Update shared on 02 Dec 2025
Fair value Decreased 1.39%Super Group's analyst price target saw a modest increase, rising $1 to $18. Analysts highlighted management's positive messaging, updated financial targets, and disciplined strategic approach following the company's investor day.
Analyst Commentary
Following Super Group's recent investor day, Street analysts have provided updated commentary reflecting on the company's financial outlook, strategy, and share valuation.
Bullish Takeaways- Bullish analysts point to management's disciplined approach and clear messaging, which underscores confidence in the company's ability to execute on its strategic priorities.
- Several price target increases were noted, with targets raised to $16, $17, and $18. This reflects optimism about the near- and medium-term growth trajectory.
- Analysts highlight Super Group's updated financial targets, which exceeded consensus and introduced ambitious goals through 2028. This suggests substantial potential for upside performance.
- A focus on product innovation and leveraging global experience is seen as a driver for continued profitable growth and market share gains.
- Some analysts maintain a cautious stance and observe that delivery on the newly announced medium-term financial targets will require consistent execution across all business units.
- Skepticism remains regarding the company's ability to sustain momentum in markets facing regulatory uncertainty and competitive pressure.
- Concerns persist about the ambitious nature of guidance, as exceeding market expectations could prove challenging in light of broader industry headwinds.
What's in the News
- Super Group (SGHC) Limited raised its full-year 2025 revenue guidance to a range of $2.17 billion to $2.27 billion, up from the prior estimate of $2.125 billion to $2.20 billion (Key Developments).
- The company previously increased its 2025 group revenue guidance to between $2.125 billion and $2.200 billion, compared to a prior estimate of greater than $2.04 billion (Key Developments).
- Full-year Ex-U.S. revenue was raised to an expected range of $2.085 billion to $2.160 billion; U.S. revenue guidance remains above $40 million (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased modestly, moving from $17.75 to $18.
- Discount Rate edged up slightly, from 8.23% to approximately 8.25%.
- Revenue Growth expectations rose, now projected at 8.63% compared to 8.35% previously.
- Net Profit Margin forecast decreased marginally, from 19.44% to 19.28%.
- Future P/E ratio estimate fell slightly, declining from 18.16x to 17.92x.
Disclaimer
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