Morgan Stanley sets EUR 29 target for Poste Italiane stock

Published on 10/15/2026 at 11:52 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

TIM targets EUR 700 million in annual synergies. Poste Italiane stock is EUR 24.41 on October 15, 2026, 0.62 percent above EUR 24.26 at Xetra.

Analysts and key dates

Morgan Stanley resumed coverage with a EUR 29.00 target on October 13, 2026.
First-half 2026 revenue reached EUR 6.80 billion, up 6.00 percent year over year.
Poste Italiane stock trades at EUR 24.41 at 11:44 a.m. CEST at Lang & Schwarz on October 15, 2026, 0.62 percent above the Xetra close of October 14, 2026.

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Poste Italiane stock (ISIN IT0003796171) was trading at EUR 24.41 at Lang & Schwarz on October 15, 2026, at 11:44 a.m. CEST, up 0.62 percent versus the EUR 24.26 Xetra close of October 14, 2026. The latest analyst catalyst came on October 13, 2026, when Teleborsa reported that Morgan Stanley resumed coverage with an Overweight rating and a EUR 29.00 price target.

Why does the EUR 29.00 target matter?

Morgan Stanley linked its view to Poste Italiane's completed Telecom Italia transaction and a management target of EUR 700 million in annual pretax synergies. The bank also projected adjusted earnings per share growth of 8.00 percent to 10.00 percent for 2028 and 2029, while identifying lower-than-expected revenue synergies and higher investment needs as risks.

That assessment followed a second analyst move. On October 12, 2026, Teleborsa reported that Kepler Cheuvreux raised its rating from Hold to Buy while cutting its target from EUR 28.00 to EUR 27.50.

Three dated milestones shape the story

On September 28, 2026, Poste Italiane reported that the reopened TIM offer had reached 85.822 percent of TIM's share capital, according to Poste Italiane. On October 12, 2026, Kepler Cheuvreux set its EUR 27.50 target. On October 13, 2026, Morgan Stanley set its EUR 29.00 target.

What figures support the valuation?

Poste Italianes first-half 2026 revenue reached EUR 6.80 billion, up 6.00 percent year over year, while adjusted EBIT rose 7.00 percent to EUR 1.80 billion and net profit increased 4.00 percent to EUR 1.20 billion, according to the Yahoo Finance transcript. The figures give the analysts' TIM thesis a profitable standalone base.

Reporting dates are already set

Poste Italianes 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 results presentation, according to Poste Italiane.

Stock trades above the Xetra close

The current euro quote is EUR 24.41, while the market capitalization is EUR 38.8 billion and the 52-week range is EUR 19.28 to EUR 29.48. Poste Italianes stock was trading at EUR 24.41 at Lang & Schwarz on October 15, 2026, at 11:44 a.m. CEST, 0.62 percent above the Xetra close of October 14, 2026, at EUR 24.26. The further course of trading is shown by the continuously updated real-time quote of Poste Italiane stock.