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Update shared on16 Aug 2025

Fair value Decreased 23%
AnalystConsensusTarget's Fair Value
SEK 155.75
9.8% undervalued intrinsic discount
21 Aug
SEK 140.50
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1Y
-56.0%
7D
4.8%

Despite an increase in consensus revenue growth forecasts, a sharp decline in Yubico’s future P/E multiple has driven a notable reduction in the analyst price target from SEK202.50 to SEK178.00.


What's in the News


  • Yubico expanded YubiKey as a Service to all European Union countries, significantly broadening enterprise access to phishing-resistant security solutions.
  • The company increased its delivery network to 199 locations across 175 countries and 24 territories, more than doubling its global distribution reach.
  • Yubico's Enrollment Suite, available via YubiKey as a Service, now offers pre-configured keys and enhanced user onboarding tools supporting multiple identity providers.
  • YubiEnterprise Delivery enables streamlined global management and distribution of hardware security keys, giving organizations improved inventory visibility and accelerating strong authentication adoption.
  • Yubico announced an upcoming Analyst/Investor Day.

Valuation Changes


Summary of Valuation Changes for Yubico

  • The Consensus Analyst Price Target has significantly fallen from SEK202.50 to SEK178.00.
  • The Future P/E for Yubico has significantly fallen from 32.30x to 28.14x.
  • The Consensus Revenue Growth forecasts for Yubico has risen from 15.9% per annum to 17.4% 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.