ATOSS Software SE: Strong Q3 Results Anticipated with Solid Growth Prospects

ATOSS Software SE is poised for a robust third quarter, according to NuWays AG's latest analysis. The company is expected to report sales of €53.3 million, representing a 12.9% year-on-year increase. This growth is driven by significant gains in Cloud & Subscription, which are anticipated to rise by 25% year-on-year. The company is benefiting from increased enterprise migrations and upselling through initiatives like the rollout of its first ATC agent.

Despite conservative forecasts due to geopolitical and economic factors, ATOSS maintains a strong EBIT outlook. An EBIT of €18.4 million, with a margin of 34.5%, is anticipated, indicating potential for an upward revision in future earnings guidance. Management expects full-year 2026 sales of €210-215 million, with an EBIT margin of at least 34%.

Looking ahead, 2027 sales are projected between €235-245 million. Expanding recurring revenues, strong customer retention, and international growth, particularly in non-DACH regions, support these forecasts. The company's strategic positioning in complex environments suggests high customer retention and future growth potential.