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Amadeus IT Group, S.A. (DE:AI3B)
FRANKFURT:AI3B

Amadeus IT Group, S.A. (AI3B) Price & Analysis

1 Followers

AI3B Stock Chart & Stats

€65.00
€0.00(0.00%)
At close: 4:00 PM EST
€65.00
€0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Recurring Dual Revenue Model (Distribution + Technology)Amadeus's business combines transaction-driven distribution fees with subscription/usage contracts for mission-critical airline and hospitality IT. Long-term contracts and embedded platforms create recurring, volume-linked revenue streams and high customer stickiness, supporting predictable cash flows over months to years.
High And Sustained Profitability/marginsConsistently strong gross and net margins since 2022 reflect pricing power, scale and operating leverage across distribution and IT businesses. Durable high margins indicate structural competitiveness and the ability to absorb cost inflation while sustaining healthy operating cash generation over the medium term.
Robust Cash Generation And Disciplined Capital AllocationMaterial FCF improvement and consistently positive operating cash flow support reinvestment, R&D and shareholder returns. Management executed a €500m buyback while funding R&D (~20% of revenue), showing cash generation is strong enough to sustain growth investments and capital returns without abandoning balance sheet discipline.
Bears Say
Geopolitical Exposure Reducing BookingsAir Distribution revenue and volumes are sensitive to regional geopolitical shocks. Persistent or recurring Middle East disruption has already trimmed bookings and forced guidance caution. Given distribution is volume-driven, prolonged softness can meaningfully depress recurring transaction revenue and worsen visibility for 2–6 months.
Meaningful Absolute Debt And Slower DeleveragingWhile leverage metrics improved versus earlier years, substantial absolute debt leaves limited cushion if travel volumes deteriorate or financing costs rise. Slower deleveraging reduces flexibility for opportunistic M&A or larger buybacks and increases sensitivity to rate moves over the medium term.
Margin And Growth Volatility From Cost Pressures And One-offsSegment-level cost inflation, higher amortization of internally developed software and one-off decommissioning costs introduce earnings and margin variability. Growth has shown sharp swings historically, so persistent cost or mix shifts could compress contribution margins and make near-term profitability less predictable.

Amadeus IT Group, S.A. News

AI3B FAQ

What was Amadeus IT Group, S.A.’s price range in the past 12 months?
Amadeus IT Group, S.A. lowest stock price was €46.40 and its highest was €69.00 in the past 12 months.
    What is Amadeus IT Group, S.A.’s market cap?
    Amadeus IT Group, S.A.’s market cap is €21.58B.
      When is Amadeus IT Group, S.A.’s upcoming earnings report date?
      Amadeus IT Group, S.A.’s upcoming earnings report date is Nov 06, 2026 which is in 37 days.
        How were Amadeus IT Group, S.A.’s earnings last quarter?
        Amadeus IT Group, S.A. released its earnings results on Jul 31, 2026. The company reported €0.901 earnings per share for the quarter, beating the consensus estimate of €0.87 by €0.031.
          Is Amadeus IT Group, S.A. overvalued?
          According to Wall Street analysts Amadeus IT Group, S.A.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Amadeus IT Group, S.A. pay dividends?
            Amadeus IT Group, S.A. does not currently pay dividends.
            What is Amadeus IT Group, S.A.’s EPS estimate?
            Amadeus IT Group, S.A.’s EPS estimate is 0.93.
              How many shares outstanding does Amadeus IT Group, S.A. have?
              Amadeus IT Group, S.A. has 431,571,300 shares outstanding.
                What happened to Amadeus IT Group, S.A.’s price movement after its last earnings report?
                Amadeus IT Group, S.A. reported an EPS of €0.901 in its last earnings report, beating expectations of €0.87. Following the earnings report the stock price went up 1.869%.
                  Which hedge fund is a major shareholder of Amadeus IT Group, S.A.?
                  Currently, no hedge funds are holding shares in DE:AI3B
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Amadeus IT Group, S.A. Stock Smart Score

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                    Learn more about TipRanks Smart Score

                    Company Description

                    Amadeus IT Group, S.A.

                    Amadeus IT Group, S.A. operates as a leading global technology partner and transaction facilitator for the travel and tourism sector. The company's extensive activities are organized into two core divisions: Distribution and IT Solutions. It provides an essential international network facilitating real-time search capabilities, dynamic pricing, booking, and ticketing services. Additionally, Amadeus equips travel service providers with a comprehensive suite of technological innovations designed to automate critical operational tasks, including reservation systems, inventory control, and departure management. The company's diverse offerings also encompass software development and deployment, regional support, data processing, intermediation, consulting, various information technology services, financial activities, and e-commerce solutions. Amadeus caters to a broad spectrum of clients across the travel ecosystem, including airlines, airports, hotels, tour operators, insurance providers, ground and sea transport companies, travel sellers, brokers, corporate travel buyers, and ground handlers. Founded in 1987 and headquartered in Madrid, Spain, the company adopted its current name, Amadeus IT Group, S.A., in August 2016, previously trading as Amadeus IT Holding, S.A.

                    Amadeus IT Group, S.A. (AI3B) Earnings & Revenues

                    AI3B Company Deck

                    AI3B Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call reflects resilient H1 operational and financial performance with solid segment growth (Air IT and Hospitality), meaningful commercial wins, clear AI progress and disciplined capital allocation. However, material near-term headwinds from the Middle East geopolitical situation have reduced bookings, prompted a cautious revision to the FY outlook (notably for Air Distribution), produced one-off decommissioning costs and temporarily elevated certain costs. The company emphasizes diversification, cost discipline and a constructive pipeline, but short-term visibility remains limited.View all DE:AI3B earnings summaries
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