Proactive Investors
09 Jul 2026, 06:46 UTC · 17w ago
Computacenter sees profit doubling as AI demand and hyperscale growth lift outlook
Impact · against what's priced in
Computacenter is likely to see a positive price correction as it explicitly guides full-year adjusted profit before tax to be 'comfortably ahead' of the £313.7 million analyst consensus. The upgrade is supported by a first-half profit that has doubled and a product order backlog that has grown significantly beyond the £7.1 billion year-end 2025 level.
- CCC+0.70
No priced-in read yet
- In context
The company is raising its full-year outlook above the market consensus of £313.7 million, driven by stronger-than-expected demand from North American hyperscalers and UK AI projects.
Read from the article alone
