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Prysmian is positioned to benefit from hyperscaler CAPEX growth, with Digital Solutions showing 9% organic growth and EBITDA margins at 20.6%. Management sees upside in earnings, margin expansion, and M&A firepower, supported by strong FCF and de-leveraging below 1x ND/EBITDA by 2026. Despite a higher valuation, we see upside to 2027 estimates. So, we remain buyers.

Prysmian is rated Buy versus Corning Hold, due to superior risk-adjusted positioning in the AI data center supply chain. GLW offers higher growth and margins, driven by aggressive capex and photonics, but is more exposed to data center demand risk and premium valuation. PRYMY benefits from diversified electrification and fiber optics exposure, lower data center risk, and European revenue, supporting steadier…

Italian cable maker Prysmian is exploring the market for a potential acquisition of about 4 billion ​euros ($4.68 billion) enterprise value, CEO Massimo Battaini ‌told Bloomberg News in an interview published on Tuesday.

Prysmian S.p.A. (PRYMY) Q1 2026 Earnings Call Transcript

Prysmian stands as the world's largest electrical cable manufacturer, leading in submarine cable design, production, and installation. PRYMY's EBITDA is now triple that of its nearest competitor, Nexans, reflecting significant outperformance since its 2007 IPO. Owning the largest and most advanced cable-laying fleet, PRYMY holds a multi-year competitive edge, enabling pricing power amid surging demand from AI and…