We have lifted our target by +12% with a cut in organic estimates more than offset by the imminent acquisition of Bianchi. We downgraded to HOLD on April 1 st . On our revised estimates and after the negative reaction to the numbers, the stock is trading at 2025-26 PE adj. ex-cash of 22.6-10.3x and 4.3-6.9% FCF yield, for a company with strong market positioning and which is well executing on its strategy, but we believe greater short-term visibility on demand recovery is needed for the stock to rebound from current levels. FY24 weaker than expected, with a worsening 4Q Gentili Mosconi unveiled its FY24 numbers on March 31 st .
Unknown Analyst
Equita Sim
Not Ranked
Equita Sim
€3.2
Buy
22.14%
Upside
Reiterated
09/27/24
We have cut our estimates (EBITDA 2024/25 -28%) and target (-15%). 7.5x PE ex-cash and 12% FCF yield ex-cash, valuations remain attractive ahead of luxury sector’s recovery and of M&A options. 1H24 very weak (although slightly less than expected), with better FCF Gentili Mosconi reported slightly less-weak-than-expected results in terms of EBITDA and with better cash generation, although in the context of a very negative half-year, as anticipated, due to the general slowdown in the luxury industry. In detail: - 1H turnover -17% YoY, in line with expectations, with 2Q slowing down to -22% at -11%. Excluding the perimeter effect from the consolidation of Tintoria Comacina, we estimate an organic trend of -19% - EBITDA -50% YoY vs. -54% YoY exp.
We have lifted our target by +12% with a cut in organic estimates more than offset by the imminent acquisition of Bianchi. We downgraded to HOLD on April 1 st . On our revised estimates and after the negative reaction to the numbers, the stock is trading at 2025-26 PE adj. ex-cash of 22.6-10.3x and 4.3-6.9% FCF yield, for a company with strong market positioning and which is well executing on its strategy, but we believe greater short-term visibility on demand recovery is needed for the stock to rebound from current levels. FY24 weaker than expected, with a worsening 4Q Gentili Mosconi unveiled its FY24 numbers on March 31 st .
Unknown Analyst
Equita Sim
Not Ranked
Equita Sim
€3.2
Buy
22.14%
Upside
Reiterated
09/27/24
We have cut our estimates (EBITDA 2024/25 -28%) and target (-15%). 7.5x PE ex-cash and 12% FCF yield ex-cash, valuations remain attractive ahead of luxury sector’s recovery and of M&A options. 1H24 very weak (although slightly less than expected), with better FCF Gentili Mosconi reported slightly less-weak-than-expected results in terms of EBITDA and with better cash generation, although in the context of a very negative half-year, as anticipated, due to the general slowdown in the luxury industry. In detail: - 1H turnover -17% YoY, in line with expectations, with 2Q slowing down to -22% at -11%. Excluding the perimeter effect from the consolidation of Tintoria Comacina, we estimate an organic trend of -19% - EBITDA -50% YoY vs. -54% YoY exp.
Stocks with the Highest Top Analyst Consensus in the Consumer Cyclical Sector
trades and holding each position for 1 Month would result in 28.57% of your transactions generating a profit, with an average return of -1.77% per trade.
trades and holding each position for 3 Months would result in 42.86% of your transactions generating a profit, with an average return of -7.13% per trade.
Copying Filippo Migliorisi's trades and holding each position for 1 Year would result in 28.57% of your transactions generating a profit, with an average return of -8.73% per trade.
trades and holding each position for 2 Years would result in 28.57% of your transactions generating a profit, with an average return of -11.04% per trade.
The Best Analyst Covering tool allows you to follow the analysts who have the best success rates and average returns on a specific stock. Only analysts that gave a Buy or Sell rating on the stock in the past 12 months are eligible for inclusion in this tool. Follow the analysts of your choice to receive real-time updates when they publish a new rating.
GM Analyst Recommendation Trends
Rating
Jun 24
Sep 24
Jan 25
Apr 25
May 25
Strong Buy
0
0
0
0
1
Buy
5
6
4
4
2
Hold
0
0
0
1
1
Sell
0
0
0
0
0
Strong Sell
0
0
0
0
0
total
5
6
4
5
4
In the current month, GM has received 3Buy Ratings, 1Hold Ratings, and 0Sell Ratings. GM average Analyst price target in the past 3 months is 3.60.
Each month's total comprises the sum of three months' worth of ratings.
GM Stock Forecast FAQ
What is IT:GM’s average 12-month price target, according to analysts?
Based on analyst ratings, Gentili Mosconi-s.P.A.’s 12-month average price target is 3.60.
What is IT:GM’s upside potential, based on the analysts’ average price target?
Gentili Mosconi-s.P.A. has 37.40% upside potential, based on the analysts’ average price target.
Can I see which stocks the top-ranking analysts are rating?
Yes, go to the Analysts’ Top Stocks tool to see stocks with a Strong Buy or Strong Sell analyst rating consensus, according to the top performers.
How can I follow the stock ratings of top Wall Street analysts?
Head over to our Expert Center to see a list of the top 100 Wall Street analysts and follow the analysts of your choice. Visit their profiles for more details about their stock ratings and see how they perform on a stock-by-stock basis.
Is Gentili Mosconi-s.P.A. a Buy, Sell or Hold?
Gentili Mosconi-s.P.A. has a consensus rating of Moderate Buy, which is based on 0 buy ratings, 0 hold ratings and 0 sell ratings.
What is Gentili Mosconi-s.P.A.’s share price target?
The average share price target for Gentili Mosconi-s.P.A. is 3.60. This is based on 0 Wall Streets Analysts 12-month price targets, issued in the past 3 months. The highest analyst share price target is €3.60 ,and the lowest forecast is €3.60. The average share price target represents 37.40% Increase from the current price of €2.62.
What do analysts say about Gentili Mosconi-s.P.A.?
Gentili Mosconi-s.P.A.’s analyst rating consensus is a Moderate Buy. This is based on the ratings of 0 Wall Streets Analysts.
How can I buy shares of Gentili Mosconi-s.P.A.?
To buy shares of IT:GM, you can open a brokerage account. See exclusive account opening deals on our Best Online Brokers page.