Bullish View That Future AAA Outsourcing And Gaming Demand Will Drive Strong Expansion

AnalystHighTarget

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

Published

14 Dec 25

Updated

06 Jul 26

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Not Invested

Shared on 06 Jul 26

Fair value Decreased 33%

PLY: Contract Loss Will Refocus Costs And Support Higher Future Margins

A major customer plans to end its outsourced work on Horizon Worlds early, which is set to cut into PlaySide Studios’ revenue down the track. Management is starting a process that could lead to job cuts to reshape costs, as analysts now expect stronger profit margins even with slower growth.

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Fair Value vs Share Price

AU$0.4

vs AU$0.1172.5% undervalued

10.5%

Revenue growth

24.7%

Profit margin

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Company analysis

Flawless balance sheet with moderate growth potential.

Market capAU$49.9m

PB0.9x

Estimated Growth0.4%

Dividend YieldN/A

Full analysis

CEO & management

Benn Skender

CEO

1.4yrs

CEO Tenure

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