Promising Growth and Strategic M&A Drive Buy Rating for TXT e solutions SPA

Analyst Andrea Randone of Intermonte maintained a Buy rating on TXT e solutions SPA (0NLD – Research Report), boosting the price target to €47.40.

Andrea Randone has given his Buy rating due to a combination of factors that highlight the promising growth trajectory of TXT e solutions SPA. The company has set credible targets for 2027, with expectations of significant revenue and EBITDA growth driven by all divisions. The Smart Solutions division, in particular, is projected to grow at a compound annual growth rate (CAGR) of approximately 17%, with a strong EBITDA margin target of around 20%.
Furthermore, the company’s strategic focus on mergers and acquisitions (M&A) is expected to provide additional upside, with plans to invest up to approximately €160 million while maintaining a manageable leverage ratio. The management’s confidence in achieving both organic and M&A targets, along with the potential for substantial revenue and EBITDA increases by 2027, supports the Buy rating. The target price has been adjusted upwards to €47.4, reflecting these positive growth prospects and the company’s attractive valuation metrics.