TP ICAP MIDCAP analyst Michele Mombelli has maintained their bullish stance on UD stock, giving a Buy rating on February 4.
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Michele Mombelli has given his Buy rating due to a combination of factors, notably Unidata’s revenue and adjusted EBITDA for 2025 coming in above market expectations and the company’s own guidance. Despite a slightly lower‑than‑expected Q4 margin, profitability remains consistent with the industrial plan presented in December, supporting confidence in the business model and earnings visibility.
He also highlights that net debt, including leases, was better than projected, leaving ample financial flexibility to pursue potential M&A opportunities. On this basis, he raises his forward sales and EBITDA estimates, makes only minor adjustments to depreciation and amortisation, and underscores that the shares still trade at an appealing valuation, which justifies maintaining a €6.0 target price and a Buy recommendation.
In another report released on February 4, TipRanks – OpenAI also reiterated a Buy rating on the stock with a €3.50 price target.