BIT:IG
BIT:IGGas Utilities

Italgas (BIT:IG) Earnings Jump 26.4%, Challenging “Steady Utility” Narrative

Italgas (BIT:IG) delivered a 26.4% earnings growth over the past year, well above its five-year average of 7.4%, and improved net profit margins to 19.9% from last year’s 18.3%. Shares are currently trading at €9.09, which is notably higher than an internal fair value estimate of €5.88. The stock’s Price-to-Earnings ratio of 15.8x sits between the peer average and the broader industry. Forecasted annual earnings growth is 7.43% and revenue growth is projected at 6.2% per year, outpacing the...
BIT:MONC
BIT:MONCLuxury

Slower Tourism Sales Might Change The Case For Investing In Moncler (BIT:MONC)

Moncler recently reported a 1% year-on-year sales decline for the third quarter, with a solid performance in China and the Americas offset by weak tourist demand in Europe and Japan, and plans to open a flagship store on Fifth Avenue in New York by June 2026. Despite revenues slightly exceeding analyst expectations, the company's performance lagged behind some luxury peers, and management projected a more cautious outlook for upcoming quarters due to ongoing regional headwinds. We’ll examine...
BIT:BAMI
BIT:BAMIBanks

Does Banco BPM’s €500 Billion Green Bond Shift Strengthen Its ESG Story for BIT:BAMI Investors?

Earlier this month, Banco BPM announced the completion of a very large €500 billion green bond issuance and disclosed the results of its tender offer for €500 billion of existing 6.00% Senior Non-Preferred Notes due 2026, with €216.42 billion tendered by investors. This move highlights Banco BPM’s focus on sustainable finance and proactive capital management, as the green bonds align with its broader ESG initiatives and funding strategy. We’ll examine how the successful green bond...
BIT:MAIRE
BIT:MAIREConstruction

NEXTCHEM’s Sustainability-Linked Financing Framework Could Be a Game Changer For Maire (BIT:MAIRE)

Earlier this week, NEXTCHEM, a subsidiary of Maire S.p.A., launched its first Sustainability-Linked Financing Framework, which anchors investment activities to measurable sustainability goals and supports technological innovation and R&D for the energy transition through a €125 million credit facility. This initiative highlights Maire's increasing emphasis on integrating sustainability into its financing and operational strategies, underlining a broader commitment to supporting...
BIT:AMP
BIT:AMPHealthcare

Amplifon (BIT:AMP) Margin Decline Challenges Bull Case Despite Revenue Growth Outlook

Amplifon (BIT:AMP) is expecting its earnings to grow at 15.3% per year, with revenue projected to increase 5.7% annually. This outpaces the broader Italian market's 5.2% forecast. However, the company's net profit margin stands at 5.2%, down from 7% last year, and it recorded negative earnings growth over the past year despite averaging 3.6% annual growth over the past five years. With shares trading at €14.72, below the estimated fair value, investors are watching closely as the company...
BIT:TEN
BIT:TENEnergy Services

Tenaris (BIT:TEN) Margin Drop to 16.9% Challenges Bullish Rebound Narratives

Tenaris (BIT:TEN) posted net profit margins of 16.9% for the year, down from 20.2% a year ago. Over the past five years, the company managed to turn profitable with average annual earnings growth of 28.3%. However, earnings declined over the most recent twelve months. Investors now face a mixed outlook, as earnings are projected to fall by 2.4% per year for the next three years. Revenue growth is expected to slow to 1.6% per year, lagging the broader Italian market’s 5.2% pace. See our full...
BIT:ISP
BIT:ISPBanks

Top European Dividend Stocks For October 2025

As European markets continue to show strength, with the pan-European STOXX Europe 600 Index and major stock indices posting gains, investors are increasingly looking for stable income sources amidst fluctuating economic indicators. In such an environment, dividend stocks can offer a reliable stream of income and potential for capital appreciation, making them an attractive option for those seeking stability in their investment portfolios.
BIT:CPR
BIT:CPRBeverage

Campari (BIT:CPR) Margin Miss Undercuts Bull Case as €185.7m One-Off Loss Weighs on Results

