Analyst Hannes Leitner of Jefferies maintained a Buy rating on Temenos, with a price target of CHF70.00.
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Hannes Leitner has given his Buy rating due to a combination of factors that highlight Temenos’s strong performance in the second quarter of 2025. The company significantly surpassed expectations with its 2Q25 results, which helped to mitigate the weaker performance in the first quarter. This robust performance has led to an upward revision of the full-year guidance, suggesting a positive outlook for the remainder of the year.
Key metrics such as Subscription and SaaS revenue showed a remarkable increase of 24% in constant currency, far exceeding the initial guidance range. Additionally, the Annual Recurring Revenue (ARR) growth was notably strong, contributing to a record sequential increase. The company’s effective cost management also played a crucial role, with a substantial expansion in EBIT margins and a significant beat on earnings expectations. These factors collectively indicate a strong potential for future growth, justifying the Buy rating.
Based on the recent corporate insider activity of 12 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of TMNSF in relation to earlier this year.