New Street Research initiates SES stock with neutral rating

Published 09/06/2025, 08:34
New Street Research initiates SES stock with neutral rating

On Monday, New Street Research analysts initiated coverage on SES SA stock with a Neutral rating. The analysts set a price target of €5.80 for the company, which trades on the Frankfurt Stock Exchange under the ticker SES:GR and over-the-counter as SGBAF.

New Street Research’s initiation comes ahead of SES’s planned acquisition of Intelsat. The analysts noted that their forecasts for the combined entity fall below the mid-term guidance provided by the company. They expressed concerns that growth in SES’s mPOWER satellite network may not sufficiently counterbalance declines in its geostationary (GEO) satellite segment.

Despite these operational challenges, the analysts view SES’s equity as fairly priced, particularly considering the potential upside from C-band spectrum assets. They highlighted the company’s €6 billion in senior notes, which they believe could be at risk of being classified as high yield.

The analysts also discussed asset coverage and potential value opportunities within the company’s portfolio. Their assessment reflects a cautious outlook on SES’s ability to navigate the integration with Intelsat and manage its financial obligations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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