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Capgemini Sets AI Consulting Targets, Shares Fall

Published Wednesday, May 27, 2026 · Updated May 28

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Media Analysis

AI synthesis

French IT consulting firm Capgemini announced new medium-term financial targets and a strategic shift towards AI consulting for large enterprises. This announcement led to a 4% drop in its shares. The company projects significant revenue growth and free cash flow for 2025-2028, noting that AI is expanding client spending beyond traditional IT budgets.

What We Know — Key Points

  • Capgemini unveiled new medium-term financial targets and a strategy to focus on AI consulting for large companies.
  • Following the announcement, Capgemini's shares fell around 4 per cent by 0730 GMT.
  • The company aims for 5.5-7.5% average yearly revenue growth and over 6 billion euros in free cash flow between 2025-2028.
  • Capgemini's business opportunities pipeline already exceeds $12 billion, driven by AI expanding client spending beyond traditional IT budgets.

What Is Claimed — Perspectives

  • Channel News AsiaCenter

    Capgemini unveiled new medium-term financial targets and its strategy to focus on AI consulting for large companies, leading to a 4% drop in its shares. The French IT group aims for 5.5-7.5% average yearly revenue growth and over 6 billion in free cash flow between 2025-2028. The company also states artificial intelligence is expanding client spending beyond traditional IT budgets, creating new business opportunities and leading to a significant increase in its sales pipeline.

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