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q.beyond AG (DE:QBY0)
XETRA:QBY0
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q.beyond AG (QBY0) AI Stock Analysis

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DE:QBY0

q.beyond AG

(XETRA:QBY0)

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Neutral 61 (OpenAI - 5.2)
Rating:61Neutral
Price Target:
€4.00
▲(14.94% Upside)
Action:Reiterated
Date:08/18/26
The score is driven primarily by improving but still mixed financial performance (better profitability, strong balance sheet, and positive TTM cash flow, but weakening revenue and thin operating margins). Valuation appears inexpensive on P/E, while technicals are mostly neutral. The latest earnings call adds both upside (AI-driven savings plan, liquidity strength, consulting momentum) and near-term risk (guidance reset, Managed Services decline, churn and slower signings), netting to a modestly positive impact.
Positive Factors
Recurring Revenue Base
The high recurring-revenue share supports visibility and customer retention economics, reducing reliance on individual projects. This contract-based foundation can provide resilience while q.beyond expands cloud, managed IT, cybersecurity and application services.
Negative Factors
Revenue Contraction
Declining group revenue signals weak demand and limited organic momentum, particularly in the German mid-market. A smaller revenue base can reduce operating leverage and make it harder to absorb transformation costs or sustain investment.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring Revenue Base
The high recurring-revenue share supports visibility and customer retention economics, reducing reliance on individual projects. This contract-based foundation can provide resilience while q.beyond expands cloud, managed IT, cybersecurity and application services.
Read all positive factors

q.beyond AG (QBY0) vs. iShares MSCI Germany ETF (EWG)

q.beyond AG Business Overview & Revenue Model

Company Description
q.beyond AG is a technology enterprise specializing in cloud computing, software applications, artificial intelligence (AI), and cybersecurity services. Its operations span both Germany and international markets. The company's activities are struc...
How the Company Makes Money
q.beyond primarily makes money by selling recurring and project-based IT services to business customers. A key revenue stream is managed services, where clients pay ongoing fees (typically subscription- or contract-based) for operating parts of th...

q.beyond AG Earnings Call Summary

Earnings Call Date:Aug 10, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 09, 2026
Earnings Call Sentiment Neutral
The call presents a balanced picture: clear and measurable strengths in Consulting (revenue growth, margin expansion, and attractive recurring revenue exposure), tangible early AI-driven efficiency gains, solid liquidity and a funded transformation plan that promises significant recurring cost savings from 2027. Offsetting these positives are a noticeable decline and margin compression in Managed Services, higher-than-expected churn and slower contract signings, immediate one-off transformation costs (EUR 5–6m) and headcount reductions (~10% of German employees) that weigh on near-term profitability. Management has adjusted guidance downward for 2026 but communicates a credible path to improved profitability from 2027 via AI and M&A. On balance, the positives and negatives are roughly balanced.
Positive Updates
Consulting Growth and Margin Expansion
Consulting revenue grew 5% year-over-year to EUR 16.0m; consulting gross profit rose from EUR 2.3m to EUR 4.2m (≈+83%) and gross margin improved from 15% to 26% (+11 percentage points). Management expects consulting gross margin to stabilize above 20% (c.21–23%).
Negative Updates
Overall Revenue Decline
Group revenue fell to EUR 43.0m in Q2 from EUR 44.4m a year ago (≈-3%), prompting a guidance adjustment for fiscal year revenue to around EUR 180m.
Read all updates
Q2-2026 Updates
Negative
Consulting Growth and Margin Expansion
Consulting revenue grew 5% year-over-year to EUR 16.0m; consulting gross profit rose from EUR 2.3m to EUR 4.2m (≈+83%) and gross margin improved from 15% to 26% (+11 percentage points). Management expects consulting gross margin to stabilize above 20% (c.21–23%).
Read all positive updates
Company Guidance
Management adjusted 2026 guidance to around EUR 180 million in revenue and an EBITDA range of EUR 3–7 million (this includes roughly EUR 5–6 million of one‑off transformation investments, ~EUR 900k already spent on the Romania tech hub and ~EUR 1m booked this year), with the one‑time spend expected to deliver at least EUR 7 million p.a. in personnel savings from 2027 (payback <1 year). In Q2 group revenue was EUR 43.0m (down ~3% y/y from EUR 44.4m), reported EBITDA was EUR 1.6m (including a EUR 0.9m restructuring provision) and adjusted EBITDA was EUR 2.5m (adjusted margin 6%), adjusted consolidated net income was breakeven, free cash flow for the quarter was –EUR 1.6m and net liquidity stood at EUR 41m (≈EUR 1.65/share, equity ratio 70%). Key operational metrics underpinning the guidance: Consulting grew 5% to EUR 16m (gross margin rose to ~26%, one‑off license effect ~EUR 1m), Managed Services fell to EUR 27m (from EUR 29.2m), new orders rose ~12% to EUR 20.6m, 71% of revenue is recurring, automated work already saves ~6,000 hours/month (~40 FTEs) with 300 workflows live and ~1,000 in development, the Cluj site is expected to boost output ~25% and save >EUR 1m/year from 2027, management plans a EUR 2.5m share buyback and targets ~30% nearshore by year‑end (40% in 2028) and ~10% of revenue AI‑driven over time.

