Analyst Charles Brennan from Jefferies maintained a Hold rating on Capgemini SE and keeping the price target at €115.00.
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Charles Brennan has given his Hold rating due to a combination of factors, including expectations for a constructive tone at Capgemini’s upcoming Capital Markets Day but also the need for clearer disclosure around what is driving growth versus commoditized activities as AI reshapes the industry. He appears cautious that, without this level of detail, investors may struggle to properly assess the sustainability and quality of the company’s long‑term trajectory.
At the same time, Brennan emphasizes that in a globally competitive IT services sector, confirmation of a broader rebound in industry demand is likely to matter more for the stock’s rerating than any single event or company‑specific narrative. Reflecting this balanced view of opportunities and uncertainties, he maintains a neutral stance and keeps his price target unchanged at $115, indicating limited expected upside from current levels.