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Italian (Borsa Italiana) Tech Sector Analysis

UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies50
  • 7D-2.4%
  • 3M17.8%
  • 1Y33.9%
  • YTD7.7%

Over the last 7 days, the Tech industry has dropped 2.4%, driven by a pullback from Reply of 14%. This takes the industry's 12 month performance to a gain of 34%. Looking forward, earnings are forecast to grow by 34% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 10 Feb 2026€19.3b€14.5b€417.1m20.5x46.3x1.3x
Thu, 08 Jan 2026€19.2b€14.6b€425.6m21.7x45.2x1.3x
Sat, 06 Dec 2025€18.5b€14.6b€412.4m22x44.8x1.3x
Mon, 03 Nov 2025€16.1b€14.4b€376.3m23.4x42.8x1.1x
Wed, 01 Oct 2025€15.4b€14.6b€392.5m24.9x39.3x1.1x
Fri, 29 Aug 2025€14.3b€14.5b€383.1m22.4x37.2x1x
Sun, 27 Jul 2025€14.5b€14.4b€358.1m24.1x40.6x1x
Tue, 24 Jun 2025€14.8b€14.3b€362.6m22.2x40.7x1x
Thu, 22 May 2025€15.0b€14.4b€340.2m22.2x44.1x1x
Sat, 19 Apr 2025€13.3b€14.3b€374.9m16.8x35.6x0.9x
Mon, 17 Mar 2025€14.5b€14.1b€464.5m17.4x31.2x1x
Wed, 12 Feb 2025€14.6b€13.9b€455.9m13.8x32x1.1x
Fri, 10 Jan 2025€14.0b€13.8b€455.0m14.8x30.7x1x
Sun, 08 Dec 2024€14.7b€14.0b€468.2m16.5x31.3x1x
Tue, 05 Nov 2024€14.1b€13.8b€445.6m15.8x31.7x1x
Thu, 03 Oct 2024€14.7b€13.8b€447.3m18.7x32.8x1.1x
Sat, 31 Aug 2024€16.0b€13.6b€420.8m25.6x38x1.2x
Mon, 29 Jul 2024€16.2b€13.4b€395.4m23.9x41x1.2x
Wed, 26 Jun 2024€18.0b€13.7b€380.6m21.8x47.3x1.3x
Fri, 24 May 2024€17.0b€13.7b€410.0m23.8x41.5x1.2x
Sun, 21 Apr 2024€15.2b€13.8b€417.0m23.9x36.4x1.1x
Tue, 19 Mar 2024€16.2b€13.8b€426.5m25.1x38x1.2x
Thu, 15 Feb 2024€16.9b€14.2b€478.1m25.3x35.4x1.2x
Sat, 13 Jan 2024€17.0b€14.5b€486.0m26.4x34.9x1.2x
Mon, 11 Dec 2023€15.7b€14.4b€488.1m25.8x32.2x1.1x
Wed, 08 Nov 2023€14.7b€14.7b€496.9m24.4x29.6x1x
Fri, 06 Oct 2023€14.6b€14.7b€504.6m21.7x29x1x
Sun, 03 Sep 2023€15.7b€14.5b€517.3m31.2x30.4x1.1x
Tue, 01 Aug 2023€16.4b€14.4b€551.8m32.1x29.7x1.1x
Thu, 29 Jun 2023€15.8b€14.3b€542.4m32.4x29.1x1.1x
Sat, 27 May 2023€16.0b€14.3b€544.6m28.8x29.3x1.1x
Mon, 24 Apr 2023€15.8b€14.3b€555.2m23.9x28.4x1.1x
Wed, 22 Mar 2023€16.3b€14.1b€550.3m24.7x29.6x1.2x
Fri, 17 Feb 2023€27.6b€18.1b€571.9m30.1x48.3x1.5x
Price to Earnings Ratio

48.3x


Total Market Cap: €27.6bTotal Earnings: €571.9mTotal Revenue: €18.1bTotal 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 46.3x 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 1.3x.
Past Earnings Growth
  • The earnings for companies in the Information Technology industry have declined 10.0% per year over the last three years,
  • Revenues have also declined 7.3% 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 Market1.49%
Tech-2.39%
Semiconductors3.13%
Electronic Equipment and Components-2.99%
Software-4.98%
Tech Hardware-7.66%
IT-10.95%
Industry PE
  • Investors are most optimistic about the Software industry which is trading above its 3-year average PE ratio of 32.4x.
    • Analysts expect its future annual earnings growth (61.7%) 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 82% 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
TPRO Technoprobe€16.203.8%
+€382.0m		155.5%PE149.6x
PRT Esprinet€6.552.8%
+€8.9m		41.7%PE15.4x
RDF Redelfi€11.504.0%
+€4.9m		167.4%PE35.8x
DAL Datalogic€4.212.1%
+€4.5m		-6.7%PE78.5x
GE Gefran€10.902.8%
+€4.3m		20.3%PE15.8x

Latest News

IOT
€2.66
Seco
7D
-10.5%
1Y
59.4%
SES
€88.85
SeSa
7D
-3.4%
1Y
25.2%

SES: Lower Discount Rate And Firm Margins Will Support Re Rating

Analysts have kept their price target for SeSa steady at €115.00, citing largely unchanged assumptions on fair value, revenue growth and profit margins, supported by a slightly lower discount rate and a marginally reduced future P/E outlook. Valuation Changes Fair Value: unchanged at €115.00 per share, indicating no adjustment to the central valuation anchor.
SYS
€5.40
SYS-DAT
7D
-14.6%
1Y
-5.3%

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

Feb 06
Is SYS-DAT (BIT:SYS) Using Too Much Debt?
TXT
€25.95
TXT e-solutions
7D
1.0%
1Y
-32.0%

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

Feb 04
Does TXT e-solutions (BIT:TXT) Have A Healthy Balance Sheet?
EXAI
€1.67
Expert.ai
7D
-4.7%
1Y
36.2%
TPRO
€16.20
Technoprobe
7D
3.8%
1Y
155.5%
REY
€98.65
Reply
7D
-3.8%
1Y
-38.3%
DAL
€4.21
Datalogic
7D
2.1%
1Y
-6.7%
PRT
€6.55
Esprinet
7D
2.8%
1Y
41.7%
GROW
€2.61
Growens
7D
-6.5%
1Y
-50.8%
RDF
€11.50
Redelfi
7D
4.0%
1Y
167.4%

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

Dec 20
When Should You Buy Redelfi S.p.A. (BIT:RDF)?
DHH
€24.00
Dominion Hosting Holding
7D
2.6%
1Y
8.1%
CY4
€7.40
Cy4gate
7D
1.9%
1Y
107.9%

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
GE
€10.90
Gefran
7D
2.8%
1Y
20.3%
DATA
€1.49
Datrix
7D
-10.5%
1Y
24.8%

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

Nov 21
Datrix (BIT:DATA) Is Making Moderate Use Of Debt
DOX
€4.33
Doxee
7D
-4.2%
1Y
157.7%

We Think Doxee (BIT:DOX) Has A Fair Chunk Of Debt

Nov 20
We Think Doxee (BIT:DOX) Has A Fair Chunk Of Debt