Update shared on 26 Nov 2025
Narrative Update: VusionGroup Analyst Price Target Adjustment
Analysts have made a minor upward adjustment to their price target for VusionGroup, now valuing shares at $281.57. This reflects incremental improvements in the company’s financial assumptions.
What's in the News
- VusionGroup announced a strategic partnership with DM to deploy the EdgeSense digital shelf platform across approximately 70 stores. The deployment will integrate advanced IoT and AI technologies to enhance in-store efficiency and customer experience (Strategic Alliances).
- Morrisons will partner with VusionGroup to install 10.8 million smart electronic shelf labels across all 497 supermarkets. This marks the first large-scale adoption of the technology in the UK and will automate key in-store operations (Client Announcements).
- Asda begins rollout of VusionGroup's digital solutions, including electronic shelf labels, in 250 Express convenience stores following a successful trial. These solutions are designed to streamline processes and improve customer service (Client Announcements).
- VusionGroup raised its annual revenue target for 2025 to approximately €1.5 billion. The company cited record first-half growth and strong business visibility as factors behind the new target (Corporate Guidance).
- The fourth quarter of 2025 is projected to be VusionGroup's biggest quarter ever, with expected revenue near EUR 500 million. VAS revenue growth for the year is forecast to exceed 80% (Corporate Guidance).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $281.57. This reflects stable fair value expectations.
- Discount Rate has fallen slightly from 7.88% to 7.87%, indicating a marginal reduction in perceived risk or capital costs.
- Revenue Growth forecast is steady at approximately 26.36%, showing sustained expectations for expansion.
- Net Profit Margin is essentially unchanged at 10.91%, signaling a continued profitability outlook.
- Future P/E ratio has decreased marginally from 20.78x to 20.77x. This suggests a very slight adjustment in valuation assumptions.
Disclaimer
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