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    Capgemini (ENXTPA:CAP) Deepens EU Cyber Mandate: What Does This Signal About Its Security Strategy?

    Simply Wall St·12/12/2025 06:18:41
    語音播報
    • Earlier this month, Capgemini announced it had been selected by the European Commission’s Directorate‑General for Digital Services, alongside Airbus Protect, PwC and NVISO, to deliver multi‑million Euro cybersecurity services over four years to 71 EU institutions, bodies and agencies under the MC17 FREIA Cyber Framework Contract.
    • This wide‑ranging mandate deepens Capgemini’s role in supporting EU cyber resilience and digital sovereignty, spanning incident response, governance, risk management, and specialized training aligned with NIS2, DORA, the EU Cybersecurity Act and the Cyber Resilience Act.
    • We’ll now explore how this major EU cyber mandate might influence Capgemini’s investment narrative, particularly its positioning in high‑value security services.

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    Capgemini Investment Narrative Recap

    To own Capgemini, you need to believe it can return to steady growth while protecting margins in a price‑competitive IT and consulting market. The new EU-wide cybersecurity mandate looks supportive for near term sentiment, but on its own does not fundamentally change the key catalyst, which is an eventual inflection in European demand, nor does it remove the central risk around pricing pressure and consolidation in large technology deals.

    Among recent announcements, Capgemini’s expanded Sovereign Technology Partnership with SAP feels most connected to this EU cybersecurity win, as both underscore the group’s push into higher value work around digital sovereignty and regulated workloads. For investors, these moves speak directly to the core catalyst: shifting the mix toward complex, regulation‑driven engagements that can better defend pricing, even if broader macro and sector headwinds still weigh on growth and margins.

    Yet against these promising contracts, investors should still be aware of the risk that intense pricing competition in large technology deals could...

    Read the full narrative on Capgemini (it's free!)

    Capgemini's narrative projects €24.5 billion revenue and €2.0 billion earnings by 2028. This requires 3.6% yearly revenue growth and about a €0.4 billion earnings increase from €1.6 billion today.

    Uncover how Capgemini's forecasts yield a €171.93 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    ENXTPA:CAP 1-Year Stock Price Chart
    ENXTPA:CAP 1-Year Stock Price Chart

    Eight fair value estimates from the Simply Wall St Community span roughly €150 to €209 per share, showing just how far opinions can stretch. When you set that against concerns about ongoing pricing pressure and consolidation in big tech contracts, it underlines why many investors may want to compare several viewpoints before deciding how Capgemini fits into their portfolio.

    Explore 8 other fair value estimates on Capgemini - why the stock might be worth just €150.00!

    Build Your Own Capgemini Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.