A035420: Sustained AI Integration And Platform Synergies Will Drive Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Nov 24

Updated

29 Nov 25

Views

55

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

18.4%

7D

-1.0%

Loading

1Y

18.4%

7D

-1.0%

You can edit this narrative until Nov 30 11:05 PM. Then, changes will post as Updates.

Author's Valuation

₩320.16k25.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 29 Nov 25

Fair value Increased 2.40%

A035420: Global Content Alliance And AI Initiatives Will Drive Long-Term Upside

Analysts have raised NAVER's price target from ₩312,669 to ₩320,158, citing updated forecasts that reflect slight adjustments in growth projections and valuation assumptions. What's in the News note inc.

Shared on 15 Nov 25

Fair value Increased 4.04%

A035420: Profit Margins Expected To Strengthen With Modest Upward Forecast

Narrative Update on NAVER: Analyst Price Target Revision Analysts have raised their price target for NAVER from ₩300,531 to ₩312,669. They cite improved revenue growth and slightly higher profit margin expectations as key factors behind the upward adjustment.

Shared on 01 Nov 25

Analyst Price Target Update for NAVER Analysts have maintained NAVER's price target at ₩300,531, citing slight improvements in revenue growth projections and a modest reduction in the discount rate as supporting factors for their stable outlook. Valuation Changes Fair Value remains unchanged at ₩300,531.

Shared on 17 Oct 25

Fair value Increased 0.58%

Analysts have modestly raised their price target for NAVER from ₩298,807 to ₩300,531, citing slightly improved revenue growth expectations and a marginal reduction in the assumed discount rate. Valuation Changes Fair Value: Increased slightly from ₩298,807 to ₩300,531.

Shared on 03 Oct 25

Fair value Increased 1.74%

Analysts have raised their price target for NAVER from ₩293,703 to ₩298,807. They cite modest improvements in revenue growth projections and a slightly lower discount rate as key factors for the update.

Shared on 05 Sep 25

NAVER's fair value metrics, including the consensus analyst price target, discount rate, and future P/E, all remained essentially unchanged this period, with the price target steady at ₩293,703. Valuation Changes Summary of Valuation Changes for NAVER The Consensus Analyst Price Target remained effectively unchanged, at ₩293703.

Shared on 01 May 25

Fair value Increased 4.31%

Shared on 23 Apr 25

Fair value Increased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 5.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 12%

Shared on 12 Mar 25

Fair value Increased 8.20%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to -0.0%.

AnalystConsensusTarget Fair Value

₩320.16k

25.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

9.34%

Interactive Media and Services revenue growth rate

0.48%

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

8.60%

Calculation

₩2.21t

Earnings '28

x

27.97x

PE Ratio '28

=

₩61.95t

Market Cap '28

₩61.95t

Market Cap '28

/

151.16m

No. shares '28

=

₩409.80k

Share Price '28

₩409.80k Share Price '28

Discounted to 2025 @ 8.62% p.a.

=

₩319.81k

Fair Value '25