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SECO S.p.A.: Hold Rating Maintained Amid Promising Growth and Uncertain Long-Term Visibility

Analyst Marco Vitale from Mediobanca maintained a Hold rating on SECO S.p.A. (7GVResearch Report) and increased the price target to €2.40 from €2.30.

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Marco Vitale has given his Hold rating due to a combination of factors influencing SECO S.p.A.’s current market position. The company has shown a promising start with its first-quarter results, slightly surpassing expectations in terms of adjusted EBITDA, indicating a positive growth momentum. However, despite these encouraging signs, the visibility on the long-term sustainability and scale of this recovery remains limited, as the full-year guidance will only be disclosed in September.
While there is cautious optimism regarding SECO’s future, with expectations of progressive sales growth and an increase in recurring revenue, the current evidence is not sufficient to warrant a more optimistic rating. The company’s profitability trend is improving, but the flat year-over-year sales and the need for more substantial proof of sustained growth have led to maintaining a Neutral stance with a slight increase in the target price to €2.40 per share. This reflects a wait-and-see approach until clearer signs of robust top-line growth are evident.

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