Saipem Beheer
Beheer criteriumcontroles 2/4
De CEO Saipem is Alessandro Puliti, benoemd in Feb2022, heeft een ambtstermijn van 4.58 jaar. bezit rechtstreeks 0.008% van de aandelen van het bedrijf, ter waarde € 717.79K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.8 jaar en 2.3 jaar.
Belangrijke informatie
Alessandro Puliti
Algemeen directeur
n/a
Totale compensatie
| Percentage CEO-salaris | n/a |
| Dienstverband CEO | 4.6yrs |
| Eigendom CEO | 0.008% |
| Management gemiddelde ambtstermijn | 3.8yrs |
| Gemiddelde ambtstermijn bestuur | 2.3yrs |
Recente managementupdates
Recent updates
SPM: Offshore Conflict Costs And Execution Risks Will Test Rich Earnings Multiple
Saipem's latest analyst price targets, now clustering around €5.30 to €5.95, reflect updated views on the stock's fair value and risk profile. Analysts point to changes in revenue expectations, profit margins and P/E assumptions as key drivers of the revised outlook.Earnings Miss: Saipem SpA Missed EPS By 82% And Analysts Are Revising Their Forecasts
There's been a notable change in appetite for Saipem SpA ( BIT:SPM ) shares in the week since its half-year report...SPM: Offshore Project Execution Risks Are Expected To Challenge Rich Earnings Multiple
Saipem's analyst price target has moved higher, with the updated fair value rising from €3.63 to €3.76 as analysts factor in a revised discount rate, modestly adjusted revenue and margin expectations, and higher future P/E assumptions in the wake of recent target increases from major banks. Analyst Commentary Recent Street research on Saipem points to generally supportive sentiment on the stock, with several major banks, including JPMorgan and BNP Paribas, publishing higher price targets.SPM: Execution Risks On New Offshore Projects Are Expected To Test Rich Valuation
Saipem's analyst price targets have moved higher, with the modelled fair value estimate edging up from €3.55 to about €3.63 as analysts factor in slightly better margin expectations and modest adjustments to the discount rate and long term valuation multiples. Analyst Commentary Recent Street research on Saipem points to a mixed backdrop, with several price target increases sitting alongside at least one downgrade.SPM: Future Project Setbacks Are Expected To Test Rich Share Price
Analysts have raised their fair value estimate for Saipem from €2.49 to €3.55, citing a series of recent price target increases from major banks, as well as adjustments to the discount rate, revenue growth assumptions, profit margin expectations and projected future P/E levels. Analyst Commentary Recent research on Saipem shows a mixed tone, with several banks lifting price targets while at least one high-profile downgrade highlights lingering concerns about how the company can execute against expectations embedded in the current valuation.
SPM: Carbon Capture Projects Will Support Repriced Earnings Multiple
Analysts have lifted the fair value estimate for Saipem from €3.54 to about €5.99, citing higher target prices from several banks and updated assumptions on the discount rate, profit margins and future P/E multiples. Analyst Commentary Recent Street research around Saipem points to a clear cluster of bullish analysts revisiting their valuation work and adjusting price targets upward, with only one recent downgrade cutting against that trend.Saipem's (BIT:SPM) Soft Earnings Are Actually Better Than They Appear
Saipem SpA's ( BIT:SPM ) stock was strong despite it releasing a soft earnings report last week. We think that...SPM: Higher Fair Value Will Still Face Execution And Earnings Visibility Risk
Analysts have lifted their fair value estimate for Saipem from €2.39 to €2.49, reflecting updated assumptions on discount rates, margins and future P/E, even as recent research includes both a higher Street price target and at least one downgrade in stance. Analyst Commentary Street research around Saipem has turned more mixed, with one major bank adjusting its price target upward while at least one bearish analyst has shifted to a more cautious stance on the shares.SPM: Slightly Higher Fair Value Will Still Highlight Execution Risk
Analysts have raised their price target for Saipem slightly, from €2.37 to about €2.39 per share. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E multiples.SPM: Cautious Outlook Will Highlight Execution Risks And Limited Multiple Rerating Potential
Analysts have lowered their price target on Saipem to €2.75 from €2.83, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E as the basis for the revised view. Analyst Commentary JPMorgan's revised €2.75 price target, down from €2.83, signals that even supportive coverage is building in more conservative assumptions on discount rates, revenue growth, margins and future P/E for Saipem.SPM: Mixed Street Views Will Highlight Execution Risks Amid Balanced Outlook
Saipem's analyst price target has been nudged higher to EUR 2.37 from EUR 2.35 as analysts factor in slightly stronger long term profitability and a marginally lower discount rate, despite mixed short term target revisions on the Street. Analyst Commentary Recent Street research reflects a more nuanced stance on Saipem, with select bearish analysts trimming price targets even as others remain constructive on the stock’s long term prospects.SPM Will Face Mixed Views As Project Execution Shapes Market Expectations
Analysts have nudged Saipem's fair value slightly lower, trimming the price target by EUR 0.01 as they factor in a reduced discount rate along with slightly weaker revenue growth and profit margin expectations. Analyst Commentary Recent Street research on Saipem reflects a mixed backdrop, with some major houses trimming their fair value assumptions even as others nudge targets higher.We Think Saipem's (BIT:SPM) Healthy Earnings Might Be Conservative
Saipem SpA's ( BIT:SPM ) solid earnings announcement recently didn't do much to the stock price. Our analysis suggests...
