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EPA:SESG

SES SA

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old EUR 4.57 Communication Services - BroadcastingAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
EUR 4.57
Buy <=wait / entry
EUR 3.93
Trim >=take some off
EUR 5.20
Thesis breakA material breakdown in the Intelsat integration, the loss of a named government...
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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

  • SES to acquire Intelsat in transaction focused on multi-orbit connectivity
  • Major contract ramps in government, defense, and media segments driving stronger H2 2026
  • H1 2026 revenue up 72% YoY with reaffirmed full-year 2026 guidance
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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