Fincantieri, rumors of a major Portuguese order
23/02/2026
According to the latest rumors, the government in Lisbon has selected the Italian group Fincantieri as the supplier of three FREMM Evo frigates, worth an estimated €3 billion.
The rumor represents a potentially significant development for Fincantieri, both due to the size of the order and the strategic nature of the client.
This would be a high-profile European contract, coming at a particularly sensitive time, following recent disappointments in the tenders in Norway and Poland.
Analysts emphasize that, in view of the new 2026-2030 strategic plan expected in the first quarter, the stock's real upside remains concentrated in naval and underwater pipelines.
SIM also gives Fincantieri an "outperform" rating, with a target price of €25.1.
Source: Sole 24 Ore