Update shared on 28 Nov 2025
Analysts have lowered their price target for Expensify from $2.83 to $2.83 per share. This adjustment is due to reduced revenue growth expectations and a slight decrease in projected profit margins.
What's in the News
- Expensify has entered a multi-year partnership with the Brooklyn Nets, becoming the team’s official travel and expense management partner. Expanded branding and exclusive content are planned for the 2025-26 NBA season (Client Announcements).
- The company unveiled an upgraded version of its Concierge support system. It is now a full-service expense agent powered by AI and human support, offering more conversational and proactive features within the app (Product-Related Announcements).
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $2.83 per share.
- Discount Rate has decreased modestly, moving from 8.57% to 8.51%.
- Revenue Growth projections have fallen from 1.55% to 0.93%, which reflects a significant downward adjustment.
- Net Profit Margin estimate has declined slightly, shifting from 13.03% to 12.38%.
- Future P/E ratio has dipped slightly from 19.58x to 19.37x.
Disclaimer
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