Asseco Poland S.A.

WSE:ACP Aktierapport

Börsvärde: zł14.7b

Asseco Poland Förvaltning

Förvaltning kriterier kontrolleras 3/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Adam Goral

Verkställande direktör

zł3.6m

Total ersättning

VD-lön i procentn/a
Anställning som VD35.3yrs
Ägande av VDn/a
Ledningens genomsnittliga anställningstid8.3yrs
Styrelsens genomsnittliga mandatperiod1.3yrs

Senaste uppdateringar av ledningen

Recent updates

ACP: Downgrade And Execution Risks Will Pressure Rich Future P/E

Analysts have adjusted their price outlook on Asseco Poland to PLN 157.22. This reflects updated assumptions for the discount rate and forward P/E, as well as a more cautious stance highlighted by recent Street research downgrades.

ACP: Downgrade And Higher Required Return Will Pressure Rich Future P/E

Analysts have raised their fair value estimate for Asseco Poland from PLN 142.12 to PLN 157.22, citing updated assumptions for revenue growth, profit margins and future P/E, even as some recent research has taken a more cautious view on the shares. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher fair value estimate of PLN 157.22 as support for a more upbeat view on long term earnings potential, even with differing opinions on the shares.

ACP: Heightened Execution Risks Will Restrain Future Upside Potential

Analysts have reset their PLN fair value estimate for Asseco Poland to PLN 131.00, reflecting a slightly higher implied discount rate and modest tweaks to revenue growth, profit margin and future P/E assumptions after more cautious research commentary, including a recent downgrade. Analyst Commentary Bearish analysts have turned more cautious on Asseco Poland, with recent research pointing to a less supportive backdrop for the shares and helping reset the PLN 131.00 fair value estimate on more conservative assumptions.

ACP: Cautious Stance On Cash Flow Risks Will Limit Upside Potential

Analysts have left their PLN 131.00 price target for Asseco Poland unchanged, reflecting slightly updated assumptions for discount rate, revenue growth, profit margin and future P/E, while incorporating a more cautious stance highlighted in recent research that includes a downgrade in rating. Analyst Commentary Bearish analysts have turned more cautious on Asseco Poland, pairing the unchanged PLN 131.00 target with a downgrade in rating and more conservative assumptions around growth, profitability and valuation multiples.

ACP: Revised Fair Value Assumptions Will Likely Expose Upside Risk

Analysts have revised their fair value estimate for Asseco Poland to PLN 131.00 from PLN 89.12, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, even as some recent research, such as Erste Group's downgrade, has turned more cautious. Analyst Commentary Recent research has taken a more cautious tone on Asseco Poland, even as some valuation models point to a higher fair value estimate of PLN 131.00.

ACP: Higher Required Return And Extraordinary Meeting Will Keep Rich P/E Under Pressure

Analysts have trimmed their fair value estimate for Asseco Poland slightly to about PLN 142.12 from PLN 142.82, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Asseco Poland has scheduled a Special or Extraordinary Shareholders Meeting for February 24, 2026, starting at 13:00 Central European Standard Time (Key Developments).

Asseco Poland S.A.'s (WSE:ACP) Business Is Trailing The Market But Its Shares Aren't

Feb 05
Asseco Poland S.A.'s (WSE:ACP) Business Is Trailing The Market But Its Shares Aren't

ACP: Slightly Higher Required Return Will Likely Keep Rich P/E Vulnerable

Analysts have made only a marginal adjustment to their valuation framework for Asseco Poland, keeping the fair value broadly unchanged at about €142.82 per share. This reflects very small tweaks to the discount rate, long term revenue growth, profit margin and future P/E assumptions.

We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)

Jan 20
We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)

ACP: Stable Assumptions And High Multiple Will Likely Sustain Overvaluation

Analysts have made a small downward adjustment to their price target for Asseco Poland, now set at approximately zł142.82. This reflects slightly updated assumptions for the discount rate, revenue growth, profit margin and future P/E.

These 4 Measures Indicate That Asseco Poland (WSE:ACP) Is Using Debt Safely

Jan 05
These 4 Measures Indicate That Asseco Poland (WSE:ACP) Is Using Debt Safely

ACP: Upcoming Shareholder Meeting Will Likely Expose Overvaluation And Pressure Share Price

Analysts have nudged their price target on Asseco Poland slightly higher to 142.82 PLN, reflecting marginally updated assumptions around discount rates, long term growth, and future earnings multiples, while maintaining a broadly stable fair value outlook. What's in the News Asseco Poland S.A. has scheduled a Special or Extraordinary Shareholders Meeting for November 4, 2025, at 10:00 Central European Standard Time, signaling forthcoming shareholder decisions on strategic or corporate matters (Key Developments).

ACP: Upcoming Shareholder Meeting Will Likely Leave Shares Vulnerable To Downside

Analysts have nudged their price target for Asseco Poland slightly higher, from PLN 140.42 to around PLN 142.82. This reflects modestly improved expectations for profit margins and a marginally lower discount rate, despite a small tempering of long term revenue growth and future valuation multiples.

