Update shared on 01 Dec 2025
Fair value Increased 1.60%Analysts have raised their price target for Fincantieri from €22.16 to €22.51, citing incremental improvements in revenue growth expectations and fair value. However, slight increases in the discount rate and future P/E have tempered profit margin projections.
What's in the News
- Fincantieri and the U.S. Navy have reached an agreement to reshape the future of the Constellation-class Program. Under this agreement, Fincantieri will continue work on two frigates and discontinue contracts for four, aligning with new strategic naval priorities (Key Developments).
- The agreement includes indemnification by the U.S. Army for Fincantieri Marine Group. This indemnification covers economic commitments and industrial impacts resulting from the revised contracts (Key Developments).
- Fincantieri has invested over $800 million in its U.S. shipyards and recently expanded its U.S. workforce by 850 employees, further supporting its role in American maritime defense (Key Developments).
- The Star Princess, a new Sphere-Class cruise ship built by Fincantieri, was officially delivered to Princess Cruises during a ceremony in Monfalcone, Italy. The ship will soon begin voyages in the Mediterranean and Caribbean (Key Developments).
Valuation Changes
- Fair Value: Increased slightly from €22.16 to €22.51, reflecting a modest upgrade in valuation.
- Discount Rate: Increased from 13.17% to 13.53%, indicating a slightly higher risk assessment in the updated model.
- Revenue Growth: Rose marginally from 6.60% to 6.65%, signaling slightly improved revenue expectations.
- Net Profit Margin: Decreased from 2.71% to 2.51%, suggesting expectations of lower profitability.
- Future P/E: Increased from 35.76x to 39.55x, pointing to a higher expected price-to-earnings ratio going forward.
Disclaimer
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