Bernstein raises Amadeus IT Group stock rating, ups target to EUR90

Published 03/03/2025, 09:24
Bernstein raises Amadeus IT Group stock rating, ups target to EUR90

On Monday, Amadeus (BME:AMA) IT Group SA ( AMS (VIE:AMS2):SM) (OTC: AMADY), a $33.15 billion market cap technology provider, received a positive assessment from Bernstein SocGen Group, with the firm upgrading the stock from Market Perform to Outperform and increasing the price target from EUR71.00 to EUR90.00. The upgrade reflects a growing confidence in the company’s growth trajectory, particularly in its Order Management system. According to InvestingPro data, the stock is trading near its 52-week high of $76.04, supported by robust revenue growth of 12.87% over the last twelve months.

Bernstein analysts pointed out that Amadeus IT Group is beginning to see a significant uptick in contract signings, with major airlines such as British Airways, Air France, and KLM starting their transitions to the company’s services. The firm anticipates that other airlines will follow suit due to the rising competitive risks associated with inaction compared to the operational risks of transitioning. The company’s strong market position is reflected in its impressive 26% return on equity and "GREAT" financial health score, as reported by InvestingPro.

The analysts further noted that Amadeus, with its robust IT suite, is well-positioned to benefit from upselling to its existing customer base and an expected increase in outsourcing activities. The company’s shares are currently trading at a P/E ratio of 25.52x, with analysts forecasting EPS of $3.49 for FY2025. While this valuation appears higher than initially estimated, the company’s strong growth prospects and current dividend yield of 0.49% continue to attract investor interest.

In their commentary, Bernstein analysts emphasized the value proposition offered by Amadeus IT Group, stating, "The next leg of Amadeus’s growth story is finally here. Order Management has taken a while to get going, but a trickle of early contract signings is quickly becoming a flood." They expect the momentum to continue as the competitive landscape evolves, making the company’s offerings more attractive to airlines seeking to modernize their operations. For deeper insights into Amadeus IT Group’s financial health and growth metrics, including 10 additional ProTips and comprehensive valuation analysis, visit InvestingPro.

The upgrade and price target raise by Bernstein underscore the potential that Amadeus IT Group holds in the eyes of industry observers. The company’s stock is anticipated to perform well as it capitalizes on the growing demand for its Order Management system among leading airlines.

In other recent news, Amadeus IT Group SA has seen a positive development with its stock being upgraded by HSBC analysts. The firm has moved its rating from Hold to Buy, with a new price target of €82.00, up from €70.00. This upgrade reflects HSBC’s recognition of Amadeus’s strong growth momentum and robust business model. Analysts from HSBC have highlighted the company’s resilient revenue growth, which is considered to be at a reasonable valuation. They noted that Amadeus is expected to generate strong free cash flow and maintain its high dividend payout policy. Additionally, HSBC analysts do not foresee significant mergers and acquisitions activity in the near future, allowing Amadeus the flexibility to continue regular share buybacks. The stock’s valuation remains close to its historical average, trading at a price-to-earnings ratio of 21 times the estimated earnings for 2025. These recent developments underscore the confidence HSBC has in Amadeus’s ability to sustain its financial health and reward shareholders.

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