Shopping at Diasorin following the financial results and a flurry of promotions

(Il Sole 24 Ore Radiocor) - A flurry of buying in Diasorin, which is receiving numerous upgrades from analysts in light of the positive results for the first half of 2026 presented to the market on Friday. Specifically, Diasorin closed the first six months of the financial year with revenue of €602 million, in line with the same period of the previous year at constant exchange rates, and adjusted EBITDA of 194 million, representing 32 per cent of revenue, both figures driven in particular by growth in the second quarter of the year. The company has also confirmed its guidance for the full year 2026, which forecasts revenue growth of between +5% and +6% and an adjusted EBITDA margin of 32%–33%.

Although quantitative data are not yet available, the management confirms that the Liaison Nes (a point-of-care molecular diagnostics platform for rapid testing of respiratory syndromes), notes Banca Akros, which confirms its price target of 80 euros per share and its ‘Accumulate’ recommendation on the stock. Following better-than-expected results, Intermonte has, however, upgraded its recommendation from “Neutral” to “Outperform” and raised its target price from 74 to 90 euros (representing an upside of +25 per cent). “The significant acceleration recorded in the second quarter reinforces our conviction that the temporary factors which had weighed on the first quarter (QuantiFeron destocking, unfavourable weather conditions in the United States, normalisation of volumes in Europe and the impact of the Vpb – the centralised procurement system for medical devices managed by the Chinese government) are now behind us, improving visibility on the achievement of the 2026 guidance, which has so far been one of the main sources of caution in our investment case,” the analysts emphasise.

“Greater clarity on the achievement of the 2026 targets, a more balanced risk profile and a more favourable market environment – supported, too, by early signs of sector rotation towards the healthcare sector – lead us to adopt a more constructive stance on the share” the experts add, emphasising that “the upcoming flu season remains the main unknown for the molecular division, although the exceptional weakness of last year’s respiratory season makes the basis for comparison in the second half of the year more favourable”. Among others, MPS has raised its target price from 60 to 65 euros per share, whilst Mediobanca has increased its target from 74 to 76 euros, confirming its ‘Neutral’ rating. Deutsche Bank maintains its target price at 58 euros, with a ‘Sell’ recommendation.