Reply S.p.A. (RPYTF) Stock Analysis
Educational signal · not a buy or sell recommendation · How to read this
P/E 16.28 means the share price is 16.28 times one year of earnings per share; the S&P 500 usually sits near 20-25. Market cap $3.90B is the value of all shares combined. Beta 0.84: the stock has moved about 16% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gpt-4o-mini, generated Jun 14, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerReply S.p.A. (RPYTF) trades at $104.54. Reply S.p.A. is a leading digital services company based in Turin, Italy, specializing in consulting, system integration, and application management. Market cap: $3.90B, Sector: Technology.
Price as of Sep 11, 2026 · Last analyzed: Jun 14, 2026Analyst Coverage for RPYTF: RPYTF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates RPYTF against Technology peers across nine fundamental dimensions and assigns a neutral fundamental signal based on the underlying data.
No score published: this stock trades under $10,000 on a typical day, so the price beside it is not one you could reliably act on.
RPYTF: 2/2 scored disciplines lean bullish. Dominant signal: Ray Dalio bullish.
How is this calculated? →AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Reply S.p.A. (RPYTF) Technology Profile & Competitive Position
Reply S.p.A. stands out in the technology sector by providing a comprehensive suite of digital services, including consulting and system integration, while specializing in innovative solutions that leverage modern communication channels and emerging technologies.
What Is the Investment Thesis for RPYTF?
Reply S.p.A. is positioned for continued growth driven by its innovative digital solutions and strategic partnerships. With a market capitalization of $3.90B and a P/E ratio of 16.28, the company demonstrates a solid profit margin of 10.1% and a gross margin of 15.2%. Key growth catalysts include the increasing demand for digital transformation across industries, the expansion of cloud services, and the integration of AI technologies into its offerings. The company's ongoing collaboration with Amazon Web Services further enhances its market positioning. However, potential risks include the liquidity challenges associated with its OTC listing and the competitive pressure from peers like Bechtle AG and Atos SE.
Based on FMP financials and quantitative analysis
RPYTF Key Highlights
Market cap of $3.90B reflects strong market positioning in digital services.
- P/E ratio of 16.28 indicates reasonable valuation compared to industry peers.
- Profit margin of 10.1% showcases effective cost management and operational efficiency.
- Gross margin of 15.2% is competitive within the information technology services sector.
- Beta of 0.84 suggests lower volatility compared to the broader market.
Who Are RPYTF's Competitors?
RPYTF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BHTLF Bechtle AG | $46.95 | 0.00% | $5.92B | — |
| HROEY Hirose Electric Co.,Ltd. | $16.07 | 0.00% | $5.26B | — |
| ISMAY Indra Sistemas, S.A. | $34.35 | +2.61% | $6.04B | — |
| AEXAY Atos SE | $6.00 | 0.00% | $3.36B | — |
| TISNF TIS Inc. | $20.00 | 0.00% | $4.20B | — |
| WAY Waystar Holding Corp. | $23.52 | +1.99% | $4.51B | 805-pillar |
| PAY Paymentus Holdings, Inc. | $36.28 | +3.00% | $4.56B | 905-pillar |
| NIQ NIQ Global Intelligence Plc | $17.61 | -0.25% | $5.20B | 315-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are RPYTF's Key Strengths?
Strong market position with a diverse portfolio of digital services.
- Established partnerships with leading technology providers like AWS.
- Expertise in emerging technologies, enhancing service offerings.
What Are RPYTF's Weaknesses?
Liquidity risks associated with trading on the OTC market.
- Dependence on the European market for a significant portion of revenue.
- Limited brand recognition outside of Europe compared to larger competitors.
What Could Drive RPYTF Stock Higher?
Expansion of cloud services offerings through continued collaboration with Amazon Web Services.
- Increasing demand for digital transformation solutions across various sectors.
- Development of new AI-driven products and services to enhance market competitiveness.
What Are the Key Risks for RPYTF?
Economic downturns affecting client spending on IT services.
- Intense competition from established players in the digital services market.
- Changes in regulatory environments impacting operations in different regions.
