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

25 Followers

REY Stock Chart & Stats

€99.90
€4.80(4.80%)
At close: 4:00 PM EDT
€99.90
€4.80(4.80%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetVery low and improving debt-to-equity (~0.12) provides durable financial flexibility, lowers solvency risk and supports capital allocation. Over months, this enables continued investment in capabilities, opportunistic M&A and resilience to cyclical slowdowns without stressing liquidity.
Consistent Revenue GrowthSteady top-line expansion to €2.48B reflects persistent demand for consulting, cloud and digital services. Durable services-based revenue and multi-industry exposure support repeat business, scale benefits and continued reinvestment in IP and talent, underpinning medium-term growth.
Healthy Profitability And ReturnsConsistent mid-single-digit net margins, improving EBITDA and high-teens ROE indicate efficient capital use and operating leverage. These structural profitability metrics support reinvestment, dividends and strategic initiatives, offering durable earnings power across business cycles.
Bears Say
Margin VolatilityMaterial year-to-year swings in gross and operating margins point to sensitivity to project mix, pricing or cost absorption. Persistent volatility undermines earnings predictability, complicates long-term planning, and may require stronger pricing discipline or cost controls to stabilize margins.
Uneven Free Cash Flow ConversionA recent ~10.6% FCF decline and modest operating-cash-to-sales conversion indicate working-capital sensitivity and timing effects. Over months, uneven cash generation can constrain discretionary investment, dividend flexibility and increase reliance on credit during seasonal or project-driven swings.
Asset Growth And Integration RiskRapid asset expansion raises the need for tight working-capital management and careful M&A integration. If acquisition execution or receivables management falters, balance-sheet pressure could emerge despite low leverage, impairing liquidity and hampering sustainable expansion.

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 €142.30 in the past 12 months.
    What is Reply SPA’s market cap?
    Reply SPA’s market cap is €4.16B.
      When is Reply SPA’s upcoming earnings report date?
      Reply SPA’s upcoming earnings report date is Nov 12, 2026 which is in 103 days.
        How were Reply SPA’s earnings last quarter?
        Reply SPA released its earnings results on Jul 30, 2026. The company reported €3.524 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          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 1.24%. 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?
                Reply SPA reported an EPS of €3.524 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -2.063%.
                  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

                    €154.50
                    ▲(54.65% Upside)
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<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 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":144.081,"date":1748736000000,"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 7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":143.489,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n         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24,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":119.919,"date":1761955200000,"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 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \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 25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, 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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":80.768,"date":1775001600000,"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 31,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 17, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":92.996,"date":1777593600000,"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 69,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 30, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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