Comp stock trades at PLN 96.70 as SAFE contracts reshape forecasts

Comp stock was trading at PLN 96.70 on the Warsaw Stock Exchange on September 28, 2026 at 9:08 a.m. CEST, down 0.10 percent from the prior close of PLN 96.80. The share price stood 6.66 percent below its 52-week high of PLN 103.60, keeping the yearly range between PLN 50.20 and PLN 103.60 in view.

SAFE contracts lift earnings expectations

According to Bankier.pl on September 16, 2026, a DM BO? report dated September 8 raised its 12-month valuation for Comp from PLN 64.50 to PLN 98.00. The brokerage simultaneously cut its fundamental recommendation from Buy to Hold.

The report linked the change to three contracts under the SAFE program. Bankier.pl reported that the agreements have a combined net value of PLN 1.18 billion, including options, with execution planned for 2027 through 2030.

Forecasts point to a wider margin

DM BO? projected EBITDA of PLN 161.90 million for 2026, PLN 213.50 million for 2027 and PLN 235.10 million for 2028, according to the same September 8 report carried by Bankier.pl. The estimates assume operating margins of 16 to 17 percent in the IT segment in 2027 and 2028, compared with 13 percent in 2024.

That forecast creates a clear distinction between the contract opportunity and the valuation discipline behind the Hold rating. The PLN 98.00 target is only PLN 1.30 above the September 28 trading price, while the current price is PLN 6.90 below the yearly high.

Comp stock stays below yearly high

Trading volume stood at 218 shares at 9:08 a.m. CEST on September 28, 2026. For investors, the central figures are the PLN 1.18 billion contract base, the PLN 98.00 target and the limited distance between that target and the market price.