Intermonte analyst Carlo Maritano has maintained their bullish stance on 0R9S stock, giving a Buy rating yesterday.
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Carlo Maritano has given his Buy rating due to a combination of factors, starting with Avio’s solid finish to 2025, where revenue growth, order backlog and net cash all surpassed his prior assumptions, even if margins were temporarily diluted by a mix shift toward lower-margin Space activities. He views the company’s 2026 guidance as intentionally cautious, noting that management commentary and current order flows indicate stronger underlying demand than the official outlook implies.
In his view, the present geopolitical environment materially boosts long-term defence spending, creating additional upside from prospective missile-related contracts in both Europe and the U.S., which are not yet embedded in the formal business plan or his base-case forecasts. As a result, he has raised his long-term EBITDA assumptions and set a higher target price of €42.00, arguing that the risk–reward profile remains attractive for investors willing to focus on Avio’s structural growth potential rather than short-term volatility.
According to TipRanks, Maritano is a 4-star analyst with an average return of 16.9% and a 75.00% success rate.
In another report released yesterday, Jefferies also maintained a Buy rating on the stock with a €41.50 price target.