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Italian (Borsa Italiana) Market Analysis & Valuation

UpdatedMay 06, 2026
DataAggregated Company Financials
Companies387
  • 7D0.3%
  • 3M1.6%
  • 1Y20.6%
  • YTD4.3%

The Information Technology sector gained 4.1% while the market remained flat over the last week. Meanwhile, the market is actually up 19% over the past year. Earnings are forecast to grow by 10% annually.

Trending IndustriesSoftwareRenewable Energy

Market Valuation and Performance

Has the Italian Market valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 06 May 2026€1.1t€812.4b€43.5b17x25x1.3x
Fri, 03 Apr 2026€1.0t€810.8b€42.7b16x24.6x1.3x
Sun, 01 Mar 2026€1.1t€806.7b€47.4b17.3x23.1x1.4x
Tue, 27 Jan 2026€1.1t€800.3b€65.4b17.4x16.1x1.3x
Thu, 25 Dec 2025€1.1t€801.3b€65.4b16.7x16.2x1.3x
Sat, 22 Nov 2025€1.0t€800.1b€65.4b16.2x15.3x1.3x
Mon, 20 Oct 2025€979.2b€799.6b€64.2b16.8x15.3x1.2x
Wed, 17 Sep 2025€982.8b€799.6b€64.1b17.8x15.3x1.2x
Fri, 15 Aug 2025€981.8b€798.9b€64.1b17.2x15.3x1.2x
Sun, 13 Jul 2025€926.9b€806.4b€71.7b16.5x12.9x1.1x
Tue, 10 Jun 2025€931.0b€823.0b€71.8b16.1x13x1.1x
Thu, 08 May 2025€889.0b€810.9b€70.9b14.8x12.5x1.1x
Sat, 05 Apr 2025€808.6b€814.3b€71.2b13.6x11.4x1x
Mon, 03 Mar 2025€813.3b€814.3b€67.4b14.2x12.1x1x
Wed, 29 Jan 2025€768.4b€821.3b€75.4b14.1x10.2x0.9x
Fri, 27 Dec 2024€720.9b€832.1b€76.0b13.8x9.5x0.9x
Sun, 24 Nov 2024€714.8b€834.6b€75.6b13.4x9.5x0.9x
Tue, 22 Oct 2024€741.0b€837.2b€75.4b14.2x9.8x0.9x
Thu, 19 Sep 2024€720.1b€836.5b€75.2b14.3x9.6x0.9x
Sat, 17 Aug 2024€722.2b€848.2b€75.4b14.2x9.6x0.9x
Mon, 15 Jul 2024€757.9b€854.2b€79.1b14.5x9.6x0.9x
Wed, 12 Jun 2024€758.4b€869.0b€79.9b14.3x9.5x0.9x
Fri, 10 May 2024€768.0b€870.2b€78.0b14.9x9.8x0.9x
Sun, 07 Apr 2024€772.2b€885.6b€78.7b14.3x9.8x0.9x
Tue, 05 Mar 2024€747.7b€920.8b€80.8b14.2x9.2x0.8x
Thu, 01 Feb 2024€684.0b€920.7b€76.8b14.9x8.9x0.7x
Sat, 30 Dec 2023€675.5b€921.2b€77.3b15x8.7x0.7x
Mon, 27 Nov 2023€647.5b€923.6b€77.3b14x8.4x0.7x
Wed, 25 Oct 2023€612.9b€966.2b€74.2b13.5x8.3x0.6x
Fri, 22 Sep 2023€641.7b€964.4b€73.8b15.1x8.7x0.7x
Sun, 20 Aug 2023€624.8b€962.3b€73.7b15.2x8.5x0.6x
Tue, 18 Jul 2023€633.5b€946.9b€69.5b15.9x9.1x0.7x
Thu, 15 Jun 2023€625.3b€947.8b€77.2b16.3x8.1x0.7x
Sat, 13 May 2023€622.9b€944.5b€77.1b15.9x8.1x0.7x
Price to Earnings Ratio

8.1x


Total Market Cap: €622.9bTotal Earnings: €77.1bTotal Revenue: €944.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Market Price to Earnings3Y Average 11.8x202420252026
Current Market PE
  • Investors are optimistic on the Italian market, and appear confident in strong long term growth rates.
  • The market is trading at a PE ratio of 24.6x which is higher than its 3-year average PE of 11.8x.
Past Earnings Growth
  • The earnings for companies in the Italian industry have declined 17% per year over the last three years.
  • Revenues have also declined 4.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Sector Trends

Which sectors have driven the changes within the Italian Market?

IT Market0.29%
Tech7.23%
Industrials5.63%
Energy1.83%
Healthcare1.32%
Financials0.52%
Consumer Staples-0.34%
Materials-1.52%
Utilities-1.73%
Telecom-1.78%
Real Estate-3.05%
Consumer Discretionary-3.81%
Sector PE
  • Investors favour the Tech sector the most for future growth, which is trading above its 3-year average PE ratio of 36.7x.
    • The market's confidence is likely because analysts are expecting annual earnings growth of 30.4%, which is higher than its past year's earnings growth of 4.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Tech sector, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 4.1% per year.
  • In contrast, the Materials sector is expected to see its earnings grow by 4.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuationSector
PRY Prysmian€139.6013.3%
+€4.7b		175.6%PE30.3xIndustrials
UCG UniCredit€67.823.1%
+€3.1b		29.4%PB1.5xFinancials
ENI Eni€23.972.3%
+€1.6b		88.5%PE23.7xEnergy
TPRO Technoprobe€19.1810.7%
+€1.2b		227.9%PE125.8xTech
LDO Leonardo€53.281.7%
+€501.9m		11.1%PE25.1xIndustrials
See more

Market Insights

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Latest News

UCG
€67.82
UniCredit
7D
3.1%
1Y
29.4%
UNI
€21.85
Unipol Assicurazioni
7D
-1.8%
1Y
31.2%
RACE
€279.55
Ferrari
7D
-4.1%
1Y
-33.0%
PRY
€139.60
Prysmian
7D
13.3%
1Y
175.6%

PRY: Energy Transition And Data Centres Will Support Future Re Rating

The analyst price target for Prysmian has been updated from €120 to €148, reflecting recent Street research in which several banks raised their targets on the stock while highlighting both supportive fundamentals and some caution around valuation and earnings expectations. Analyst Commentary Recent Street research points to a broadly constructive tone on Prysmian, even as some firms flag valuation and earnings expectations as areas to watch.
ISP
€5.76
Intesa Sanpaolo
7D
-0.4%
1Y
20.9%

ISP: 2026 Earnings Power Will Rely On Fees Insurance And Cost Discipline

The analyst fair value estimate for Intesa Sanpaolo has inched higher to about €6.61 per share, a marginal move that reflects modest tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E after recent price target changes and rating upgrades across the Street. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable lifting price targets into the €6.80 range or higher, which supports the view that recent earnings assumptions and capital return expectations can justify a P/E closer to peers.
BPE
€12.67
BPER Banca
7D
1.7%
1Y
71.4%

BPE: Merger Vote And Recalibrated Earnings Outlook Are Expected To Unlock Upside

Analysts have trimmed BPER Banca's fair value estimate by €0.10 to €14.50, reflecting updated views on discount rates, revenue growth, profit margins and future P/E after a mix of recent target moves and a fresh neutral initiation on the stock. Analyst Commentary Recent research points to a mixed but generally constructive stance on BPER Banca, with some firms trimming fair value assumptions while others highlight room for upside based on execution and earnings power.
ENEL
€9.71
Enel
7D
-2.4%
1Y
26.2%

ENEL: Mixed Rating Shifts And India Exit Will Shape Future Risk Balance

Enel's updated analyst price target edges up slightly to about €10.17. This reflects modest tweaks to growth, margin and P/E assumptions as analysts digest a mix of recent target increases and reductions across the Street.
STLAM
€6.18
Stellantis
7D
-7.7%
1Y
-25.7%

STLAM: 2026 Transition And China Partnerships Will Drive Re Rating Potential

Analysts have made a small upward adjustment to the blended price target for Stellantis to €11.97. This reflects slightly lower revenue growth assumptions, a modestly higher profit margin outlook, and a reduced future P/E multiple after a mix of recent target cuts, downgrades, and one upgrade from major banks and brokers.
PST
€22.22
Poste Italiane
7D
-1.2%
1Y
21.8%

PST: Higher Earnings Quality Will Support Upside As P/E Repricing Takes Hold

Poste Italiane's analyst fair value estimate has been lifted from €26.50 to €28.80, as analysts point to a higher price target range from recent research and updated assumptions on revenue growth, profitability and future P/E levels. Analyst Commentary Recent Street research points to a cluster of higher price targets for Poste Italiane, with figures such as €24.50, €25.10 and other upward adjustments feeding into the updated fair value estimate.
MAIRE
€15.95
Maire
7D
9.0%
1Y
63.0%

Maire S.p.A. (BIT:MAIRE) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

May 02
Maire S.p.A. (BIT:MAIRE) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
MONC
€51.76
Moncler
7D
-3.4%
1Y
-6.4%

MONC: Recent Rating Revisions Will Support Premium Earnings Profile Upside

Analysts have nudged the fair value estimate for Moncler higher from €60.64 to €62.18, reflecting a series of recent price target increases across the Street and slightly adjusted assumptions on revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research on Moncler has leaned more positive overall, with several firms lifting price targets and a few adjusting ratings.
ENI
€23.97
Eni
7D
2.3%
1Y
88.5%

Eni S.p.A. Just Missed Earnings - But Analysts Have Updated Their Models

Apr 28
Eni S.p.A. Just Missed Earnings - But Analysts Have Updated Their Models
BMPS
€9.22
Banca Monte dei Paschi di Siena
7D
1.3%
1Y
22.0%

BMPS: Bullish Research Backdrop Will Support Stronger Earnings Quality And Future Upside

Analysts have lifted their price target for Banca Monte dei Paschi di Siena to €18.13 from €7.39, citing updated assumptions on discount rates, slightly softer revenue growth and profit margin forecasts, and a higher future P/E multiple following recent bullish Street research. Analyst Commentary Recent bullish Street research highlights a more constructive stance on Banca Monte dei Paschi di Siena, with the updated €18.13 price target reflecting revised assumptions on valuation multiples and profit expectations.
LDO
€53.28
Leonardo
7D
1.7%
1Y
11.1%
SRG
€6.61
Snam
7D
-1.4%
1Y
30.9%
TPRO
€19.18
Technoprobe
7D
10.7%
1Y
227.9%