Strong Financial Performance and Strategic AI Positioning Justify Buy Rating for Reply SPA

Intermonte analyst Andrea Randone has maintained their bullish stance on 0RV0 stock, giving a Buy rating yesterday.

Andrea Randone has given his Buy rating due to a combination of factors including Reply SPA’s strong financial performance and strategic positioning in the market. The company reported impressive profitability in the first quarter of 2025, with EBITDA exceeding expectations by 4.6% and a notable year-over-year increase of 20.6%. This financial strength is complemented by a robust cash position, which was approximately €40 million better than anticipated.
Furthermore, Reply SPA is well-positioned in the rapidly growing field of artificial intelligence, having developed specialized skills and offerings such as Agentic AI and AI pre-built applications. The company’s focus on innovation and potential for future mergers and acquisitions, particularly in the US market, further supports the positive outlook. Despite a slight adjustment in organic growth expectations, the company’s ability to sustain a high EBITDA margin and capitalize on AI-driven opportunities underpins the Buy rating.

In another report released yesterday, Deutsche Bank also maintained a Buy rating on the stock with a €185.00 price target.

Based on the recent corporate insider activity of 13 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of 0RV0 in relation to earlier this year.