GFT Technologies
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GFT Technologies: Suddenly top winner - AI makes it possible!
Hello my dears I am invested myself, and continue to be Bulgarian.
A lot is happening behind the scenes at GFT Technologies: The still quite new Executive Board member Marco Santos is setting several levers in motion to continue the growth strategy in the medium term. In particular, the focus on the megatrend of artificial intelligence (AI) is generating imagination - and more and more analysts are coming to the same conclusion.
An encouraging analyst commentary from Berenberg Bank is giving the GFT Technologies share new momentum today. Analyst Wolfgang Specht has raised the price target from 27 to 28 euros and confirmed the buy recommendation. The early initiatives to equip its own employees with AI skills should prove to be a considerable advantage for the software provider, according to the strategist - as the corresponding demand continues to rise. Background: GFT aims to position itself as a leader in AI-centric digital transformation by integrating generative AI solutions into its service offering and focusing its portfolio on more profitable, high-value services.
Fittingly, the financial sector is undergoing a fundamental transformation thanks to AI. While other industries have already gone through extensive automation cycles in the past, the financial industry is now noticeably catching up in terms of digitalization - especially in the areas of customer service, compliance and risk management. With specific AI solutions - such as chatbots to automate processes, applications for fraud detection and compliance processes - society could achieve significant growth in the future.
"We need to move forward. In recent months, we have invested a lot of time and energy in developing our new 5-year strategy to make GFT a fully AI-centric company and create the conditions to benefit significantly from the AI revolution," the CEO continued.
In the short term, however, the measures are likely to have a negative impact on margins - but CEO Santos expects a significant improvement in profitability from 2026. GFT Technologies aims to increase revenue to around 1.5 billion euros by 2029. Of this, 9.5 percent (around 143 million euros) is to be retained as earnings before interest and taxes (EBIT) adjusted for special effects. Half of the turnover could then already be generated with more profitable AI offerings. In the current year, revenue is expected to increase by seven percent to around 930 million euros. Of this, 68 million euros is likely to remain as adjusted EBIT - twelve percent less than in 2024. This results in an adjusted EBIT margin of 7.3 percent.
CONCLUSION
With a 2025 P/E ratio of 17 - which should fall to 13 in the coming year - the shares are currently trading at a considerable discount to the sector. The share buyback program launched in April has therefore come at the right time. In addition, there has recently been speculation in financial circles about a possible interest in GFT Technologies (free float: 64 percent) on the part of financial investor Thoma Bravo. However, with the jump above the short-term downward trend, the chart picture has now also brightened noticeably. If the bulls remain in control, the 26-euro mark could be approached quickly. Berenberg Bank's price target will then come into focus.
Is it going up now?
$GFT (+0,67 %) has recovered from the bounce at the beginning of the week. The resistance at €24.8 seems to have been broken for the time being. If it holds until the end of the week, we could rise further to the €31 mark in the coming week.
GFT Technologies - IT service provider aims to almost double revenue with AI solutions by 2029
According to Focus Money (issue 21/2025), GFT Technologies [WKN: 580060, ISIN: DE0005800601] is a pioneer of digital transformation. The globally active IT service provider and software developer is an important partner for banks when it comes to setting up digital banking systems or converting existing systems to a cloud-enabled IT infrastructure.
The Group, which was founded in 1987, generates the largest share of its sales - around 75% - with banks. The core business is supplemented by solutions for the insurance industry to optimize customer service and claims processing.
New customers in sectors outside the core banking business
Visual inspection solutions for identifying quality defects in real time are also in demand in industry. GFT is hoping that the increased use of cognitive robotics and humanoid robots in particular will lead to new clients, enabling it to position itself in a trillion-dollar market right from the start.
Under the new CEO Marco Santos, who has been in office since the beginning of the year, the Group's focus on AI is to be driven forward in order to take advantage of "new opportunities across all industries".
GFT AI Impact rapidly accelerates software development
With GFT AI Impact, the company has a solution in its portfolio that uses AI to make software development, IT engineering and consulting faster and more efficient. Software development can be accelerated by up to 90% with GFT AI Impact.
Not least thanks to the AI platform, GFT aims to increase revenue to EUR 1.5 billion by 2029 and achieve an adjusted EBIT margin of 9.5%. In 2024, GFT had generated revenue of EUR 871 million and a margin of 8.9%.
Growth targets clearly defined
Despite worse-than-expected figures for the first quarter, the Executive Board expects revenue to increase by 7% to EUR 930 million in 205. However, adjusted EBIT is expected to fall by 4% to around 75 million euros.
However, the positive response from clients to the AI product GFT AI Impact was pleasing in the figures for the first quarter. With 440 new licenses sold in Q1, the figure of 315 licenses in Q4 2024 was clearly exceeded.
After a brief dip in earnings development in the current financial year, significantly better news can be expected from 2026 onwards. After earnings of EUR 1.56 per share in 2025, more than EUR 2 should already be realized in 2026. EPS should rise to 2.63 euros by 2028. Focus Money recommends buying with a target price of 33 euros (35% potential).
GFT wins the "Google Cloud Country Partner of the Year Award for Germany"
With this award, Google Cloud recognizes GFT's role in cloud transformation and the use of innovative AI technologies.
Cloud expertise for the manufacturing and financial industries
GFT supports leading global companies in making their business models more efficient, scalable and secure through the use of cloud technologies. In the manufacturing, automotive and financial sectors in particular, GFT is setting standards in the
implementation of innovative AI-supported solutions and the development of new digital business models.
My dear ones "Happy Easter"
Euphoric due to the small and short rally after the Trump election. I envisioned a different scenario for the year 2025 than we have now...
