AU · rank #10 · 2026-07-23
SOP
PARIS · EUR · $3.27B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.358 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.05 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $194.33 | +30.8% |
| Momentum acceleration 3-month minus 12-month momentum. | +42.43% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.78 |
| Gross margin TTM | +14.9% |
| 52w high | $191.26 |
| Market cap (USD) | $3.27B |
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 provider specializing in digital transformation, systems integration, and outsourcing for governments, defence, and critical infrastructure.
Rationale
The stock’s 30.8% analyst upside and strong consensus rating are validated by robust multi-year revenue visibility from public-sector contracts, 3.2% organic revenue growth in Q1 2026, and confirmed full-year targets.
Material risks
- 1A projected revenue drag of over 2 percentage points in each of the final three quarters of 2026 from the planned conclusion of the SFT programme could temporarily mask underlying business momentum.
- 2Structural margin pressure from increased social security contributions in France and the UK, alongside execution risks from integrating the newly acquired Starion and Nexova digital consulting footprints.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.