q.beyond AG Financial Statement Overview

Summary
Financials are improving but still mixed: profitability has recovered from prior losses (near break-even net margin and solidly positive EBITDA), leverage is low with sizable equity, and TTM operating/free cash flow are positive. Offsetting this, revenue is declining (down ~5% in 2025 and sharply lower in TTM) and operating margin remains slightly negative, leaving limited buffer with modest gross margins (~12–14%).
Income Statement
44
Neutral
Balance Sheet
72
Positive
Cash Flow
67
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue177.64M182.59M192.59M189.28M173.02M155.16M
Gross Profit24.42M25.44M23.54M16.81M14.67M19.12M
EBITDA9.61M8.39M9.06M3.97M-10.79M31.38M
Net Income11.00K1.48M-4.95M-17.48M-33.30M9.71M
Balance Sheet
Total Assets134.62M138.21M152.89M154.34M161.06M200.30M
Cash, Cash Equivalents and Short-Term Investments40.99M42.01M39.09M37.64M36.39M56.70M
Total Debt10.92M12.52M8.71M8.64M8.25M14.19M
Total Liabilities40.21M41.83M58.28M54.95M45.41M52.93M
Stockholders Equity92.03M94.17M92.56M97.85M115.14M147.07M
Cash Flow
Free Cash Flow6.79M1.10M6.96M3.90M-4.78M-14.94M
Operating Cash Flow9.14M2.87M10.53M6.47M-1.26M-7.66M
Investing Cash Flow-2.40M6.83M-3.41M-1.70M-13.99M24.70M
Financing Cash Flow-5.37M-6.81M-5.67M-3.52M-5.07M-5.26M

q.beyond AG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price3.48
Price Trends
50DMA
3.42
Positive
100DMA
3.55
Negative
200DMA
3.63
Negative
Market Momentum
MACD
<0.01
Negative
RSI
55.95
Neutral
STOCH
64.29
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DE:QBY0, the sentiment is Positive. The current price of 3.48 is above the 20-day moving average (MA) of 3.45, above the 50-day MA of 3.42, and below the 200-day MA of 3.63, indicating a neutral trend. The MACD of <0.01 indicates Negative momentum. The RSI at 55.95 is Neutral, neither overbought nor oversold. The STOCH value of 64.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DE:QBY0.

q.beyond AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
62
Neutral
€179.92M10.0013.38%6.41%-9.97%280.10%
61
Neutral
€88.20M1.450.01%2.35%-6.01%
60
Neutral
€4.57B18.4912.00%1.93%7.74%14.82%
59
Neutral
€402.79M21.739.65%1.26%12.73%51.34%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
55
Neutral
€643.77M18.517.07%4.46%-1.13%104.45%
54
Neutral
€336.78M-33.63-8.99%1.78%-1.94%-161.38%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DE:QBY0
q.beyond AG
3.54
-0.88
-19.91%
DE:ADN1
adesso AG
61.70
-28.62
-31.68%
DE:A1OS
All for One Group
67.60
24.12
55.48%
DE:AEIN
Allgeier
15.60
-1.60
-9.32%
DE:BC8
Bechtle Aktiengesellschaft
36.24
-1.05
-2.82%
DE:COK
CANCOM SE
22.40
0.29
1.30%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 18, 2026