In a report released today, Andrea Randone from Intermonte reiterated a Buy rating on Arnoldo Mondadori Editore SPA, with a price target of €3.00.
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Andrea Randone has given his Buy rating due to a combination of factors, notably solid underlying business trends despite temporary headwinds in a seasonally weak quarter. Management has reiterated 2026 guidance, and Mondadori continues to strengthen its leadership in the Italian book market while the Digital division offers meaningful long‑term growth and value creation potential.
Strong free cash flow generation, reflected in an estimated 2026 FCF yield of about 11%, supports both an appealing dividend profile of roughly 8% and additional room for value‑accretive acquisitions. The inclusion of Hoepli slightly lifts EBITDA expectations, while leverage remains under control, which, together with an unchanged €3.0 target price versus a current price around €2.04, underpins further upside and justifies the reiterated Buy recommendation.