Loading...
Back to narrative

NXL: Higher Margins And Governance Reforms Will Support Stronger Future Performance

Global Data Privacy Hurdles And Fierce Competition Will Erode Margins

NXL logo
NXL
AnalystLowTarget
Not Invested
Published 20 Jul 2025

Update shared on 12 Dec 2025

n/a
n/a
AnalystLowTarget's Fair Value
n/a
Loading
1Y
-71.1%
7D
-2.2%

Analysts have modestly raised their price target on Nuix to A$2.25. This reflects improved expectations for revenue growth and profit margins, despite a slightly higher discount rate and a lower assumed future P/E multiple.

What's in the News

  • Nuix shareholders approved amendments to the company constitution at the 19 November 2025 AGM, updating corporate governance settings (Key Developments)
  • Ahead of the AGM, Nuix proposed inserting Clause 28 d into its constitution to permit virtual only shareholder meetings where justified by health, safety, or government restrictions, aligning with the Corporations Amendment Meetings and Documents Act 2022 Cth (Key Developments)
  • Nuix announced that Chief Executive Officer Jonathan Rubinsztein will step down at the end of October 2025, and certain AGM resolutions relating to him will not be put to shareholders (Key Developments)

Valuation Changes

  • The consensus analyst price target and fair value estimate remains unchanged at A$2.25 per share.
  • The discount rate has risen slightly from 7.98 percent to 8.06 percent, implying a marginally higher risk or return requirement.
  • Revenue growth expectations have increased from 8.48 percent to 10.35 percent, indicating stronger anticipated top-line momentum.
  • The net profit margin forecast has risen from 7.24 percent to 9.40 percent, reflecting improved profitability assumptions.
  • The future P/E multiple assumption has fallen from 46.2x to 33.5x, incorporating a more conservative valuation of future earnings.

Have other thoughts on Nuix?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystLowTarget 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 AnalystLowTarget 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 AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.