Update shared on 29 Oct 2025
Fair value Increased 4.51%Analysts have increased their price target for Prosus from €60.53 to €63.25. They cite improving revenue growth projections and a slight decrease in the discount rate as key factors in their updated valuation.
Analyst Commentary
Recent research notes from the Street reflect a mix of optimism and caution regarding Prosus's outlook, with both upward and downward price target revisions seen in the past months.
Bullish Takeaways
- Bullish analysts have raised their price targets significantly in recent updates. This reflects renewed confidence in Prosus's ability to drive sustainable value for shareholders.
- Upgrades are based on increased optimism in Prosus's revenue trajectory and operational execution, particularly in its tech-focused segments.
- Analysts point to Prosus’s robust growth potential, supported by ongoing strategic investments and an improved macroeconomic backdrop.
- Enhanced ratings and higher target prices indicate the market’s expectations for stronger financial performance and a narrowing of the conglomerate discount.
Bearish Takeaways
- Bearish analysts have tempered their outlook by lowering price targets in response to concerns over market volatility and execution risks.
- Some research notes cite potential headwinds in Prosus’s core operating markets, which could weigh on near-term earnings visibility.
- Ongoing uncertainty in global tech valuations is viewed as a limiting factor for more aggressive upside revisions.
Valuation Changes
- Consensus Analyst Price Target has risen from €60.53 to €63.25, reflecting a modest increase in fair value estimates.
- Discount Rate has fallen slightly from 6.65 percent to 6.49 percent, signaling reduced perceived risk in future cash flows.
- Revenue Growth projections have edged up from 17.14 percent to 17.31 percent, indicating slightly improved growth expectations.
- Net Profit Margin has decreased marginally from 118.85 percent to 118.36 percent, suggesting minor adjustments to profitability assumptions.
- Future P/E has increased from 13.0x to 13.9x, which implies a higher projected valuation relative to earnings.
Disclaimer
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