Getlink SE (GET) | News Based Sentiment Analysis

• On September 10, 2025, BNP Paribas Exane initiated an "Underperform" rating on Getlink, signaling potential concerns about the stock's future performance. This rating contrasts with the generally positive analyst sentiment observed earlier in the month, creating a mixed outlook for investors.
• Despite the "Underperform" rating, the mean consensus from analysts remained "OUTPERFORM" as of September 18, 2025, with an average 12-month price target of EUR17.99. This suggests that while some analysts are cautious, the majority still see potential for growth.
• Getlink's stock price experienced a slight decline, closing at 15.39 EUR on September 18, 2025, a -0.32% change from its previous close of 15.44 EUR. The stock fluctuated between 15.33 EUR and 15.62 EUR that day, indicating limited volatility.
• In August 2025, LeShuttle Freight transported 86,090 trucks, a 5% decrease compared to August 2024, which the company attributed to a -3% unfavorable calendar effect. While a decline, approximately 780,000 trucks have used the service since the beginning of 2025.
• Passenger vehicle traffic continued its positive trend, with 334,846 vehicles carried in August 2025 – a 5% increase year-over-year, bringing the year-to-date total to over 1,550,000 passenger vehicles. This demonstrates continued strong demand for cross-channel travel.
• Getlink is scheduled to release its Q3 2025 Sales and Revenue report on October 20, 2025, which will provide a more comprehensive view of the company's performance. Investors will be looking for insights into the freight and passenger traffic trends.

The Investment Story: September presented a mixed bag for Getlink, with a new 'Underperform' rating from BNP Paribas Exane contrasting with a generally positive analyst consensus and continued growth in passenger traffic, while freight traffic saw a slight decline. The upcoming Q3 earnings report on October 20, 2025, will be crucial for clarifying the company's trajectory.

What It Means for Investors: The conflicting analyst ratings create uncertainty, and investors should carefully weigh the potential risks and rewards. The slight dip in freight traffic, though partially explained by calendar effects, warrants attention. The strong passenger numbers offer a positive counterpoint, but the overall picture is complex.

Looking Ahead: The October 20, 2025 earnings release will be a key event. Investors should focus on management's commentary regarding the freight traffic decline, passenger growth sustainability, and their response to the 'Underperform' rating.

The Bottom Line: Getlink remains a cautiously optimistic investment. While the long-term outlook appears positive based on passenger growth and the overall 'OUTPERFORM' consensus, the short-term technical indicators and recent freight figures require close monitoring, especially leading up to the Q3 earnings report.