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Restructuring, AI Services And NVIDIA Partnership Will Transform Operations

Published
11 Mar 25
Updated
16 Sep 25
AnalystConsensusTarget's Fair Value
UK£0.34
38.6% undervalued intrinsic discount
16 Sep
UK£0.21
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1Y
-49.1%
7D
19.2%

Author's Valuation

UK£0.34

38.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Sep 25
Fair value Decreased 11%

Despite a substantial improvement in net profit margin and a sharply lower future P/E—indicating better profitability and earnings outlook—analysts have meaningfully reduced their fair value estimate for S4 Capital, cutting the price target from £0.388 to £0.343. What's in the News S4 Capital’s Monks announced a strategic partnership with VAST Data to provide AI-powered media archive management and fan engagement infrastructure, aiming to transform live sports and entertainment production workflows and monetize content archives.

Shared on01 May 25
Fair value Decreased 41%

Shared on24 Apr 25
Fair value Increased 25%

AnalystConsensusTarget has decreased revenue growth from 0.3% to -0.7%, increased profit margin from 0.9% to 1.1% and decreased future PE multiple from 59.4x to 47.1x.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget has decreased revenue growth from 0.8% to 0.3%.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 10%

AnalystConsensusTarget has increased revenue growth from -4.4% to 0.8%, decreased profit margin from 7.0% to 0.8% and increased future PE multiple from 7.6x to 58.8x.

Shared on19 Mar 25
Fair value Increased 24%

AnalystConsensusTarget has decreased revenue growth from -2.3% to -4.4%, increased profit margin from 0.5% to 7.0%, decreased future PE multiple from 62.7x to 7.6x and increased shares outstanding growth rate from -0.1% to 0.0%.