Airbus Eyes French IT Firm Atos' Big Data & Security Business - What's On The Cards?
Portfolio Pulse from Shivani Kumaresan
Atos SE has received non-binding interest in its Big Data & Security (BDS) business, with Airbus SE making an indicative offer of €1.5 billion-€1.8 billion for the entire unit. The potential acquisition would enhance Airbus's defense and security capabilities with advanced cybersecurity, computing, and AI. Atos is entering a due diligence phase with Airbus and continues exclusive negotiations with EPEI for the sale of Tech Foundations. Atos may sell additional assets to reduce debt and realign its business.
January 03, 2024 | 12:24 pm
News sentiment analysis
Sort by:
Ascending
NEUTRAL IMPACT
Atos SE is in preliminary discussions with Airbus for the sale of its BDS business and is also negotiating with EPEI for the sale of Tech Foundations as part of its debt reduction and business realignment strategy.
While the potential sale of the BDS business to Airbus could help Atos reduce debt and realign its business, the impact on Atos' stock price in the short term is uncertain due to the non-binding nature of the offer and the ongoing negotiations. The market's reaction may depend on further developments and the final terms of any deal.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70
POSITIVE IMPACT
Airbus SE has made a non-binding indicative offer for Atos SE's BDS business, which could significantly enhance its defense and security capabilities. The deal is valued at €1.5 billion-€1.8 billion.
The acquisition of Atos' BDS business could provide Airbus with valuable technology and capabilities in cybersecurity and AI, which are critical for growth in the defense and security sector. This strategic move is likely to be viewed positively by investors, potentially leading to a short-term increase in Airbus's stock price.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 80