Sopra Steria Group

Sopra Steria Group is a global player in IT services, with operations in consulting, software development, and integration. In addition to France, Co. operates in the United Kingdom, Spain, Italy, Switzerland, Germany, and Belgium, assisting its clients in managing the transformation of their businesses and information systems. Co. divides its operation into three categories: Consulting, Systems and Solutions Integration, and Software Development; which it spreads among eight major verticals: Financial Services, Insurance and Social Welfare, Public Sector, Telecom Operators, Aerospace and Defense, Energy, Transport and Courier Services, and Retail.
  • TickerSOP
  • ISINFR0000050809
  • ExchangeEuronext Paris
  • SectorSoftware & Computer Services
  • CountryFrance

Analysts

Charles Lepetitpas ...
  • Geoffroy Michalet
  • Jeremy Garnier
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 10/28/2019

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Charles Lepetitpas ...
  • Nicolas David

Sopra Steria Group : Still sustained growth in Q3. Slowdown expected logically enough for Q4

>Still a very strong performance in Q3 2019 - We were on a road show with Sopra Steria on Friday, 25 October in Paris (lunch with the CEO and CFO one-on-one with the Head of IR), following the publication of their Q3 2019 revenues. Organic growth came in at 8.3% y-o-y, ahead of expectations (ODDO BHF’s estimate: +5.9%) and an acceleration vs Q2 thanks to an undemanding base effect at the SBS level and a positive calendar effect. The gap with our forecasts stemmed...

Charles Lepetitpas ...
  • Geoffroy Michalet
  • Jeremy Garnier
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 28/10/2019

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Charles Lepetitpas ...
  • Nicolas David

Sopra Steria Group : Croissance toujours forte au T3. Ralentissement logique attendu au T4

>Encore une très bonne performance au T3 2019 - Nous étions en roadshow avec Sopra Steria vendredi à Paris (Déjeuner avec CEO et CFO ; OoO avec le Head of IR), suite à la publication du CA T3 2019. La croissance org. du T3 est ressortie à 8.3% y/y, supérieure aux attentes (css : +5.9%) et en accélération par rapport au T2 grâce à un effet de base favorable au niveau de SBS et un effet calendaire positif. L’écart avec nos attentes provient surtout de l’IT Services...

Antoine Augier de Lajallet ...
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Nicolas David
  • Salma Bouraoui
  • Vincent Baron
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 05/31/2018

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Nicolas David ...
  • Salma Bouraoui

Sopra Steria Group : Feedback from road show: a clear action plan and an improvement in the UK

>Environment generally buoyant in mainland Europe - France will inevitably be impacted by unfavourable calendar effects in May, but the year-on-year effect will not be more difficult than in Q1. Confidence is still the watchword for the guidance for underlying organic growth of 4-5% for the full year. However, as expected, investment in training and the product offerings is likely to limit leverage on margins despite the slight improvement expected from IS2. Germany i...

Antoine Augier de Lajallet ...
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Nicolas David
  • Salma Bouraoui
  • Vincent Baron
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 31/05/2018

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Nicolas David ...
  • Salma Bouraoui

Sopra Steria Group : Feedback roadshow : un plan de marche bien établi et du mieux au UK

>Un environnement globalement porteur en Europe continentale - La France sera forcément impactée par le calendrier défavorable du mois de mai mais sans avoir un impact plus difficile y/y qu’au T1 et la confiance reste de mise par rapport à la guidance d’une croissance org. sous-jacente de 4/5% sur l’année. Par contre, comme attendu, les investissements dans la formation et les offres vont limiter le levier sur la marge malgré une légère amélioration attendue au niveau...

Charles Lepetitpas ...
  • Nicolas David

Sopra Steria Group : Still sustained growth in Q3. Slowdown expected logically enough for Q4

>Still a very strong performance in Q3 2019 - We were on a road show with Sopra Steria on Friday, 25 October in Paris (lunch with the CEO and CFO one-on-one with the Head of IR), following the publication of their Q3 2019 revenues. Organic growth came in at 8.3% y-o-y, ahead of expectations (ODDO BHF’s estimate: +5.9%) and an acceleration vs Q2 thanks to an undemanding base effect at the SBS level and a positive calendar effect. The gap with our forecasts stemmed...

Charles Lepetitpas ...
  • Nicolas David

Sopra Steria Group : Croissance toujours forte au T3. Ralentissement logique attendu au T4

>Encore une très bonne performance au T3 2019 - Nous étions en roadshow avec Sopra Steria vendredi à Paris (Déjeuner avec CEO et CFO ; OoO avec le Head of IR), suite à la publication du CA T3 2019. La croissance org. du T3 est ressortie à 8.3% y/y, supérieure aux attentes (css : +5.9%) et en accélération par rapport au T2 grâce à un effet de base favorable au niveau de SBS et un effet calendaire positif. L’écart avec nos attentes provient surtout de l’IT Services...

