Ipsos S.A (IPS) | News Based Sentiment Analysis

• On September 26, 2025, Ipsos S.A. (IPS) shares closed at €36.420, a minimal daily change of 0.05% from €36.440, with 48,211 shares traded. However, the stock experienced a 1.57% decrease over the last seven days and a significant 36.55% decline year-over-year from €57.400, underperforming the SBF 120 index which rose 0.92% over the same period. This highlights a concerning trend of declining stock value despite stable daily trading.
• Ipsos released its monthly declaration of shares and voting rights for August 2025 on September 26, 2025, fulfilling a routine regulatory requirement. While not directly impacting investment value, this demonstrates consistent compliance and transparency.
• Reflecting broader economic concerns, Ipsos’s "Global Trends 9th Edition" report, published September 22, 2025, revealed a 7-point drop in global optimism, with 59% feeling optimistic about themselves and their families, and 45% about their city or town. This decline in consumer sentiment could potentially impact demand for Ipsos’s market research services.
• Ipsos shares saw a slight increase on September 22, 2025, closing up 0.49% at €37.180 from a previous close of €37.000, with 47,305 shares traded. Despite a 0.54% increase over the preceding week, the stock still showed a substantial year-on-year decline of 33.31% from €55.750, while the SBF 120 gained 4.22% during the same period.
• On September 24, 2025, Ipsos detailed its measures to prevent panel fraud and ensure data quality, including digital fingerprinting and machine learning, alongside a focus on AI integration with publications on synthetic data. Despite these efforts, the stock closed with a 1.35% decrease at €36.64 on the day of publication, suggesting the market wasn't immediately convinced.
• Ipsos released multiple research and public opinion reports on September 25, 2025, including "What Worries the World – September 2025," and reports on American and European neurological opinions. These publications demonstrate Ipsos’s continued role as a provider of key market insights.
• A small business optimism poll conducted between July 24 and August 11, 2025, and published on September 23, 2025, provided further insights into economic sentiment.
• Ipsos announced it will announce its 3rd quarter revenue in October 2025, setting the stage for the next key financial update.

The Investment Story: September was a mixed month for Ipsos, characterized by a declining stock price, a drop in global optimism, and continued efforts to improve data quality and leverage AI. The company remains a key player in market research, but faces headwinds from broader economic trends.

What It Means for Investors: The significant year-on-year stock decline and falling optimism levels are concerning, but Ipsos’s focus on data quality and AI integration could provide long-term benefits. Investors should closely monitor the upcoming Q3 revenue announcement for signs of improvement.

Looking Ahead: Investors should watch for the 3rd quarter revenue announcement in October 2025 and pay attention to any updates on the company’s AI initiatives. Monitoring global economic sentiment and its impact on Ipsos’s business will also be crucial.

The Bottom Line: Ipsos is navigating a challenging environment, but its commitment to innovation and data quality positions it for potential long-term growth. However, the current stock performance and economic headwinds warrant caution.