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Accelerated European And NATO Defense Spending Will Drive Cyber Modernization

Published
12 Nov 24
Updated
05 Oct 25
AnalystConsensusTarget's Fair Value
€54.18
2.4% undervalued intrinsic discount
05 Oct
€52.90
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1Y
159.3%
7D
-5.2%

Author's Valuation

€54.182.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on05 Oct 25
Fair value Increased 1.51%

Leonardo's analyst price target has been increased from €53.38 to €54.18, as analysts note stronger sector dynamics along with a modest improvement in projected growth and profit margins. Analyst Commentary Recent analyst coverage of Leonardo has provided a range of perspectives on the company's outlook, valuation, and competitive positioning within the European defense sector.

Shared on20 Sep 25
Fair value Decreased 1.13%

Analysts have slightly lowered Leonardo’s price target to €53.38 as high sector valuations and a relatively lower growth profile temper optimism toward robust European defense spending, resulting in only a marginal fair value revision. Analyst Commentary Bullish analysts see Leonardo benefiting from Europe's strongest defense spending cycle since the Cold War, supporting sector-wide top-line growth.

Shared on04 Sep 25

With no material changes in net profit margin or revenue growth forecasts, Leonardo's consensus analyst price target remains stable at €53.99. What's in the News Leonardo and Textron Aviation Defense entered a teaming agreement to offer the Beechcraft M-346N, based on Leonardo's M-346 trainer, for the U.S. Navy Undergraduate Jet Training System program.

Shared on12 Mar 25
Fair value Increased 2.99%