Earnings upgraded but still too little upside to change our recommendation
23/01/23 -"The change in target price is due to the upwards revision of our 2023-25 estimates. There is a positive impact on the DCF and comparison-based valuations. However, the current Reduce recommendation ..."
Pages
52
Language
English
Published on
23/01/23
You may also be interested by these reports :
13/08/26
We are incorporating HCSS into our estimates. On the top line, the impact is almost immediate, contributing more than 500 bps to growth in 2026. By ...
10/08/26
The week to 07-08 was as AI intent and volatile as can be, with the Nasdaq up 5.2% and the S&P500 up 3.5% while the Stoxx600 managed ‘only’ 1.7%. The ...
05/08/26
We are raising our NAV, driven by stronger conviction in SAP. The H1 2026 results validate our investment thesis: current cloud backlog growth ...
31/07/26
We are raising our model estimates slightly, for two reasons: First, results came in stronger than expected. This quarter now places the company ...