Expanding Anime Production And New Game Releases Will Drive Future Profitability

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Dec 24

Updated

28 Nov 25

Views

17

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

19.2%

7D

0.5%

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1Y

19.2%

7D

0.5%

You can edit this narrative until Nov 29 1:05 AM. Then, changes will post as Updates.

Author's Valuation

JP¥1.97k33.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 28 Nov 25

Fair value Decreased 2.10%

4751: Restricted Stock Remuneration Will Unlock Shareholder Value After Board Review

Analysts have reduced their price target for CyberAgent from ¥2,012.94 to ¥1,970.59, citing tempered expectations for revenue growth and profit margins. What's in the News An upcoming board meeting is scheduled for November 14, 2025.

Shared on 28 Sep 25

Fair value Increased 3.07%

The upward revision in CyberAgent’s consensus analyst price target primarily reflects improved revenue growth forecasts, while profitability metrics remain stable, resulting in a new fair value of ¥2013. What's in the News CyberAgent established CA Startups Internet Fund No. 4, with a maximum fund size of JPY 5 billion, focusing on digital and digital transformation sectors domestically and internationally; CyberAgent will invest over 10% of its capital stock in this fund, making it a specified subsidiary.

Shared on 13 Sep 25

Fair value Increased 2.66%

CyberAgent’s consensus price target was raised modestly to ¥1953, as a minor increase in the forward P/E multiple outweighed stable revenue growth expectations. What's in the News CyberAgent established CA Startups Internet Fund No. 4, focusing on domestic and international digital and DX sectors, with a maximum fund size of JPY 5 billion; CyberAgent invests 99.8% as limited partner.

Shared on 27 Aug 25

Fair value Increased 5.58%

The slight upward revision in CyberAgent's analyst price target to ¥1870 reflects modest improvement in net profit margin, while future P/E remained stable. What's in the News CyberAgent established CA Startups Internet Fund No. 4, a JPY 5 billion venture fund focused on domestic and international digital and digital transformation sectors, with the company investing over 10% of its capital stock; CyberAgent Capital, a consolidated subsidiary, will operate as general partner.

Shared on 01 May 25

Fair value Increased 38%

Shared on 23 Apr 25

Fair value Increased 1.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 25%

AnalystConsensusTarget has decreased profit margin from 4.2% to 3.4% and decreased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

JP¥1.97k

33.1% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.59%

Media revenue growth rate

0.15%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

4.80%

Calculation

JP¥46.58b

Earnings '28

x

24.69x

PE Ratio '28

=

JP¥1.15t

Market Cap '28

JP¥1.15t

Market Cap '28

/

507.83m

No. shares '28

=

JP¥2.26k

Share Price '28

JP¥2.26k Share Price '28

Discounted to 2025 @ 4.80% p.a.

=

JP¥1.97k

Fair Value '25