OVH Groupe S.A.

ENXTPA:OVH Aktierapport

Börsvärde: €2.3b

OVH Groupe Förvaltning

Förvaltning kriterier kontrolleras 4/4

OVH Groupe VD är Octave Klaba, utsedd i Oct 2025, har en anställningstid på mindre än ett år. äger direkt 4.59% av företagets aktier, värda € 106.46M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.2 år respektive 4.8 år.

Viktig information

Octave Klaba

Verkställande direktör

€4.4k

Total ersättning

VD-lön i procentn/a
Anställning som VDless than a year
Ägande av VD4.6%
Ledningens genomsnittliga anställningstid4.2yrs
Styrelsens genomsnittliga mandatperiod4.8yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jun 22

OVH: Frontier AI Bet And Sovereign Focus Will Likely Restrain Shares

Analysts have made slight adjustments to their price targets on OVH Groupe, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions as the main drivers behind the change. However, the headline fair value figure remains at €5.50.
Analysartikel Jun 19

OVH Groupe (ENXTPA:OVH) Stock Could Be 103% Overvalued After Its New AI Push

Recent moves by OVH Groupe (ENXTPA:OVH) into advanced artificial intelligence, including plans for frontier AI models and the preview launch of OVHai Workspace, give investors fresh context for assessing the stock. See our latest analysis for OVH Groupe. Those AI announcements come after a sharp rebound in OVH Groupe’s share price, with a 30 day share price return of 50.09% and a year to date share price return of 134.09%. The 3 year total shareholder return of 95.96% points to stronger gains...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Octave Klaba:s ersättning förändrats jämfört med OVH Groupe:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Octave s total kompensation ($USD 4.99K ) är under genomsnittet för företag av liknande storlek på French marknaden ($USD 2.37M ).

Ersättning vs inkomst: Ersättningen från Octave har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Octave Klaba (51 yo)

less than a year
Anställning
€4,361
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Octave Klaba
Founderless than a year€4.36k4.59%
€ 106.5m
Henryk Klaba
Director of R&D Infrastructures and Director4.8yrs€305.21k0.29%
€ 6.7m
Miroslaw Klaba
Director of R&D and Director4.8yrs€243.81k4.51%
€ 104.7m
Stephanie Besnier
Chief Financial Officer3.5yrsinga uppgifteringa uppgifter
Yaniv Fdida
Chief Product & Technology Officer2.3yrsinga uppgifteringa uppgifter
Mathieu Delobelle
Chief Information Officer & Director of Information Systems4.2yrsinga uppgifteringa uppgifter
Solange Dos Reis
Chief Legal Officer & Legal Director4.5yrsinga uppgifteringa uppgifter
Line Cadel
Chief Human Resources Officer7.7yrsinga uppgifteringa uppgifter
Dominique Michiels
Chief Service Delivery Officer & Director of Servicesno datainga uppgifteringa uppgifter
Axel Namara
Chief Customer Officer & Director of Customer Serviceno datainga uppgifteringa uppgifter
Georges de Gaulmyn
Chief Industrial Officer & Director of Industry4.2yrsinga uppgifteringa uppgifter
Benjamin Mennesson
Head of Financial Communicationno datainga uppgifteringa uppgifter
4.2yrs
Genomsnittlig anställningstid
50yo
Genomsnittlig ålder

Erfaren ledning: OVH s ledningsgrupp anses vara erfaren ( 4.2 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Octave Klaba
Founder4.8yrs€4.36k4.59%
€ 106.5m
Henryk Klaba
Director of R&D Infrastructures and Director4.8yrs€305.21k0.29%
€ 6.7m
Miroslaw Klaba
Director of R&D and Director4.8yrs€243.81k4.51%
€ 104.7m
Christophe Karvélis-Senn
Independent Directorless than a yearinga uppgifteringa uppgifter
Diana Leonard
Independent Director4.8yrs€57.50k0.00066%
€ 15.3k
Pierre Barrial
Lead Independent Director1.1yrs€18.53kinga uppgifter
Corinne Fornara
Independent Director4.8yrs€62.50k0.0018%
€ 41.8k
Isabelle Tribotte
Independent Director4.8yrs€75.00k0.0018%
€ 42.5k
Pauline Wauquier
Employee Representative Director4.3yrsinga uppgifteringa uppgifter
Petra Wolf
Independent Directorless than a yearinga uppgifteringa uppgifter
Mehdi Belaidi
Employee Representative Director1.5yrsinga uppgifteringa uppgifter
4.8yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder

Erfaren styrelse: OVH s styrelse anses vara erfaren ( 4.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/05 16:57
Aktiekurs vid dagens slut2026/07/03 00:00
Intäkter2026/02/28
Årlig intjäning2025/08/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

OVH Groupe S.A. bevakas av 14 analytiker. 10 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Derric MarconBernstein
Stefan Julien SlowinskiBNP Paribas
Ines MaoBNP Paribas