Morgan Stanley sets EUR 29.00 target for Poste Italiane stock

Published on 10/14/2026 at 12:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Poste completed a EUR 67.80 million buyback on October 13, 2026. Poste Italiane stock costs EUR 24.43 on October 14, 2026 versus a EUR 29.00 target.

TIM integration and reporting dates

Poste completed a EUR 67.80 million buyback on October 13, 2026.
Morgan Stanley sees EUR 700 million in annual pretax synergies from the TIM integration.
Poste Italiane stock was trading at EUR 24.43 at 12:16 p.m. CEST at Lang & Schwarz on October 14, 2026.
Poste plans to approve its interim report on November 11, 2026.

Geometrisches Bauhaus-Poster mit stilisiertem Briefumschlag und Schriftzug POST — Poste Italiane S.p.A. (IT0003796171) inspiriert dieses geometrische Bauhaus-Poster mit Brief- und Postmotiven, Illustration mit AI erstellt.

Poste Italiane (ISIN IT0003796171) was trading at EUR 24.43 at Lang & Schwarz on October 14, 2026, at 12:16 p.m. CEST. Morgan Stanley set a EUR 29.00 target and an Overweight rating on October 13, 2026, after resuming coverage, according to Yahoo Finance.

Three dates shape the story

On March 22, 2026, Poste announced a voluntary cash-and-share offer for Telecom Italia, with consideration of EUR 0.167 in cash and 0.0218 newly issued Poste shares per TIM share, as TokenPost reported. On August 6, 2026, Poste published its half-year report for the period ended June 30, 2026, according to Poste Italiane. The report covered EUR 6.8 billion in first-half revenue, EUR 1.8 billion in adjusted EBIT and EUR 1.2 billion in net profit. On October 13, 2026, Morgan Stanley resumed coverage with its EUR 29.00 target and Overweight rating, according to Teleborsa.

What can EUR 700 million deliver?

TokenPost reported on October 13, 2026, that Poste expects EUR 700 million in annual pretax synergies from the TIM integration, including EUR 500 million in cost savings and more than EUR 200 million in revenue synergies. The same report said Poste secured final acceptance for 85.823 percent of TIM share capital after the offer reopened on September 29, 2026, with a positive earnings-per-share effect expected from fiscal 2027.

The opportunity comes with execution risk. Morgan Stanley expects adjusted earnings per share to grow 8 percent to 10 percent in 2028 and 2029, while its projections depend on the timing of synergies, investment needs at TIM and the final ownership structure, as Yahoo Finance reported on October 13, 2026.

November brings two reporting dates

Poste Italiane's investor calendar lists November 11, 2026, for approval of the interim report covering September 30, 2026, and November 12, 2026, for the third-quarter and nine-month 2026 results presentation. The calendar also lists November 25, 2026, for payment of the 2026 interim dividend, with an ex-dividend date of November 23, 2026, according to Poste Italiane.

Stock trades at EUR 24.43

At 12:16 p.m. CEST on October 14, 2026, Poste Italiane was trading at EUR 24.43 at Lang & Schwarz. The structured market quote put the company's market capitalization at EUR 31.6 billion and its 52-week range at EUR 19.28 to EUR 29.48 as of October 14, 2026.

The further course of trading is shown by the continuously updated real-time quote of Poste Italiane stock.