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GETY: Olympic And AI Deals Will Drive Stronger Long Term Earnings Potential

Generative AI Advances And Legal Risks Will Erode Margins

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GETY
AnalystLowTarget
Not Invested
Published 11 May 2025

Update shared on 12 Dec 2025

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AnalystLowTarget's Fair Value
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1Y
-43.8%
7D
2.7%

Analysts have trimmed their price target on Getty Images Holdings to reflect more cautious expectations for revenue growth and profit margins, while still acknowledging the stock's long-term earnings potential and maintaining a fair value estimate at around $1.85 per share.

What's in the News

  • Getty Images secured a major role at the Milano Cortina 2026 Olympic Winter Games, deploying 84 photographers and editors and targeting more than 6 million images for rapid global distribution (company announcement).
  • The company updated its 2025 revenue guidance to a narrower range of $942 million to $951 million, implying modest year over year growth of 0.3% to 1.2% (corporate guidance).
  • The UK Competition and Markets Authority referred the proposed Getty Images and Shutterstock merger to a Phase 2 review, which extends the regulatory timeline despite remedies offered by the companies (CMA notice).
  • Getty Images signed a global multi year licensing agreement with Perplexity to power AI driven search and discovery tools with premium imagery and improved attribution to licensed content (company announcement).
  • New Getty Images and iStock apps launched in the Webflow Marketplace, enabling seamless search, integration and licensing of millions of visual assets directly within Webflow projects (company announcement).

Valuation Changes

  • Fair Value: Unchanged at approximately $1.85 per share, indicating no revision to the intrinsic value estimate.
  • Discount Rate: Risen slightly from 12.32% to 12.50%, reflecting a modest increase in perceived risk or required return.
  • Revenue Growth: Trimmed slightly from about 1.22% to 1.16%, signaling marginally lower expectations for top line expansion.
  • Net Profit Margin: Fallen significantly from roughly 8.46% to about 1.06%, pointing to a much more conservative outlook on profitability.
  • Future P/E: Increased sharply from about 13.5x to around 108.2x, largely driven by lower forward earnings expectations rather than a higher price assumption.

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Disclaimer

AnalystLowTarget 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 AnalystLowTarget 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 AnalystLowTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.