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April saw a significant slowdown in IT deal signings, with Infosys, IBM, and Cognizant leading the way, each securing three deals. Clients are increasingly cautious amid global economic uncertainty, leading to delays in decision-making and project initiations, particularly in Europe. Despite this, the BFSI sector remained strong, while generative AI innovations continue to drive strategic partnerships among tech firms.
UBS maintains a 'buy' rating on Capgemini, adjusting its price target from €220 to €173, indicating a 24% upside potential for the shares. The broker anticipates moderate growth for the company, suggesting that the current share price reflects an unlikely long-term growth rate of 1%, even considering the impacts of generative AI.
UBS maintains a "Buy" rating on Capgemini while lowering its target price. BOURSORAMA, acting solely as a distribution channel, emphasizes that it has no involvement in the analysis preparation and holds no conflicts of interest that could influence the objectivity of the published analyses.
A global survey by the University of Melbourne and KPMG reveals that individuals in emerging economies exhibit greater trust in AI, with three in five expressing confidence compared to two in five in advanced nations. Despite high skepticism—58% deeming AI untrustworthy—two-thirds regularly use AI, highlighting a gap between trust and usage. Economic benefits may drive this disparity, as emerging markets view AI as a means to access previously unavailable services, necessitating careful management of AI adoption to address ethical concerns.
Shri Nitin Gadkari, Union Minister for Road Transport & Highways, will inaugurate the 32nd Convergence India & 10th Smart Cities India Expo 2025 in New Delhi from March 19-21. The event, themed "Imagining an AI-Driven Future Today," will feature over 1,000 exhibitors and 45 conference sessions, showcasing advancements in digital technologies and smart city solutions. With participation from government officials, industry leaders, and startups, the expo aims to foster innovation and collaboration in India's digital landscape.
UBS has reaffirmed its buy recommendation for Capgemini, raising the price target to €220 from €210, indicating a potential upside of 36%. Despite losing market share and a challenging outlook for the first half of the year, the company anticipates a return to growth in the latter half. For 2025, Capgemini aims for sales growth of -2% to +2%, an operating margin of 13.3% to 13.5%, and organic free cash flow of approximately €1.9 billion.
UBS has reaffirmed its buy recommendation for Capgemini, raising the price target from €210 to €220, indicating a potential upside of 36%. Despite losing market share and a challenging outlook for the first half of the year, the company anticipates a return to growth in the latter half, with 2025 sales growth projected between -2% and +2% and organic free cash flow of around €1.9 billion.
UBS has adjusted its price target, as reported by Cercle Finance and published by BOURSORAMA. The analysis is provided for informational purposes only, with BOURSORAMA acting solely as a distribution channel and not responsible for the content or any potential conflicts of interest. The institution adheres to strict regulations to ensure objectivity in its investment recommendations.
In 3Q 2024, telco network infrastructure vendor revenues reached $49.6B, with Huawei, Ericsson, and Nokia leading the market, accounting for 37.5% of total revenues. Despite a slight quarterly increase, the annualized market saw a 5.6% decline, primarily due to reduced capex forecasts. Tejas Networks and Broadcom reported significant year-over-year growth, driven by strategic developments in India and acquisitions.
Mirova has secured nearly €100 million in commitments for its Sustainable Land Fund II, which aims to raise €350 million to invest in agroforestry, sustainable forestry, and regenerative agriculture in developing countries. New partners include Allianz France, BNP Paribas Cardif, and SDG Impact Finance Initiative, with development finance institutions FMO and Proparco joining at the next interim close. Mirova is also raising its Climate Fund for Nature, targeting €300 million to support nature protection and regenerative agriculture projects.
Capgemini SE
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
IT deal signings decline in April amid global economic uncertainty
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