AI Integration And Upmarket Shift Will Empower Digital Education

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Feb 25

Updated

08 Dec 25

Views

43

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-42.1%

7D

-1.2%

Loading

1Y

-42.1%

7D

-1.2%

You can edit this narrative until Dec 9 10:10 AM. Then, changes will post as Updates.

Author's Valuation

CA$3.0545.0% undervalued

AnalystConsensusTarget Fair Value

Shared on 08 Dec 25

THNC: Share Repurchases Will Support Future Upside Despite Market Perform Downgrade

Analysts have maintained their price target on Thinkific Labs at C$3.05, reflecting slightly higher discount rate assumptions and more modest revenue growth expectations following a recent sector-wide reassessment. Analyst Commentary Analysts acknowledge that the recent downgrade to Market Perform reflects a more balanced risk reward profile for Thinkific Labs at current levels, rather than a fundamental shift in the company’s long term prospects.

Shared on 24 Nov 25

Fair value Decreased 12%

THNC: Share Repurchase Program Will Support Long-Term Margin Stability

Narrative Update on Thinkific Labs Analysts have lowered their price target for Thinkific Labs from $3.46 to $3.05, citing moderated revenue growth expectations and a recent downgrade in rating. Analyst Commentary Following the recent revision to a Market Perform rating, analysts have provided insights highlighting both optimistic and cautious perspectives regarding Thinkific Labs' outlook and valuation.

Shared on 10 Aug 25

Fair value Decreased 12%

Thinkific Labs' consensus price target has been revised downward, primarily reflecting slower expected revenue growth and a higher future P/E ratio, now implying a fair value of CA$3.46 per share. What's in the News Thinkific Labs provided Q3 2025 revenue guidance of $18.1–$18.4 million.

Shared on 01 May 25

Fair value Decreased 7.25%

Shared on 23 Apr 25

Fair value Decreased 0.47%

AnalystConsensusTarget has decreased profit margin from 15.0% to 13.1% and increased future PE multiple from 15.1x to 17.4x.

Shared on 17 Apr 25

Fair value Increased 1.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 4.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 3.47%

Shared on 13 Mar 25

Fair value Decreased 4.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

CA$3.05

45.0% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

5.90%

Software revenue growth rate

1.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.50%

Calculation

US$9.80m

Earnings '28

x

19.06x

PE Ratio '28

=

US$186.73m

Market Cap '28

US$186.73m

Market Cap '28

/

68.24m

No. shares '28

=

US$2.74

Share Price '28

US$2.74 Share Price '28

Discounted to 2025 @ 7.53% p.a.

=

US$2.20

Fair Value '25

US$2.20 Fair Value '25

Converted to CAD @ 1.3827 USD/CAD Exchange Rate

=

CA$3.04

Fair Value '25