GPI SpA (GPI – Research Report), the Healthcare sector company, was revisited by a Wall Street analyst yesterday. Analyst Gianluca Bertuzzo FCA from Intermonte maintained a Buy rating on the stock and has a €14.00 price target.
Gianluca Bertuzzo FCA’s rating is based on GPI SpA’s strong performance in FY24, which exceeded expectations, particularly in the Other and Care divisions, while the Software division continued its robust growth. The company’s outlook for FY25 is positive, with growth anticipated to align with business plan targets, driven by ongoing investments in healthcare digitalization and an improving cash generation performance, which could act as a catalyst for the stock.
Additionally, management’s strategic priorities for 2025-29, focusing on capitalizing on its leadership in the Software sector in Italy and expanding internationally, support the Buy rating. The emphasis on increasing efficiency, optimizing the corporate structure, and pursuing higher-margin projects in Care and Automation further strengthens the investment case. The company’s financial health, with a stable dividend yield and manageable debt levels, also contributes to the positive outlook for GPI SpA.
In another report released on March 31, TP ICAP MIDCAP also maintained a Buy rating on the stock with a €20.00 price target.