Italy's Reply SpA H1 revenue rises 7.4% on AI demand
Italy's Reply SpA H1 revenue rises 7.4% on AI demand
Overview
Italy digital consulting firm's H1 2026 revenue rose 7.4% yr/yr
EBITDA, EBIT, and pre-tax profit all grew in H1 2026
Company says AI-driven demand is reshaping digital systems and driving growth
Outlook
Company says it will continue to invest in AI and digital transformation initiatives
Company sees AI as a structural component of growth strategies for clients
Reply did not provide specific financial guidance for future periods
Result Drivers
AI INVESTMENT DEMAND - Co said increased client investment in AI initiatives drove growth, as AI becomes a structural part of business strategies
INNOVATION MODEL - Co attributed performance to its model combining innovation, specialization and speed of execution
Company press release: ID:nEQ2G29Pna
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
H1 Revenue |
| EUR 1.31 bln |
|
H1 EBIT |
| EUR 189.70 mln |
|
H1 EBITDA |
| EUR 233.20 mln |
|
H1 Pretax Profit |
| EUR 194.10 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the it services & consulting peer group is "buy"
Wall Street's median 12-month price target for Reply SpA is €154.00, about 38.1% above its July 29 closing price of €111.50
The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 11 three months ago
Reuters Recommended Reads
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For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)