Indra Sistemas: The Valuation Is Too High In 2026

2026-01-16 13:00:16 ET

If you've been an investor in Indra Sistemas ( ISMAY ) during 2025, chances are it's time for me (and other analysts who did not) to congratulate you. After all, you invested where others did not and where the upside has been rewarding. The company has surged well over 100% this year, moving from a native price of about €16/share to over €57/share. That's a massive return for a company of this size and of these fundamentals. In this article, I will be providing my first coverage for the company, as well as a, from what I can tell by looking at SA valuation and target trends, a counterpoint to what coverage there is. Wall Street doesn't cover the company - Quant coverage is also non-existent, and what coverage does exist focuses on the upside in defense in Europe, and lauds the company as a player with more upside....

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