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Fincantieri is upgraded to 'Buy' with a €13.5/share PT, reflecting improved 2Q '26 fundamentals and attractive risk/reward at current valuation. 2Q26 results showed double-digit EBITDA growth, margin expansion (+80bps), and backlog nearing €74B, supporting forward earnings visibility despite a 60% YoY order intake drop. Valuation remains disciplined at sub-20x P/E; upside potential now 8–10% to PT, with further gains possible if backlog conversion and margin trends persist.

Shares of South Korea's Hanwha Group and Italy's ‌Fincantieri rose on Friday after President Donald Trump's directive opening U.S. Navy shipbuilding to overseas yards.