Update shared on 27 Oct 2025
Fair value Decreased 12%Analysts have lowered their price target for ATRenew from $7.00 to $6.18. They cite slightly slower projected revenue growth, which is partially offset by improved profit margin expectations.
What's in the News
- From April 1, 2025 to June 27, 2025, ATRenew repurchased 1,600,000 shares for $4 million. This brings the total shares repurchased under the current buyback to 12,061,224, or 5.06 percent, for $30.25 million (company disclosure).
- ATRenew issued new earnings guidance for the third quarter of 2025. The company projects total revenues between RMB 5,050.0 million and RMB 5,150.0 million, an increase of 24.7 percent to 27.1 percent compared to the same period last year (company guidance).
Valuation Changes
- Fair Value Estimate has decreased from $7.00 to $6.18, a notable reduction.
- Discount Rate has risen slightly from 8.87% to approximately 8.87%.
- Revenue Growth projection has declined from 24.5% to 22.6%.
- Net Profit Margin expectation has increased from 3.10% to 3.25%.
- Future P/E Ratio has decreased from 13.0x to 12.4x.
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