Heavy Reliance On Key Titles Will Test Outsourcing And Transmedia Potential Over Time

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

06 Jan 26

Updated

20 Jul 26

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Not Invested

Shared on 20 Jul 26

Fair value Decreased 36%

PLY: Future Margin Strength Will Offset Meta Contract Loss Risk

Analysts have reduced their price target for PlaySide Studios from A$0.44 to A$0.28, citing updated assumptions that combine slower expected revenue growth with a higher profit margin outlook and a lower future P/E multiple. What’s in the News for PlaySide Studios Meta Platforms Technologies, LLC has informed PlaySide Studios that it will terminate the company’s outsourced development contracts on the Horizon Worlds social platform due to internal restructuring within Meta’s business.

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Fair Value vs Share Price

AU$0.28

vs AU$0.162.5% undervalued

10.5%

Revenue growth

24.8%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

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Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Flawless balance sheet with moderate growth potential.

Market capAU$47.7m

PB0.9x

Estimated Growth0.4%

Dividend YieldN/A

Full analysis

CEO & management

Benn Skender

CEO

1.3yrs

CEO Tenure

Develops and sells mobile, PC, and console video games in Australia.