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Leonardo S.p.a. Stock Price

BIT:LDO Community·€29.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 183 Fair Values set on narratives written by author

LDO Share Price Performance

€0
-52.06 (-100.00%)
€68.67
Fair Value
€0
-52.06 (-100.00%)
Price €0

LDO Community Narratives

·
Fair Value €68.67 24.2% undervalued intrinsic discount

LDO: European Defense Sector Momentum And Satellite Joint Venture Will Shape Outlook

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77users have followed this narrative
·
Fair Value €61.5 15.4% undervalued intrinsic discount

Capital Restrictions And Order Decline Will Undermine European Defense

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2users have followed this narrative
·
Fair Value €80.22 35.1% undervalued intrinsic discount

Rising Geopolitical Tensions And Digitalization Will Drive Demand

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11users have followed this narrative
€68.67
24.2% undervalued intrinsic discount
Revenue
11.52% p.a.
Profit Margin
7.11%
Future PE
27.33x
Price in 2029
€92.2
€80.22
35.1% undervalued intrinsic discount
Revenue
12.84% p.a.
Profit Margin
7.71%
Future PE
28.37x
Price in 2029
€107.52
€61.5
15.4% undervalued intrinsic discount
Revenue
8.98% p.a.
Profit Margin
6.5%
Future PE
28.14x
Price in 2029
€81.24

Trending Discussion

Updated Narratives

LDO logo

Leonardo will leverage strong order backlog and rising defence budgets for growth

Fair Value: €50.31 3.4% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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LDO: Future CEO Transition Will Drive Repricing Of Execution Risk

Fair Value: €68.67 24.2% undervalued intrinsic discount
77 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
LDO logo

LDO: Leadership Shift And Portfolio Changes Will Drive Future Earnings Momentum

Fair Value: €80.22 35.1% undervalued intrinsic discount
11 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with solid track record.

0 Risks
5 Rewards

Leonardo S.p.a. Key Details

€19.8b

Revenue

€12.0b

Cost of Revenue

€7.8b

Gross Profit

€6.5b

Other Expenses

€1.3b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 31, 2026
2.24
39.51%
6.52%
36.0%
View Full Analysis

About LDO

Founded
1948
Employees
65455
CEO
Lorenzo Mariani
WebsiteView website
www.leonardo.com/en/home

Leonardo S.p.a., an industrial and technological company, engages in the helicopters, defense electronics and security, cyber security and solutions, aircraft, aerostructures, and space sectors in Italy, the United Kingdom, rest of Europe, the United States of America, and internationally. It offers a range of helicopters for battlefield/personnel recovery, combat, maritime, training, VIP/executive transport, medical and rescue, energy, security, and utility services, as well as provides support and training services. The company also provides trainers, fighters, multi-mission transport, and multi-mission surveillance aircraft; command and controls, radars and sensors, optronics, communication systems, electronic warfare, avionics, defense system, and air traffic management; defense systems comprising turrets and canons, munitions, and torpedoes; and cyber security and resilience, critical communications, digitalization, and global monitoring solutions. In addition, it offers geoinformation, satellite communications, ground systems, navigation, and satellite operations; interplanetary probes and orbiting modules; and robotics and drilling, electro-optics, laser transmitters, atomic clocks, photovoltaic panels, power distributors and amplifiers, attitude sensors, and orbital micro propulsion. Further, the company engages in the production and assembly of major structural composite and metallic components for commercial and military aircraft, helicopters, and uncrewed aircraft. Additionally, it designs and manufactures heavy-duty quarry and construction vehicles for the mining and construction industry. The company was formerly known as Leonardo – Finmeccanica S.p.a. and changed its name to Leonardo S.p.a. in January 2017. Leonardo S.p.a. was founded in 1948 and is headquartered in Rome, Italy.

Recent LDO News & Updates

Narrative Update Jun 08

LDO: Future CEO Transition Will Drive Repricing Of Execution Risk

Leonardo's analyst price target has moved higher, with the fair value estimate rising from about €54.56 to roughly €68.67 as analysts factor in updated expectations for revenue growth, profit margins, and a slightly lower discount rate, alongside recent target revisions across the Street. Analyst Commentary Recent Street research on Leonardo has been active, with several target changes and rating moves clustered over a relatively short period.
Narrative Update May 25

LDO: Leadership Shift And Portfolio Changes Will Drive Future Earnings Momentum

Leonardo's implied fair value has been revised higher from €64.00 to about €80.22, reflecting analysts' updated price targets and mixed rating changes that balance recent target cuts, such as JPMorgan's move to €70, with several earlier increases from firms like Citi, UBS, Morgan Stanley and Barclays. Analyst Commentary Recent research activity on Leonardo highlights a mix of price target revisions and rating changes that collectively point to a supportive backdrop from several bullish analysts, even as JPMorgan trims its target to €70 while maintaining an Overweight stance.

Recent updates

No updates