Update shared on 01 Dec 2025
Fair value Decreased 0.65%United Internet's analyst price target saw a slight decrease from €30.94 to €30.74, as analysts cite lower valuation multiples for Ionos and adjusted sector outlooks in their revised assessments.
Analyst Commentary
Recent analyst activity regarding United Internet reflects both optimistic outlooks and cautious perspectives on the company's valuation and growth prospects. Below are key takeaways from the latest research updates.
Bullish Takeaways- Bullish analysts see room for share outperformance in the near term, with expectations of consolidation within the telecom sector and potential mergers providing possible support.
- Adjusted ratings reflect a more favorable stance on the ability of United Internet to execute strategic moves in response to changing market dynamics.
- Sector adjustments are viewed as an opportunity for stable or improved fundamentals, highlighting resilience in a challenging environment.
- Bearish analysts have expressed concern over lower valuation multiples for key subsidiaries, particularly Ionos, which contributes to a more cautious outlook.
- Recent downgrades emphasize uncertainties in sector growth, indicating limited near-term upside for United Internet’s share price.
- The revised price targets suggest that market expectations are tempered by fears of underperformance relative to peers in the telecom and technology sectors.
What's in the News
- United Internet AG confirmed its earnings forecast for 2025, with expected revenues of EUR 6.05 billion. (Key Developments)
- The company revised its previous earnings guidance for 2025 and now projects an increase in consolidated sales to approximately EUR 6.05 billion for continued operations, compared to a prior-year figure of EUR 5.991 billion. Previous guidance, which included Sedo, was approximately EUR 6.45 billion. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has fallen slightly from €30.94 to €30.74.
- Discount Rate has decreased from 5.45 percent to 5.32 percent.
- Revenue Growth projections have edged down from 3.83 percent to 3.77 percent.
- Net Profit Margin expectations have risen from 7.87 percent to 8.12 percent.
- Future P/E ratio has declined from 11.10x to 10.66x.
Disclaimer
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