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PlayWay
DZ
Dzitkowskik
Community Contributor
Betting on PlayWay's Game Releases Could Push Stock to 400 PLN by 2027
Outlook for the Next Few Years (2025–2027) Bullish Case Catalysts : Successful 2025 game releases (e.g., from Madnetic Games or core franchises like Car Mechanic Simulator) could boost revenue and sentiment, potentially pushing the stock toward 350–400 PLN by 2026, as some users suggest. The gaming industry’s growth, especially in mobile and console markets, could amplify this if PlayWay capitalizes on it.
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zł293.45
FV
4.9% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
5 months ago
author updated this narrative
CPS
Cyfrowy Polsat
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
5G, Drzezewo Wind Farm And Hydrogen Will Shape Future Markets
Key Takeaways Expansion of 5G network and multiplay strategy boosts ARPU, revenue growth, and customer loyalty across B2C and B2B services. Renewable energy projects and green hydrogen chain bolster production capacity, earnings, and EBITDA in Green Energy segment.
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zł16.73
FV
9.7% undervalued
intrinsic discount
2.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
CD Projekt
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Witcher Four Delay Will Raise Costs Yet Cyberpunk Will Excite
Key Takeaways Delayed Witcher 4 release and strategic franchise management could affect near-term revenue and net margins. Increased R&D investment and team restructuring may compress margins and extend project timelines.
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zł209.06
FV
19.5% overvalued
intrinsic discount
49.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
5 days ago
author updated this narrative
CD Projekt
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Rising Costs And Delays Will Undercut Witcher And Cyberpunk Success
Key Takeaways Dependence on major, infrequent game releases and shifting industry trends threaten revenue stability and growth prospects. Rising costs from labor, platform fees, and capital pressures weigh on margins and future profitability.
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zł95.00
FV
163.0% overvalued
intrinsic discount
45.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
5 days ago
author updated this narrative
CD Projekt
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Gaming Expansion Will Revitalize Cyberpunk And Witcher
Key Takeaways Launches on new platforms and expansion into transmedia are set to broaden audience reach and create new, recurring revenue streams. Increased investment in development teams and digital sales strategy is driving stronger pipelines and improving long-term margin potential.
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zł345.22
FV
27.6% undervalued
intrinsic discount
90.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
5 days ago
author updated this narrative
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