Added to YB: 2026-09-24
Pitch date: 2026-09-21
BAR.BR [bullish]
Barco NV
+0.27%
current return
Author Info
No bio for this author
Company Info
Barco NV, together with its subsidiaries, develops visualization solutions, and collaboration and networking technologies for the entertainment, enterprise, and healthcare markets in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
EUR 588.4M
Pitch Price
EUR 7.47
Price Target
N/A
Dividend
7.61%
EV/EBITDA
6.30
P/E
13.53
EV/Sales
0.67
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
The Monday Morning Briefing - Barco NV
BAR.BR (update): Barco’s trough may have passed: orders rose to €568M in June from €493M at year-end, while management maintained an 11-12% full-year EBITDA-margin target despite just 6.2% in the first half. After a 70%+ decline, shares trade at ~1.4x tangible book and yield 7.4% plus 5.9% from buybacks; the key risk is executing the sharp second-half recovery after contract losses and persistent ClickShare weakness.
Read full article (1 min)