adesso

Volker Gruhn of Adesso says AI agents will reduce traditional programming effort in the medium term, but at the same time create new, previously uneconomical software projects and currently lead to more additional business than revenue loss. Adesso orchestrates agent-supported development processes, retains human control and relies on fixed-price offers, while quality, security and regulatory issues remain central prerequisites for deployment. Gruhn emphasizes the growing importance of domain expertise, orchestration capability and experience in IT teams and warns against delivering powerful models without thorough checks. » Altro su faz.net

Berenberg sets a price target of €128 for adesso and points to a valuation discount on the stock. Analysts highlight the strategic expansion in artificial intelligence, supported by the acquisition of insurtech omni:us and AI contracts totaling €73 million. The focus remains on digitalization solutions for insurers, banks and public administration. » Altro su finanzen.net

adesso reported for H1 2026 a revenue increase of 13% to EUR 794.3m and an operating EBITDA of EUR 45.8m (+21%), with the EBITDA margin rising to 5.8%. The company improved utilization, confirmed its annual forecast (revenue growth 9–16%, EBITDA growth 31–35%) and sees AI initiatives and the acquisition of omni:us as drivers for future growth. The stock rose moderately by 1.16% to $60.8; the valuation remains below the 52‑week high, while investors are counting on further margin increases from AI. » Altro su de.investing.com