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SECO S.p.A.: Strategic Expansion and Growth Prospects Drive Buy Rating

SECO S.p.A.: Strategic Expansion and Growth Prospects Drive Buy Rating

Analyst Arianna Terazzi of Intesa Sanpaolo maintained a Buy rating on SECO S.p.A. (7GVResearch Report), retaining the price target of €3.70.

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Arianna Terazzi has given her Buy rating due to a combination of factors that highlight SECO S.p.A.’s promising future prospects. The company’s strategic focus on expanding its ecosystem, which includes partnerships with system integrators, silicon vendors, and hyperscalers, is expected to enhance its IoT platform’s market penetration. This expansion is anticipated to drive growth among third-party users, particularly with the potential regulatory requirements on cybersecurity that could boost the adoption of SECO’s CLEA platform.
Furthermore, SECO’s management is optimistic about meeting the 2Q25 guidance and achieving the FY25 revenue targets, indicating a strong business momentum. The company is also preparing for significant growth in 2026, with a robust pipeline of new products and increased CLEA revenues expected to contribute to a 15% top-line growth. Additionally, SECO’s plans to explore M&A opportunities as a market consolidator in FY26, particularly in the US, further support the positive outlook for the company’s future performance.

According to TipRanks, Terazzi is a 4-star analyst with an average return of 13.3% and a 44.74% success rate.

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