Stifel Nicolaus analyst Valentin Paul Jahan maintained a Buy rating on SES imagotag (0OA4 – Research Report) today and set a price target of €250.00.
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Valentin Paul Jahan has given his Buy rating due to a combination of factors that highlight SES imagotag’s strong performance and growth potential. The company reported impressive first-quarter results for 2025, with a 31% increase in growth, surpassing the expected 25%. This robust performance is supported by a substantial backlog and solid contracts, providing confidence in the company’s ability to achieve its full-year growth target of 40%.
Additionally, the rapid expansion in the US market, particularly through Walmart, has driven a 100% growth in the America and Asia-Pacific regions, which accounts for a significant portion of the company’s revenue. Despite challenges in the EMEA region, the company is optimistic about returning to growth in the latter half of 2025, thanks to new contracts. The overall positive outlook is further reinforced by the company’s guidance for 2025, which includes a 40% growth in adjusted revenue and a significant increase in VAS revenue, indicating strong future prospects.