Update shared on 13 Dec 2025
Fair value Decreased 6.06%Analysts have trimmed their 12 month price target for Globe Telecom to ₱1,550 from ₱1,650, reflecting slightly softer revenue growth expectations, improved profitability, and a lower assumed future price to earnings multiple.
What's in the News
- Board meeting scheduled for December 9, 2025, to set the date of the 2026 Annual Stockholders' Meeting and address other corporate matters (company filing)
- Board meeting on November 6, 2025, to approve a fourth quarter cash dividend of ₱25.00 per common share, payable on December 5, 2025, to shareholders of record as of November 20, 2025 (company filing)
Valuation Changes
- Fair Value Estimate: Reduced from ₱1,650 to ₱1,550, indicating a modest downgrade in the 12 month price target.
- Discount Rate: Lowered from 12.44 percent to 11.39 percent, reflecting a slightly lower perceived risk profile or cost of capital.
- Revenue Growth: Expected decline has eased, with projected revenue contraction improving from about 0.87 percent to about 0.38 percent.
- Net Profit Margin: Raised noticeably from roughly 9.87 percent to about 14.76 percent, signaling stronger profitability assumptions.
- Future P/E: Cut significantly from 19.4x to about 11.7x, implying a more conservative valuation multiple despite improved margin expectations.
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