Update shared on 10 Nov 2025
Narrative Update on PodcastOne: Analyst Price Target Revision
Analysts have maintained their fair value estimate for PodcastOne at $3.38 per share. They cited minor adjustments to profit margin and discount rate assumptions, which balanced out in their updated valuation models.
What's in the News
- PodcastOne signed a multi-year exclusive sales and distribution agreement for "Beach Too Sandy, Water Too Wet," which expands its portfolio of top-ranked podcasts. (Key Developments)
- The company strengthened its partnership with "Notsam Wrestling" by acquiring exclusive sales rights in addition to its current distribution. (Key Developments)
- PodcastOne's total show count has surpassed 200, further diversifying its offerings in the comedy and sports genres. (Key Developments)
- The network continues to feature premium programming such as "The Adam Carolla Show," "Off The Vine with Kaitlyn Bristowe," and "The Jordan Harbinger Show." (Key Developments)
Valuation Changes
- Consensus Analyst Price Target remained unchanged at $3.38 per share.
- Discount Rate has risen slightly, increasing from 8.76% to 8.99%.
- Revenue Growth projection held steady at approximately 17.55%.
- Net Profit Margin increased modestly from 9.53% to 9.84%.
- Future P/E ratio fell slightly, moving from 16.63x to 16.22x.
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.