Shareholders Will Be Pleased With The Quality of Asseco Poland's (WSE:ACP) Earnings

Dec 08
Shareholders Will Be Pleased With The Quality of Asseco Poland's (WSE:ACP) Earnings

ACP: Reduced Discount Rate Will Not Offset Overvaluation Risk

Analysts have raised their price target for Asseco Poland from PLN 126.92 to PLN 140.42, citing modest improvements in profit margin assumptions, a slightly reduced discount rate, and enhanced revenue growth expectations. What's in the News Asseco Poland S.A. announced a Special/Extraordinary Shareholders Meeting scheduled for November 4, 2025, at 10:00 Central European Standard Time (Key Developments).

Some Confidence Is Lacking In Asseco Poland S.A.'s (WSE:ACP) P/E

Nov 03
Some Confidence Is Lacking In Asseco Poland S.A.'s (WSE:ACP) P/E

Is Asseco Poland S.A. (WSE:ACP) Trading At A 25% Discount?

Oct 19
Is Asseco Poland S.A. (WSE:ACP) Trading At A 25% Discount?

Is Now The Time To Put Asseco Poland (WSE:ACP) On Your Watchlist?

Oct 02
Is Now The Time To Put Asseco Poland (WSE:ACP) On Your Watchlist?

Asseco Poland (WSE:ACP) Shareholders Will Want The ROCE Trajectory To Continue

Sep 14
Asseco Poland (WSE:ACP) Shareholders Will Want The ROCE Trajectory To Continue

Is Asseco Poland (WSE:ACP) A Risky Investment?

Aug 31
Is Asseco Poland (WSE:ACP) A Risky Investment?

Overvaluation Risk Will Remain As European And US Markets Expand

The notable increase in Asseco Poland’s consensus price target primarily reflects a substantial upward revision in its future P/E multiple despite unchanged revenue growth forecasts, with fair value raised from PLN105.46 to PLN123.22. What's in the News Asseco Poland has completed the share buyback program announced in June 2023, repurchasing 14,808,872 shares (17.84%) for PLN 1,184.71 million, with no additional shares repurchased in subsequent tranches.
User avatar

Overvaluation Risk Will Remain As European And US Markets Expand

Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability.

Optimistic Investors Push Asseco Poland S.A. (WSE:ACP) Shares Up 25% But Growth Is Lacking

Jul 08
Optimistic Investors Push Asseco Poland S.A. (WSE:ACP) Shares Up 25% But Growth Is Lacking

Are Investors Undervaluing Asseco Poland S.A. (WSE:ACP) By 30%?

Jul 04
Are Investors Undervaluing Asseco Poland S.A. (WSE:ACP) By 30%?

Does Asseco Poland (WSE:ACP) Deserve A Spot On Your Watchlist?

May 23
Does Asseco Poland (WSE:ACP) Deserve A Spot On Your Watchlist?

Asseco Poland S.A.'s (WSE:ACP) Shares Climb 25% But Its Business Is Yet to Catch Up

May 10
Asseco Poland S.A.'s (WSE:ACP) Shares Climb 25% But Its Business Is Yet to Catch Up

Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.94

May 03
Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.94

Asseco Poland (WSE:ACP) Is Paying Out A Larger Dividend Than Last Year

Apr 18
Asseco Poland (WSE:ACP) Is Paying Out A Larger Dividend Than Last Year

Does Asseco Poland (WSE:ACP) Have A Healthy Balance Sheet?

Apr 14
Does Asseco Poland (WSE:ACP) Have A Healthy Balance Sheet?

Asseco Poland S.A.'s (WSE:ACP) Intrinsic Value Is Potentially 89% Above Its Share Price

Mar 25
Asseco Poland S.A.'s (WSE:ACP) Intrinsic Value Is Potentially 89% Above Its Share Price

Investors Will Want Asseco Poland's (WSE:ACP) Growth In ROCE To Persist

Feb 25
Investors Will Want Asseco Poland's (WSE:ACP) Growth In ROCE To Persist

Asseco Poland S.A. (WSE:ACP) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

Feb 07
Asseco Poland S.A. (WSE:ACP) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

We Think Asseco Poland's (WSE:ACP) Solid Earnings Are Understated

Dec 05
We Think Asseco Poland's (WSE:ACP) Solid Earnings Are Understated

Here's What Analysts Are Forecasting For Asseco Poland S.A. (WSE:ACP) After Its Third-Quarter Results

Dec 01
Here's What Analysts Are Forecasting For Asseco Poland S.A. (WSE:ACP) After Its Third-Quarter Results

Asseco Poland S.A.'s (WSE:ACP) Shares May Have Run Too Fast Too Soon

Nov 07
Asseco Poland S.A.'s (WSE:ACP) Shares May Have Run Too Fast Too Soon

Returns Are Gaining Momentum At Asseco Poland (WSE:ACP)

Oct 17
Returns Are Gaining Momentum At Asseco Poland (WSE:ACP)

Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly

Sep 23
Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly

Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.66

Jun 13
Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.66

Getting In Cheap On Asseco Poland S.A. (WSE:ACP) Is Unlikely

May 09
Getting In Cheap On Asseco Poland S.A. (WSE:ACP) Is Unlikely

There May Be Some Bright Spots In Asseco Poland's (WSE:ACP) Earnings

Apr 03
There May Be Some Bright Spots In Asseco Poland's (WSE:ACP) Earnings

Returns on Capital Paint A Bright Future For Asseco Poland (WSE:ACP)

Mar 26
Returns on Capital Paint A Bright Future For Asseco Poland (WSE:ACP)

Asseco Poland S.A. (WSE:ACP) Could Be Riskier Than It Looks

Dec 19
Asseco Poland S.A. (WSE:ACP) Could Be Riskier Than It Looks

Asseco Poland (WSE:ACP) Seems To Use Debt Rather Sparingly

Nov 18
Asseco Poland (WSE:ACP) Seems To Use Debt Rather Sparingly

We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)

Aug 27
We Like These Underlying Return On Capital Trends At Asseco Poland (WSE:ACP)

Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly

Aug 09
Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly

Asseco Poland's (WSE:ACP) Shareholders Will Receive A Bigger Dividend Than Last Year

Jun 05
Asseco Poland's (WSE:ACP) Shareholders Will Receive A Bigger Dividend Than Last Year

Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.50

May 19
Asseco Poland (WSE:ACP) Has Announced That It Will Be Increasing Its Dividend To PLN3.50

Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.50

May 05
Asseco Poland (WSE:ACP) Is Increasing Its Dividend To PLN3.50

We Think Asseco Poland (WSE:ACP) Can Manage Its Debt With Ease

May 03
We Think Asseco Poland (WSE:ACP) Can Manage Its Debt With Ease

Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly

Jan 28
Asseco Poland (WSE:ACP) Seems To Use Debt Quite Sensibly

VD OCH KONCERNCHEF

Adam Goral

35.3yrs
Anställning
zł3,600,000
Kompensation

Mr. Adam Tadeusz Goral, PhD, is Founder of Asseco Poland S.A. Mr. Goral has been the Chief Executive Officer and President of the Management Board at Asseco Poland Spólka Akcyjna (Alternatively, COMP Rzesz...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Adam Goral
Founder35.3yrszł3.60minga uppgifter
Rafal Kozlowski
Vice President of the Management Board1.3yrszł200.00kinga uppgifter
Marek Panek
Vice President of the Management Board19.3yrszł1.40m0.00037%
PLN 54.2k
Zbigniew Pomianek
Vice President of the Management Board19.3yrszł3.90m0.00087%
PLN 127.5k
Andrzej Dopierala
Vice President of the Management Board8.5yrszł200.00kinga uppgifter
Artur Wiza
Vice President of Management Board8.1yrszł2.10minga uppgifter
Krzysztof Groyecki
Vice President of the Management Board9.8yrszł1.80minga uppgifter
Gabriela Zukowicz
Vice President of Management Board8.5yrszł2.10m0.00019%
PLN 27.8k
Slawomir Szmytkowski
Vice President of the Management Board6.8yrszł5.80minga uppgifter
Karolina Rzonca-Bajorek
Vice President of the Management Board & CFO5yrszł2.10minga uppgifter
Grzegorz Bartler
Vice President of the Management Board3.8yrszł1.80minga uppgifter
Tomasz Bendlewski
Vice President of the Management Board1yrzł1.10minga uppgifter
8.3yrs
Genomsnittlig anställningstid
51yo
Genomsnittlig ålder

Erfaren ledning: ACP s ledningsgrupp är erfaren och erfaren ( 8.3 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Guy Bernstein
Chief Executive Officer of Formula Systems & Magic and Chairman of Sapiens & Matrixno datainga uppgifteringa uppgifter
Jacek Duch
Chairman of the Supervisory Board19.3yrszł300.00k0.039%
PLN 5.7m
Adam Noga
Vice President of the Supervisory Board19.3yrszł190.00k0.00019%
PLN 27.8k
Dariusz Brzeski
Member of the Supervisory Board17.2yrszł150.00kinga uppgifter
Ramon Zanders
Member of the Supervisory Boardless than a yearzł30.00kinga uppgifter
Artur Gabor
Independent Member of the Supervisory Board4.3yrszł210.00kinga uppgifter
Dagmara Ciesla
Member of the Supervisory Board1.3yrszł110.00kinga uppgifter
Christopher Siemiaszko
Member of the Supervisory Boardless than a yearzł30.00kinga uppgifter
Beata Czarnacka-Chrobot
Member of the Supervisory Board1.3yrszł100.00kinga uppgifter
Robin Poelje
Member of the Supervisory Boardless than a yearzł30.00kinga uppgifter
1.3yrs
Genomsnittlig anställningstid
67.5yo
Genomsnittlig ålder

Erfaren styrelse: ACP s styrelse anses inte vara erfaren ( 1.3 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/04/30 02:20
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

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 användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials 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

Asseco Poland S.A. bevakas av 13 analytiker. 3 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
Pawel SzpigielBiuro maklerskie mBanku
Beata Szparaga-WasniewskaBiuro maklerskie mBanku
Witold SamborskiCitigroup Inc