Product Expansion And User Engagement Will Drive Stronger Results Ahead

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Jan 25

Updated

11 Dec 25

Views

208

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-63.0%

7D

-18.8%

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1Y

-63.0%

7D

-18.8%

You can edit this narrative until Dec 12 9:10 AM. Then, changes will post as Updates.

Author's Valuation

SEK 50.8363.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Decreased 10%

TRUE B: Expanding Verified Call Solutions Will Drive Recovery As Execution Uncertainty Eases

Analysts have trimmed their blended price target for Truecaller from about SEK 56.50 to roughly SEK 50.80. They cite slightly higher discount rates, marginally softer long term growth and profitability assumptions, and a lower future earnings multiple, while still acknowledging the company’s solid fundamental profile.

Shared on 27 Nov 25

TRUE B: User Base Resilience Will Drive Recovery As Execution Uncertainty Eases

Analysts have adjusted their outlook on Truecaller, with the average price target reduced as Deutsche Bank and JPMorgan both lowered their estimates. Both firms now cite more cautious views on the company's near-term prospects.

Shared on 12 Nov 25

Fair value Decreased 12%

TRUE B: Future User Engagement Will Support Resilient Upside Amid Market Volatility

Analysts have lowered their fair value estimate for Truecaller from SEK 64 to SEK 56.5, citing updated assumptions for revenue growth and recent sector downgrades. Analyst Commentary Following recent sector developments and updates to company guidance, analyst opinions on Truecaller continue to present both positive and cautious perspectives on the firm’s path forward.

Shared on 29 Oct 25

Fair value Decreased 8.57%

Analysts have reduced their price target for Truecaller, lowering the fair value estimate from SEK 70 to SEK 64. Recent research highlights a softer revenue growth outlook and moderated profit margin expectations.

Shared on 15 Oct 25

Fair value Decreased 5.62%

Truecaller's analyst price target has been reduced from SEK 74.17 to SEK 70.00. This change reflects a more cautious outlook based on analysts' expectations of slower revenue growth and slightly lower profit margins.

Shared on 25 Sep 25

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.

Shared on 01 May 25

Fair value Decreased 19%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 2.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 4.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 0.78%