Update shared on 24 Oct 2025
Fair value Increased 2.02%Narrative Update: Analyst Price Target Revision for VusionGroup
Analysts have raised their price target for VusionGroup from $276 to approximately $281.57, citing improved profit margin and modestly higher revenue growth projections as key drivers for the upward revision.
What's in the News
- Morrisons will deploy VusionGroup electronic shelf labels across all 497 UK supermarkets, installing 10.8 million smart labels to improve pricing accuracy, automate tasks, and enhance customer service (Client Announcements).
- Asda is rolling out VusionGroup's digital shelf edge labels and solutions in 250 Express convenience stores following a successful trial, aiming to boost efficiency and customer experience (Client Announcements).
- VusionGroup has raised its 2025 annual revenue target to approximately €1.5 billion, reflecting a 50% increase and updated growth expectations for value-added services revenue (Corporate Guidance, Raised).
- The company has confirmed its 2025 objectives for around 40% growth in sales and improved profitability compared to 2024 (Corporate Guidance, New/Confirmed).
Valuation Changes
- Consensus Analyst Price Target has increased slightly from $276 to $281.57.
- Discount Rate has edged up from 7.61% to 7.70%.
- Revenue Growth projection has risen marginally from 26.18% to 26.36%.
- Net Profit Margin forecast has increased significantly from 10.75% to 15.07%.
- Future P/E has dropped from 20.60x to 14.95x, which reflects improved expected profitability.
Disclaimer
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