EarningsEarnings momentum should accelerate in the coming years, driving a re-rating of Capgemini stock.
Regional PerformanceCapgemini generates around 63% of its revenue from Europe, which has consistently outperformed other regions due to solid execution and customer familiarity.
Strategic InitiativesStrategic IT digital transformation programs are progressing, with budgets focused on quick and high ROI, suggesting a positive future outlook.