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MB: Board Decision On $18B Bid Will Shape Leadership And Listing Outcome

Update shared on 28 Nov 2025

Fair value Increased 2.14%
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AnalystConsensusTarget's Fair Value
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1Y
20.3%
7D
-1.8%

Analysts have raised their price target for Mediobanca Banca di Credito Finanziario from €19.18 to €19.59. This revision reflects improved profit margin expectations and a modestly lower discount rate in their updated assessment.

What's in the News

  • Banca Monte dei Paschi di Siena completed its €14.8 billion acquisition of Mediobanca Banca di Credito Finanziario. However, the conditions for delisting were not met, so Mediobanca shares will remain traded on Euronext Milan (Key Developments).
  • Mediobanca was dropped from several major indices, including the S&P International 700, S&P Europe 350, and S&P Global 1200 (Key Developments).
  • Alberto Nagel, CEO of Mediobanca for 17 years, is expected to resign following the takeover by Monte dei Paschi di Siena (Key Developments).
  • Banca Monte dei Paschi called a board meeting to consider raising its offer for Mediobanca, including the potential addition of a cash component (Bloomberg).

Valuation Changes

  • Consensus Analyst Price Target has risen slightly from €19.18 to €19.59.
  • Discount Rate has decreased marginally from 10.99% to 10.98%.
  • Revenue Growth expectations have fallen modestly from 10.07% to 9.96%.
  • Net Profit Margin is forecast to increase from 37.73% to 39.98%.
  • Future P/E ratio has declined slightly from 11.97x to 11.68x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.