AU · rank #10 · 2026-07-24
SOP
PARIS · EUR · $3.25B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.283 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | -$0.05 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 1 |
| Insider signal (90d) | — |
| Analyst upside Consensus target $194.33 | +32.4% |
| Momentum acceleration 3-month minus 12-month momentum. | +41.07% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 4.78 |
| Gross margin TTM | +14.9% |
| 52w high | $188.94 |
| Market cap (USD) | $3.25B |
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 firm providing digital transformation, systems integration, and outsourcing services primarily to government, defence, and critical infrastructure clients.
Rationale
The stock's 32.4% analyst upside and strong buy consensus are supported by a return to positive organic revenue growth of 3.2% in Q1 2026 and highly secure, multi-year visibility on public-sector and defence contracts.
Material risks
- 1Planned conclusion of the SFT programme which is expected to create a growth drag of over 2 percentage points in each of the final three quarters of 2026.
- 2Margin dilution in key markets from rising French and UK social security contributions, combined with integration risks from the Starion and Nexova acquisitions.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.