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UTDI: Near-Term Mergers Will Drive Share Outperformance Amid Sector Upgrades

Published
16 Jul 25
Updated
01 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
53.9%
7D
-8.4%

Author's Valuation

€30.7621.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 01 Nov 25

Fair value Decreased 0.12%

Narrative Update on United Internet: Analyst Price Target Revision Analysts have slightly lowered their price target for United Internet from €30.80 to approximately €30.76, citing adjusted sector ratings and expectations of near-term benefits from industry mergers. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent upgrade in sector ratings, suggesting increased confidence in the company's relative position.

Shared on 18 Oct 25

Fair value Increased 1.19%

Analysts have slightly increased their fair value price target for United Internet from €30.44 to €30.80, citing recent upgrades and expectations that industry consolidation could benefit the stock’s near-term performance. Analyst Commentary Bullish Takeaways Bullish analysts note that industry consolidation could act as a catalyst for United Internet’s share performance in the near term.

Shared on 04 Oct 25

Fair value Increased 3.75%

Analysts have raised their price target for United Internet from €29.34 to €30.44, citing improved sector outlook driven by recent telecom operator upgrades and expectations that industry mergers will support near-term performance. Analyst Commentary Bullish Takeaways Bullish analysts highlight sector-wide upgrades and improving fundamentals in the telecom industry as drivers for United Internet's revaluation.

Shared on 05 Sep 25

With consensus forecasts for both revenue growth (3.2% p.a.) and net profit margin (7.51%) unchanged, analysts have left United Internet’s fair value estimate steady at €29.34. What's in the News United Internet AG confirmed full-year 2025 earnings guidance, expecting consolidated sales to rise to approximately EUR 6.45 billion from EUR 6.303 billion in the prior year.