Capgemini SE

Capgemini SE (CAPMF) (H1 2026) Earnings Call Highlights: Revenue Surges 11. ...

Capgemini SE (CAPMF) raises full-year revenue guidance amid strong AI-driven growth, but faces headwinds from restructuring costs and a contracting margin in France.

Yahoo Finance · 30/07/2026 · lire l'article ↗

Capgemini sees multi-year IT modernisation boom as firms prepare for AI

Capgemini Chief Executive Aiman Ezzat said on Thursday that companies hoping to deploy artificial ‌intelligence at scale will first need to modernise decades-old ‌technology systems, creating what he described as a multi-year investment cycle in data, software ​and infrastructure. The comments came after Capgemini raised its 2026 revenue growth target following stronger bookings. Speaking to analysts, Ezzat said the biggest obstacle to wider AI adoption was not access to models, but ‌legacy systems, fragmented data ⁠and complex technology estates built up over decades.

Yahoo Finance · 30/07/2026 · lire l'article ↗

Capgemini upgrades its 2026 outlook

Media relations:Victoire GruxTel.: +33 6 04 52 16 55victoire.grux@capgemini.com Investor relations:Vincent BiraudTel.: +33 1 47 54 50 87vincent.biraud@capgemini.com Capgemini upgrades its 2026 outlook Revenues of €12,082 million in H1 2026, up +8.8% year-on-yearRevenue growth at constant exchange rates* of +11.3% for H1, and +11.6% in Q2Operating margin* up +10bps year-on-year to 12.5% of revenuesOrganic free cash flow* at €37 millionUpgraded 2026 financial targets Constant currency revenue grow

Yahoo Finance · 30/07/2026 · lire l'article ↗

Capgemini named by Gartner® as a Market Shaper in the Gartner® Emerging Market Quadrant for ‘Physical AI Services – Established Vendors’

Press contact:Elsa Estager BergerouTel.: +33 6 59 62 55 13E-mail: elsa.estager-bergerou@capgemini.com Capgemini named by Gartner® as a Market Shaper in the Gartner® Emerging Market Quadrant for ‘Physical AI Services – Established Vendors’ Paris, July 16, 2026 - Capgemini today announced that it has been recognized as a Market Shaper in the Gartner® Emerging Market Quadrant for ‘Physical AI Services – Established Vendors’ for its scale, growing autonomy depth and integration across complex ecosys

Yahoo Finance · 16/07/2026 · lire l'article ↗

Capgemini (ENXTPA:CAP) Rebound Puts Its Undervalued Narrative Back In Focus

Capgemini stock reacts to recent performance data Capgemini (ENXTPA:CAP) has drawn fresh attention after a period in which the stock declined by around 30% over the past year. This has prompted investors to reassess how its current valuation lines up with recent financial results. See our latest analysis for Capgemini. At a share price of €92.92, Capgemini has seen short term share price momentum firm up, with a 1 day gain of 3.08% and a 7 day share price return of 2.22%. However, the 1 year...

Yahoo Finance · 16/07/2026 · lire l'article ↗

Capgemini (ENXTPA:CAP) Stock May Be A Bargain on Cash Flow and Earnings

Capgemini’s share price has fallen sharply over the past few years, yet the stock still screens as undervalued, with both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples pointing to a gap between the current price and what the business appears to be worth. Capgemini has declined 44.0% over the last 3 years, which puts extra focus on whether the current price reflects a reset in expectations or an opportunity relative to the company’s fundamentals. The key support...

Yahoo Finance · 15/07/2026 · lire l'article ↗