Computacenter

For H1 2026 Computacenter reported an adjusted pre-tax profit of £152.4m (+87%) and raised its minimum full-year forecast to at least £380m (analysts' consensus £340.9m). Revenue rose 71.6% to £6.85bn, driven by almost doubled technology sourcing due to strong demand for AI infrastructure in North America. The company increased the interim dividend by 14.8% to 27.1p, recorded an order book of £9.3bn and hit a 52-week high of 6,045p; analysts including JPMorgan raised price targets. » Mere på de.investing.com

Computacenter shares rose to 5,465 pence and reached 5,500 pence intraday, driven by Peel Hunt upgrading the stock from “Add” to “Buy” and raising its price target to 6,000 pence. Peel Hunt cited stronger-than-expected half-year profits and expects significantly higher customer spending in 2027, but left its full-year adjusted pre-tax profit forecast unchanged. Nvidia’s strong quarterly results and upbeat outlook also boosted demand for AI-capable infrastructure, from which integrators like Computacenter are likely to benefit. » Mere på de.investing.com

Computacenter benefits from the AI boom as demand rises for server, storage and networking infrastructure as well as consulting and implementation services for AI projects. The company also helps customers modernize their IT landscapes and provides cloud and managed services. A new top target from Berenberg is being seen as a catalyst for a breakout in the share price. » Mere på finanzen.net