Added to YB: 2026-06-08
Pitch date: 2026-06-04
WAVE.PA [neutral]
Wavestone SA
-28.98%
current return
Author Info
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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 828.7M
Pitch Price
EUR 46.54
Price Target
N/A
Dividend
1.49%
EV/EBITDA
5.20
P/E
10.10
EV/Sales
0.76
Sector
IT Services
Category
turnaround
Wavestone (WAVE France): Building the next chapter around AI and some consolidation
WAVE.PA (update): Rev €954M (+1% organic), recurring EBIT €120M (12.6% margin) flat. FCF nearly doubled to €119M; net cash >€120M. FY26-27 guide soft: low-single-digit growth, ~13% margin; abandoned 15% target. New 'Lead The Shift' 2030 plan: €1.4B rev, 14-16% margin via AI, intl (DACH/US/UK), M&A (~€800M capacity). Stock down sharply; strong balance sheet & cash flow support reinvention.
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