AU · rank #1 · 2026-07-22
SOP
PARIS · EUR · $3.26B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 3.063 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.31 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $194.33 | +29.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +33.58% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.78 |
| Gross margin TTM | +14.9% |
| 52w high | $193.19 |
| Market cap (USD) | $3.26B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Sopra Steria Group SA is a European IT services and consulting group specializing in digital transformation, systems integration, and outsourcing, with a core focus on European public sector, defense, and critical infrastructure clients.
Rationale
The strong 29.9% analyst upside and positive EPS revisions are validated by the company's Q1 2026 organic growth rebound to 3.2%, confirmed FY26 targets, and high revenue visibility via multi-year government contracts.
Material risks
- 1The planned conclusion of the SFT programme will act as a major top-line drag, reducing quarterly organic growth by over 2 percentage points in each of the remaining three quarters of 2026.
- 2Structural margin compression from higher French and UK social security contributions could offset profitability gains, creating volatility ahead of the H1 earnings release on 29 July 2026.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.