on Reply S.p.A. (isin : IT0005282865)
Reply SpA: Quirin Privatbank Recommends "Buy" Rating
Quirin Privatbank Kapitalmarktgeschäft has issued a "Buy" recommendation for Reply SpA, maintaining the target price at EUR 178 as of November 20, 2025. The investment bank highlights strong revenue growth, spurred by demand for AI solutions and agentic architectures. Notably, HR, procurement, payments, and customer service verticals have contributed to this growth. The company's cloud and defense projects and small mergers and acquisitions also played a significant role.
Reply's EBITDA margin benefited from cost control and productivity gains, despite challenges in the automotive sector and agency-related activities. Additionally, a one-off insurance gain positively impacted the margin. Looking forward, the company anticipates stable demand for AI and outcome-based services.
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