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Datalogic: Operating Leverage and New Products Drive Growth Amid Macro Headwinds, Supporting Buy Rating

Datalogic: Operating Leverage and New Products Drive Growth Amid Macro Headwinds, Supporting Buy Rating

Datalogic SPA, the Technology sector company, was revisited by a Wall Street analyst on March 20. Analyst Alberto Francese from Intesa Sanpaolo maintained a Buy rating on the stock and has a €5.70 price target.

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Alberto Francese has given his Buy rating due to a combination of factors, primarily the company’s demonstrated ability to grow and improve profitability despite a challenging backdrop. Datalogic closed 2025 with revenue growth, supported by strong fourth-quarter performance, particularly in Data Capture and Industrial Automation, and an increasing contribution from recently launched products.

Operating leverage is clearly emerging, as evidenced by the marked improvement in EBITDA and margins in 4Q25 driven by higher volumes, better mix and productivity gains. While geopolitical risks, supply chain tensions and sector-specific weaknesses (such as automotive) temper 2026 visibility and have led to lower earnings estimates, sustained order intake and solid momentum in retail and logistics automation underpin expectations for further growth, which, together with the DCF-based target price, supports maintaining a Buy recommendation.

According to TipRanks, Francese is an analyst with an average return of -4.6% and a 29.63% success rate.

In another report released on March 20, Kepler Capital also upgraded the stock to a Buy with a €5.10 price target.

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