Update shared on04 Aug 2025
Fair value Increased 7.84%Despite stable revenue growth forecasts, 1&1’s future P/E multiple has increased, supporting a higher consensus analyst price target, which has been revised upward from €19.14 to €20.29.
What's in the News
- 1&1 AG has been dropped from the Germany TECDAX (Total Return), TECDAX (Price Return), and SDAX (Total Return) indices.
- The company reaffirmed 2025 revenue guidance, expecting contract portfolio and service revenue to remain at 2024 levels (€3,303.1 million).
- 1&1 AG confirmed 2025 earnings guidance, forecasting a stable contract base and service revenue at previous year’s level.
- United Internet AG proposed to acquire an additional 9.19% stake in 1&1 AG for €300 million, which would increase its ownership to 90%; no domination, profit/loss transfer agreement, delisting, or squeeze-out is planned.
Valuation Changes
Summary of Valuation Changes for 1&1
- The Consensus Analyst Price Target has risen from €19.14 to €20.29.
- The Future P/E for 1&1 has risen from 15.51x to 16.45x.
- The Consensus Revenue Growth forecasts for 1&1 remained effectively unchanged, at 1.3% per annum.
Disclaimer
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