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Expanding Into The Silver Economy Will Open Opportunities But Carries Execution Risks

Published
08 Feb 25
Updated
19 Sep 25
AnalystConsensusTarget's Fair Value
US$13.39
34.2% undervalued intrinsic discount
19 Sep
US$8.82
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1Y
403.7%
7D
-9.4%

Author's Valuation

US$13.4

34.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 Sep 25
Fair value Increased 8.55%

The upward revision in QuantaSing Group’s price target primarily reflects significantly improved revenue growth forecasts and a marked decline in future P/E, resulting in an increased consensus analyst price target from $12.34 to $13.39. What's in the News Completed repurchase of 1,734,219 shares (3.19%) for $3.6 million under the buyback announced on June 11, 2024.

Shared on30 Jul 25
Fair value Increased 249%

Despite a sharp downgrade in consensus revenue growth expectations, a substantial improvement in net profit margin projections has driven the consensus analyst price target for QuantaSing Group up from $3.54 to $12.34. What's in the News Board authorized a share repurchase program for up to $20 million of Class A ordinary shares in the form of ADSs, funded from existing cash, valid until June 30, 2026.

Shared on26 Mar 25
Fair value Increased 0.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 19%

AnalystConsensusTarget has increased revenue growth from -7.7% to 1.3%, decreased profit margin from 8.1% to 5.8% and increased future PE multiple from 6.2x to 7.8x.

Shared on13 Mar 25
Fair value Decreased 72%

AnalystConsensusTarget has decreased revenue growth from -4.8% to -7.7%, increased profit margin from 5.6% to 8.1%, decreased future PE multiple from 38.3x to 6.2x and decreased shares outstanding growth rate from 0.1% to -0.0%.