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Italian (Borsa Italiana) Tech Sector Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies51
  • 7D-1.1%
  • 3M10.3%
  • 1Y41.3%
  • YTD9.5%

Over the last 7 days, the Tech industry has dropped 2.5%, driven by Technoprobe declining 4.8%. In contrast, Seco has gained 15%. This takes the industry's 12 month performance to a gain of 40%. Earnings are forecast to grow by 35% annually.

Sector Valuation and Performance

Has the Italian Tech Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Mar 2026€19.7b€14.5b€417.1m18.9x47.2x1.4x
Wed, 28 Jan 2026€20.2b€14.6b€425.9m21.2x47.5x1.4x
Fri, 26 Dec 2025€17.8b€14.7b€415.2m21.6x42.8x1.2x
Sun, 23 Nov 2025€16.8b€14.6b€411.8m22x40.8x1.2x
Tue, 21 Oct 2025€15.7b€14.4b€371.7m23.2x42.3x1.1x
Thu, 18 Sep 2025€14.9b€14.6b€392.4m24.4x38x1x
Sat, 16 Aug 2025€13.5b€14.5b€383.1m22.8x35.3x0.9x
Mon, 14 Jul 2025€15.1b€14.3b€362.6m22.3x41.7x1.1x
Wed, 11 Jun 2025€15.5b€14.4b€342.6m20.8x45.3x1.1x
Fri, 09 May 2025€14.7b€14.2b€344.3m18.7x42.6x1x
Sun, 06 Apr 2025€12.8b€14.3b€373.3m15.4x34.3x0.9x
Tue, 04 Mar 2025€14.0b€13.9b€455.9m15.5x30.8x1x
Thu, 30 Jan 2025€14.2b€13.8b€454.5m14.6x31.2x1x
Sat, 28 Dec 2024€14.1b€13.8b€455.0m14.8x30.9x1x
Mon, 25 Nov 2024€14.0b€14.0b€467.8m14.9x30x1x
Wed, 23 Oct 2024€14.7b€13.8b€452.8m17.3x32.4x1.1x
Fri, 20 Sep 2024€15.1b€13.7b€443.0m21.2x34.1x1.1x
Sun, 18 Aug 2024€15.4b€13.6b€420.8m24.1x36.7x1.1x
Tue, 16 Jul 2024€17.6b€13.6b€408.5m21.5x43.1x1.3x
Thu, 13 Jun 2024€17.1b€13.7b€380.0m23.2x44.9x1.2x
Sat, 11 May 2024€15.8b€13.9b€418.7m24.4x37.7x1.1x
Mon, 08 Apr 2024€16.2b€13.8b€415.6m27.1x38.9x1.2x
Wed, 06 Mar 2024€16.8b€14.2b€478.7m25.4x35.1x1.2x
Fri, 02 Feb 2024€17.9b€14.5b€486.0m26.7x36.8x1.2x
Sun, 31 Dec 2023€17.3b€14.5b€486.0m26.9x35.5x1.2x
Tue, 28 Nov 2023€15.2b€14.4b€488.1m23.9x31.2x1.1x
Thu, 26 Oct 2023€13.6b€14.7b€496.9m24.4x27.4x0.9x
Sat, 23 Sep 2023€14.7b€14.5b€520.1m32x28.3x1x
Mon, 21 Aug 2023€15.0b€14.5b€517.3m30.3x29.1x1x
Wed, 19 Jul 2023€16.6b€14.3b€552.2m32.5x30x1.2x
Fri, 16 Jun 2023€16.6b€14.3b€543.6m31.3x30.6x1.2x
Sun, 14 May 2023€15.5b€14.4b€556.8m25.9x27.8x1.1x
Tue, 11 Apr 2023€16.3b€14.2b€555.2m25.5x29.3x1.1x
Thu, 09 Mar 2023€26.5b€19.0b€618.0m27.4x42.9x1.4x
Price to Earnings Ratio

42.9x


Total Market Cap: €26.5bTotal Earnings: €618.0mTotal Revenue: €19.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Italian Tech Sector Price to Earnings3Y Average 36.1x202420252026
Current Industry PE
  • Investors are optimistic on the Italian Information Technology industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 47.2x which is higher than its 3-year average PE of 36.1x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Information Technology industry have declined 12% per year over the last three years,
  • Revenues have also declined 8.7% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Italian Tech sector?

