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