Update shared on18 Sep 2025
Fair value Decreased 8.11%Analysts have lowered their price target for ProSiebenSat.1 Media to €7.51, as optimism around earnings visibility and digital growth is tempered by concerns over macroeconomic headwinds, competitive pressures, and uncertainties in executing cost-saving and digital transformation initiatives.
Analyst Commentary
- Bullish analysts highlight improved earnings visibility and resilient advertising revenue streams.
- Higher digital segment growth expectations are contributing positively to revised price targets.
- Bearish analysts cite caution over macroeconomic headwinds impacting traditional TV advertising.
- Concerns persist around ongoing competitive pressures in the European media landscape.
- Mixed outlook on execution of cost-saving initiatives and digital transformation strategy.
What's in the News
- MFE-Mediaforeurope N.V. completed a voluntary public takeover offer and increased its stake in ProSiebenSat.1 Media SE from 30.14% to 60% for approximately €640 million, offering a final mixed consideration valued at €8.62 per share.
- PPF IM Ltd made a competing all-cash offer of €7 per share for up to 13.64% of ProSiebenSat.1, but only acquired an additional 2.7% stake for €43.4 million.
- ProSiebenSat.1 executive and supervisory boards initially recommended shareholders not accept MFE's takeover offer, but welcomed and appreciated PPF’s alternative, though later deemed PPF’s offer price inadequate.
- PPF announced it would tender its entire remaining 15.68% stake into MFE’s offer, enabling MFE to secure majority ownership.
- ProSiebenSat.1 confirmed 2025 group revenue guidance of approximately €3.85 billion, with a variance of plus/minus €150 million.
Valuation Changes
Summary of Valuation Changes for ProSiebenSat.1 Media
- The Consensus Analyst Price Target has fallen from €8.17 to €7.51.
- The Consensus Revenue Growth forecasts for ProSiebenSat.1 Media has significantly fallen from 2.0% per annum to 1.8% per annum.
- The Net Profit Margin for ProSiebenSat.1 Media has fallen from 8.15% to 7.52%.
Disclaimer
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