SPM.MI Saipem SpA Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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20:26
Aug 04
Aug 04
"Saudi route redundancy favors pipe, EPC"
Watch Saudi pipe makers and EPC contractors on Aramco's added export-route optionality and local sourcing; positive medium/long-duration order-cycle read-through with no ownership language.
MED
10:10
Jan 23
Jan 23
Long Saipem for 2026 merger and potential short squeeze
The author is long Saipem and argues the stock can re-rate into 2026 because its merger with Subsea7 will create Saipem7, a larger offshore services player with a €43B order backlog, €21B revenue, and €2B+ EBITDA. He also cites analyst targets of roughly €3.1–€3.7 and heavy short interest on the Milan exchange as potential catalysts for a short squeeze if merger progress, synergy guidance, or strong results arrive. The author adds that Saipem has returned to profitability, reinstated dividends for 2025 with 2026 payouts planned, and has a cleaner balance sheet.
HIGH
About SPM.MI Investor Commentary
Across the available history and selected sources, Buzzberg tracks SPM.MI (Saipem SpA) across 2 sources: 1 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: TheValueist, u/Old_Entrepreneur6019.