Capgemini SE

Capgemini is a consulting and IT services provider. Co. works closely with technology partners at the cutting edge of innovation in major trends such as: Cloud, Big Data and mobility. Co. offers its clients skills in a variety of fields, such as digital transformation and digital customer experience, Cloud, Big Data, mobility, testing, cyber security, application management. In addition, Co. helps its clients enhance their performance and sharpen their competitive edge by offering them a range of skills grouped around four major businesses: Consulting Services through Capgemini Consulting, Technology Services (TS), Local Professional Services through Sogeti, and X Outsourcing Services (OS).
  • TickerCAP
  • ISINFR0000125338
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Analysts

Gregory Ramirez

CAPGEMINI: Aiman Ezzat will succeed Paul Hermelin as CEO: change in continuity | BUY | EUR142

CAPGEMINI - BUY | EUR142 Aiman Ezzat will succeed Paul Hermelin as CEO: change in continuity Aiman Ezzat will become the new Capgemini CEO in May 2020 We rule out any disruption in the way Capgemini is managed The “Altran serial” remains the main newsflow in the short-term

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/17/2019

At the road show that we organised in Paris, Eiffage’s management seemed particularly reassuring about the operating momentum (contracting volumes, trends in margins and motorway traffic) and its external growth strategy. We share this confidence and reiterate our Buy recommendation with a target price raised to € 110 (vs € 103). - Cf. equity report published this morning. - ...

Charles Lepetitpas ...
  • Nicolas David

Capgemini : Capgemini has chosen its new CEO

>Aiman Ezzat to succeed Paul Hermelin as CEO - At the shareholders’ meeting of May 2018, Paul Hermelin’s term as Chairman & CEO was renewed for four years. But at the time, he announced that he would pass on the mantle of CEO halfway through his term (shareholders’ meeting of May 2020). At the same time, two potential successors to the role of CEO were appointed co-COOs: Aiman Ezzat and Thierry Delaporte. Mr Ezzat was in charge of the business portfolio and Mr Delapor...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/09/2019

Lors du roadshow que nous avons organisé à Paris, le management d’Eiffage s’est montré particulièrement rassurant tant sur la dynamique opérationnelle (volumes de travaux, évolution des marges, trafic autoroutier) que sur sa stratégie de croissance externe. Nous partageons cette confiance et réitérons notre recommandation Achat avec un objectif de cours relevé à 110 € (vs 103 €). Cf. étude publiée ce jour. - ...

Gregory Ramirez

CAPGEMINI: Aiman Ezzat will succeed Paul Hermelin as CEO: change in continuity | BUY | EUR142

CAPGEMINI - BUY | EUR142 Aiman Ezzat will succeed Paul Hermelin as CEO: change in continuity Aiman Ezzat will become the new Capgemini CEO in May 2020 We rule out any disruption in the way Capgemini is managed The “Altran serial” remains the main newsflow in the short-term

Charles Lepetitpas ...
  • Nicolas David

Capgemini : Capgemini has chosen its new CEO

>Aiman Ezzat to succeed Paul Hermelin as CEO - At the shareholders’ meeting of May 2018, Paul Hermelin’s term as Chairman & CEO was renewed for four years. But at the time, he announced that he would pass on the mantle of CEO halfway through his term (shareholders’ meeting of May 2020). At the same time, two potential successors to the role of CEO were appointed co-COOs: Aiman Ezzat and Thierry Delaporte. Mr Ezzat was in charge of the business portfolio and Mr Delapor...

Charles Lepetitpas ...
  • Nicolas David

Capgemini : Capgemini a choisi son nouveau CEO

>Aiman Ezzat va succéder à Paul Hermelin au poste de CEO - Lors de l’AG de mai 2018, Paul Hermelin avait vu son mandat de PDG renouvelé pour 4 ans mais, à cette époque, il avait annoncé sa volonté de laisser sa place de Directeur Général à mi-mandat (AG de mai 2020). Dans le même temps, deux successeurs potentiels au poste de CEO avaient été nommés au post ce co-COO, Aiman Ezzat et Thierry Delaporte. Le premier était en charge du portefeuille d’activité, le second en ...

Gregory Ramirez

CAPGEMINI: H1 2019 results above expectations; FY19 guidance confirmed | BUY | EUR139

CAPGEMINI - BUY | EUR139 H1 2019 results above expectations; FY19 guidance confirmed H1 2019 operating margin and free cash flow exceed expectations Operating margin improvement led by the UK and France Acquisition of Konexus Consulting FY19 guidance reiterated, we expect a positive reaction

Jean-Christophe Dourret

Capgemini : Cap Gemini - 15 Jul 2019

...

1 director bought

A director at Capgemini bought 1,000 shares at 98.249EUR and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board mem...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/17/2019

At the road show that we organised in Paris, Eiffage’s management seemed particularly reassuring about the operating momentum (contracting volumes, trends in margins and motorway traffic) and its external growth strategy. We share this confidence and reiterate our Buy recommendation with a target price raised to € 110 (vs € 103). - Cf. equity report published this morning. - ...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/09/2019

Lors du roadshow que nous avons organisé à Paris, le management d’Eiffage s’est montré particulièrement rassurant tant sur la dynamique opérationnelle (volumes de travaux, évolution des marges, trafic autoroutier) que sur sa stratégie de croissance externe. Nous partageons cette confiance et réitérons notre recommandation Achat avec un objectif de cours relevé à 110 € (vs 103 €). Cf. étude publiée ce jour. - ...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/07/2019

...

Matthieu Lavillunière ...
  • Maxime Dubreil
  • Thibault Morel

INVEST SECURITIES - CAPGEMINI (NEUTRE, OC 107€ vs 104€) : Résultats solides avant Altran

Alfred Glaser ...
  • Anis Zgaya
  • Charles Lepetitpas
  • Delphine Brault
  • Florent Laroche-Joubert
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/25/2019

While the 2019 Paris Air Show ended on a lacklustre note in terms of orders, it was marked by the launch of the A321XLR (which complicates the equation for the NMA) and the shelving of a rapid increase in production rates to 70 aircraft per month (a relief for the supply chain). Our hierarchy of recommendations is unchanged and we continue to prefer engine makers with MTU our Top Pick (Buy - € 220). Cf. report published this morning. - ...

Capgemini

Capgemini

Capgemini

CAPGEMINI SE sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of CAPGEMINI SE (FR), a company active in the Computer Services 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 June 28, 2019, the closing price was EUR 109.35 and its potential was estimated at EUR 118.41.

Capgemini

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