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A181710: Share Repurchases And Tweaked Assumptions Will Shape Steady Fair Value Outlook

Gaming, Cloud And AI Will Power Future Digital Trends

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A181710
AnalystConsensusTarget
Not Invested
Published 03 Sep 2025
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Update shared on 24 Jan 2026

Fair value Increased 1.21%
27 Apr
₩49,050.00
AnalystConsensusTarget's Fair Value
₩40,700.00
20.5% overvalued intrinsic discount
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1Y
123.5%
7D
-3.6%

Analysts have nudged their fair value estimate for NHN higher from ₩32,828.57 to about ₩33,225. This reflects slightly updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.

What's in the News

  • NHN completed a share repurchase of 420,562 shares, equal to 1.35% of the company, between October 23, 2025 and December 8, 2025 (Key Developments).
  • The total cash outlay for this completed buyback tranche was ₩12,831.39 million (Key Developments).
  • This transaction fully utilized the buyback authorization that was announced on October 23, 2025 (Key Developments).

Valuation Changes

  • The Fair Value Estimate has risen slightly from ₩32,828.57 to about ₩33,225.
  • The Discount Rate has edged lower from 9.89% to about 9.85%.
  • The Revenue Growth assumption has ticked up from about 7.94% to about 8.05%.
  • The Net Profit Margin assumption has been trimmed from about 5.39% to about 5.18%.
  • The future P/E multiple has moved higher from about 7.53x to about 7.89x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.