Prysmian: Separate Power From Data And Realize Why This Stock Is Unique

Luca Socci Investing Group Follow Summary Prysmian remains a core holding, despite recent underperformance following a strong multi-year run and portfolio trimming. PRYMY reported its best-ever quarter, raised guidance, secured a EUR 5.5B Molex deal, acquired Atkore for $3.8B EV, and raised EUR 850M equity. Prysmian dominates power submarine cables, leveraging fleet scale and strategic acquisitions like ACSM to reinforce its market leadership. Through the Xtera JV, PRYMY is transforming its Digital Solutions segment, aiming to compete more aggressively in high-growth AI infrastructure and data center fiber markets. Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More » Bjoern Wylezich/iStock Editorial via Getty Images Introduction Prysmian ( PRYMY ) is a key holding of my portfolio, even after trimming it in late April. After a spectacular run (I 3xed my position built in April 2025) till mid-May, the stock has retraced This article was written by Luca Socci 8.54K Followers Follow I’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone. I manage one of my portfolios publicly on eToro, where I qualified as a Popular Investor, allowing others to copy my real-time investment decisions. My background spans Economics, Classical Philology, Philosophy and Theology. This interdisciplinary foundation sharpens both my quantitative analysis and my ability to interpret market narratives through a broader, long-term lens. I started investing when I became a father. By managing wisely what I received and earn, I aim to ensure for me and my children that we don't have so much that we don't have to do anything, but that we have enough assets to be free to do what we want. The goal is not to free myself from work, but to make sure I can work in the place and in a way where I can fully express myself.I partner with iREIT®+HOYA Capital, where I share exclusive content and run a dividend growth portfolio with buy/sell alerts. Analyst’s Disclosure: I/we have a beneficial long position in the shares of PRYMY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.