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SKLZ: Future Margins And Buybacks Will Support Fairly Valued Shares

Platform Upgrades And AI Ad Tech Will Expand User Engagement

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SKLZ
AnalystConsensusTarget
Not Invested
Published 06 Apr 2025

Update shared on 10 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
9.8%
7D
-12.7%

Analysts have modestly revised their price target on Skillz upward to reflect slightly improved long term profit margin and valuation assumptions, while maintaining a consistent view on growth and risk.

What's in the News

  • Skillz disclosed it will be unable to file its next Form 10 Q by the SEC deadline, signaling ongoing reporting delays and potential compliance pressure (Delayed SEC Filings).
  • The company completed a share repurchase of 1,282,949 shares, or 7.18% of shares, for $8.44 million under the buyback announced on December 5, 2024 (Buyback Tranche Update).
  • The NYSE granted Skillz an additional cure period through December 17, 2025, to complete multiple delayed SEC filings and regain full listing compliance, allowing trading to continue in the meantime (Delistings notice and NYSE extension).

Valuation Changes

  • Fair Value: unchanged at 6.0x, indicating a stable view on the company’s intrinsic valuation multiple.
  • Discount Rate: unchanged at 12.5 percent, reflecting a consistent assessment of risk and required return.
  • Revenue Growth: effectively unchanged at about 15.83 percent, signaling no material revision to long term top line expectations.
  • Net Profit Margin: risen slightly from about 10.28 percent to about 10.32 percent, modestly improving long term profitability assumptions.
  • Future P/E: fallen slightly from about 8.70x to about 8.66x, reflecting a marginally lower expected earnings multiple.

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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.