Axway Software S.A.

Axway Software is an IT consulting and services company which is active in the Middleware market. Co. is active in the four sectors of the Middleware market which are: Managed File Transfer (MFT), Business to Business (B2B), Application Programming Interface (API), and Secure Gateways. Co. provides infrastructure software that is used to develop and secure the electronic information exchange networks (business interaction networks). These networks cover all interactions between internal entities and external entities. They also support exchanges between applications or between users and information systems. Co.'s platform is Synchrony™ covering all interaction media.
  • TickerAXW
  • ISINFR0011040500
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Analysts

Gregory Ramirez

AXWAY SOFTWARE: FY18 meeting feedback: amplifying investments for a payback | BUY | EUR17

AXWAY SOFTWARE - BUY | EUR17 FY18 meeting feedback: amplifying investments for a payback Progress on the Amplify strategy is confirmed A positive organic growth scenario looks credible for 2019 Subscriptions not be a burden to margin improvement We still believe in the turnaround in 2020

Gregory Ramirez

AXWAY SOFTWARE: FY18 results and FY19 guidance in line with the 2020 roadmap | BUY | EUR17

AXWAY SOFTWARE - BUY | EUR17 FY18 results and FY19 guidance in line with the 2020 roadmap Sound cost management largely offsetting deal slippages The Amplify strategy has been successfully implemented so far FY19 guidance is in line with the 2020 roadmap Transformation still in progress

Gregory Ramirez

AXWAY SOFTWARE: FY18 meeting feedback: amplifying investments for a payback | BUY | EUR17

AXWAY SOFTWARE - BUY | EUR17 FY18 meeting feedback: amplifying investments for a payback Progress on the Amplify strategy is confirmed A positive organic growth scenario looks credible for 2019 Subscriptions not be a burden to margin improvement We still believe in the turnaround in 2020

Gregory Ramirez

AXWAY SOFTWARE: FY18 results and FY19 guidance in line with the 2020 roadmap | BUY | EUR17

AXWAY SOFTWARE - BUY | EUR17 FY18 results and FY19 guidance in line with the 2020 roadmap Sound cost management largely offsetting deal slippages The Amplify strategy has been successfully implemented so far FY19 guidance is in line with the 2020 roadmap Transformation still in progress

Gregory Ramirez

AXWAY SOFTWARE - BUY vs. SELL | EUR17 vs. EUR16 (+24%) Q3 2018 sales above expectations, ambitions confirmed

AXWAY SOFTWARE - BUY vs. SELL | EUR17 vs. EUR16 (+24%) Q3 2018 sales above expectations, ambitions confirmed Licence sales and subscriptions above expectations Geographic performance still mixed FY18 guidance reiterated and FY20 ambitions confirmed We upgrade Axway to Buy from Sell; Fair Value upped to EUR17

Gregory Ramirez

Axway Software: H1 2018 analysts' meeting feedback: time for strategy execution

Axway Software: H1 2018 analysts' meeting feedback: time for strategy execution

Gregory Ramirez

Axway Software: H1 2018 operating profit way above expectations, FY18 guidance in line

Axway Software: (SELL, Fair Value EUR16 (-18%)) H1 2018 operating profit way above expectations, FY18 guidance in line Yesterday evening Axway reported H1 2018 results with non-IFRS operating profit way above our forecasts - investments in the Amplify platform were launched late in H1 -, while sales were in line with expectations. For 2018, management expects revenues down 0-3% lfl and a non-IFRS operating margin of 8-11%, while the new CEO Patrick Donovan has not changed 2020 ambitions. We deem the share price to react positively short-term, but the turnaround remains uncertain in our view.

AXWAY SOFTWARE sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of AXWAY SOFTWARE (FR), a company active in the Software industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date February 1, 2019, the closing price was EUR 13.74 and its potential was estimated at EUR 14.43.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Jehanne Leroy

Proxy Report - 06/06/2018

Proxinvest attire l'attention des actionnaires sur plusieurs points. Tout d'abord le changement de Directeur Général en avril 2018. Ainsi M. Donovan va remplacer M. Lazzari à ce poste. De ce fait M. Lazzari va se voir attribuer une indemnité de départ et une clause de non concurrence alors que M. Lazzari est en poste depuis le 22 Juin 2015, soit moins de 3 années. Cela ne semble pas acceptable d'après Proxinvest. De plus Proxinvest trouve inacceptable que l'indemnité de départ due à M. Lazzari ait connu des changement au jours de son départ pour lui permettre son déblocage totale. De plus la ...

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