SES Shares Advance Mid-Day Despite Mixed Analyst Views
SES shares are up 4.17% this Wednesday, January 28th at midday, trading at 6.6250 euros compared to 6.36 euros the previous day. The stock of the Luxembourg-based satellite operator is moving in a context marked by recent adjustments in analyst recommendations and the gradual consolidation of Intelsat, acquired in July 2025. Over one year, the stock's performance remains spectacular with a gain exceeding 113%.
Two leading financial institutions revised their estimates on SES last January 23rd. Morgan Stanley maintains its 'equal-weight' recommendation while raising its price target from 6 euros to 6.50 euros, suggesting a slight appreciation margin compared to the current quote. Deutsche Bank, on the other hand, keeps its 'buy' advice but lowers its target from 10 euros to 9.50 euros, indicating a significantly higher upside potential of about 43% from today's level. These divergent positions from analysts reflect ongoing questions about the group's ability to realize the expected synergies from the integration of Intelsat.
Technical Analysis Overview
Free · Every morning
Technical market signals, before the opening bell.
Bullish and bearish momentum, analyst changes, stocks to watch — automatically computed from Euronext data.
✓ Before 9 AM every morning✓ Euronext data✓ AI-powered analysis
Almost there! Check your inbox.
A confirmation email has been sent. Click the link to confirm your subscription.
An error occurred.
Indicative data. No investment advice. Unsubscribe at any time.
From a chart perspective, the price remains above its 50-day and 200-day moving averages, located at 5.70 euros and 5.77 euros respectively, indicating a favorable medium-term dynamic. The RSI indicator is at 65, in an intermediate zone that still leaves room before potential speculative excess. Breaking the resistance threshold at 6.75 euros would be an important bullish signal, potentially paving the way for new highs. Conversely, a decline would bring buyers back to the support identified at 5.14 euros, a level that had already served as a floor during the last adjustments. The one-month volatility stands at 9.82%, reflecting moderate fluctuations for a growth stock that has benefited from a strategic operation of this magnitude. This technical setup is part of a context where the file also benefits from the recent renewal of strategic military contracts with the Australian army, extending the group's commercial visibility for the coming years.
SectorTélécommunications›Équipements de Télécommunications
Context
Period
Period: 3T/9M 2025
Guidance from the release
I am pleased to report our solid 9 months 2025 results which include the first quarter for the combined company following the successful close of the Intelsat acquisition on 17 July 2025.
Croissance tirée par le segment Networks (Aviation, Government), intégration d'Intelsat en bonne voie, carnet de commandes brut de €7,1 billion, lancements O3b mPOWER 9 & 10 réussis et règlement d'assurance partiel d'environ $87 million.
Risks mentioned
Risque de ne pas atteindre les synergies attendues de l’acquisition d’Intelsat
Retards ou échecs de lancements ou problèmes opérationnels des satellites
Risques réglementaires et obtention d’approbations
Pressions concurrentielles et évolution technologique réduisant la demande
Opportunities identified
Positionnement multi-orbit renforcé pour capter la croissance longue durée
Expansion du business Aviation (plus de 3,000 tails; 200 nouveaux tails gagnés depuis clôture)
Augmentation de capacité et résilience avec les satellites O3b mPOWER supplémentaires
Carnet de commandes et renouvellements importants (nouveau business et renewals > €1,4 billion YTD)
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
