Capgemini SE (CAPP.PA): Continues to surprise on growth, execution on margin expansion in focus now; Maintain Buy-20260731
花旗·2026-07-31 10:21
Ac t i o n | 30 Jul 2026 21:23:40 ET │ 17 pages Capgemini SE (CAPP.PA) Continues to surprise on growth, execution on margin expansion in focus now; Maintain Buy CITI'S TAKE Capgemini's growth acceleration in 1H26 and raise to the 2026 growth outlook is in sharp contrast to peers, who reported a rather cautious demand environment. Into 2nd half, while CAPP's growth would likely be decelerating on tougher comp, improving Europe should aid growth to be near the upper end of the target range. With investors' re ...