Prysmian Daily News Update

• Prysmian soars as peace pressures defense shares - Dec 16, 2025

  As of December 16, today’s news highlights contrasting moves in European equities, with analyst upgrades supporting Prysmian while defense stocks come under pressure amid geopolitical developments. UBS has reaffirmed its Buy rating on Prysmian and raised its target price to 105 euros. The bank emphasized Prysmian's strong anticipated growth in EBIT until 2027-28 within the electrification sector and pointed out opportunities arising from a robust order book, strong demand in the United States, and exposure to structural trends such as electric grids and data centers. Meanwhile, Fincantieri shares dropped as much as 9.9% in Milan trading, with other European defense stocks declining as well, after the U.S. offered Ukraine a security guarantee that could help bring the continent closer to peace. The Italian company also released its updated 2026–30 target: 2028 revenues at about 11 billion euros, Ebitda in the same period at about 930 million euros. In market developments, NKT announced the completion of an investment for a new test hall and capacity expansion at its site for cable accessories in Sweden. In the broader energy scenario, the European Commission is set to make concessions regarding its planned ban on new combustion-engine vehicles from 2035. Intense pressure from key automotive nations such as Germany and Italy has led to proposals allowing the continued sale of certain non-electric vehicles, marking a shift that reflects the challenges facing the electric vehicle (EV) transition. The change acknowledges industry concerns over competitiveness compared to EV powerhouses like Tesla and manufacturers from China. Corporate movements in the oil and gas sector also captured attention, particularly as Shell's chief of mergers, Greg Gut, left the company following the blocking of a proposed acquisition of BP. This development underscores the complexities within the industry as major players reassess their strategies. Meanwhile, in Italy, the offshore wind energy initiative is facing delays due to bureaucratic hurdles, raising concerns over the country's climate objectives and impacting investor sentiment. As the transition toward electric vehicles unfolds, companies like Ford are facing substantial challenges, recently announcing a writedown related to its electric vehicle programs as it shifts focus amid market pressures. This highlights a growing theme of uncertainty across the sector as key players navigate the path forward. Globally, ongoing tensions and diplomatic efforts are significant. An International Claims Commission has been established to address damages from the ongoing war in Ukraine, reflecting Europe's commitment to ensuring accountability for Russian actions.

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• Prysmian rallies as AI power demand reshapes markets - Dec 15, 2025

  As of December 15, today’s news features developments surrounding Prysmian, particularly positive financial analyst evaluations, alongside significant market activities and geopolitical updates. Prysmian stock has received a boost with Jefferies raising its target price from 102 euros to 104 euros, reaffirming a "buy" rating as shares increased by 2.6% to 84.86 euros. Analysts emphasize a promising outlook for the cable sector, highlighting a solid order backlog and potential gains in the transmission segment. They have also adjusted their EBITDA estimates for 2026-2028 upwards by 2-3%, noting that factors such as potential mergers and acquisitions and the company's listing in the U.S. could serve as additional catalysts for growth. In broader market news, Reuters said that Siemens Energy looks like an activist’s ideal target. The 104 billion euros German turbine maker is benefiting from an AI-driven surge in electricity demand, yet it still trades at a steep discount to U.S. rival GE Vernova. Despite a 130% rally in the past year, Siemens Energy’s shares reflect lingering doubts over whether growth in its core businesses can fully offset uncertainty in the wind unit, Reuters add. Meanwhile, Tesla continues to draw attention with its board of directors earning over 3 billion dollars from stock awards, significantly eclipsing similar compensation in other major U.S. technology companies. Furthermore, China's aluminium production showed a modest increase of 2.5% year-on-year in November, underscoring ongoing resilience in the country's non-ferrous metals sector. Looking at financial trends, investors remain optimistic regarding European banks as they expect shares to gain further momentum into 2026, buoyed by earnings growth and efficiencies derived from artificial intelligence. The decline in recession fears has positively shifted investor sentiment, although the complexities of the market environment persist. In the shifting landscape of regulatory frameworks, the European Commission appears poised to reconsider its 2035 ban on new combustion-engine vehicles in light of pressure from automakers. This move could potentially delay or entirely soften the ban, representing a significant pivot from previous green initiatives. Internationally, discussions surrounding the ongoing conflict in Ukraine have intensified, with U.S. negotiators reportedly urging Ukraine to withdraw from the Donetsk region as part of a potential peace deal. This development points to critical diplomatic negotiations aimed at resolving a protracted conflict, amid various pressures on Ukraine's government.

