Verve Group’s consensus price target has been revised down, primarily reflecting a weaker earnings outlook as net profit margin declines and the future P/E rises, bringing the fair value estimate from €6.22 to €5.49.
What's in the News
- Verve Group SE lowered its 2025 net revenue guidance to EUR 485–515 million due to technical platform unification issues and negative FX impacts.
- The company was added to the Germany SDAX (Total Return) Index.
- Hosted an analyst/investor day focused on H1 2025 operational updates, ID-less advertising, and AI use in digital advertising.
- Completed a follow-on equity offering of SEK 360 million via issuance of 12,858,000 A shares at SEK 28 per share, with a subsequent direct listing.
- Lock-up agreement imposed, restricting new share issuance for 90 days post-settlement, except for M&A or employee share option programs.
Valuation Changes
Summary of Valuation Changes for Verve Group
- The Consensus Analyst Price Target has significantly fallen from €6.22 to €5.49.
- The Future P/E for Verve Group has significantly risen from 16.59x to 20.61x.
- The Net Profit Margin for Verve Group has significantly fallen from 13.39% to 11.80%.
Disclaimer
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