Update shared on26 Sep 2025
Fair value Decreased 16%Despite bullish analyst sentiment regarding Gray Media’s accretive M&A activity and improved financial outlook, GTN’s consensus analyst price target has been notably revised downward from A$0.475 to A$0.40.
Analyst Commentary
- Bullish analysts cite Gray Media’s acquisition activity, highlighting four deals totaling $253M that are believed to be both significantly accretive to EBITDA (by at least $80M) and deleveraging for the company.
- The firm’s post-earnings outlook emphasizes improved financial metrics derived from recent inorganic growth initiatives.
- The raised price target reflects increased confidence in Gray Media’s financial trajectory following successful M&A execution.
- Anticipation surrounds broader media sector M&A, with potential ripple effects should a rumored transaction between Nexstar and Tegna proceed.
- Market speculation is expected to intensify about future media consolidation, positioning Gray Media favorably as a potential beneficiary of industry developments.
What's in the News
- GTN repurchased 2,397,877 shares (1.26%) for AUD 1.12 million, completing the buyback of 9,709,625 shares (5%) for AUD 5.19 million under its announced program.
- Between January and June, GTN repurchased 5,710,000 shares (2.94%) for AUD 3.3 million, totaling 7,311,748 shares (3.74%) for AUD 4.07 million under the same buyback program.
Valuation Changes
Summary of Valuation Changes for GTN
- The Consensus Analyst Price Target has significantly fallen from A$0.475 to A$0.40.
- The Future P/E for GTN has significantly fallen from 10.33x to 8.70x.
- The Discount Rate for GTN remained effectively unchanged, moving only marginally from 6.51% to 6.50%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.