Update shared on 10 Dec 2025
Analysts have modestly raised their price target on VusionGroup to $281.57 per share, citing slightly higher assumed discount rates as well as stable long term growth and profitability expectations that support a steady valuation outlook.
What's in the News
- VusionGroup to deploy its smart electronic shelf labels and VusionCloud platform across more than 200 OBI DIY stores in Germany, fully integrating with existing Cisco Meraki infrastructure and requiring no additional hardware (Client Announcement)
- Strategic partnership with DM to roll out the EdgeSense digital shelf platform in a phased program covering about 70 stores, using IoT, data, computer vision, and AI to streamline operations and enhance customer experience (Strategic Alliance)
- Morrisons becomes the first major UK supermarket chain to deploy 10.8 million electronic shelf labels across all 497 supermarkets, with rollout starting in early 2026 and tied to a broader digital transformation program including shelf edge cameras and upgraded in store wi fi (Client Announcement)
- Asda extends VusionGroup electronic shelf labels and digital solutions to 250 of its largest Express convenience stores after a successful trial, deploying about 700,000 digital displays that automate pricing updates and improve on shelf information such as allergens and unit prices (Client Announcement)
- Following record first half results, VusionGroup raises 2025 revenue guidance to around €1.5 billion, implying roughly 50 percent growth, and targets more than 80 percent growth in value added services revenue while reiterating expectations for a record fourth quarter (Corporate Guidance)
Valuation Changes
- Fair Value: unchanged at approximately €281.57 per share, reflecting stable long term assumptions.
- Discount Rate: increased slightly to about 7.90 percent from 7.87 percent, indicating a marginally higher required return.
- Revenue Growth: effectively unchanged at roughly 26.36 percent, signaling consistent expectations for top line expansion.
- Net Profit Margin: stable at about 10.91 percent, suggesting no material change in long term profitability assumptions.
- Future P/E: increased slightly to around 20.79 times from 20.77 times, implying a marginally higher multiple on expected earnings.
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