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The analyst price target for Nexxen International has been revised downward from $16.49 to $16.14, with analysts citing modestly slower expected revenue growth and profit margins. Despite these adjustments, there is continued optimism about the company's position in the fast-expanding connected TV advertising market.

Analyst Commentary

Analyst coverage of Nexxen International highlights both the evolving opportunities and ongoing concerns in the company’s outlook. The digital advertising landscape, particularly in connected TV, remains a central point of discussion in recent research notes.

Bullish Takeaways

• Bullish analysts point to the expansion of the connected TV ad market as a key growth driver. This positions Nexxen to capitalize on sector tailwinds.
• The company’s recent listing on a major U.S. exchange is expected to improve investor awareness. This development could support further valuation upside.
• Inclusion in broader market indices is seen as a validation of Nexxen's market presence and may bring increased institutional interest.
• Current pricing targets reflect an expectation of continued operational execution along with the potential for revenue traction as digital advertising channels mature.

Bearish Takeaways

• Bearish analysts remain cautious about Nexxen's ability to consistently deliver margin expansion in the face of heightened competition.
• Slower than anticipated revenue growth was noted as a factor limiting near-term valuation multiple expansion.
• There is some skepticism regarding the company's ability to scale efficiently as it broadens its market reach.
• The evolving regulatory landscape in digital advertising is also identified as a potential risk to growth forecasts.

What's in the News

• Nexxen launched its Curated Marketplace, enabling data owners, publishers, curators, and agencies to monetize data assets and activate premium, data-driven private marketplace deals for improved audience targeting and outcomes (Product-Related Announcements).
• The company introduced a first-to-market global capability to programmatically activate native Smart TV advertising inventory through the Nexxen DSP, which further unlocks opportunities for precise ad targeting and enhanced campaign performance (Product-Related Announcements).
• Nexxen completed the repurchase of 4,956,679 shares, representing 8.74% of outstanding shares, under a $50 million buyback program. This included $16.4 million in repurchases from July to September 2025 (Buyback Tranche Update).
• The Board of Directors authorized a new buyback plan on August 15, 2025. This includes a program to repurchase up to $20 million worth of shares, running through March 2026 (Buyback Transaction Announcements).
• Nexxen reaffirmed its 2025 earnings guidance and expects programmatic revenue to constitute approximately 90% of full-year revenue (Corporate Guidance).

Valuation Changes

• Consensus Analyst Price Target has decreased moderately from $16.49 to $16.14.
• Discount Rate has risen slightly from 8.35% to 8.40%.
• Revenue Growth projection has fallen from 8.43% to 8.11%.
• Net Profit Margin estimate has edged lower, moving from 10.65% to 10.36%.
• Expectations for the future P/E ratio have increased modestly from 20.78x to 21.13x.