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• Carbon costs rise as power grids hit capacity limits - Dec 12, 2025

  As of December 12, today’s news features potential shifts in commodity pricing due to regulatory changes in the EU, and developments in energy infrastructure, particularly National Grid's new control centre funding. Imports of aluminium, cement and other commodities into the European Union could face higher costs than previously expected for CO2 emissions next year under draft EU plans to tighten its carbon border levy. From January, the EU's Carbon Border Adjustment Mechanism will impose fees on imports of certain industrial products, based on the emissions embedded in their production. The policy is designed to shield European producers against cheaper imports from countries with less ambitious climate rules. Meanwhile, Ofgem has awarded National Grid 48.6 million pounds for the development of a new control centre. National Grid unveiled plans to build a new, state-of-the-art control centre to reinforce network resilience earlier this year. Turning to market updates, new challenges are emerging as the U.S. and Europe face pressing demands for power grid connections due to a surge in data center and industrial projects. Traditional methods for connecting large loads are proving inefficient, leading utilities to explore new strategies for managing the connection application process. The situation is especially critical in regions like Texas and the UK, where demand queues have surged dramatically. In commodity markets, copper has shown some volatility, recently peaking close to 12,000 euros per metric ton before easing slightly. Analysts suggest supply disruptions could stabilize prices around the 11,000 euros mark, but a significant demand boost, particularly from China, is crucial for continued price increases. Moreover, in the tech sector, Nvidia is considering ramping up production of its H200 AI chips due to strong demand from Chinese clients, following a recent U.S. government indication that it may permit such exports. Lastly, global political developments see U.S. envoy John Coale engaging with Belarusian President Alexander Lukashenko in negotiations surrounding political prisoners, indicating ongoing diplomatic efforts amid regional tensions.

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• AI bubble fears hit markets after Oracle miss - Dec 11, 2025

  As of December 11, today’s news sees downturn in Prysmian's share price following Oracle's disappointing earnings report, which rekindled fears of an AI investment bubble and impacted numerous technology stocks. Prysmian experienced a drop of 2.8%, closing at 83.92 euros, as Oracle reported weak quarterly results that sent shockwaves through the tech sector. The company's increased capital expenditure forecasts sparked investor concerns regarding a potential bubble in AI-related investments. Turning to market updates, France's Schneider Electric plans a share repurchase programme of up to 3.5 billion euros through 2030, its first in nearly three years, and aims to increase its adjusted core profit margin in the same period, the company said today. Elsewhere in the automotive sector, Stellantis is pivoting towards volume sales under new CEO Antonio Filosa, who has instituted urgent measures to recapture market share in North America and Europe. By prioritizing fleet sales and introducing more affordable models, Stellantis aims to address the shortcomings in strategy left by his predecessor, who focused on high-margin sales. From the international front, the Federal Reserve's latest decision to cut interest rates by a quarter-percentage point has stirred discussions around U.S. monetary policy's future amid persistent inflation concerns. Chair Jerome Powell suggested that increased productivity could help navigate the backdrop of a challenging economic landscape, which reflects policymakers' cautious optimism while acknowledging uncertainties in the labor market.

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• Europe plans new grids as AI demands surge - Dec 10, 2025

  As of December 10, today’s news sees developments in energy infrastructure, the AI sector's reliance on data centers, and international geopolitical tensions. Prysmian has emerged positively on the stock market today, witnessing an increase of 2.4% amidst a generally negative backdrop in Milan, where the overall market was down by 0.3%. Meanwhile, U.S. President Donald Trump's freeze on approvals for major onshore wind and solar projects is leaving thousands of megawatts of clean power capacity in limbo at a time of soaring demand for electricity, a Reuters review of permitting data and interviews with industry officials shows. Just one solar project has been approved on federal lands since Trump took office in January, and none have been permitted since July when Interior Secretary Doug Burgum ordered that all new decisions related to renewable energy projects require his personal sign-off. Furthermore, the European Commission adopted its European Grids Package earlier today. The Package sets out the Commission’s plan for a pan-European electricity network to support decarbonization and energy security. In particular, it emphasises faster permitting, more centralised planning, new investment tools, and stronger cross-border interconnections, including updates to the TEN-E regulation. Turning to market updates, the artificial intelligence boom continues to drive massive investments in data center infrastructure, estimated at 3 trillion dollars to support cloud computing and AI by 2028. However, concerns are arising over the creditworthiness of emerging renters in this space, as the stability of the sector depends heavily on the financial health of these companies. Oracle’s recent partnership with OpenAI raises further scrutiny as the tech giant balances a high debt load with ambitious cloud expansion plans. Simultaneously, geopolitical tensions escalate following Trump’s decision to allow Nvidia to ship advanced chips to China, stirring concerns over military implications. This move has drawn criticism for potentially undermining U.S. technological advantages and could affect international security. Regarding global trends, the U.S. Federal Reserve is expected to implement a quarter-percentage-point rate cut, but there are varying opinions among policymakers regarding the future trajectory of interest rates, considering the recent economic turbulence caused by the government shutdown.

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