Ipsos Surges 4.19% Following Presentation of Its 2028 Strategic Plan
Ipsos presented this Thursday during its investor day a strategic plan aiming for at least 5% organic growth and an operational margin of 13.5% by 2028, alongside more than one billion euros in investments over five years in technology and artificial intelligence. The stock jumped 4.19% during the session to 34.34 euros.
Stock Performance and Strategic Plan Overview
This Thursday, Ipsos' stock displayed an increase of 4.19% to 34.34 euros, up from 32.96 euros the previous day. This rise occurred during the investor day organized by the group, where the new management unveiled its strategic plan. The stock has moved above its 50-day moving average set at 32.90 euros, signaling a technical recovery after several weeks of decline. Crossing the 34 euro mark also brings the stock closer to its resistance at 34.88 euros, while the support threshold remains firmly at 31.80 euros. During this day, Ipsos presented a strategic plan aiming for an annual organic growth of at least 5% starting from 2028 and an operational margin of 13.5%. These ambitious targets, as deemed by analysts, are accompanied by an investment program of more than one billion euros over five years, primarily aimed at technology, artificial intelligence, and data. This roadmap, led by CEO Jean Laurent Poitou, is based on six strategic axes, including the acceleration of production times and the development of proprietary panels.
Leadership Changes and Financial Outlook
This strategic presentation comes in a context of profound renewal of the group's leadership. Didier Truchot, founder of Ipsos, announced on January 16 his resignation from the chairmanship of the board of directors for health reasons, effective February 28, 2026. Laurence Stoclet, former deputy CEO and director since 2002, will succeed him in this role. The group also reported in December the departure of its CFO Dan Lévy, replaced on an interim basis by Olivier Champourlier. Technically, the stock's RSI is at 40, indicating that the stock is moving out of a weakness zone without yet reaching an overbought zone. Performance remains negative over three months with a decline of 5.92%, and over a year with a drop of 25.86%. The group confirmed its guidance for 2025, expecting total revenue of about 2,525 million euros and organic growth of 0.6%. For the period 2026-2028, Ipsos aims for an average organic growth between 3% and 4%. In mid-January, the Portzamparc analysis office issued a buy recommendation on the stock with a target price of 55 euros.
