{
  "id": 9548542,
  "title": "Amadeus reactiva su atractivo con una valoración histórica",
  "url": "https://urgent.news/2026/09/24/amadeus-reactiva-su-atractivo-con-una-valoracion-historica",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-24T11:18:42.000Z",
  "source": {
    "name": "Expansion ES",
    "slug": "expansion-es",
    "url": "https://www.expansion.com/mercados/2026/09/24/6ab5070ee5fdea71208b45dc.html"
  },
  "original_language": "es",
  "account": "Amadeus is regaining its appeal with a historic valuation. The travel technology company has been touted as a loser in the artificial intelligence (AI) race by the market. Investors are attracted to Amadeus as they see opportunities in its market position and downward price movements. French manager BDL Capital is among the latest to open positions, giving the stock significant weight in its portfolios. Analyst Laurent Chaudeurge from BDL Capital highlights Amadeus' high margins, strong return on capital employed, and structural growth in air traffic, market share, and prices. The company has won all area computing sector bids since 2023 and boasts a healthy balance sheet compared to rival Sabre. BDL Capital notes Amadeus' advantages over competitors, including private and exclusive industry data. The company's positive balance sheet allows for more investments in research and development compared to Sabre. Despite the market's downward trend, Amadeus' valuation remains low, with the price-to-earnings ratio dropping from 25 times in May to 15 times now, a 50% decrease. BDL Capital has not only invested in Amadeus within the software sector but also opened positions in London Stock Exchange, Scout 24, Eventim, Universal, Rightmove, Relx, SAP, and Experian.",
  "summary": "Amadeus fue una de las compañías de software señaladas en Bolsa como perdedora en la carrera de la inteligencia artificial (IA). El mercado consideró que las herramientas de IA para profesionales torpedearían su negocio y ha lleva al valor a cotizar con una valoración en mínimos. La caída atrae a los inversores profesionales y se abren nuevas posiciones. Leer",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}