Gregory Ramirez

SOPRA STERIA GROUP: Q3 2019 sales above expectations; FY19 guidance upped | BUY | EUR162 vs. EUR158 (+34%)

SOPRA STERIA GROUP - BUY | EUR162 vs. EUR158 (+34%) Q3 2019 sales above expectations; FY19 guidance upped Q3 2019 revenues were above expectations France continuing to deliver outstanding growth FY19 guidance is upped We raise our Fair Value to EUR162 from EUR158; Buy reiterated

Charles Lepetitpas ...
  • Nicolas David

Sopra Steria Group : Outperformance in IT services and better control at SBS

>A reasonably confident tone - We were on a road show in London with the CEO of Sopra Steria. H1 2019 proved better than expected thanks to the signature of licences initially expected in H2 (€ 5m) and the fact that investments planned for France have been pushed out to H2. The outlook remains good in IT services for H2 as demand is still in broadly good shape, although a slowdown is on the cards due to tougher comps. The situation for SBS remains challenging but the ...

Charles Lepetitpas ...
  • Nicolas David

Sopra Steria Group : Surperformance dans les Services IT et meilleure maîtrise sur SBS

>Un ton raisonnablement confiant - Nous étions en roadshow à Londres avec le CEO de Sopra Steria. La performance S1 s’est révélée meilleure qu’attendu grâce à la signature de licences initialement attendues au S2 (5 M€) et à des investissements en France repoussés vers le S2. Les perspectives restent bonnes dans les Services IT pour le S2 car la demande reste globalement soutenue même si un ralentissement est à attendre en raison d’effets de base plus difficiles. La ...

1 director bought

A director at Sopra Steria Group bought 400 shares at 100.700EUR and the significance rating of the trade was 69/100. 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 b...

Charles Lepetitpas ...
  • Geoffroy Michalet
  • Jeremy Garnier
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 10/28/2019

...

Charles Lepetitpas ...
  • Geoffroy Michalet
  • Jeremy Garnier
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 28/10/2019

...

Alain William ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Nicolas David
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 08/02/2019

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Alain William ...
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Nicolas David
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 02/08/2019

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Aurelien Sivignon ...
  • Charles Lepetitpas
  • Florent Laroche-Joubert
  • Jeremy Garnier
  • Jerôme Bodin
  • Nicolas David
  • Salma Bouraoui
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 07/29/2019

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SOPRA STERIA GROUP sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of SOPRA STERIA GROUP (FR), active in the Computer Services industry. As regards its fundamental valuation, the title now shows 3 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date September 6, 2019, the closing price was EUR 116.40 and its target price was estimated at EUR 81.46.

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...

Gregory Ramirez

Software & IT services: Q4 2019 Top Picks: adding Atos, removing SAP and Sopra Steria

Software & IT services Q4 2019 Top Picks: adding Atos, removing SAP and Sopra Steria European IT stocks have clearly underperformed in Q3 2019 We do not expect material trend changes in Q4 2019 We remove SAP and Sopra Steria from our Top Pick list… …and replace them by Atos on expected better growth momentum

David Vignon ...
  • Gregory Ramirez

Software & IT services: Q3 2019 Top Picks: SAP and Sopra Steria Group

Software & IT services Q3 2019 Top Picks: SAP and Sopra Steria Group European IT stocks continued to outperform in Q2 2019 We expect no significant trend changes in Q3 2019 SAP remains a Top Pick on the back of defensive features We add Sopra Steria to our Top Pick list on surprise potential

MarketLine Department

Atos SE - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Atos SE Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Atos SE since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights This re...

Jehanne Leroy

Sopra Steria Group - Assemblée générale des actionnaires du 12 juin 2019

Les montants attribués au titre de 2018 à M. Paris sont plutôt modérés et les explications de la société permettent de bien comprendre l'absence de bonus annuel attribué. par ailleurs, les actions de performance attribuées en 2018 dépendent de conditions de performance dont la guidance annoncée semble plutôt exigeante. Aussi, nous soutenons la résolution 7 relative aux rémunérations 2018 du Directeur général. Concernant la politique de rémunération 2019 du Directeur général, on appréciera particulièrement le niveau de détail apporté concernant les critères du bonus annuel. On appréciera égale...

Jehanne Leroy

Proxy Report - 12/06/2018

Proxinvest attire l'attention des actionnaires sur les points suivants. Tout d'abord le conseil d'administration connait de nombreux changements avec le départ de 6 administrateurs et l'arrivée de 2 nouveaux administrateurs. De ce fait le conseil passe d'un taux d'indépendance de 21,05% à 46,7%. Proxinvest félicite l'entreprise pour ce changement et l'encourage à continuer. Ensuite les rémunérations des mandataires sociaux 2018 sont excessives d'après Proxinvest qui recommande l'opposition aux politiques de rémunérations du Président du Conseil d'Administration et du Directeur Général.

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

Sopra 2014

​Geol analyses are ESG (Environment, Social, Governance) analyses covering European large caps and small and mid caps, listed or non-listed. Those analyses, based on the ESG risks identified, show the qualitative and quantitative performance of issuers, in a ten-page synthesis.

Jérôme VINERIER

Short term view - SOPRA : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €80.87. The background trend would be questioned should prices rise above €131.20.

Jérôme VINERIER

Analyse court terme - SOPRA : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 80,87 €. La tendance de fond serait remise en cause en cas de franchissement de 131,20 €.

Jérôme VINERIER

Analyse court terme - SOPRA : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 80,87 €. La tendance de fond serait remise en cause en cas de franchissement de 131,20 €.

Jérôme VINERIER

Short term view - SOPRA : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €80.87. The background trend would be questioned should prices rise above €131.20.

Jérôme VINERIER

Analyse moyen terme - SOPRA : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 83,00 €, puis 62,80 €. Le franchissement de 143,80 € remettrait en cause la suite de la baisse.

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