What Are the Growth Opportunities for RPYTF?
- Digital Transformation Services: The global digital transformation market is expected to grow from $469 billion in 2021 to $1.8 trillion by 2026, representing a CAGR of 32%. Reply's expertise in consulting and system integration positions it to capture a significant share of this expanding market, particularly as businesses increasingly seek to modernize their operations.
- This collaboration enables Reply to offer scalable and efficient cloud services, driving revenue growth and attracting new clients across various sectors.
- AI and Data Analytics: The AI market is anticipated to grow from $27 billion in 2020 to $733 billion by 2027, with a CAGR of 42%. Reply's focus on AI-driven solutions, such as X-RAIS Reply for radiological diagnosis, positions the company to leverage this trend and provide advanced analytics services to clients, enhancing their decision-making processes.
- Reply's specialized solutions, including Ticuro Reply for medical device connectivity, cater to the growing demand for digital health solutions, positioning the company to capitalize on this lucrative sector.
- Supply Chain Optimization: As supply chain challenges continue to impact global industries, the demand for agile and interconnected solutions is rising. Reply's Logistics Execution Architecture Reply addresses these needs, providing innovative tools for supply chain optimization, which is crucial for businesses aiming to enhance operational efficiency.
What Opportunities Does RPYTF Have?
- Growing demand for digital transformation across various industries.
- Expansion of cloud services and AI technologies presents new revenue streams.
- Increasing need for healthcare technology solutions in the post-pandemic world.
What Threats Does RPYTF Face?
- Intense competition from established players in the IT services sector.
- Economic downturns could impact client budgets for digital services.
- Rapid technological changes may require continuous adaptation and innovation.
What Are RPYTF's Competitive Advantages?
- Strong expertise in emerging technologies like cloud computing and AI.
- Established relationships with major clients and strategic partners, including Amazon Web Services.
- Diverse portfolio of specialized solutions tailored to various industry needs.
- Reputation for delivering high-quality, innovative digital services.
What Does RPYTF Do?
Founded in 1995 in Turin, Italy, Reply S.p.A. has evolved into a prominent player in the digital services landscape, offering a wide array of solutions including consulting, system integration, application management, and business process outsourcing. The company focuses on conceptualizing, designing, developing, and implementing innovative solutions that harness modern communication channels and digital media. Its extensive portfolio includes specialized platforms like Axulus for the Industrial Internet of Things, Brick Reply for industrial digital transformation, and Logistics Execution Architecture Reply for agile supply chains. Additionally, Reply provides data intelligence tools such as China Beats for market insights, Pulse Reply for marketing intelligence integration, and Sonar Reply for trend research. The company also enhances enterprise digital experience management through Discovery Reply and supports collaboration via TamTamy, an enterprise social network. Catering to diverse sectors such as automotive, energy, financial services, logistics, healthcare, retail, and telecommunications, Reply maintains significant strategic collaborations, notably with Amazon Web Services, enhancing its competitive edge in the digital services market.
What Products and Services Does RPYTF Offer?
- Provide consulting services to help businesses define and implement digital strategies.
- Develop and integrate customized software solutions for various industries.
- Offer application management and business process outsourcing services.
- Deliver data intelligence tools for market insights and trend analysis.
- Facilitate digital transformation in industrial operations through specialized platforms.
- Enhance enterprise digital experience management with innovative solutions.
How Does RPYTF Make Money?
- Generate revenue through consulting fees for digital transformation projects.
- Earn income from software licensing and subscription models for proprietary platforms.
- Provide ongoing support and maintenance services for integrated systems.
- Offer business process outsourcing solutions on a contract basis.
- Leverage strategic partnerships to enhance service offerings and market reach.
What Industry Does RPYTF Operate In?
The information technology services industry is experiencing robust growth, driven by the increasing demand for digital transformation and the adoption of cloud computing and AI technologies. The global IT services market is projected to reach approximately $1 trillion by 2026, with a compound annual growth rate (CAGR) of around 8%. Within this competitive landscape, Reply S.p.A. distinguishes itself through its specialized offerings and strategic partnerships, positioning itself well against competitors such as Bechtle AG and Atos SE.
