Update shared on30 Jul 2025
Fair value Increased 66%The significant increase in Yatsen Holding's analyst price target is primarily driven by sharply higher revenue growth forecasts and a substantially lower forward P/E multiple, raising fair value from $4.65 to $7.75.
What's in the News
- Yatsen forecasts Q2 2025 net revenues of RMB 810.4–889.9 million, reflecting a 2%–12% year-over-year increase.
- The company completed repurchase of 99,359,572 shares (84.6%) for $199.97 million under the buyback announced in 2021, with no shares repurchased from January 1 to May 15, 2025.
- Yatsen announced a new share repurchase program of up to $30 million, to be funded from existing cash and valid for 24 months.
- The Board of Directors authorized a new buyback plan.
Valuation Changes
Summary of Valuation Changes for Yatsen Holding
- The Consensus Analyst Price Target has significantly risen from $4.65 to $7.75.
- The Future P/E for Yatsen Holding has significantly fallen from 13.16x to 1.58x.
- The Consensus Revenue Growth forecasts for Yatsen Holding has significantly risen from 8.2% per annum to 15.4% per annum.
Disclaimer
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