Computacenter lifts outlook: JPMorgan targets Computacenter stock at GBp 6,000.00

Published on 10/05/2026 at 17:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue rose 71.60 percent to GBP 6.85 billion in the first half of 2026. Computacenter stock costs EUR 64.25 on October 5, 2026 versus EUR 64.50.

Schwarzweiß-Reportagefoto von IT-Technikern bei Kabelarbeiten im Netzwerkraum — Computacenter plc GB00BV9FP302 dargestellt als dokumentarische Schwarzweiß-Reportage von zwei IT-Technikern im engen Serverraum, Illustration mit AI erstellt.

Computacenter (GB00BV9FP302) raised its adjusted 2026 profit-before-tax floor to GBP 380.00 million on September 8, 2026, and JPMorgan set a GBp 6,000.00 target for Computacenter stock on September 7, 2026, as MarketBeat reports. The profit floor stands above the company-compiled 2026 consensus of GBP 340.90 million.

Profit outlook resets expectations

Computacenter reported revenue of GBP 6,845.20 million for the six months ended June 30, 2026, up 71.60 percent from GBP 3,988.80 million in the comparable period. Adjusted operating profit increased 86.50 percent to GBP 153.10 million, while adjusted profit before tax rose 87.00 percent to GBP 152.40 million.

The strongest contribution came from North America, where adjusted operating profit increased 141.30 percent to GBP 118.50 million in the first half of 2026. The region represented 62.00 percent of group adjusted operating profit before central costs, compared with 44.00 percent in the first half of 2025.

Order backlog supports the upgrade

The committed product order backlog reached GBP 9.30 billion on June 30, 2026, up 323.20 percent from the prior-year period. That backlog gives the new profit floor a concrete operating base, although the company also reported a group gross margin of 9.60 percent, down from 12.60 percent in the first half of 2025.

Computacenter increased its interim dividend to GBp 27.10 per share from GBp 23.60 per share in the first half of 2025, a 14.80 percent increase. The payment is scheduled for October 23, 2026, according to the company release.

Analyst target remains above LSE quote

On the London Stock Exchange, the stock was trading at GBp 5,425.00 at 4:10 p.m. London time on October 5, 2026. That level was 9.58 percent below JPMorgan's GBp 6,000.00 target, calculated against the target value, while MarketBeat also reported GBp 6,500.00 targets from Berenberg and Jefferies.

Computacenter stock trades at EUR 64.25

Computacenter stock was trading at EUR 64.25 at Lang & Schwarz on October 5, 2026 at 5:08 p.m. CEST, minus 0.39 percent versus the EUR 64.50 prior close dated October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of Computacenter stock.