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Prysmian S.p.A.
Video analysis: PRYMF
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News: PRYMF
Prysmian: AI's Next Bottleneck Runs Through Power And Fiber
Prysmian is uniquely positioned to benefit from AI-driven data center and grid expansion, supplying both power and optical connectivity infrastructure. A strong backlog (€17B Transmission), a proprietary installation fleet, and high EBITDA margins (21.2% Transmission) support forward visibility and pricing power. Recent guidance upgrades—2026 adj. EBITDA midpoint of €2.85B and FCF of €1.70B reflect robust growth and reinvestment, excluding the pending Atkore acquisition.
Atkore Set for $3.8B Prysmian Deal as Data-Center Push Takes Shape
Prysmian said its planned acquisition of Atkore NYSE: ATKR would expand its U.S. electrification portfolio beyond cables into installation components, positioning the combined company as a one-stop supplier for distributors, engineering firms and data-center customers.
Atkore Agrees to Be Bought by Prysmian for $3.8 Billion, Including Debt
Atkore shareholders will receive $95 a share in cash.
Prysmian to buy Atkore for $95 per share in $3.8 bln deal
Italian cable maker Prysmian said on Monday it agreed to acquire U.S.-based electrical products maker Atkore for $95 per share in cash, giving the company an implied enterprise value of around $3.8 billion.
Italian cable maker Prysmian in advanced talks to acquire Atkore, Bloomberg reports
Italian cable maker Prysmian is in advanced talks to acquire U.S. electrical products maker Atkore , Bloomberg News reported on Sunday, citing people familiar with the matter.
Koch-Owned Molex Agrees to $6.29 Billion Data-Center Cable Deal With Prysmian
The Italian cable maker said the 10-year agreement to supply Molex was one of a string of new deals with infrastructure providers.
Prysmian signs €5.5 billion Molex deal in data centre push
Italian cable maker Prysmian said on Monday it had signed a long-term agreement worth up to €5.5 billion ($6.4 billion) with Molex, a Koch-owned electronics company, as it stepped up its push into the fast-growing data centre market.
Prysmian: Hyperscaler Capex Keeps The Buy Case Alive Despite A 300% Rally
Prysmian is positioned to benefit from hyperscaler CAPEX growth, with Digital Solutions showing 9% organic growth and EBITDA margins at 20.6%. Management sees upside in earnings, margin expansion, and M&A firepower, supported by strong FCF and de-leveraging below 1x ND/EBITDA by 2026. Despite a higher valuation, we see upside to 2027 estimates. So, we remain buyers.
