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AnalystConsensusTarget updated the narrative for NEXN

Analysts Hold Nexxen International Target as Market Visibility and Digital Growth Drive Mixed Outlook

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NEXN
AnalystConsensusTarget
Not Invested
Published 29 Jun 2025

Update shared on 22 Oct 2025

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Analysts have maintained Nexxen International’s price target at $16.14 per share, citing stable fundamentals. The company continues to benefit from growing connected TV advertising trends and increased market visibility.

Analyst Commentary

Bullish Takeaways

  • Bullish analysts highlight Nexxen's exposure to the connected TV ad market, describing it as one of the fastest-growing segments in digital advertising.
  • Recent additions to major indices, such as the Russell 3000, are seen as increasing Nexxen’s visibility among institutional investors and improving liquidity.
  • The company’s listing on the Nasdaq is viewed as a catalyst for heightened investor awareness and potential interest from a broader pool of stakeholders.
  • Long-term growth is expected to be supported by ongoing expansion within digital ad spend and Nexxen’s positioning to capture increased market share in this dynamic sector.

Bearish Takeaways

  • Bearish analysts caution that the current price targets reflect optimistic assumptions about sustained growth within the connected TV sector, which may face volatility.
  • There are concerns regarding Nexxen’s ability to consistently execute on strategic initiatives given industry competition and rapid technology shifts.
  • Ongoing market awareness and investor interest rely on continued operational outperformance, with limited room for execution missteps impacting valuation.

What's in the News

  • Nexxen has licensed its automatic content recognition (ACR) audience segments to Yahoo DSP, giving advertisers in the U.S., U.K., and Germany access to off-the-shelf and custom segments for improved TV audience targeting (Client Announcements).
  • The company launched Curated Marketplace, a platform enabling data owners, publishers, and agencies to monetize data assets over Nexxen's premium supply. This drives new demand and enhanced outcomes for all partners (Product-Related Announcements).
  • Nexxen introduced a first-to-market capability for programmatically activating native Smart TV advertising inventory through its DSP. This offers brands a new format to engage viewers during key decision-making moments (Product-Related Announcements).
  • Nexxen has completed the repurchase of 4,956,679 shares, representing 8.74% of shares outstanding, for $50 million as part of its ongoing share buyback program (Buyback Tranche Update).
  • The company reaffirmed its 2025 earnings guidance and expects programmatic revenue to make up approximately 90% of total revenue for the year (Corporate Guidance, New/Confirmed).

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at $16.14 per share.
  • The discount rate has decreased modestly from 8.40% to 8.36%.
  • Revenue growth expectation has declined slightly from 8.11% to 7.91%.
  • Net profit margin has risen from 10.36% to 10.69%.
  • The future P/E ratio has decreased from 21.13x to 20.56x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.