TNET: Reaffirmed Guidance and New CFO Appointment Will Drive Momentum

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

30 Aug 24

Updated

03 Dec 25

Views

75

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-34.3%

7D

-2.0%

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1Y

-34.3%

7D

-2.0%

You can edit this narrative until Dec 4 10:10 PM. Then, changes will post as Updates.

Author's Valuation

US$72.518.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 03 Dec 25

TNET: AI-Driven HR Expansion Will Support Future Earnings Upside

Analysts have modestly adjusted their price target on TriNet Group to reflect updated but largely unchanged views on fair value at about $72.50 per share, citing stable assumptions on discount rate, revenue growth, profit margins, and future valuation multiples. What's in the News TriNet appointed Mala Murthy as Chief Financial Officer, effective November 28, succeeding Kelly Tuminelli, who will transition to a special advisor role through March 16, 2026 (Key Developments).

Shared on 19 Nov 25

TNET: Future AI-Driven HR Capabilities Will Support Earnings Stability

Narrative Update on TriNet Group Analyst Price Target Analysts have maintained TriNet Group's price target at $72.50, reflecting stable expectations as recent updates to the discount rate and earnings projections remain modest. What's in the News TriNet Group reaffirmed its full-year 2025 earnings guidance, projecting total revenues between $4,950 and $5,140 million and diluted net income per share of $1.90 to $3.40.

Shared on 04 Nov 25

Fair value Decreased 5.84%

Analysts have revised TriNet Group's price target downward from $77.00 to $72.50. This change reflects updated forecasts for revenue growth and profit margins.

Shared on 21 Oct 25

Fair value Decreased 1.28%

Narrative Update on TriNet Group Analysts have slightly lowered their price target for TriNet Group from $78.00 to $77.00. This change is due to minor adjustments in fair value estimates and updated financial assumptions.

Shared on 07 May 25

Fair value Decreased 4.45%

Shared on 30 Apr 25

Fair value Decreased 8.61%

AnalystConsensusTarget has increased revenue growth from -37.2% to -56.8% and increased profit margin from 19.5% to 51.1%.

Shared on 23 Apr 25

Fair value Increased 7.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 3.50%

AnalystConsensusTarget has decreased revenue growth from -50.9% to -37.2%, decreased profit margin from 44.2% to 20.1% and decreased future PE multiple from 22.1x to 18.8x.

AnalystConsensusTarget Fair Value

US$72.5

18.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-56.32%

Professional Services revenue growth rate

0.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.78%

Calculation

US$225.06m

Earnings '28

x

17.35x

PE Ratio '28

=

US$3.90b

Market Cap '28

US$3.90b

Market Cap '28

/

43.80m

No. shares '28

=

US$89.13

Share Price '28

US$89.13 Share Price '28

Discounted to 2025 @ 7.79% p.a.

=

US$71.17

Fair Value '25