Natural Gas Projects And Fleet Utilization Will Boost Revenue Growth And Enhance Margins
High order intake and backlog in offshore E&C ensure future revenue growth, supporting upgraded guidance and consistent revenue streams.Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | €267m |
| Mar 31 2026 | n/a | n/a | €312m |
| Dec 31 2025 | n/a | n/a | €311m |
| Sep 30 2025 | n/a | n/a | €321m |
| Jun 30 2025 | n/a | n/a | €328m |
| Mar 31 2025 | n/a | n/a | €326m |
| Dec 31 2024 | €3m | €1m | €306m |
| Sep 30 2024 | n/a | n/a | €307m |
| Jun 30 2024 | n/a | n/a | €263m |
| Mar 31 2024 | n/a | n/a | €242m |
| Dec 31 2023 | €3m | €1m | €185m |
| Sep 30 2023 | n/a | n/a | -€74m |
| Jun 30 2023 | n/a | n/a | -€152m |
| Mar 31 2023 | n/a | n/a | -€222m |
| Dec 31 2022 | €2m | €423k | -€315m |
Compensatie versus markt: Er zijn onvoldoende gegevens om vast te stellen of de totale vergoeding van Alessandro redelijk is in vergelijking met bedrijven van vergelijkbare omvang in de Italian markt.
Compensatie versus inkomsten: De vergoeding van Alessandro is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Alessandro Puliti (63 yo)
Mr. Alessandro Puliti serves as Chief Executive Officer and Director of Saipem SpA. since May 14, 2024 and its Chief Operating Officer since February 2022. Mr. Puliti served as a Director of Var Energi AS...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, GM | 4.6yrs | €3.37m | 0.0084% € 717.8k | |
| Chief Tech & Innovation Officer | 1.7yrs | €30.00k | geen gegevens | |
| CFO, Chief Project Control & Financial Advisory Officer | 4.3yrs | geen gegevens | geen gegevens | |
| Head of Investor Relations & Rating Management | 3.7yrs | geen gegevens | geen gegevens | |
| General Counsel & Secretary of the Board of Directors | 4.3yrs | geen gegevens | geen gegevens | |
| Chief Integrated Risk Management & Compliance Officer | 3.8yrs | geen gegevens | geen gegevens | |
| Director of External Communication & Public Affairs | no data | geen gegevens | geen gegevens | |
| Chief People of HSEQ & Sustainability Officer | 3.6yrs | geen gegevens | geen gegevens | |
| Chief Operating Officer of Energy Carriers | 4.8yrs | geen gegevens | geen gegevens | |
| Chief Operating Officer of Offshore Wind | no data | geen gegevens | geen gegevens | |
| Chief Supply Chain | no data | geen gegevens | geen gegevens | |
| Chief Operating Officer of Asset Based Services | 2.2yrs | geen gegevens | geen gegevens |
Ervaren management: Het managementteam van SPM wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.8 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, GM | 4.1yrs | €3.37m | 0.0084% € 717.8k | |
| Chairman of Statutory Auditors | no data | geen gegevens | geen gegevens | |
| Non-Executive & Independent Director | less than a year | geen gegevens | geen gegevens | |
| Non-Executive & Independent Director | 8.3yrs | €136.00k | geen gegevens | |
| Independent Director | 5.4yrs | €111.00k | geen gegevens | |
| Independent Director | 2.3yrs | €80.00k | geen gegevens | |
| Non-Independent Director | 2.3yrs | €53.00k | geen gegevens | |
| Statutory Auditor | no data | geen gegevens | geen gegevens | |
| Independent Chairman | 2.3yrs | €290.00k | geen gegevens | |
| Non-Independent Director | 2.3yrs | €81.00k | geen gegevens | |
| Independent Director | 2.3yrs | €49.00k | geen gegevens | |
| Statutory Auditor | less than a year | geen gegevens | geen gegevens |
Ervaren bestuur: De raad van bestuur van SPM wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 2.3 jaar), wat duidt op een nieuw bestuur.
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/10 20:11 |
| Aandelenkoers aan het einde van de dag | 2026/09/10 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Saipem SpA wordt gevolgd door 44 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Francesco Taddei | Banca Akros S.p.A. (ESN) |
| Francesco Sala | Banca Akros S.p.A. (ESN) |
| Michael Pickup | Barclays |