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Rai Way S.p.A. (IT:RWAY)
:RWAY
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Rai Way S.p.A. (RWAY) AI Stock Analysis

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IT:RWAY

Rai Way S.p.A.

(RWAY)

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Outperform 74 (OpenAI - 5.2)
Rating:74Outperform
Price Target:
€5.00
▲(9.89% Upside)
Action:Reiterated
Date:08/01/26
The score is driven primarily by strong financial performance (high profitability and solid cash generation), supported by favorable valuation (moderate P/E and high dividend yield). This is tempered by weaker medium-to-longer-term technical trend signals, with the stock trading below key longer moving averages.
Positive Factors
High profitability / margins
Very high and sustained margins indicate durable pricing power and an efficient cost base for a broadcast infrastructure operator. Over the next 2–6 months this supports resilient earnings, funds reinvestment and dividends, and provides a buffer versus modest top-line swings.
Negative Factors
Top-line stagnation
A nearly flat TTM top line limits organic earnings upside and increases reliance on margin expansion or cost discipline for profits. Over months this constrains growth optionality and makes long-term returns sensitive to competitive pricing, contract renewals, or modest demand shifts.
Read all positive and negative factors
Positive Factors
Negative Factors
High profitability / margins
Very high and sustained margins indicate durable pricing power and an efficient cost base for a broadcast infrastructure operator. Over the next 2–6 months this supports resilient earnings, funds reinvestment and dividends, and provides a buffer versus modest top-line swings.
Read all positive factors

Rai Way S.p.A. (RWAY) vs. iShares MSCI Italy ETF (EWI)

Rai Way S.p.A. Business Overview & Revenue Model

Company Description
Rai Way S.p.A. is an Italian enterprise dedicated to the ownership and administration of television and radio transmission and broadcasting infrastructure nationwide. It facilitates the delivery of TV and radio signals utilizing its extensive netw...
How the Company Makes Money
Rai Way makes money primarily by providing access to, and operating, its transmission and infrastructure assets for the distribution of TV and radio signals. Its core revenue stream is fees charged for broadcasting and transmission services delive...

Rai Way S.p.A. Financial Statement Overview

Summary
Strong overall fundamentals supported by excellent profitability (high gross/EBITDA/EBIT margins and solid net margin) and improving operating/free cash flow. Offsets include nearly flat TTM revenue growth, modest earnings pressure versus 2024–2025, and a balance sheet that is solid but with leverage/equity mix becoming a key watch item.
Income Statement
86
Very Positive
Balance Sheet
74
Positive
Cash Flow
82
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue286.55M282.80M276.10M271.94M245.45M229.94M
Gross Profit178.43M160.35M135.20M158.90M194.98M190.22M
EBITDA186.02M183.56M183.10M173.77M150.65M142.18M
Net Income85.47M88.60M89.90M86.72M73.69M65.38M
Balance Sheet
Total Assets459.70M464.80M462.00M470.28M442.60M388.05M
Cash, Cash Equivalents and Short-Term Investments15.40M9.30M13.50M34.12M35.18M17.24M
Total Debt183.40M145.80M157.25M139.23M141.51M105.63M
Total Liabilities312.20M272.80M269.60M281.58M266.44M222.13M
Stockholders Equity147.50M192.00M192.50M188.69M176.16M165.92M
Cash Flow
Free Cash Flow124.08M106.60M85.70M89.55M61.40M33.40M
Operating Cash Flow157.41M141.80M132.28M146.95M136.99M117.36M
Investing Cash Flow-48.00M-50.00M-50.10M-57.36M-75.38M-84.26M
Financing Cash Flow-104.36M-96.10M-102.80M-90.66M-43.67M-19.90M

Rai Way S.p.A. Technical Analysis

Technical Analysis Sentiment
Negative
Last Price4.55
Price Trends
50DMA
4.82
Negative
100DMA
5.24
Negative
200DMA
5.31
Negative
Market Momentum
MACD
-0.02
Negative
RSI
46.43
Neutral
STOCH
20.99
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IT:RWAY, the sentiment is Negative. The current price of 4.55 is below the 20-day moving average (MA) of 4.70, below the 50-day MA of 4.82, and below the 200-day MA of 5.31, indicating a bearish trend. The MACD of -0.02 indicates Negative momentum. The RSI at 46.43 is Neutral, neither overbought nor oversold. The STOCH value of 20.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IT:RWAY.

Rai Way S.p.A. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
74
Outperform
€1.26B14.8948.05%7.25%2.69%-5.07%
66
Neutral
€5.29B16.339.84%12.07%1.27%-3.44%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
51
Neutral
€15.65B65.981.16%-0.08%158.92%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IT:RWAY
Rai Way S.p.A.
4.70
-1.01
-17.66%
IT:INW
Inwit
6.04
-3.37
-35.80%
IT:TIT
Telecom Italia SPA
7.65
3.05
66.49%

Rai Way S.p.A. Corporate Events

Rai Way Publishes Audited Interim Financial Report for Mid-2026
Jul 31, 2026
Rai Way S.p.A. has filed its Interim Financial Report as of 30 June 2026, together with the related audit firm report, making these documents available to the public at its registered office in Rome. The filings have also been published on the com...
Rai Way Publishes Half-Year Financial Report for 30 June 2026
Jul 31, 2026
Rai Way S.p.A. has made its Half-Year Financial Report as of 30 June 2026, together with the Independent Auditors’ Report, available to the public. The documents can be accessed at the company’s registered office in Rome and have been ...
Rai Way Drops EI Towers Tie-Up and Doubles Down on 2024–2027 Plan
Jul 2, 2026
Rai Way’s board has acknowledged RAI’s announcement that the memorandum of understanding with F2i and MFE on a potential aggregation between Rai Way and EI Towers has expired without a shared basis for further negotiations. As a result...
Rai Way Publishes Minutes of 28 April 2026 Shareholders’ Meeting
May 27, 2026
Rai Way S.p.A. has announced that the minutes of its Ordinary Shareholders’ Meeting held on 28 April 2026 are now publicly available at its registered office in Rome and on its corporate website, as well as through the authorized storage mec...
Rai Way Starts 2026 with Revenue Growth, Lower Debt and Steady Guidance
May 13, 2026
Rai Way posted a solid start to 2026, with core revenues rising 2.6% to €71.9 million and adjusted EBITDA up 1.0% to €47.3 million, driven by growth in media distribution and digital infrastructure services. Net profit slipped 4.3% to ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 01, 2026