And contrary to all the crash prophets, I expected a positive US market at the beginning of the year. That's why I stupidly made another good investment at the end of the year. And logically, these stocks are now all down sharply. And have very quickly reduced the good overall performance I had achieved over the years to plus/minus/zero.
Incidentally, I only started investing again in 2023 after a long break. $GFT (+0,67 %) GFT is the only stock from older days.
CONCLUSION
- You're always smarter afterwards
- @Epi I would now say, why didn't you reallocate early enough? My opinion here was and remains that selling in panic is also not sensible. And as a small investor, you're usually too late anyway.
- Everyone actually knew that the US market had done far too well and was overheated.
- and Trump always announced the tariffs during the election campaign. So now he's doing things that don't come out of the blue.
- Nevertheless, I remain optimistic and have already bought a few more positions.
Because everyone knows that the "Orange Man" is a deal maker. He probably loves his country more than any other president. Otherwise his motto would not be "MAKE AMERICA GREAT AGAIN".
And that's why I believe that agreements will soon be reached.
- History shows us that things will continue to go up in the long term.
My dears, it pays to persevere. This is shown by the green side #grueneostern of my portfolio, which tends to hold my long-term stocks
$LTMC (+0,26 %) Lottomatica is a new investment, but one that is not affected by tariffs and has developed positively as a result. So it's also worth keeping an eye out for stocks that won't be dragged down by the "Orange Man".
No, you're one of the longer-term investors. It was more the macro and momentum investors who reallocated.
I would rather ask you why you don't diversify your strategies?
GFT Technologies: "We are closing the AI gap"
Hello my dears,
for all those interested in the exclusive interview with the GFT CEO.
In a major exclusive interview with our editorial team, Marco Santos, the new CEO of GFT Technologies, presents his plans for the coming years. He not only talks about financial targets up to 2029, but also about strengthening customer relationships, for example. Santos describes GFT's competitive advantages and makes it clear that the demand for secure AI solutions is on the rise. He also refers to the close relationships with various market leaders. For example, GFT is in close contact with AWS, Google Cloud, Microsoft Azure, Salesforce, ServiceNow and NVIDIA, among others. Overall, the CEO is very confident about the future and sees enormous potential.
https://www.4investors.de/nachrichten/boerse.php?sektion=stock&ID=183035
GFT Technologies: Strong revenue growth and new AI strategy until 2029!
On March 5, 2025, GFT Technologies SE published its preliminary results for the financial year 2024 and presented a new five-year strategy. The company achieved revenue growth of 10 percent to EUR 870.92 million and adjusted EBIT of EUR 77.44 million, an increase of 6 percent. Operating cash flow improved significantly to EUR 72.42 million compared to EUR 40.44 million in the previous year. GFT plans to increase revenue to around EUR 1.5 billion by 2029 and achieve an adjusted EBIT margin of 9.5 percent.
The new strategy aims to transform GFT into a fully AI-centric company. CEO Marco Santos emphasizes the need to act proactively to seize the opportunities of digital transformation. Strategic initiatives include focusing on Tier 1 clients, developing a modern global delivery platform and investing in high-value offerings such as the generative AI product "AI Impact". This product has already achieved significant productivity gains in customer projects and has been recognized by major platforms such as Amazon Web Services and Microsoft.
n 2024, business with banks and industrial clients grew particularly strongly, while the insurance sector remained stable. GFT recorded above-average growth in Europe, particularly in Germany and Spain, and achieved revenue growth of 18 percent in Brazil. The integration of the acquired Sophos Solutions was successfully completed and led to new strategic orders.
For 2025, GFT expects revenue growth of 7 percent to around EUR 930 million, but a decline in adjusted EBIT of 12 percent to around EUR 68 million due to higher investments and efficiency measures. Despite these challenges, the equity ratio remains stable at 42 percent and the Board of Directors proposes a dividend of EUR 0.50 per share.
Overall, GFT shows a solid financial development and a clear growth strategy based on the use of AI technologies to strengthen its market position and increase profitability in the long term.
Thanks for the summary! I'll have to buy some Quin coins! :D
GFT Technologies hires Jan Hiesserich
Prior to this, he was Communication & Strategy Executive at the US company Palantir for three years.
New job for Jan Hiesserich: The 45-year-old has been working as Group Chief Communications, Marketing and Strategy Officer for GFT Technologies since February 2025.
GFT is an IT and software company based in Stuttgart and listed on the S-Dax. Hiesserich's position was newly created.
He most recently worked as a consultant for the defense tech company Auterion. Prior to that, he was Vice President of Strategy & Communications at Aleph Alpha. He only joined the Heidelberg-based AI company in January 2024.
Previously, Hiesserich worked for the British communications consultancy Maitland and, from mid-2015, as Managing Director at Hering Schuppener (now FGS Global). In 2020, he became Head of CEO Communications & Strategic Positioning at the Walldorf-based software group SAP, and from the beginning of 2021 he was Communication & Strategy Executive at the US company Palantir for three years.
https://www.new-business.de/_rubric/detail.php?rubric=K%D6PFE&nr=820220
https://www.prreport.de/singlenews/uid-969528/gft-technologies-holt-jan-hiesserich/
HAUCK AUFHÄUSER INVESTMENT BANKING rates GFT TECHNOLOGIES AG as 'Positive'
HAMBURG (dpa-AFX Analyser) - Hauck Aufhäuser Investment Banking has lowered the price target for GFT Technologies from 42 to 40 euros, but left the rating at "Buy". Market dynamics should improve for the IT service provider in 2025, wrote analyst Simon Keller in a study published on Friday. This is supported by the latest figures from competitors. In addition, a shift towards artificial intelligence can be observed./mf/gl
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