Who Are RPYTF's Key Customers?
- Serve a diverse clientele across automotive, energy, and financial services sectors.
- Engage with healthcare organizations seeking digital health solutions.
- Partner with logistics and manufacturing firms for supply chain optimization.
- Collaborate with public sector entities for digital transformation initiatives.
- Support retail and consumer product companies in enhancing their digital presence.
Research confidence
Enough evidence to be useful, with gaps worth knowing about.
- ● Scoring coverage unknown
- ● Price is current
- ● Latest filing 73 days ago
- ● No analyst coverage
- ● Reported in EUR, converted to USD
MoonshotScore History
Recorded daily since 2026-08-23 · 19 snapshots
| 2026-08-23 | 45 |
| 2026-08-26 | 45 |
| 2026-08-29 | 45 |
| 2026-09-01 | 45 |
| 2026-09-04 | 45 |
| 2026-09-07 | 45 |
| 2026-09-10 | 45 |
What changed?
The score has stayed at 45.
Over the same 18 days the stock moved +0.0%.
Reply S.p.A. Financial Trajectory
Reply S.p.A. (RPYTF) reported $1.50B in revenue for Q2 FY2026, reflecting 4.4% growth compared to the prior quarter. The company recorded net income of $152.7M, with diluted EPS of $4.08. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Technology. Across the four most recent quarters, RPYTF averaged $2.93 in diluted EPS.
Company Profile
Reply S.p.A. operates in the Information Technology Services industry within the Technology sector. It is headquartered in Turin, IT. The company is led by CEO Mario Rizzante. RPYTF has traded publicly since 2016.
How Reply S.p.A. Is Valued
Reply S.p.A. carries a market capitalization of $3.90B, placing it in the mid-cap category.
Key Financial Metrics
Return on equity for Reply S.p.A. stands at 17.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 9.1%, showing how much profit it generates from its asset base. RPYTF trades at a trailing price-to-earnings ratio of 16.28, below the Technology sector average of ~32.70x. Its free cash flow yield is 7.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.76 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.8%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Reply S.p.A.'s Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.93 places it in the safe zone, indicating low near-term bankruptcy risk.
RPYTF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Strong market position with a diverse portfolio of digital services.
- Established partnerships with leading technology providers like AWS.
- Expertise in emerging technologies, enhancing service offerings.
- Upcoming: Expansion of cloud services offerings through continued collaboration with Amazon Web Services.
Bear Case
- Liquidity risks associated with trading on the OTC market.
- Dependence on the European market for a significant portion of revenue.
- Limited brand recognition outside of Europe compared to larger competitors.
- Potential: Economic downturns affecting client spending on IT services.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · June 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.50B | $153M | $4.08 |
| Q4 FY2025 | $1.44B | $146M | $3.91 |
| Q2 FY2025 | $1.65B | $145M | $3.88 |
| Q4 FY2024 | $730M | -$6M | -$0.15 |
Q2 FY2026 · filed 30 Jun 2026 · Financial Modeling Prep
Based on FMP financials and quantitative analysis · Converted to USD from EUR at today's rate
RPYTF Latest News
-
Reply S.p.A: The Board of Directors Approves the Half-year Financial Report as of 30 June 2026
Yahoo! Finance: RPYTF News · Jul 30, 2026
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Cognita Reply Named an OpenAI Advanced Partner to Accelerate Enterprise Adoption of Frontier AI
Yahoo! Finance: RPYTF News · Jul 29, 2026
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Ten Finalists Announced for the Reply AI Film Festival, the International Competition Bringing Together Cinema and Artificial Intelligence
Yahoo! Finance: RPYTF News · Jul 28, 2026
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Comsysto Reply Supports Audi in Evolving Its B2B Used Car Platform With an AI-Based Multi-Agent System
Yahoo! Finance: RPYTF News · Jul 24, 2026
RPYTF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for RPYTF.
Price Targets
Wall Street price target analysis for RPYTF.
