Report
Nicolas David

Sopra Steria Group : Le positionnement et la stratégie de Sopra Steria méritent une meilleure valorisation

>Une nouvelle guidance 2024 qui se veut « derisquée » - Sopra Steria a été obligé de revoir sa guidance de croissance org 2024 (c. 0% vs 2% à 4% préc) sous l’impact des mesures d’économies lancées par Airbus (compte désormais attendu en baisse de -10% alors qu’une stabilisation était initialement attendue au S2), du décalage du ramp-up du contrat avec N&SI au RU et, dans une moindre mesure, de l’attentisme engendré par la situation politique en France. Néanmoins, Sopr...
Underlying
Sopra Steria Group SA

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Nicolas David

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