Reply earns NVIDIA AI specialization. Reply stock sits 0.43 percent below Xetra close

Published on 10/20/2026 at 13:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue reached EUR 1,311.9 million, up 7.40 percent year over year. Reply stock costs EUR 128.05, 0.43 percent below its Xetra close.

AI credentials meet quarterly growth

Reply earned NVIDIA Physical AI specialization on October 19, 2026.
First-half 2026 revenue reached EUR 1,311.9 million, up 7.40 percent year over year.
Reply stock trades at EUR 128.05 at 1:31 p.m. CEST at Lang & Schwarz on October 20, 2026, 0.43 percent below the Xetra close of October 19, 2026.
Reply's next quarterly results are scheduled for November 12, 2026.

3D-Render eines modernen verglasten Bürohochhauses mit begrüntem Vorplatz — Architektur-Render eines modernen Glasbürogebäudes symbolisiert den Firmensitz von Reply S.p.A., ISIN IT0005282865, in urbaner Umgebung, Illustration mit AI erstellt.

Reply (ISIN IT0005282865) stock was trading at EUR 128.05 at Lang & Schwarz on October 20, 2026 at 1:31 p.m. CEST, 0.43 percent below the Xetra close of October 19, 2026 at EUR 128.60. MarketScreener reported that Reply earned NVIDIA's Physical AI Specialization on October 19, 2026.

Three milestones shape the story

On July 30, 2026, Reply reported first-half revenue of EUR 1,311.9 million, up 7.40 percent from EUR 1,221.3 million in the first half of 2025, according to Via Ritzau.

On October 14, 2026, Reply introduced Symbiosis, an AI-driven operating model for aligning business priorities with accelerated delivery, as reported by Business Wire. On October 19, 2026, the company earned NVIDIA's Physical AI Specialization after an assessment covering a customer implementation, solution architecture, OpenUSD expertise and its development roadmap, according to MarketScreener.

What does the margin picture show?

The first-half figures point to a mixed operating picture. EBITDA rose to EUR 233.2 million from EUR 223.7 million, while the EBITDA margin was 17.80 percent; EBIT reached EUR 189.7 million with a 14.50 percent margin, according to Via Ritzau. Second-quarter revenue was EUR 667.0 million, an 8.70 percent increase from the same quarter of 2025.

Upcoming dates include November results

Reply's investor calendar lists consolidated third-quarter results for November 12, 2026, followed by the Equity Forum on November 23 and November 24, 2026. The dates appear on Reply's investor page.

Stock holds near the latest Xetra close

Reply's net financial position was positive at EUR 402.0 million on June 30, 2026, compared with EUR 643.0 million on March 31, 2026. For investors, the next test is whether the AI specialization and Symbiosis launch translate into larger implementations while the company protects its 14.50 percent first-half EBIT margin.

Reply stock was trading at EUR 128.05 at Lang & Schwarz on October 20, 2026 at 1:31 p.m. CEST, 0.43 percent below the Xetra close of October 19, 2026 at EUR 128.60. The further course of trading is shown by the continuously updated real-time quote of Reply stock.