RPYTF MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for RPYTF; grades run from A+ (80-100) to F (below 30).
Latest News
Reply S.p.A: The Board of Directors Approves the Half-year Financial Report as of 30 June 2026
Cognita Reply Named an OpenAI Advanced Partner to Accelerate Enterprise Adoption of Frontier AI
Ten Finalists Announced for the Reply AI Film Festival, the International Competition Bringing Together Cinema and Artificial Intelligence
Comsysto Reply Supports Audi in Evolving Its B2B Used Car Platform With an AI-Based Multi-Agent System
Leadership: Mario Rizzante
CEO
Mario Rizzante has been instrumental in shaping Reply S.p.A. since its inception in 1995. With a strong educational background in engineering, he has held various leadership roles within the company, focusing on innovation and strategic growth. His expertise in digital services and technology has positioned Reply as a leader in the IT services sector.
Track Record: Under Mario's leadership, Reply has expanded its global footprint and diversified its service offerings, achieving significant revenue growth and establishing strategic partnerships with major technology providers.
RPYTF OTC Market Information
The OTC Other tier indicates that RPYTF trades on the over-the-counter market, which typically has less stringent reporting requirements compared to major exchanges like NYSE or NASDAQ. This can lead to lower liquidity and higher volatility, affecting trading activity.
- OTC Tier: OTC Other
- Liquidity risks due to lower trading volumes on the OTC market.
- Potential lack of transparency in financial reporting compared to major exchanges.
- Increased volatility and price fluctuations associated with OTC trading.
- Verify financial statements and disclosures available for RPYTF.
- Assess trading volume and liquidity metrics before investing.
- Research competitive positioning and market trends in the IT services sector.
- Monitor news and updates related to the company's strategic partnerships.
- Evaluate the impact of economic conditions on client budgets for digital services.
- Established history since 1995 with a strong market presence.
- Strategic partnerships with reputable companies like Amazon Web Services.
- Diverse portfolio of clients across various industries.
Reply S.p.A. Technology Stock: Key Questions Answered
Is RPYTF a good stock?
Stock Expert AI does not rate RPYTF buy, sell or hold. Reply S.p.A. has no MoonshotScore yet; read the financial checkup, analyst consensus and risks directly. Whether it fits is your call: check what it sells, whether it earns, what the price assumes, and what would prove you wrong.
How does Reply S.p.A. generate revenue from its technology products?
Reply S.p.A. generates revenue through various streams including consulting fees for digital transformation projects, software licensing and subscription models for proprietary platforms, and ongoing support services for integrated systems. The company's diverse offerings allow it to cater to a wide range of client needs across multiple sectors.
What are the key factors to evaluate for RPYTF?
Evaluate RPYTF on fundamentals, analyst consensus, and risk factors. P/E: 16.28x vs the S&P 500's ~20-25x. Reply S.p.A. Not financial advice.
How frequently does RPYTF data refresh on this page?
RPYTF's price was last updated on Sep 11, 2026 and refreshes on page view during U.S. market hours; the quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 calculations are scheduled daily at 10:15 UTC; the score's own date shows its last successful run.
What has driven RPYTF's recent stock price performance?
Reply S.p.A. (RPYTF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong market position with a diverse portfolio of digital services. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider RPYTF overvalued or undervalued right now?
Reply S.p.A. (RPYTF) trades at 16.28x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Can I buy fractional shares of RPYTF?
Yes, most major brokerages offer fractional shares of Reply S.p.A. (RPYTF) with no minimum purchase requirement. This means you can invest any dollar amount regardless of the share price. Check your brokerage platform for specific terms, fees, and fractional share availability.
How can I track RPYTF's earnings and financial reports?
Reply S.p.A. (RPYTF) reports quarterly earnings approximately 4-6 weeks after each fiscal quarter ends. You can track earnings dates, revenue and EPS estimates, and actual results on this page's Financials tab. Earnings surprises (beats or misses) often cause significant short-term price moves. Your brokerage can send alerts for RPYTF earnings announcements.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on the latest available reports and may be subject to change.