Allegro.eu

TP upgrade after strong Q3 and bullish outlook

12/11/26 -"We have increased our EPS estimate for 2026 as management once again raised its guidance for the current fiscal year. Compared to September 2026, it now expects higher GMV + revenue growth in Poland ..."

PDF page sample
Pages
55
Language
English
Published on
12/11/26
Download
You may also be interested by these reports :
12/11/26
In Q3 26, Allegro exceeded consensus expectations by 0.4-4.9% on all levels. Moreover, its net operating cash flow increased by 74.2% yoy. In 2026, ...
12/11/26
We have increased our EPS estimate for 2026 as management once again raised its guidance for the current fiscal year. Compared to September 2026, it ...
10/11/26
Ferguson delivered a strong Q3, with 7.0% organic growth, 260bp ahead of Visible Alpha consensus, driven by improving volumes and pricing. ...
09/11/26
Ferguson delivered a strong Q3 beat, with 7.0% organic sales growth (+260bp vs. Visible Alpha consensus), driven by improving residential demand and ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO