Added to YB: 2026-10-02
Pitch date: 2026-09-28
WAVE.PA [bullish]
Wavestone SA
+0.84%
current return
Author Info
No bio for this author
Company Info
Wavestone SA provides consulting services in France and internationally. The company offers tech driven solutions, such as artificial intelligence and data, cybersecurity, industry 5.
Market Cap
EUR 719.4M
Pitch Price
EUR 29.60
Price Target
82.60 (+177%)
Dividend
1.71%
EV/EBITDA
4.42
P/E
8.77
EV/Sales
0.65
Sector
IT Services
Category
value
The Monday Morning Briefing: Micron and Nike Earnings on Deck - Wavestone SA
WAVE.PA: Wavestone’s AI-related work has risen from 8% of FY25 revenue to ~22% recently, while a 2-3-point utilization recovery from ~71-72% would flow almost directly to operating margin. Against a €29.20 share price, the DCF yields €82.60 in the base case and €61.68 even with two years of near-zero growth and 10.5-11.5% margins.
Read full article (1 min)