AI And North American Momentum Will Balance Risk And Reward

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

14 Mar 25

Updated

09 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

40.2%

7D

-9.3%

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1Y

40.2%

7D

-9.3%

You can edit this narrative until Dec 10 11:05 AM. Then, changes will post as Updates.

Author's Valuation

US$35.3354.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

GRPN: Future Margin Expansion Will Support Upside As Risk Perception Eases

Analysts have modestly increased their price target on Groupon to $35.33 from $35.33, citing slightly improved discount rate assumptions and steady expectations for revenue growth, profit margins, and future valuation multiples. Analyst Commentary Bullish analysts note that the latest price target adjustment reflects confidence that Groupon can sustain its recent operational improvements, even if headline numbers appear largely unchanged.

Shared on 25 Nov 25

Fair value Decreased 1.85%

GRPN: Future Profit Margin Gains Will Sustain Earnings Amid Sector Challenges

Groupon's analyst price target has been slightly lowered from $36 to about $35.33, with analysts citing modest adjustments in fair value and discount rate expectations as well as improved profit margin outlooks as reasons for the updated assessment. Analyst Commentary Following the recent price target revision, analysts have provided further insight into Groupon’s current valuation dynamics and forward prospects.

Shared on 11 Nov 25

Fair value Decreased 6.09%

GRPN: Cost Management Efforts Will Drive Future Profitability Despite Margin Pressure

Analysts have lowered their price target for Groupon from $38.33 to $36.00, citing changes in discount rate and a revised outlook on profit margins, even though projected revenue growth is higher. Analyst Commentary Analysts' views on Groupon reflect a careful balancing of its growth potential and operational challenges, resulting in both optimistic and cautious perspectives regarding its valuation and future execution.

Shared on 12 Sep 25

Fair value Increased 19%

Analysts have raised Groupon's price target from $32.25 to $38.33 amid growing confidence in the company's turnaround, driven by clear operational momentum, improved fundamentals, and enhanced balance sheet flexibility following a successful refinancing. Analyst Commentary Bullish analysts highlight that recent Q2 results confirm a business inflection and building operational momentum.

Shared on 08 Aug 25

Fair value Increased 7.50%

Despite a marked decline in Groupon's net profit margin, a sharp rise in its future P/E ratio suggests elevated growth expectations, supporting the consensus analyst price target increase from $30.00 to $32.25. What's in the News Groupon is seeking M&A opportunities, with a disciplined approach to strategic acquisitions and share repurchases.

Shared on 01 May 25

Shared on 24 Apr 25

Fair value Increased 74%

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 6.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 1.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$35.33

54.4% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

14.12%

General Merchandise and Department Stores revenue growth rate

0.41%

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

9.89%

Calculation

US$125.41m

Earnings '28

x

16.02x

PE Ratio '28

=

US$2.01b

Market Cap '28

US$2.01b

Market Cap '28

/

43.72m

No. shares '28

=

US$45.94

Share Price '28

US$45.94 Share Price '28

Discounted to 2025 @ 9.76% p.a.

=

US$34.75

Fair Value '25