Added to YB: 2025-10-23
Pitch date: 2025-10-21
OVH.PA [neutral]
OVH Groupe S.A.
-20.85%
current return
Author Info
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Company Info
OVH Groupe S.A. provides public and private cloud, shared hosting, and dedicated server products and solutions worldwide.
Market Cap
EUR 1.7B
Pitch Price
EUR 8.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.97
P/E
N/A
EV/Sales
2.72
Sector
IT Services
Category
N/A
OVHcloud (OVH France): Searching for growth in a maturing European cloud landscape
OVH.PA (quick overview): French cloud provider delivered high single-digit growth & 40% EBITDA margin but momentum fading. FY25-26 guidance cut to 5-7% organic growth (vs ~10% prior). Public Cloud mid-teens growth offsetting Private/Web weakness. Founder Klaba returns as CEO. Heavy capex (30%+ sales) for AI infrastructure. European sovereignty tailwinds not yet translating to revenue acceleration.
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