International Expansion And Efficiency Will Unlock Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Sep 24

Updated

24 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-88.7%

7D

-1.0%

Loading

1Y

-88.7%

7D

-1.0%

You can edit this narrative until Nov 25 6:10 PM. Then, changes will post as Updates.

Author's Valuation

US$13.3342.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 24 Nov 25

Fair value Decreased 42%

SEAT: Management Outlook Will Support Recovery Despite 29% Order Value Decline

Analysts have significantly reduced their price targets for Vivid Seats, lowering the fair value estimate from approximately $23 to around $13 per share. They cite ongoing competitive pressures, weaker growth expectations, and revised management guidance impacting future revenue and profitability forecasts.

Shared on 07 Nov 25

Fair value Decreased 12%

SEAT: Competitive Pressures Will Ease As New Partnerships Drive Rebound

Analysts have reduced their fair value estimate for Vivid Seats from $26.33 to $23.11. They cite a more conservative revenue outlook and ongoing competitive pressures in the ticketing marketplace as the main reasons for this adjustment.

Shared on 06 Aug 25

Fair value Increased 869%

The significant upward revision in Vivid Seats’ fair value is primarily driven by improved revenue growth expectations and a markedly lower future P/E multiple, leading to a consensus analyst price target increase from $2.72 to $8.82. What's in the News Vivid Seats approved an amendment allowing a reverse stock split of its Class A and Class B common stock, at a ratio between 1-for-5 and 1-for-30, with the specific ratio to be set by the Board.

Shared on 01 May 25

Fair value Decreased 65%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 2.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 16%

AnalystConsensusTarget has decreased revenue growth from 5.3% to 4.0% and decreased profit margin from 6.8% to 5.8%.

Shared on 11 Mar 25

Fair value Increased 233%

AnalystConsensusTarget has decreased future PE multiple from 35.7x to 26.3x.

AnalystConsensusTarget Fair Value

US$13.33

42.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-4.01%

Entertainment revenue growth rate

0.43%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.50%

Calculation

US$107.87m

Earnings '28

x

4.15x

PE Ratio '28

=

US$447.37m

Market Cap '28

US$447.37m

Market Cap '28

/

23.56m

No. shares '28

=

US$18.99

Share Price '28

US$18.99 Share Price '28

Discounted to 2025 @ 12.50% p.a.

=

US$13.33

Fair Value '25