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ITV Community
LSE:ITV Community
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ITV
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Global Streaming Competition Will Crush Traditional Ad Revenues
Key Takeaways Shifting viewer habits toward streaming and dominance of global players threaten ITV's ad revenue, market share, and relevance, making digital growth insufficient to offset declines. Mounting content costs and regulatory pressures are expected to squeeze margins further, while fragmented advertising and limited pricing power undermine future earnings.
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UK£0.61
FV
27.9% overvalued
intrinsic discount
1.38%
Revenue growth p.a.
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6 days ago
author updated this narrative
ITV
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Upcoming Advertising Restrictions And Debt Will Pressure Future Earnings
Key Takeaways Planned cost-cutting and resource reprioritization may strain operations, impacting net margins if savings do not align with targets amid rising costs. Increased digital focus requiring investment could pressure net earnings if traditional revenue declines outweigh digital growth.
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UK£0.84
FV
7.0% undervalued
intrinsic discount
1.76%
Revenue growth p.a.
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1
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6 days ago
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ITV
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Streaming And Connected TV Will Overcome Legacy Challenges
Key Takeaways Rapid digital transformation and cost efficiencies are driving stronger margins and accelerating long-term earnings growth beyond initial expectations. Diverse digital and content production capabilities, along with advanced ad tech, position ITV to outperform peers in evolving media and advertising landscapes.
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UK£1.09
FV
28.1% undervalued
intrinsic discount
2.83%
Revenue growth p.a.
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0
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9 days ago
author updated this narrative
Your Valuation for
ITV
ITV
ITV
Your Fair Value
UK£
Current Price
UK£0.78
9.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
4b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£3.8b
Earnings UK£445.6m
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