Update shared on10 Aug 2025
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.
- Announced a strategic rebrand with major product investments, introducing new AI-driven features focused on community-driven learning, learner engagement and retention, and commerce tools.
- Completed a CAD 13 million follow-on equity offering, issuing 5,777,780 common shares at CAD 2.25 per share with a CAD 0.09 discount.
Valuation Changes
Summary of Valuation Changes for Thinkific Labs
- The Consensus Analyst Price Target has significantly fallen from CA$3.93 to CA$3.46.
- The Future P/E for Thinkific Labs has significantly risen from 22.81x to 27.35x.
- The Consensus Revenue Growth forecasts for Thinkific Labs has fallen from 8.9% per annum to 8.1% per annum.
Disclaimer
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