EuroGroup Laminations S.p.A, the Industrials sector company, was revisited by a Wall Street analyst on March 27. Analyst Monica Bosio from Intesa Sanpaolo maintained a Hold rating on the stock and has a €1.20 price target.
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Monica Bosio has given his Hold rating due to a combination of factors, primarily the expectation that EuroGroup Laminations will face another challenging year in 2026, especially in its core E‑Mobility business. Although 2025 revenues were slightly better than anticipated, cancellations, project delays and an unfavorable price mix significantly pressured margins and effectively erased profits, even as working capital management helped keep leverage under control.
Monica Bosio’s rating is based on the view that, while the company has solid medium‑term prospects supported by new SoPs, growing exposure to China and India, and lower capex that should sustain free cash flow, the near‑term backdrop remains difficult and visibility limited. Given the geopolitical risks, notably those linked to the Iran conflict, and the fact that the current share price already reflects much of this risk at around 5.1x 2026E EV/EBITDA, she considers the stock fairly valued and therefore maintains a neutral Hold stance.
According to TipRanks, Bosio is an analyst with an average return of -5.9% and an 11.11% success rate.
In another report released on March 24, Kepler Capital also maintained a Hold rating on the stock with a €1.15 price target.