Update shared on16 Aug 2025
Fair value Decreased 11%A notable downward revision in revenue growth forecasts and a higher projected future P/E ratio together signal weaker earnings prospects and higher valuation risk for Digimarc, prompting a reduced fair value estimate as reflected in the analyst price target lowering from $22.50 to $20.00.
What's in the News
- Digimarc and Beaulieu International Group successfully demonstrated digital watermark technology for delivering Digital Product Passports in the flooring industry, attracting interest from manufacturers and standards groups.
- Altai Capital Management continues active engagement with Digimarc's management and board, exploring options to increase shareholder value and reviewing its investment.
- Digimarc launched next-generation audio watermarking technology for robust royalty tracking, authorship verification, and leak detection across broadcast and streaming industries.
- A class action lawsuit was filed against Digimarc, alleging false and misleading statements regarding a major commercial contract's renewal, potentially impacting subscription and annual recurring revenue.
- Digimarc was removed from multiple Russell Value Indexes, including the Russell 2000, 2500, 3000, and Microcap Value benchmarks.
Valuation Changes
Summary of Valuation Changes for Digimarc
- The Consensus Analyst Price Target has significantly fallen from $22.50 to $20.00.
- The Consensus Revenue Growth forecasts for Digimarc has significantly fallen from -2.9% per annum to -5.5% per annum.
- The Future P/E for Digimarc has risen from 129.88x to 139.57x.
Disclaimer
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