Update shared on 21 Nov 2025
Fair value Increased 1.02%The analyst fair value estimate for Formula One Group has increased from $117.47 to $118.67 per share. This change reflects a recent upward revision in the price target by analysts, based on a continued positive outlook and supporting research.
Analyst Commentary
Recent updates from major investment banks reflect a growing optimism regarding the outlook for Formula One Group. Driven by positive earnings momentum and strategic execution, analysts have increased their price targets, though they remain mindful of certain risks ahead.
Bullish Takeaways
- Bullish analysts highlight the company's robust growth prospects, noting increased global popularity and successful media rights negotiations.
- Recent revisions to price targets are supported by improved operating leverage and ongoing cost discipline within the organization.
- Strong partnership and sponsorship activity continue to enhance revenue visibility and provide financial stability.
- Analysts note that Formula One Group benefits from a distinctive live sports content model, which commands premium value in an evolving digital entertainment landscape.
Bearish Takeaways
- Bearish analysts express caution regarding potential macroeconomic headwinds that could impact discretionary spending and event attendance.
- There are concerns about the sustainability of recent viewership growth, particularly if competition intensifies in global sports media.
- Regulatory and logistical complexities, including calendar expansion and sustainability initiatives, may challenge execution and increase costs.
What's in the News
- Special/Extraordinary Shareholders Meeting is scheduled for December 5, 2025, to address relevant company matters (Key Developments)
- An upcoming Analyst/Investor Day will discuss financial performance, outlook, and other forward-looking topics (Key Developments)
Valuation Changes
- The Fair Value Estimate has risen slightly from $117.47 to $118.67 per share.
- The Discount Rate has edged up from 9.65% to 9.69%.
- The Revenue Growth Forecast has decreased marginally from 10.79% to 10.72%.
- The Net Profit Margin is almost unchanged, moving from 21.83% to 21.83%.
- The Future P/E Ratio has increased modestly from 32.85x to 32.98x.
Disclaimer
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