Davide Campari-Milano (BIT:CPR) reported a net profit margin of 6.1%, a notable drop from 11.2% the previous year, which points to a clear decline in profitability. A one-off loss of €185.7 million worsened annual results and overshadowed the company’s five-year earnings growth trend of 1.2% per year. Negative earnings growth in the last year makes direct comparisons to the longer-term average less meaningful. With market expectations now focused on forecasted annual earnings growth of 11.8%,...
BIT:NXT
BIT:NXTConstruction

Discovering Europe's Hidden Stock Gems for October 2025

As European markets continue to show resilience, with the STOXX Europe 600 Index and major national indices like Germany's DAX and the UK's FTSE 100 posting gains, investors are increasingly looking toward small-cap stocks for potential opportunities. With Eurozone business activity reaching its highest level since May 2024 and consumer confidence on the rise, now might be an opportune time to explore lesser-known stocks that could benefit from these favorable economic conditions.
BIT:IRE
BIT:IREIntegrated Utilities

Will Kepler Cheuvreux’s Downgrade Shift Market Expectations for Iren’s (BIT:IRE) 2030 Ambitions?

Kepler Cheuvreux recently downgraded Iren SpA from Buy to Hold, citing reduced upside potential after a strong run earlier this year and just ahead of the company’s Q3 results and 2030 business plan announcement. An interesting aspect is the analyst's decision to slightly lower 2025 forecasts, reflecting expectations for a weaker contribution from Iren’s generation business and higher financial charges while maintaining mid-term earnings estimates below company guidance. We will explore how...
BIT:PRY
BIT:PRYElectrical

Prysmian (BIT:PRY) Profit Margin Climbs to 3.9%, Reinforcing Bull Case Despite Valuation Concerns

Prysmian (BIT:PRY) posted a net profit margin of 3.9%, up from 3.5% the previous year, with annual earnings jumping 42.4%, well above its five-year average earnings growth rate of 25%. Analysts forecast earnings growth of 9.1% and revenue growth of 5% per year, tracking just below the Italian market averages of 9.9% for earnings and 5.2% for revenue. The combination of strong historic profit expansion and improving margins sets a high bar for what comes next. See our full analysis for...
BIT:RACE
BIT:RACEAuto

Ferrari (BIT:RACE): Assessing Valuation Following Recent Share Price Rebound

Ferrari (BIT:RACE) shares have edged higher in recent trading, gaining about 1.7% after a period of declines. Investors seem to be eyeing the luxury automaker’s long-term performance, especially given recent changes in broader market sentiment. See our latest analysis for Ferrari. Ferrari’s share price has pulled back over the past month, but that comes after a long, powerful stretch; the three-year total shareholder return stands at an impressive 77.5%. As the latest uptick hints, sentiment...
BIT:BSS
BIT:BSSMachinery

Biesse (BIT:BSS) Losses Widen 31.6% Annually, Challenging Turnaround Optimism

Biesse (BIT:BSS) remains unprofitable, with losses widening by 31.6% per year over the past five years. Despite these ongoing losses, forecasts indicate that Biesse could swing to profitability within the next three years. Earnings are set to grow at an extraordinary 191.63% annually. Revenue is projected to rise 4.2% each year, which lags behind the broader Italian market's 5.2% growth rate. The company's shares are trading at €5.80, above their estimated fair value of €0.32 per share, but...
BIT:REC
BIT:RECPharmaceuticals

Recordati (BIT:REC) Valuation in Focus After Share Buyback Completion and New CFO Appointment

Recordati Industria Chimica e Farmaceutica (BIT:REC) has wrapped up its share buyback program, purchasing 2 million shares to support management incentive plans and potentially strengthen shareholder value. Investors are also watching leadership changes at the company. See our latest analysis for Recordati Industria Chimica e Farmaceutica. Shares of Recordati have moved in a relatively tight range this year, with a recent uptick following news of the completed buyback and the appointment of a...
BIT:MONC
BIT:MONCLuxury

Moncler (BIT:MONC) Valuation in Focus as Revenue Declines and Management Cautious on Outlook

Moncler (BIT:MONC) stock dropped over 4% after the company posted a 1% year-on-year revenue decline for the third quarter. Softer tourist demand in Europe and Japan weighed on overall results. See our latest analysis for Moncler. Despite a resilient showing earlier this year, Moncler’s latest results and yesterday’s 3.75% drop in share price highlight how investor sentiment has cooled after a solid run. While revenue growth in China and the Americas added a boost, European and Japanese...