Update shared on 11 Dec 2025
Analysts have trimmed their price target on East Side Games Group slightly, from 1.10 dollars to 1.09 dollars. This reflects a marginally higher discount rate and future price-to-earnings expectations that modestly temper the stock's risk-reward profile.
What's in the News
- Third quarter 2025 results highlight momentum from two new Match-3 titles, RuPaul's Drag Race Match Queen and Squishmallows Match, both showing strong player reception and monetization potential (Key Developments).
- The company launched its fifth Match title, Trailer Park Boys Match, in Canada in October, further strengthening its position in the Match genre (Key Developments).
- East Side Games Group is pursuing acquisitions while focusing on three strategic pillars: deepening engagement, expanding monetization, and scaling efficiently through data-driven and experimental marketing (Key Developments).
- New engagement and monetization features, including mini games, chat functions, Collab Pass, and Drop Pass, are being rolled out across titles such as The Office: Somehow We Manage, Trailer Park Boys: Greasy Money, RuPaul's Drag Race Match Queen, and Squishmallows Match (Key Developments).
- Under its share buyback program, the company has repurchased a total of 2,429,579 shares, representing 3.07% of shares outstanding, for CAD 1.58 million as of September 30, 2025 (Key Developments).
Valuation Changes
- Fair Value Estimate: Unchanged at 1.10 dollars per share, indicating no revision to the intrinsic value assessment.
- Discount Rate: Risen slightly from 8.12% to 8.18%, reflecting a modest increase in perceived risk or required return.
- Revenue Growth: Effectively unchanged at approximately 18.33%, indicating stable expectations for top line expansion.
- Net Profit Margin: Stable at roughly 3.61%, suggesting no material shift in long term profitability assumptions.
- Future P/E: Risen slightly from 22.02x to 22.06x, implying a marginally higher valuation multiple applied to expected earnings.
Have other thoughts on East Side Games Group?
Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.
Create NarrativeDisclaimer
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.
