SES Share Price Performance
€0
-69.15 (-100.00%)
Price €0
Fair Value€115.50
Share Pricen/a
SeSa S.p.A. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 17 Fair Values set on narratives written by author
SES Community Narratives
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Fair Value
·Fair Value €115.5 24.0% undervalued intrinsic discount
Digital Transformation In Italy And Europe Will Accelerate Success
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AN
Fair Value
·Fair Value €100 12.2% undervalued intrinsic discount
Traditional Services Will Suffer While Digital Green Will Offer Hope
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Fair Value
·Fair Value €129.1 32.0% undervalued intrinsic discount
Digital Transformation And Cybersecurity Will Unlock New Opportunities
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Digital Transformation In Italy And Europe Will Accelerate Success
Key Takeaways Strategic focus on digital, AI, and cybersecurity services positions SeSa for long-term margin expansion and stable recurring revenue growth amid evolving market demands. Emphasis on value-added services, operational efficiency, and selective acquisitions supports profitability, cash generation, and resilience against increased competition.Read more
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€115.5
24.0% undervalued intrinsic discount
Fair Value
Revenue
5.4% p.a.
Profit Margin
2.8%
Future PE
19.79x
Price in 2029
€160.66
Traditional Services Will Suffer While Digital Green Will Offer Hope
Key Takeaways Growing focus on AI and ESG drives revenue opportunities but could pressure margins due to rising automation, new standards, and operational complexities. Transition to high-margin, recurring digital services is challenged by hardware commoditization, regulatory costs, and risks related to vendor reliance and acquisitions.Read more
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€100
12.2% undervalued intrinsic discount
Fair Value
Revenue
5.22% p.a.
Profit Margin
2.61%
Future PE
18.55x
Price in 2029
€139.3
Digital Transformation And Cybersecurity Will Unlock New Opportunities
Key Takeaways Major customer wins, deeper platform penetration, and investments in AI and automation set up SeSa for substantial revenue and margin growth above market expectations. Accelerated integration of acquired assets, recurring software revenue, and shareholder-friendly capital return could drive strong EPS expansion and valuation uplift.Read more
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€129.1
32.0% undervalued intrinsic discount
Fair Value
Revenue
6.82% p.a.
Profit Margin
2.58%
Future PE
27.67x
Price in 2028
€187.46
Trending Discussion
Recently Updated Narratives
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SES: Confident 2026 Guidance And Revenue Outlook Will Support Future Re Rating
Fair Value: €115.5 24.0% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
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SES: Upper End Guidance And Lower P E Will Support Further Upside
Fair Value: €100 12.2% undervalued intrinsic discount
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Digital Transformation And Cybersecurity Will Unlock New Opportunities
Fair Value: €129.1 32.0% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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Snowflake Analysis
SeSa S.p.A. Key Details
Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
Jul 16, 2026
- 4.49
- 7.03%
- 1.93%
- 103.4%
About SES
- Founded
- 1973
- Employees
- 6749
- CEO
- WebsiteView website
SeSa S.p.A., together with its subsidiaries, distributes value-added information technology (IT) software and technologies in Italy and internationally. It operates through four segments: Corporate; ICT Value Added Solutions; Digital Green VAS; Software and System Integration; and Business Services segments. It provides technological solutions, digital services, and business applications; cloud technology services, cyber security, proprietary ERP and vertical solutions, enterprise platform, digital workspace, data/AI, and digital experience; and digital platforms, vertical banking applications, and security and consulting solutions. It also provides value added solutions, such as public and hybrid cloud, data center, and cyber security technology solutions; data/AI solutions; device and digital workspace solutions; networking and collaboration solutions; and management and reconditioning services of IT products. SeSa S.p.A. was founded in 1973 and is headquartered in Empoli, Italy. SeSa S.p.A. is a subsidiary of ITH SpA.
