Update shared on 25 Nov 2025
Narrative Update: Enea Analyst Price Target Adjustment
Analysts have maintained Enea's fair value estimate at $80.00 per share. They note stable long-term expectations despite minor adjustments in future earnings assumptions.
What's in the News
- TextNow selects Enea's Adaptive Messaging Firewall and Threat Intelligence Services to confront rising SMS spam and fraud in North America. This move addresses a 60% increase in fraudulent text complaints since 2024. (Key Developments)
- Enea's threat intelligence unit has detected a surge in deceptive "cold opener" conversational spam, which signals evolving strategies used in phishing and fraud attempts. (Key Developments)
- Enea finalizes a share buyback, repurchasing 232,616 shares, or 1.19% of the company, for SEK 17.53 million between July and September 2025. (Key Developments)
- Enea secures a USD 1.9 million contract with a major African telecom operator to deploy its Traffic Management solution. This agreement supports monetization and improved service quality. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $80.00 per share.
- The discount rate has decreased marginally from 7.54% to 7.52%.
- Revenue growth projection is stable, remaining at 5.65%.
- Net profit margin estimate is virtually unchanged at 15.32%.
- The future P/E ratio has increased slightly from 9.77x to 10.38x.
Disclaimer
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