Altus Group Ltd (FRA:53U)
€ 28.8 +0.40 (+1.41%) Market Cap: 1.03 Bil Enterprise Value: 997.84 Mil PE Ratio: 0 PB Ratio: 4.58 GF Score: 63/100

Altus Group Ltd at TD Cowen Technology, Media & Telecom Conference Transcript

May 27, 2026 / 02:15PM GMT
Release Date Price: €26.4 (+0.76%)
John Shao
Cowen and Company LLC - Equity Analyst

All right, so let's get things started. And welcome, everybody. Good morning.

And with me today is Mike Gordon, CEO of Altus Group. And my name is John Shao. I'm a tech analyst at TD Cowen covering the company.

So Mike, we got quite a bit of questions on my list. And why don't we start with my questions?

Michael Gordon
Altus Group Ltd - Executive Chairman of the Board, Chief Executive Officer

It's all up to you. Take me wherever you want to.

Questions & Answers

John Shao
Cowen and Company LLC - Equity Analyst

For sure. So first of all, before I get started, Altus is.

Real estate technology company. And the part of business that's mostly decided is the Arcus Intelligence, which is AI enabled system record for the commercial real estate industry. A company is also on track to becoming Rule of 40, but end of this year and TD Cowen has a buy rating and $53 price target. So my first question is, given I mentioned real estate, we

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