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Reply SPA (IT:REY)
:REY
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Reply SPA (REY) Price & Analysis

26 Followers

REY Stock Chart & Stats

€96.00
-€5.60(-3.55%)
At close: 4:00 PM EST
€96.00
-€5.60(-3.55%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetReply's very low leverage provides durable financial flexibility: it reduces refinancing risk, supports investments in technology and selective M&A, and cushions cyclical IT services demand. A conservative balance sheet aids long-term resilience and preserves optionality for strategic moves.
Consistent Revenue Growth & Diversified ServicesSustained revenue growth across 2020–2025 reflects steady client demand and broad service adoption. Reply's multi-domain consulting and managed-services model (cloud, AI, cybersecurity, IoT, digital experience) creates diversified revenue streams and recurring contracts that support stable top-line expansion over the medium term.
Strong Profitability And ROEMargins and consistently high ROE indicate efficient delivery and capital use typical of high-value IT services. Sustained EBITDA and double-digit ROE provide internal funding for growth, support dividend capacity, and signal a competitive, value-added services mix that can be defended over multiple cycles.
Bears Say
Margin VolatilityMaterial year-to-year swings in gross and operating margins suggest sensitivity to project mix, pricing, and cost absorption. This reduces earnings predictability, complicates budgeting, and can impair long-term margin expansion unless management stabilizes pricing, delivery efficiency, and higher-margin recurring revenue mix.
Uneven Free Cash FlowWhile FCF is positive, the 2025 decline and variability in conversion rates imply working-capital sensitivity and timing effects. Irregular cash conversion can constrain reinvestment, M&A funding, or shareholder returns absent prudent working-capital management, raising execution risk during growth phases.
Asset Growth Requires DisciplineAs Reply scales, expanding assets and potential acquisitions increase complexity. Without disciplined working-capital control and effective integration, asset growth can erode returns or necessitate higher leverage. Execution risk in scaling/integrating businesses could pressure margins and capital efficiency over time.

Reply SPA News

REY FAQ

What was Reply SPA’s price range in the past 12 months?
Reply SPA lowest stock price was €76.65 and its highest was €146.80 in the past 12 months.
    What is Reply SPA’s market cap?
    Reply SPA’s market cap is €3.65B.
      When is Reply SPA’s upcoming earnings report date?
      Reply SPA’s upcoming earnings report date is Jul 30, 2026 which is in 27 days.
        How were Reply SPA’s earnings last quarter?
        Currently, no data Available
        Is Reply SPA overvalued?
        According to Wall Street analysts Reply SPA’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Reply SPA pay dividends?
          Reply SPA pays a Annually dividend of €1.35 which represents an annual dividend yield of 1%. See more information on Reply SPA dividends here
            What is Reply SPA’s EPS estimate?
            Reply SPA’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Reply SPA have?
            Reply SPA has 37,411,427 shares outstanding.
              What happened to Reply SPA’s price movement after its last earnings report?
              Currently, no data Available
              Which hedge fund is a major shareholder of Reply SPA?
              Currently, no hedge funds are holding shares in IT:REY
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                Company Description

                Reply SPA

                Reply S.p.A., established in Turin, Italy, in 1995, is a global information technology service provider offering a comprehensive suite of solutions. The company specializes in strategic consulting, seamless system integration, efficient application management, and robust business process outsourcing for clients worldwide. Their core activity involves conceptualizing, engineering, and implementing advanced solutions that leverage contemporary communication channels and digital platforms. Reply S.p.A. boasts an array of proprietary platforms designed for specific industry needs. These include Axulus, an accelerator for industrial IoT deployments; Brick Reply, focused on digitizing industrial operations; China Beats, a tool for market intelligence and social media monitoring; Discovery Reply, managing enterprise digital experiences; Logistics Execution Architecture Reply, enabling agile and interconnected supply chains; and Pulse Reply, a dashboard integrating data science with marketing intelligence. Additionally, they provide Sonar Reply for data-driven trend analysis; TamTamy, an enterprise social network enhancing communication, collaboration, and learning; Ticuro Reply, a platform for connecting medical devices, wearables, and environmental sensors; and X-RAIS Reply, an AI-powered solution assisting in radiological diagnostics. Reply S.p.A.'s extensive client base spans diverse sectors, such as automotive, energy and utilities, financial services, logistics and manufacturing, public sector and healthcare, retail and consumer products, and telecommunications and media. The company also holds a significant strategic collaboration agreement with Amazon Web Services.

                Reply SPA (REY) Earnings & Revenues

                REY Stock 12 Month Forecast

                Average Price Target

                €150.60
                ▲(56.88% Upside)
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3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":113.608,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":113.115,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 4,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n   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