Consensus lifts Semapa target to EUR 28.43 for Semapa stock
Published on 10/20/2026 at 09:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSConsensus and operating picture
- Simply Wall St lifted its consensus target from EUR 27.83 to EUR 28.43 on October 13, 2026.
- First-half revenue fell 8.70 percent to EUR 979.10 million in 2026.
- Semapa stock trades at EUR 19.79 at 9:42 a.m. CEST at Lang & Schwarz on October 20, 2026.
Semapa (ISIN PTSEM0AM0004) saw the consensus target rise from EUR 27.83 to EUR 28.43 on October 13, 2026, according to Simply Wall St. At Lang & Schwarz, the stock was trading at EUR 19.79 on October 20, 2026 at 9:42 a.m. CEST.
Target rises as estimates shift
The October 13 revision also cut the fiscal year 2026 revenue forecast from EUR 2.35 billion to EUR 2.09 billion, while the earnings-per-share estimate rose from EUR 3.58 to EUR 3.83. The same update placed the average consensus target at EUR 28.43, giving the market a higher valuation reference even as the revenue outlook weakened.
What does the reset mean for earnings?
Semapa's first-half results show why the target revision needs a careful reading. According to MarketScreener, revenue fell 8.70 percent to EUR 979.10 million in the first half of 2026. Net profit attributable to shareholders reached EUR 570.10 million, including a provisional EUR 516.20 million capital gain from the Secil disposal.
Operational profitability moved in the opposite direction. First-half EBITDA fell to EUR 156.80 million from EUR 221.90 million, while the EBITDA margin declined to 16.00 percent from 20.70 percent. The figures separate the balance-sheet benefit of the disposal from the performance of the continuing businesses.
Three milestones shape the story
On June 30, 2026, net financial debt stood at EUR 27.00 million, compared with EUR 1.01 billion at the end of 2025, according to MarketScreener. On July 30, 2026, the first-half report showed EUR 570.10 million in attributable profit. On October 13, 2026, the consensus target moved from EUR 27.83 to EUR 28.43.
Next reporting date is November 4
Semapa is scheduled to publish its first nine months results on November 4, 2026, according to Simply Wall St. That release should clarify whether the second-quarter improvement at Navigator can offset the first-half decline in revenue and EBITDA.
Stock remains below its yearly high
Semapa's market capitalization was EUR 1.60 billion as of October 20, 2026. Its 52-week range was EUR 15.94 to EUR 24.70, leaving the Lang & Schwarz price below the upper end of that band.
At Lang & Schwarz, Semapa was trading at EUR 19.79 on October 20, 2026 at 9:42 a.m. CEST.
The further course of trading is shown by the continuously updated real-time quote of Semapa stock.
Semapa stock facts
- Company: Semapa - Sociedade de Investimento e Gestão, SGPS, S.A.
- ISIN: PTSEM0AM0004
- Ticker: SEM.LS
- Primary exchange: Euronext Lisbon
- Price Lang & Schwarz (as of October 20, 2026, 9:42 a.m. CEST): EUR 19.79
- Market capitalization: EUR 1.6 billion (as of October 20, 2026)
- 52-week range: EUR 15.94-EUR 24.70 (as of October 20, 2026)
- Sector / Industry: Basic Materials / Paper, Lumber & Forest Products
- Next earnings date: November 4, 2026
Market context: Market report PSI 20.
