Update shared on25 Sep 2025
Fair value Decreased 4.09%Truecaller’s consensus price target has been revised down from SEK77.33 to SEK74.17 as analysts factor in slower user growth, tougher macro conditions impacting ad revenues, and heightened regulatory and competitive risks, despite some optimism regarding product innovation and expansion.
Analyst Commentary
- Bullish analysts remain optimistic on Truecaller, maintaining Overweight ratings despite lowering price targets.
- Price target reductions reflect increased caution around slower user growth and market penetration in key geographies.
- Adjustments factor in a more challenging macroeconomic environment impacting advertising revenues and monetization rates.
- Bearish analysts highlight rising competition and regulatory risks as key reasons for more pronounced downward target revisions.
- Some positive revisions earlier in the period were driven by improved product innovation and successful expansion strategies, partially offsetting concerns.
What's in the News
- JoAcademy has partnered with Truecaller to enhance communication with its student community by integrating the Truecaller Customer Experience Solution.
- The collaboration brings verified branding and Arabic localisation, allowing users to instantly recognize official JoAcademy calls and understand the call’s purpose.
- Features such as Video Caller ID, Call Me Back, and User Feedback are being used to make interactions more engaging, convenient, and responsive to user input.
Valuation Changes
Summary of Valuation Changes for Truecaller
- The Consensus Analyst Price Target has fallen slightly from SEK77.33 to SEK74.17.
- The Net Profit Margin for Truecaller has fallen from 31.61% to 28.86%.
- The Consensus Revenue Growth forecasts for Truecaller has risen from 20.2% per annum to 21.8% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.