Analysts Are Updating Their SeSa S.p.A. (BIT:SES) Estimates After Its Second-Quarter Results

It's been a good week for SeSa S.p.A. (BIT:SES) shareholders, because the company has just released its latest second-quarter results, and the shares gained 6.0% to €88.70. It was an okay result overall, with revenues coming in at €755m, roughly what the analysts had been expecting. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on SeSa after the latest results.

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Following the latest results, SeSa's three analysts are now forecasting revenues of €3.58b in 2026. This would be a satisfactory 4.8% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to swell 16% to €5.05. In the lead-up to this report, the analysts had been modelling revenues of €3.54b and earnings per share (EPS) of €4.98 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

Check out our latest analysis for SeSa

It will come as no surprise then, to learn that the consensus price target is largely unchanged at €120. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on SeSa, with the most bullish analyst valuing it at €130 and the most bearish at €107 per share. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting SeSa is an easy business to forecast or the the analysts are all using similar assumptions.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We can infer from the latest estimates that forecasts expect a continuation of SeSa'shistorical trends, as the 9.8% annualised revenue growth to the end of 2026 is roughly in line with the 12% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 5.9% annually. So although SeSa is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. The consensus price target held steady at €120, with the latest estimates not enough to have an impact on their price targets.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for SeSa going out to 2028, and you can see them free on our platform here..

It might also be worth considering whether SeSa's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.