In a report released yesterday, Arianna Terazzi from Intesa Sanpaolo maintained a Buy rating on SECO S.p.A., with a price target of €3.70.
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Arianna Terazzi has given his Buy rating due to a combination of factors including SECO’s strengthening earnings profile and improving balance sheet. She expects an ongoing recovery in profitability, supported by solid top-line growth in edge computing, expanding volumes in hardware, and better cash generation that should keep leverage around just over 1x EBITDA, thus preserving financial flexibility.
Terazzi also highlights the strategic relevance of CLEA’s recurring software revenues and the visible pipeline of new design wins, most of which come from newly acquired customers and are set to scale from 2026 onward. In her view, upcoming disclosures on the commercial backlog and near-term revenue guidance could act as catalysts, supporting the investment case and justifying a positive stance on the stock.
According to TipRanks, Terazzi is ranked #2854 out of 12068 analysts.