Coverage / EPA:SESG / Trade Card

EPA:SESG

SES SA

OPPORTUNISTIC BUY 2026-08-01 Updated today EUR 5.76 Communication Services - BroadcastingAWAIT ENTRY
59

Position levels

Currenttoday
EUR 5.76
Buy <=wait / entry
EUR 4.93
Trim >=take some off
EUR 6.40
Thesis breakA formal guidance reset by SES management for 2026 or 2027, a material adverse r...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • M&A activity: UK Competition and Markets Authority approved SES acquisition of Intelsat
  • Confirmed 2026 revenue guidance of $30 - 35 million with contributions from all three business units
  • Upcoming H1 2026 results announcement on 30 July 2026
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.