Unidata S.P.A.: Strong Financial Performance and Strategic Growth Initiatives Drive Buy Rating

Giorgio Tavolini, an analyst from Intermonte, maintained the Buy rating on Unidata S.P.A. (UD – Research Report). The associated price target was lowered to €5.20.

Giorgio Tavolini has given his Buy rating due to a combination of factors including Unidata S.P.A.’s strong financial performance and strategic growth initiatives. The company’s first-quarter results showed a notable improvement in profitability and a reduction in net debt, with revenues aligning with expectations. This positive financial trajectory is supported by growth in key business segments and a well-managed operating expenditure, which have contributed to an increase in adjusted EBITDA and EBIT.
Looking ahead, Unidata’s commitment to its 2025–2027 Industrial Plan, which focuses on high-value sectors like datacentres, cybersecurity, IoT, and smart cities, provides a promising outlook. The company is also making significant progress in joint ventures and strategic projects such as Unifiber Italy and the Unitirreno cable, which are expected to bolster its market position. Despite a slight reduction in the target price, the potential upside remains substantial, driven by management’s confidence in achieving ambitious growth targets and the possibility of market consolidation enhancing Unidata’s strategic assets.

Based on the recent corporate insider activity of 8 insiders, corporate insider sentiment is neutral on the stock.