Intesa Sanpaolo analyst Gabriele Berti maintained a Buy rating on Sesa S.p.A. yesterday and set a price target of €130.00.
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Gabriele Berti has given his Buy rating due to a combination of factors that highlight SeSa’s solid operating momentum and visibility on future growth. The company reported robust first-half 2026 results, with both revenues and EBITDA rising at a healthy pace and margins remaining stable, while second-quarter organic growth clearly accelerated and exceeded the full-year guidance range. Management also confirmed its fiscal year 2026 targets, supported by a strengthened order backlog – particularly in higher-value ICT services – and by expectations of a recovery in SSI profitability in the second half of the year.
Berti also points to SeSa’s strong strategic positioning as a key digital integrator in Italy, benefiting from exposure to structurally growing markets such as cloud, cybersecurity, data/AI, digital platforms and energy transition solutions. The business mix is progressively shifting towards higher-margin segments, with Digital Green VAS and Business Services driving an increasingly balanced and profitable profile. In addition, the company’s execution track record, improved backlog visibility and solid cash generation provide confidence in the sustainability of growth and in disciplined capital allocation. Taken together, these elements reinforce the credibility of SeSa’s medium-term objectives and underpin Berti’s positive stance on the stock.
In another report released today, Intermonte also maintained a Buy rating on the stock with a €123.00 price target.