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United Internet:Quarterly Results/2025 Q2: Difference between revisions
United Internet:Quarterly Results/2025 Q2 (view source)
Revision as of 12:29, 5 August 2025
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== | == Recent pre-earnings analysts' opinions == | ||
* Buy, €25->€31: Deutsche Bank analyst Nizla Naizer [https://www.finanzen.net/analyse/united_internet_buy-deutsche_bank_ag_1020668 said] she has become more bullish on IONOS. | |||
* Buy, €22.50->€34.60: Goldman Sachs analyst Andrew Lee [https://www.finanzen.net/analyse/united_internet_buy-goldman_sachs_group_inc._1015116 see] 1&1 and United Internet as the main beneficiaries of industry consolidation in Germany. He said the increased price target reflects better his computation of sum of parts discount. He added that he would welcome a halt to network construction since it would save more than €3 billion. | |||
* Buy, €25.80->€28.90: UBS analyst Polo Tang [https://www.finanzen.net/analyse/united_internet_buy-ubs_ag_1010330 said] the majority stake in IONOS covers almost United Internet's entire market value. He expects the announcement of intention to increase stake in 1&1 to 90% to lead to reevaluation, helping both stocks. | |||
* Buy, Deutsche Bank analyst Robert Grindle [https://www.finanzen.net/analyse/1&1_buy-deutsche_bank_ag_1012596 said] the lowered EBITDA forecast at 1&1 calls for strategic realignment. He said 1&1 could reduce expenses for external wholesale capacity by expanding its own network. | |||
== Competitor expectations and results == | == Competitor expectations and results == | ||