Reply SPA stock analysis
Reply SPA (REJA) Stock Price & Analysis
REJA Stock Chart & Stats
- Day’s Range
- EUR 130.50 - EUR 132.20
- 52-Week Range
- EUR 76.25 - EUR 134.30
- Previous Close
- EUR 130.90
- Volume
- N/A
- Average Volume (3M)
- 19
- Market Cap
- EUR 4.89B
- Enterprise Value
- EUR 2.97B
- Total Cash (Recent Filing)
- EUR 581.81M
- Total Debt (Recent Filing)
- EUR 179.79M
- Price to Earnings (P/E)
- 19.1
- Beta
- 1.02
- Next Earnings
- Nov 12, 2026 (Est.)
- EPS Estimate
- N/A
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.98%
Bulls Say, Bears Say
Bulls Say
Steady Revenue And Profitability
Consistent revenue expansion alongside solid net profitability and an improving EBITDA margin indicates a resilient services platform with operating scale. This combination supports continued investment in cloud, analytics, cybersecurity, and other growth areas while reinforcing Reply’s ability to serve enterprise customers across multiple industries.
Low Leverage And Strong Returns
Conservative leverage gives Reply substantial financial flexibility to withstand demand changes, fund organic initiatives, and pursue opportunities without excessive financing pressure. Sustained returns on equity also indicate that management has been using the company’s capital effectively across its technology services portfolio.
Positive Cash Generation
Positive free cash flow across the period and generally strong conversion from net income demonstrate that reported earnings are supported by cash generation. This provides an important foundation for reinvestment, employee development, acquisitions, and shareholder distributions over the coming quarters.
Bears Say
Margin Volatility
Material year-to-year margin swings make the durability of Reply’s profitability less predictable, even though EBITDA margin improved in 2025. Variability may reflect changes in project mix, pricing, or cost normalization, creating uncertainty around how consistently revenue growth will translate into earnings.
Uneven Cash Conversion
The 2025 free-cash-flow decline shows that cash generation does not rise consistently with earnings. Lower operating cash flow relative to sales and reported timing or working-capital effects could constrain the pace of internally funded expansion and make cash planning less predictable.
Balance-Sheet Execution Risk
Reply’s low leverage is a strength, but continued asset growth and any acquisition activity could increase execution demands on working capital and integration. If growth is not managed with discipline, balance-sheet efficiency may weaken and reduce some of the financial flexibility currently supporting expansion.
REJA FAQ
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Company Description
Reply SPA
Reply S.p.A., established in Turin, Italy, in 1995, is a global information technology service provider offering a comprehensive suite of solutions. The company specializes in strategic consulting, seamless system integration, efficient application management, and robust business process outsourcing for clients worldwide. Their core activity involves conceptualizing, engineering, and implementing advanced solutions that leverage contemporary communication channels and digital platforms. Reply S.p.A. boasts an array of proprietary platforms designed for specific industry needs. These include Axulus, an accelerator for industrial IoT deployments; Brick Reply, focused on digitizing industrial operations; China Beats, a tool for market intelligence and social media monitoring; Discovery Reply, managing enterprise digital experiences; Logistics Execution Architecture Reply, enabling agile and interconnected supply chains; and Pulse Reply, a dashboard integrating data science with marketing intelligence. Additionally, they provide Sonar Reply for data-driven trend analysis; TamTamy, an enterprise social network enhancing communication, collaboration, and learning; Ticuro Reply, a platform for connecting medical devices, wearables, and environmental sensors; and X-RAIS Reply, an AI-powered solution assisting in radiological diagnostics. Reply S.p.A.'s extensive client base spans diverse sectors, such as automotive, energy and utilities, financial services, logistics and manufacturing, public sector and healthcare, retail and consumer products, and telecommunications and media. The company also holds a significant strategic collaboration agreement with Amazon Web Services.
- Sector
- General
- Industry
- Information Technology Services
- CEO
- Mario Rizzante
- Employees
- 17,297
- Website
- www.reply.com
- Address
- Corso Francia, 110, Turin, TO, 10143, IT
Reply SPA (REJA) Earnings & Revenues
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 12 | 6 | 4 |
| Technical Analysis | 4 | 6 | 0 |
| Moving Averages | 8 | 0 | 4 |
