Capgemini SE

12 days ago · globenewswire.com

Paris, September 12, 2026 – Capgemini today announces that it has entered into an agreement with ITC Federal, a US IT solutions and enterprise services provider to federal law enforcement, homeland security and defense agencies, for the sale of Capgemini Government Solutions, its subsidiary working with the US federal government.

12 days ago · businesswire.com

FAIRFAX, Va.--(BUSINESS WIRE)--ITC Federal announces the acquisition of Capgemini Government Solutions (CGS), forming ITC Digital Solutions.

1 month ago · seekingalpha.com

Capgemini SE (CAPMF) trades at a notable discount to peers, with forward FCF yield around 9% and EV/EBITDA multiples at Accenture larger by more than 20%. Recent 11.3% constant currency H1 revenue growth is largely driven by the WNS acquisition scope effects, which accounts for roughly half the reported increase. A concern is AI-driven deflation in tech consulting threatening billing models and client revenues, presenting structural risks to CAPMF's growth.

1 month ago · seekingalpha.com

Capgemini (CAPMF) remains a Hold as earnings face pressure from workforce reskilling and restructuring for Gen AI readiness, which has yet to materialize in major aspects. Despite 5.5% YoY revenue growth and an 8.2% 2026 growth outlook, margins and earnings remain underwhelming amid ongoing industry investment. CAPMF trades at a discount to Accenture on EV/Sales and EV/EBITDA, but lags in margin profile and balance sheet strength.

1 month ago · seekingalpha.com

CapGemini is fundamentally undervalued, trading at less than 8.6x P/E with a 12% earnings yield and a 3.1% well-covered dividend. Recent 1H26 results show stable revenues, growing operating margins (12.5%), and robust cash flows, despite restructuring-driven net profit volatility. AI-driven transformation is delivering tangible revenue and bookings growth; fears of AI cannibalization or structural decline are not supported by current data.

2 months ago · reuters.com

Capgemini Chief Executive Aiman Ezzat said on Thursday that companies hoping to deploy artificial intelligence at scale ​will first need to modernise decades-old technology systems, creating ‌what he described as a multi-year investment cycle in data, software and infrastructure.