Hold Rating on Capgemini Amid Potential WNS Acquisition: Financial Benefits with Limited Strategic Impact

Analyst Charles Brennan from Jefferies maintained a Hold rating on Capgemini SE (0HAZ – Research Report) and keeping the price target at €150.00.

Charles Brennan’s rating is based on several factors, including the potential acquisition of WNS by Capgemini. Although this acquisition could increase earnings by approximately 5% on a full-year basis, it appears to be more of a financial maneuver rather than a strategic one. Unlike the acquisition of Altran, which was seen as a significant strategic move, this potential deal with WNS may not significantly alter investor perceptions.
Given these considerations, Brennan has opted for a Hold rating, indicating that while there might be some financial benefits, the strategic impact is less pronounced. This suggests that investors might not see a substantial change in the company’s long-term growth trajectory, warranting a more cautious approach.

According to TipRanks, Brennan is a 5-star analyst with an average return of 9.4% and a 62.33% success rate.