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BOKU: Share Buybacks Will Drive Market Expansion And Strengthen Earnings Outlook

Update shared on 22 Nov 2025

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Narrative Update on Boku: Analyst Price Target Change

Analysts have revised their price target for Boku modestly upward to £3.21 per share. They cite slight adjustments in discount rate assumptions along with consistent outlooks for growth and profitability.

What's in the News

  • Boku reaffirmed its earnings guidance for full year 2025, expecting revenue growth in the second half to be at least in line with the first half's 27% year-on-year growth rate. The company projects full-year revenue to meet upgraded consensus following the July 2025 trading update (Key Developments).
  • The company continues to guide for organic revenue growth exceeding 20% on a compound annual growth rate basis (Key Developments).
  • From January 1, 2025, to June 30, 2025, Boku repurchased 5,815,000 shares for £12.3 million. This completed a total buyback of 9,815,000 shares for £21.74 million under its repurchase program announced in November 2024 (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target: Unchanged at £3.21 per share.
  • Discount Rate: Increased slightly from 6.83% to 7.03%.
  • Revenue Growth: Remains steady at approximately 22.6% compound annual rate.
  • Net Profit Margin: Stable at 15.1%.
  • Future P/E: Rose modestly from 46.09x to 46.53x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.