Capgemini SE Unsponsored ADR (CGEMY)
Capgemini: Upside Confirmed In Q1'25, I'm Retaining My Positive Outlook
Capgemini remains undervalued with strong fundamentals, solid FCF, and resilient performance despite macro headwinds and tariff concerns. I slightly lower my price target to €193/share due to moderated margin and growth assumptions, but still see 14-16% annualized return potential. The company's leadership in digital transformation, defense sector exposure, and robust client base support a compelling long-term investment case.
Is Cap Gemini (CGEMY) Outperforming Other Business Services Stocks This Year?
Here is how Cap Gemini SA (CGEMY) and Marqeta (MQ) have performed compared to their sector so far this year.
Cap Gemini (CGEMY) Upgraded to Strong Buy: Here's What You Should Know
Cap Gemini (CGEMY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Capgemini: Rating Downgrade As Demand Is Poorer Than I Expected
I am downgrading Capgemini to a hold rating due to weaker-than-expected demand and lack of growth acceleration. Despite positive developments in GenAI adoption, broader IT spending remains soft, impacting CAPMF's overall performance. Regional performance is mixed, with stabilization in North America and the UK, but significant weakness in France and Europe.
DeepSeek will help accelerate generative AI investment, says Capgemini CEO
Capgemini CEO Aiman Ezzat says that lighter AI models, such as the one created by DeepSeek, will help drive growth in the technology.
Capgemini posts 2024 sales slightly above estimates
French IT consulting group Capgemini on Tuesday reported a 2% decline in its full-year sales in constant currency terms, slightly ahead of market expectations.
Capgemini CEO says EU went 'too far' with AI rules
The European Union has gone too far with artificial intelligence regulations, making it harder for global companies to deploy the technology in the region, said Aiman Ezzat, chief executive of French IT consulting group Capgemini , in an interview.
Capgemini - And We're Back In, (Rating Upgrade)
Capgemini, despite a 23% decline, remains fundamentally strong with low debt, a solid 2.2% yield, and consistent performance, making it an attractive investment at current valuations. The company's challenges include a pressured 2024E year, higher costs due to European client base, and a slow headcount reduction, but positive long-term growth prospects. Increased acceptance of offshoring, expanding client base, and high demand for digital transformation services position Capgemini for future growth and margin improvement.
Capgemini expects deterioration in the French environment going into fourth quarter: CEO
Capgemini CEO Aiman Ezzat joins Squawk Box after the company cut its 2024 revenue forecast for the second time this year, pointing to continued weakness in some markets which impacted third-quarter sales.
Capgemini trims 2024 revenue target after lower Q3 sales
French IT consulting group Capgemini cut its full-year revenue target after it reported lower third-quarter sales on Wednesday.
Cap Gemini (CGEMY) Upgraded to Buy: Here's Why
Cap Gemini (CGEMY) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Capgemini expects annual revenue to fall
French IT consulting group Capgemini said on Friday it now expects its annual revenue to fall compared with the earlier expectation of a rise, citing weakness in the North America market.
