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EPA:ETL

Eutelsat Communications SA

SPECULATIVE BUY 2026-08-08 Data 35 days old EUR 2.04 Technology - Communication EquipmentAWAIT ENTRY
ACTIONABLEMethodology gates passed
49

Position levels

Currenttoday
EUR 2.04
Buy <=wait / entry
EUR 1.63
Trim >=take some off
EUR 2.30
Thesis breakLoss of a major broadcast or government customer, a dilutive equity raise above ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case16%100 / 10016.0
Base case48%62 / 10029.8
Bear case36%10 / 1003.6
Weighted conviction49 / 100 - SPECULATIVE BUY

Top risks

  • Signed CENTAURE LEO contract via France's defence procurement agency
  • Expects 50% year-on-year growth in LEO revenues for 2025-26
  • LEO execution risk against well-funded competition from Starlink and Amazon Kuiper
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.