DiaSorin stock slips after UBS cuts its rating
Published on 08/13/2026 at 13:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
DiaSorin stock (IT0003497168) fell after a UBS downgrade reported on Investing.com on August 12, 2026. The note cut the rating to sell from neutral, lowered the target to EUR 55 from EUR 66, and said the shares were down 3.2% at 08:50 ET that day.
Borsa Italiana's FTSE MIB table showed DiaSorin at 75.58 euros on August 11, 2026, versus a prior reference price of 76.28 euros, a decline of 0.92%. That puts the stock above UBS's new EUR 55 target but below the level cited in the exchange table.
Why UBS turned cautious
The analyst view centered on competition and guidance math. UBS said Roche's latent tuberculosis immunoassay, launched in Europe in June 2026, is the first meaningful rival to DiaSorin and Qiagen in that test category, while China policy could trim group growth by 1 percentage point in 2027.
The same note also set out a harder earnings path. UBS forecast 2026 constant-currency revenue growth of 4% and a 31.7% adjusted EBITDA margin, versus consensus expectations of 5% growth and a 32.4% margin.
What the numbers say
UBS estimated adjusted EPS of EUR 3.90 for 2026, EUR 4.18 for 2027, and EUR 4.39 for 2028, versus consensus at EUR 3.86, EUR 4.29, and EUR 4.75. It also said its EBIT estimates for 2026, 2027, and later years sit 4% to 6% below consensus.
For investors, the most visible gap is valuation. UBS said DiaSorin trades at about a 15% P/E premium to Biomerieux and an 8% premium to the European medtech sector, even after the stock's year-to-date outperformance.
Product line
DiaSorin's Liaison Nes platform is part of the growth debate because UBS argued it would need to capture a large share of incremental market demand through 2030 to support management's outlook. That makes the molecular diagnostics rollout a key swing factor behind the rating change.
Stock level
DiaSorin stock was last quoted at 75.58 euros on August 11, 2026, with the exchange table showing a 0.92% daily drop and a prior reference price of 76.28 euros.
Company details
Company: DiaSorin S.p.A.
ISIN: IT0003497168
Ticker: DIA
Exchange: Borsa Italiana
Price (as of August 11, 2026): EUR 75.58
Market cap: EUR 4.37 billion
Index membership: FTSE MIB
