
Analyst Coverage
- Date
- Title
- Broker
- Analyst
- Recommendation
- Value
- Attachment
-
(Business) lights and (covid) shadows (Flash Note)
Value Track Research
- n/a
- 5.65
-
4Q20 gross sales: +2.4% YoY (Company Update)
UBI Banca
- BUY (maintained)
- 7.10
-
FY-20 preliminary sales broadly in line with expectations (Company Flash)
CFO Sim
- BUY
- 6.60
-
MarTech sector consolidation goes on apace (Sector News)
CFO Sim
- BUY
- 6.60
-
3Q20: revenues and EBITDA up 13% despite Datatrics’ slowdown (3Q Update)
UBI Banca
- BUY (maintained)
- 6.90
-
Estimates and PT upgraded: time to Buy (Company Flash)
CFO Sim
- BUY
- 6.60
-
Back on track thanks to solid 3Q (Flash Note)
Value Track Research
- n/a
- 5.65
-
Back on track thanks to solid 3Q (Flash Note)
Value Track Research
- n/a
- 5.65
-
2Q20 EBITDA flat (1H Update)
UBI Banca
- BUY (maintained)
- 6.80
-
Resilient results, business acceleration expected in H2 (1H Update)
CFO Sim
- NEUTRAL
- 6.30
-
Strong resiliency in Covid times (1H Update)
Value Track Research
- n/a
- 5.65
-
Still growing despite pandemic (Flash Note)
Value Track Research
- n/a
- 5.50
-
2Q20 gross sales +4% YoY +1% QoQ (Q2-20 Sales Release)
UBI Banca
- BUY (maintained)
- 6.30
-
Resilience of mature business, delay in new business growth (Company Update)
UBI Banca
- BUY (maintained)
- 5.40
-
Good Q1 numbers, not representative of full year results (Q1-20 Results Release)
CFO Sim
- NEUTRAL
- 4.60
-
A proof of robustness and resiliency (Flash Note)
Value Track Research
- n/a
- 5.00
-
1Q20 Gross Sales up +19.5% YoY (Flash Note)
Value Track Research
- n/a
- 5.00
-
Rather resilient, currently fairly priced (FY-19 Results Release)
CFO Sim
- NEUTRAL
- 4.60
-
COVID-19: not immune but ready to face the change (Company Update)
UBI Banca
- BUY (maintained)
- 5.30
-
Resiliency is the priority (Update Report post FY2019 results)
Value Track Research
- n/a
- 5.00
-
Bet on BEE and Datatrics (Company Update)
UBI Banca
- BUY (maintained)
- 6.00
-
Ready to play the big game (Update Report focused on BEE and Datatrics)
Value Track Research
- n/a
- 5.50
-
An innovative, fast-growing and global MarTech scale-up (Initiation of coverage)
CFO Sim
- NEUTRAL
- 4.80
-
3Q19: everything grows (Company Update)
UBI Banca
- BUY (maintained)
- 6.00
-
Never stop growing (Flash Note)
Value Track Research
- n/a
- 4.51
-
Fast up and forward
Fidentiis
- BUY
- 4.7 - 4.9
-
At full steam (Update Report)
Value Track Research
- n/a
- 4.40
-
Always delivering good results (Update Report)
Value Track Research
- n/a
- 4.40
-
Agile Telecom hurt by one-off (Company Update)
UBI Banca
- BUY (maintained)
- 5.07
-
2Q19 gross sales: +15% QoQ (Company Report)
UBI Banca
- BUY (maintained)
- 5.20
-
Another all-time high quarter (Flash Note)
Value Track Research
- n/a
- 4.40
-
From a spectacular end to an excellent beginning of the year (Company Report)
UBI Banca
- BUY (maintained)
- 3.89
-
And growth goes on and on (Flash Note)
Value Track Research
- n/a
- 3.88
-
Net profit doubled in 2018 (Company Update)
UBI Banca
- BUY (maintained)
- 3.85
-
Higher growth, higher profits (Update Report post FY2018 results)
Value Track Research
- n/a
- 3.88
-
FY18 strong results, M&A in the pipeline
Fidentiis
- BUY
- 3.5-3.7
-
Raising rev. estimates on higher organic growth.
Fidentiis
- BUY
- 3.5-3.7
-
Pioneering the “digital” West (In-depth Update Report)
Value Track Research
- n/a
- 3.82
-
Amazing +56% gross sales in 4Q18 (Company Report)
UBI Banca
- BUY
- 3.72
-
Model update after Datatrics acquisition and 3Q18 preliminary sales
Fidentiis
- BUY
- 3.4-3.6
-
Digital communication 4.0 (Initiation of Coverage)
UBI Banca
- BUY
- 3.63
-
Sector M&A adds speculative appeal (Update Report)
Value Track Research
- n/a
- 3.74
-
Sailing on waves of growth (Update Report)
Value Track Research
- n/a
- 3.74
-
M&A deal to stay “ahead of the curve” (Flash Note)
Value Track Research - Flash Note
- n/a
- 3.45
-
A growth story with robust roots (Update Report)
Value Track Research
- n/a
- 3.45
-
Combining growth and cash generation (Update Report)
Value Track Research
- n/a
- 3.35
-
MThe future of texting. We initiate with BUY (Initiation of Coverage)
Fidentiis Equities Research
- BUY
- 3.2-3.4
-
Surfing the marketing technology revolution (Initiation of Coverage)
Value Track Research
- n/a
- 3.50
-
On the growth path, facing stock market troubles (H1 2016 Update)
EnVent Research
- OUTPERFORM
- 3.67
-
Riding the M&A wave doubles revenues (Flash Note)
EnVent Research - Flash Note
- UNDER REVIEW
- n/a
-
Speeding up internationalization (H1 2015 Update)
EnVent Research
- OUTPERFORM
- 3.44
-
Investment summary (Initiation of Coverage)
EnVent Research
- OUTPERFORM
- 3.44




