AlphaValue/Baader Europe Updates FY26 Estimates for Saipem's EPS, Dividend
AlphaValue/Baader Europe on Wednesday revised its assumptions for Saipem's (SPM.MI) EPS and dividend in 2026."Our upgraded EPS estimates for Saipem are driven by the higher EBITDA assumption (lifted to EUR1.85bn in 2026, closer to management's ~EUR1.9bn guidance) and the lower [capital expenditure] of EUR450m vs 520 (in line with 2026 guidance, excluding the Deep Value Driller drillship acquisition)," analysts said.The estimate for the Italian energy company's EPS in 2026 was lifted by 18.5% to 0.2 euro, while the dividend per share forecast was cut to 0.17 euro from 0.9 euro after management said distribution will be in line with the previous year.The stock is rated add with a price target of 5.23 euros.