensions Will Drive Data Sovereignty Amid Cloud Risks

The sharp rise in OVH Groupe’s Future P/E alongside a notable decline in Net Profit Margin signals deteriorating earnings expectations, prompting analysts to lower the fair value target from €11.62 to €10.85. What's in the News OVHcloud announced a strategic partnership with Crayon, enabling mutual access to cloud and IT solutions across more than 45 regions, enhancing offerings with a focus on sustainability and sovereignty.
Analysis Article Jul 02

What You Can Learn From OVH Groupe S.A.'s (EPA:OVH) P/S After Its 26% Share Price Crash

The OVH Groupe S.A. ( EPA:OVH ) share price has softened a substantial 26% over the previous 30 days, handing back much...
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New Narrative May 16

Heightened Geopolitical Tensions Will Drive Data Sovereignty Amid Cloud Risks

OVHcloud's focus on data sovereignty and strategic autonomy could capture growth due to increased demand for secure data solutions amid geopolitical tensions.
Analysis Article Apr 05

Revenues Tell The Story For OVH Groupe S.A. (EPA:OVH) As Its Stock Soars 45%

OVH Groupe S.A. ( EPA:OVH ) shareholders would be excited to see that the share price has had a great month, posting a...
Analysis Article Nov 15

After Leaping 26% OVH Groupe S.A. (EPA:OVH) Shares Are Not Flying Under The Radar

Despite an already strong run, OVH Groupe S.A. ( EPA:OVH ) shares have been powering on, with a gain of 26% in the last...
Analysis Article Jun 01

OVH Groupe S.A. (EPA:OVH) Stock's 32% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Unfortunately for some shareholders, the OVH Groupe S.A. ( EPA:OVH ) share price has dived 32% in the last thirty days...
Analysis Article Apr 03

Why Investors Shouldn't Be Surprised By OVH Groupe S.A.'s (EPA:OVH) P/S

When close to half the companies in the IT industry in France have price-to-sales ratios (or "P/S") below 0.8x, you may...
Analysis Article Nov 30

OVH Groupe S.A.'s (EPA:OVH) 38% Jump Shows Its Popularity With Investors

Those holding OVH Groupe S.A. ( EPA:OVH ) shares would be relieved that the share price has rebounded 38% in the last...
Analysis Article Oct 31

We Like These Underlying Return On Capital Trends At OVH Groupe (EPA:OVH)

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Analysis Article Jul 16

OVH Groupe's (EPA:OVH) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...

CEO Compensation Analysis

How has Octave Klaba's remuneration changed compared to OVH Groupe's earnings?
DateTotal CompensationSalaryCompany Earnings
Feb 28 2026n/an/a

-€900k

Nov 30 2025n/an/a

€203k

Aug 31 2025€4kn/a

€400k

May 31 2025n/an/a

€7m

Feb 28 2025n/an/a

€14m

Nov 30 2024n/an/a

-€5m

Aug 31 2024€517k€512k

-€10m

May 31 2024n/an/a

-€21m

Feb 29 2024n/an/a

-€31m

Nov 30 2023n/an/a

-€29m

Aug 31 2023€518k€512k

-€40m

May 31 2023n/an/a

-€35m

Feb 28 2023n/an/a

-€29m

Nov 30 2022n/an/a

-€29m

Aug 31 2022€518k€512k

-€29m

May 31 2022n/an/a

-€15m

Feb 28 2022n/an/a

-€52m

Nov 30 2021n/an/a

-€42m

Aug 31 2021€518k€512k

-€32m

May 31 2021n/an/a

-€51m

Aug 31 2020€513k€512k

-€11m

Compensation vs Market: Octave's total compensation ($USD5.03K) is below average for companies of similar size in the French market ($USD2.14M).

Compensation vs Earnings: Octave's compensation has been consistent with company performance over the past year.


CEO

Octave Klaba (51 yo)

less than a year
Tenure
€4,361
Compensation

Mr. Octave Klaba is Founder and Chairman at OVH Groupe S.A.(Formerly known OVH Groupe Société anonyme) and serves as its Director since October 14, 2021 and serves as its President and Chief Executive Offi...


Leadership Team

NamePositionTenureCompensationOwnership
Octave Klaba
Founderless than a year€4.36k4.59%
€ 102.9m
Henryk Klaba
Director of R&D Infrastructures and Director4.7yrs€305.21k0.29%
€ 6.5m
Miroslaw Klaba
Director of R&D and Director4.7yrs€243.81k4.51%
€ 101.3m
Stephanie Besnier
Chief Financial Officer3.4yrsno datano data
Yaniv Fdida
Chief Product & Technology Officer2.3yrsno datano data
Mathieu Delobelle
Chief Information Officer & Director of Information Systems4.1yrsno datano data
Solange Dos Reis
Chief Legal Officer & Legal Director4.4yrsno datano data
Line Cadel
Chief Human Resources Officer7.6yrsno datano data
Dominique Michiels
Chief Service Delivery Officer & Director of Servicesno datano datano data
Axel Namara
Chief Customer Officer & Director of Customer Serviceno datano datano data
Georges de Gaulmyn
Chief Industrial Officer & Director of Industry4.1yrsno datano data
Benjamin Mennesson
Head of Financial Communicationno datano datano data
4.1yrs
Average Tenure
50yo
Average Age

Experienced Management: OVH's management team is considered experienced (4.1 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Octave Klaba
Founder4.7yrs€4.36k4.59%
€ 102.9m
Henryk Klaba
Director of R&D Infrastructures and Director4.7yrs€305.21k0.29%
€ 6.5m
Miroslaw Klaba
Director of R&D and Director4.7yrs€243.81k4.51%
€ 101.3m
Christophe Karvélis-Senn
Independent Directorless than a yearno datano data
Diana Leonard
Independent Director4.7yrs€57.50k0.00066%
€ 14.8k
Pierre Barrial
Lead Independent Director1yr€18.53kno data
Corinne Fornara
Independent Director4.7yrs€62.50k0.0018%
€ 40.4k
Isabelle Tribotte
Independent Director4.7yrs€75.00k0.0018%
€ 41.1k
Pauline Wauquier
Employee Representative Director4.2yrsno datano data
Petra Wolf
Independent Directorless than a yearno datano data
Mehdi Belaidi
Employee Representative Director1.4yrsno datano data
4.7yrs
Average Tenure
55.5yo
Average Age

Experienced Board: OVH's board of directors are considered experienced (4.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/09 05:46
End of Day Share Price 2026/06/09 00:00
Earnings2026/02/28
Annual Earnings2025/08/31

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

OVH Groupe S.A. is covered by 12 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Derric MarconBernstein
Stefan Julien SlowinskiBNP Paribas
Ines MaoBNP Paribas