Orange S.A. Q1 Earnings Preview: Convergence And Africa Are Promising (Upgrade)

2025-04-23 13:23:27 ET

Summary

• Despite past underperformance, Orange S.A.'s strong momentum in convergence (bundled services) across Europe and explosive growth in Africa and the Middle East justify a rating upgrade.
• Ongoing challenges in enterprise services and fixed-line operations present downside risk, especially with projected losses into 2025. However, these are balanced by growth segments and the company’s defensive positioning.
• A new DCF-based price target of $17.60 for ORANY stock suggests a 24% upside from current pricing, backed by stabilized profitability and a reliable dividend.

I am updating my ongoing analysis on Orange S.A. ( ORANY ) in light of Q1 2025 earnings, which will be released pre-market on Thursday, April 24th ....

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