Update shared on10 Sep 2025
Fair value Increased 0.65%Analysts modestly raised Poste Italiane's price target to €19.56, citing resilient operations, strong profitability in logistics and insurance, and stable shareholder returns, though sentiment is mixed due to capped upside potential.
Analyst Commentary
- Bullish analysts cite continued operational resilience and robust fundamentals as key drivers for modest upward price target revisions.
- Higher forecasted profitability in core logistics and insurance businesses supports increased valuations.
- Increased shareholder returns and a stable regulatory outlook underpin positive sentiment for the stock.
- JP Morgan's downgrade reflects concerns that the potential for further positive earnings surprises is now limited, leading to both a lowered price target and a Neutral stance.
- Mixed analyst sentiment, with bull cases emphasizing profitability and bear cases highlighting limited upside, results in cautious standard price target increments.
What's in the News
- Poste Italiane issued 2025 earnings guidance, projecting net profit between EUR 2.1 billion and EUR 2.2 billion, expecting higher shareholder remuneration due to its dividend payout policy.
Valuation Changes
Summary of Valuation Changes for Poste Italiane
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €19.43 to €19.56.
- The Future P/E for Poste Italiane remained effectively unchanged, moving only marginally from 14.83x to 14.95x.
- The Discount Rate for Poste Italiane remained effectively unchanged, moving only marginally from 15.40% to 15.46%.
Disclaimer
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