IT Market1.43%
Tech-1.12%
Tech Hardware7.47%
IT1.67%
Software1.26%
Electronic Equipment and Components-0.54%
Semiconductors-3.00%
Industry PE
  • Investors are most optimistic about the Software industry which is trading above its 3-year average PE ratio of 86.6x.
    • Analysts expect its future annual earnings growth (62.3%) to be largely in line with prior year's earnings growth.
Forecasted Growth
  • Analysts are most optimistic on the Tech Hardware industry, expecting annual earnings growth of 80% over the next 5 years.
  • This is better than its past earnings decline of 23% per year.
  • In contrast, the IT industry is expected to see its earnings grow by 12% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
REY Reply€90.702.4%
+€78.3m		-41.4%PE12.8x
IOT Seco€2.779.5%
+€31.8m		50.3%PS1.9x
TXT TXT e-solutions€26.408.4%
+€26.0m		-34.2%PE18.3x
ETH Eurotech€1.0727.4%
+€8.8m		29.1%PS0.8x
CMTL Com.Tel€1.3014.6%
+€3.0m		-45.2%PS0.4x

Latest News

ETH
€1.07
Eurotech
7D
27.4%
1Y
29.1%
GE
€11.15
Gefran
7D
1.4%
1Y
15.4%
SES
€77.15
SeSa
7D
-0.5%
1Y
10.5%

SES: Stable Margins And Steady Outlook Will Support Future Re Rating

Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions for revenue growth, profit margins and future P/E, along with only minor refinements to the discount rate in their models. Valuation Changes Fair Value: €115.00 remains unchanged, indicating the core valuation anchor is stable.
REY
€90.70
Reply
7D
2.4%
1Y
-41.4%

The nimble tech network turning innovation into profits

Reply is a European IT consulting and digital transformation group that works as a network of specialised teams that focus on key tech trends like AI, cloud computing, data platforms and cybersecurity. This model makes it feel more like a group of focused experts than a classic consultancy, and that seems to help it stay flexible, innovative and closer to the real needs of clients.
WIIT
€26.65
Wiit
7D
0.4%
1Y
54.4%

WIIT: Fair View Will Weigh Updated Assumptions And 2026 Board Schedule

Analysts have raised their price target on Wiit from €24.06 to €25.34, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that factor into their valuation work. What's in the News Board meeting scheduled for March 11, 2026, to approve the draft financial statements at December 31, 2025, and the consolidated financial statements at the same date (Key Developments).
TPRO
€17.14
Technoprobe
7D
-3.0%
1Y
205.0%
IOT
€2.77
Seco
7D
9.5%
1Y
50.3%
SYS
€4.75
SYS-DAT
7D
-5.0%
1Y
-23.3%

Is SYS-DAT (BIT:SYS) Using Too Much Debt?

Feb 06
Is SYS-DAT (BIT:SYS) Using Too Much Debt?
TXT
€26.40
TXT e-solutions
7D
8.4%
1Y
-34.2%

Does TXT e-solutions (BIT:TXT) Have A Healthy Balance Sheet?

Feb 04
Does TXT e-solutions (BIT:TXT) Have A Healthy Balance Sheet?
FAE
€2.39
FAE Technology
7D
-9.1%
1Y
-7.0%
PRT
€6.09
Esprinet
7D
-1.3%
1Y
27.7%
MFT
€1.85
Matica Fintec
7D
-3.6%
1Y
14.9%
RDF
€10.78
Redelfi
7D
-3.4%
1Y
136.9%

When Should You Buy Redelfi S.p.A. (BIT:RDF)?

Dec 20
When Should You Buy Redelfi S.p.A. (BIT:RDF)?
CMTL
€1.30
Com.Tel
7D
14.6%
1Y
-45.2%

These 4 Measures Indicate That Com.Tel (BIT:CMTL) Is Using Debt Extensively

Dec 17
These 4 Measures Indicate That Com.Tel (BIT:CMTL) Is Using Debt Extensively
CY4
€7.22
Cy4gate
7D
-1.9%
1Y
76.1%

Cy4gate S.p.A.'s (BIT:CY4) 29% Share Price Surge Not Quite Adding Up

Dec 12
Cy4gate S.p.A.'s (BIT:CY4) 29% Share Price Surge Not Quite Adding Up
DATA
€1.69
Datrix
7D
7.3%
1Y
18.2%

Datrix (BIT:DATA) Is Making Moderate Use Of Debt

Nov 21
Datrix (BIT:DATA) Is Making Moderate Use Of Debt