BIT:SPM
BIT:SPMEnergy Services

Will Strong Q3 Results and Offshore Deals Shift Saipem's (BIT:SPM) Long-Term Growth Narrative?

Saipem announced its third quarter 2025 results, reporting sales of €3.77 billion and net income of €81 million, with nine-month figures showing higher sales and net income compared to the previous year. Alongside the earnings release, Saipem's CEO highlighted progress on offshore technology, continued cooperation with Fincantieri, and pending feedback on €13 billion in bids as the company approaches a key phase in the offshore drilling market. We'll examine how Saipem's growth in order...
BIT:ENI
BIT:ENIOil and Gas

Eni (BIT:ENI) Is Up 6.7% After Earnings Beat and €1.8B Buyback Expansion - What's Changed

Eni S.p.A. recently reported third-quarter earnings that exceeded analyst expectations, with net income rising to €803 million despite a slight decline in sales and revenue, and also announced an increase in its share buyback program to €1.8 billion for 2025. Management’s commitment to both higher buybacks and a further dividend reflects confidence in Eni’s capital generation capabilities and its ongoing focus on shareholder returns. We'll explore how the expanded buyback program and...
BIT:PRY
BIT:PRYElectrical

Prysmian (BIT:PRY): Examining Valuation as Recycled Copper Strategy Addresses Supply Chain and Tariff Challenges

Prysmian (BIT:PRY) is stepping up its use of recycled copper in the U.S. as ongoing trade tensions and tariffs complicate the copper supply landscape. This shift could influence both supply chain resilience and production costs for the company. See our latest analysis for Prysmian. Prysmian's latest pivot toward recycled copper comes at a time when momentum behind the shares looks robust. The company’s 1-month share price return of over 10% has helped propel a 36% gain in the last 90 days...
BIT:UCG
BIT:UCGBanks

A Look at UniCredit's (BIT:UCG) Valuation Following Record Q3 Profits and Raised Net Profit Targets

UniCredit (BIT:UCG) has gained attention this week after unveiling third-quarter results that showcased record profits and ongoing cost discipline. Management reaffirmed strong net profit targets through 2027, along with plans for a considerable dividend payout. See our latest analysis for UniCredit. With a 1-year total shareholder return of 61.05% and a remarkable 485.59% over three years, UniCredit has dramatically outperformed most European banks, fueled by record earnings, a bold...
BIT:SPM
BIT:SPMEnergy Services

A Look at Saipem (BIT:SPM) Valuation After Strong Q3 Profit Growth and New Contract Wins

Saipem (BIT:SPM) just posted a 29% increase in third-quarter adjusted core profit, along with confirmation of its full-year profit guidance and the award of 3.2 billion euros in new contracts. These results highlight the company’s ongoing operational strength and new business activity, even with oil market headwinds present. See our latest analysis for Saipem. While Saipem has delivered a steady stream of positive business updates, including major contract wins and a focus on innovative tech,...
BIT:STLAM
BIT:STLAMAuto

How Will Stellantis’ (BIT:STLAM) Production Shift Test Its North American Strategy?

In the past week, the Canadian government announced it will cut by 50% the number of vehicles Stellantis can import tariff-free after the automaker moved planned Jeep Compass production from Canada to the U.S., citing a breach of prior commitments to local manufacturing. This development exposes growing tensions between automakers and regional policymakers, with potential consequences for Stellantis' trade flows, North American market strategy, and supply chain relationships. We'll examine...
BIT:ENI
BIT:ENIOil and Gas

Eni (BIT:ENI) Net Profit Margin Drops to 2.6%, Challenging Bullish Margin Recovery Narratives

Eni (BIT:ENI) has grown profitability by 22.2% per year over the past five years, though recent results show a net profit margin of 2.6%, down from last year’s 4.1%. Looking ahead, earnings are forecast to grow at 4% annually and revenues at 3.8% per year, both trailing Italian market averages. With shares trading at €15.84, below a DCF fair value of €19.76 but above industry Price-to-Earnings multiples, investors face a mix of valuation appeal along with concerns about compressed margins and...
BIT:IVG
BIT:IVGMachinery

Iveco Group (BIT:IVG): Exploring Valuation After Strong Long-Term Shareholder Returns

Iveco Group (BIT:IVG) shares have steadily moved over the past month, catching the eye of investors interested in how the company’s fundamentals stack up right now. Returns over the past year offer some helpful context here. See our latest analysis for Iveco Group. While short-term share price moves have been relatively modest, the bigger story is Iveco Group's striking long-term performance; the stock boasts a year-to-date share price return of nearly 98 percent and an impressive 3-year...
BIT:NWL
BIT:NWLFood

NewPrinces (BIT:NWL): Evaluating Valuation After Princes IPO Target Cut and Sharp Share Drop

Shares of NewPrinces (BIT:NWL) slumped 16% after the group revealed a lower valuation target for the upcoming London IPO of its Princes division. This move quickly shook market sentiment. See our latest analysis for NewPrinces. That dramatic 16% drop stands out even more given NewPrinces’ sharper run earlier this year. The stock still boasts a year-to-date share price return of over 62%. While the recent IPO news clearly dented short-term momentum, its three-year total shareholder return of...
BIT:PRY
BIT:PRYElectrical

Will Prysmian's (BIT:PRY) Shift to Recycled Copper Amid Tariffs Reshape Its Competitive Edge?

Earlier this week, Prysmian announced it has increased its use of recycled copper in the U.S. amid ongoing trade tensions and tariffs affecting the copper supply chain. This move underscores how global copper market disruptions are pushing major cable producers to adjust sourcing strategies, potentially altering production costs and operational resilience. Next, we'll explore how Prysmian's increased adoption of recycled copper could impact the company's future profitability and sector...
BIT:UCG
BIT:UCGBanks

UniCredit (BIT:UCG) Margin Decline Reinforces Focus on Value Metrics Over Growth Narratives

UniCredit (BIT:UCG) reported net profit margins of 41.8%, a slight decrease from last year's 42.5%, with earnings growth for the year at 3%, which is well below the five-year average of 49.3% per year. Despite slower medium-term growth forecasts, investors may note that UniCredit trades at a Price-To-Earnings ratio of 9.4x, which is lower than industry peers, and continues to show a robust profitability record. See our full analysis for UniCredit. Next, we will see how these latest numbers...
BIT:ENI
BIT:ENIOil and Gas

Does Eni’s Green Energy Pivot Signal More Room for Growth in 2025?

Trying to figure out what to do with Eni stock these days? You’re not alone, and the decision is getting more interesting by the week. After all, Eni has put up a string of strong returns: up 5.6% over the past seven days, 15.8% for the year so far, and a whopping 262.0% over the past five years. That kind of performance naturally makes anyone sit up and wonder if there’s still room to run, or if the best gains are behind us. Recent market buzz around Eni includes its growing investment in...