Update shared on 06 Nov 2025
Fair value Increased 0.40%Analysts have slightly increased their price target for Sinch, raising it by $0.14 to $35.57. This change reflects marginal improvements in profit margin, along with a modest reduction in the discount rate.
What's in the News
- Sinch launches Rich Communications Services (RCS) for Business with all major U.S. Tier-1 mobile operators. This enables businesses to deliver verified, conversational messaging across RCS, SMS, MMS, WhatsApp, email, and voice channels (Key Developments).
- Sinch reports RCS now reaches up to 75% of handsets among its U.S. customers, driven partly by Apple adoption (Key Developments).
- Sinch is recognized as a Leader in the 2025 Gartner Magic Quadrant for CPaaS for the third consecutive year. The company powers over 900 billion customer engagements annually (Key Developments).
- Sinch initiates a share repurchase program and is authorized to buy back up to 10% of its shares. The program is aimed at optimizing capital structure and enhancing shareholder value, running until the 2026 Annual General Meeting (Key Developments).
Valuation Changes
- The consensus analyst price target has increased slightly from SEK 35.43 to SEK 35.57.
- The discount rate has decreased modestly from 6.98% to 6.95%.
- The revenue growth projection has declined from 1.21x to 1.18x.
- The net profit margin estimate has edged up from 3.72% to 3.72%.
- The future P/E multiple has seen a minor rise from 32.87x to 32.96x.
Disclaimer
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