Update shared on14 Sep 2025
Fair value Increased 0.99%Analysts remain constructive on Wise due to strong platform growth potential, stabilizing customer acquisition, and efficiency-driven pricing, supporting positive sentiment and Overweight/Buy ratings, with the consensus price target seeing a slight upward revision from £11.83 to £11.94.
Analyst Commentary
- Slight reduction in price targets reflects tempered expectations for near-term upside, despite continued positive outlook.
- Analysts maintain constructive views based on the significant growth potential of the Wise Platform.
- Anticipation of stabilizing customer growth rates supports underlying business fundamentals.
- Efficiency-driven price reductions are expected to strengthen Wise’s competitive position and moat.
- Overall sentiment remains positive with Overweight/Buy ratings still in place, suggesting medium-term confidence despite minor price target cuts.
What's in the News
- Wise is significantly expanding its North American office hub in Austin by tripling its office space to 90,000 sq ft, reinforcing its growth and commitment to the region.
- Proxy advisory firms Glass Lewis and PIRC advised shareholders to vote against extending Wise’s dual share structure, despite company claims of shareholder support.
- Taavet Hinrikus, co-founder of Wise, expressed concerns over transparency and governance regarding the proposal to move Wise’s primary listing from London to the US and extend the dual-class structure, urging shareholders to reject the proposal.
- Wise scheduled a Special/Extraordinary Shareholders Meeting at its London office to discuss key proposals.
Valuation Changes
Summary of Valuation Changes for Wise
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £11.83 to £11.94.
- The Consensus Revenue Growth forecasts for Wise remained effectively unchanged, moving only marginally from 12.6% per annum to 12.9% per annum.
- The Future P/E for Wise remained effectively unchanged, moving only marginally from 38.86x to 39.28x.
Disclaimer
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