Update shared on04 Oct 2025
Fair value Decreased 2.21%Analysts have lowered their price target for Proximus from €8.36 to €8.18. They cite concerns about decelerating revenue growth and a slightly higher discount rate reflected in recent research updates.
Analyst Commentary
Recent analyst commentary on Proximus reflects a nuanced outlook, as experts weigh the company's growth prospects and valuation in light of slowing momentum and shifting market conditions. The following points summarize key themes from both bullish and bearish perspectives:
Bullish Takeaways- Bullish analysts note that even modest improvements in top-line acceleration should be recognized and rewarded, given current market expectations.
- The overall premium offered in recent transactions is viewed as a solid outcome for shareholders. This suggests confidence in the company’s valuation.
- Upcoming quarters under new leadership are seen as an opportunity for positive shifts. Some expect execution improvements and operational stability.
- Bearish analysts are cautious due to decelerating revenue growth, which could limit near-term upside and pressure valuation multiples.
- A slightly higher discount rate in recent models reflects increased risk perceptions regarding execution and future cash flows.
- Concerns persist over limited strategic alternatives. The likelihood of competitive offers or accelerated growth catalysts is seen as low.
- Fatigue among investors, linked to delayed growth acceleration and broader sector headwinds, remains a prevailing sentiment and weighs on the stock's potential for outperformance.
Valuation Changes
- Consensus Analyst Price Target has declined slightly from €8.36 to €8.18.
- Discount Rate has risen moderately, increasing from 7.26 percent to 7.66 percent.
- Revenue Growth expectations have fallen significantly, dropping from 2.82 percent to just 0.28 percent.
- Net Profit Margin has edged down from 6.10 percent to 5.81 percent.
- Future P/E ratio has increased from 7.79x to 8.72x. This reflects a higher valuation multiple relative to earnings.
Disclaimer
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