CAP.PA Capgemini SE Loading... : Bullish and Bearish Analyst Opinions
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03:59
Aug 21
Aug 21
Jefferies raises its price target on Capgemini to 110 euros from 95 euros.
Jefferies raises its price target on Capgemini to 110 euros from 95 euros, reflecting a more positive outlook on the stock.
22:46
Aug 06
Aug 06
Watch CAP on enterprise agent system integration
Watch CAP as large systems integrators implement secure agent platforms; Cloudflare's rising partner mix indicates integration-intensive enterprise demand.
MED
23:06
Aug 03
Aug 03
"Europe AI lag relative negative for CAP/DSY"
Watch CAP and DSY due to slower European AI deployment and the US-led AI spending pool; project starts and AI upsell may lag, making the read-through relative negative.
MED
05:36
Jul 31
Jul 31
Citigroup raises its price target on Capgemini to EUR 135 from EUR 130.
Citigroup raises its price target on Capgemini to EUR 135 from EUR 130, reflecting a modestly positive adjustment to the firm's valuation outlook.
16:12
Jun 26
Jun 26
Author notes real-business tokens are holding well against BTC/ETH and questions if a new alt.
Author notes real-business tokens are holding well against BTC/ETH and questions if a new alt season is emerging, but uses hedged language so these are watch items.
22:14
Jun 24
Jun 24
The tweet announces a new pre-launch listing for trading $CAP with up to 3x leverage.
The tweet announces a new pre-launch listing for trading $CAP with up to 3x leverage, but does not express a personal position or directional view.
16:34
Jun 18
Jun 18
Watch automotive and industrial suppliers as discretionary softness and energy costs pressure.
Watch automotive and industrial suppliers as discretionary softness and energy costs pressure consulting and software spend near-term.
MED
16:34
Jun 18
Jun 18
Watch all affected companies from Accenture's Q3 earnings read-through.
Watch all affected companies from Accenture's Q3 earnings read-through, with negative near-term sentiment for consulting-heavy IT services names and mixed outlook for managed services, but no author position disclosed.
MED
04:19
Jun 03
Jun 03
Watch IT services and consulting firms as AI security shifts to enterprise architecture.
Watch IT services and consulting firms as AI security shifts to enterprise architecture projects, driving demand for Accenture, IBM, Capgemini, Cognizant, and Alphabet/Mandiant.
MED
05:06
Jun 01
Jun 01
Berenberg lowers its price target on Capgemini to €112 from €117 previously.
Berenberg lowers its price target on Capgemini to €112 from €117 previously, reflecting a reduced valuation outlook.
10:24
May 21
May 21
Long sovereign AI and enterprise on-prem infrastructure plays as non-hyperscale segment equals.
Long sovereign AI and enterprise on-prem infrastructure plays as non-hyperscale segment equals hyperscale in size and grows faster, benefiting OEMs, integrators, consulting, and electrical infrastructure.
HIGH
22:56
May 04
May 04
Bearish view on European enterprise software and IT services as slower AI adoption widens.
Bearish view on European enterprise software and IT services as slower AI adoption widens the growth gap vs. U.S. peers, creating earnings revision risk.
HIGH
05:42
Feb 23
Feb 23
A sell-side analyst has lowered their price target.
A sell-side analyst has lowered their price target, indicating a more negative forward-looking valuation for the company.
MED
06:38
Feb 19
Feb 19
A rating upgrade from a major bank suggests the previous bearish thesis is no longer valid.
A rating upgrade from a major bank suggests the previous bearish thesis is no longer valid and near-term downside risk has been removed, acting as a positive catalyst.
MED
20:34
Feb 15
Feb 15
Capgemini's manpower model structurally disrupted by AI
Short Capgemini as autonomous AI agents displace the firm's core manpower-led consulting and offshoring model; the pivot to "AI integrator" framing is seen as desperate and unlikely to restore client willingness to pay for tasks now doable in-house.
MED
11:57
Feb 13
Feb 13
Applied Materials (AMAT) surged 10% on upbeat sales forecasts driven by demand for AI and memory chips. Capgemini is pivoting to "sovereign AI" infrastructure. The market is struggling to pick winners in software ("losers" are being sold off), but the "enablers" (hardware and infrastructure) have clear visibility. Capgemini benefits from the specific European push for "sovereign" AI and IT independence. LONG. Focus on the "picks and shovels" (Enablers) rather than the software applications which are vulnerable to disruption. Overvaluation in the semi-equipment space if AI capex slows.
15:57
Feb 08
Feb 08
Capgemini is a pure commercial IT outsourcer with 350k+ employees and net debt; AI replaces the labor arbitrage model, leading to revenue decay over 12-24 months.
HIGH
About CAP.PA Analyst Coverage
Buzzberg tracks CAP.PA (Capgemini SE) across 7 sources. 1 bullish vs 2 bearish calls from 8 analysts. Sentiment: mixed to bearish. 17 total trade ideas tracked. Latest voices: FirstSquawk, TheValueist, bitcoinduke.