Narrative updates are currently in beta.

Back to narrative

Insurance Expansion And AI Efficiency Will Drive Future Value

ULY logo
ULY
AnalystConsensusTarget
Not Invested
Published 24 Nov 2024

Update shared on15 Aug 2025

Fair value Decreased 15%
Previous
AnalystConsensusTarget's Fair Value
US$11.50
55.4% undervalued intrinsic discount
15 Aug
US$5.13
Loading
1Y
-55.9%
7D
0.6%

Analyst sentiment on Urgent.ly has turned more cautious due to tempered growth expectations and valuation concerns despite ongoing operational improvements and contract wins, resulting in a lower consensus price target from $13.50 to $11.50.


Analyst Commentary


  • Bullish analysts highlight Urgent.ly's technological advantages, including its custom and AI-driven platform, as key drivers for future business wins and revenue growth.
  • The company demonstrated stable gross margins and disciplined operating expenses, benefiting from efforts to streamline costs versus prior periods.
  • Recent contract wins and easier year-over-year comparables are expected to support near-term revenue acceleration.
  • New analyst coverage states the platform efficiently matches service providers to customer needs, enhancing operational effectiveness and minimizing response times.
  • Despite positive operating trends, at least one bearish analyst lowered the price target to reflect either tempered growth expectations or valuation concerns relative to previous forecasts.

What's in the News


  • Michael H. Port separated from Urgent.ly as Chief Financial Officer without cause, and CEO Matthew Booth was appointed as principal financial officer in addition to his CEO duties.
  • Urgent.ly filed a $4.03 million follow-on at-the-market common stock offering.
  • Michael Port was previously appointed as CFO, replacing Timothy C. Huffmyer, with Port having significant prior finance and CFO experience.

Valuation Changes


Summary of Valuation Changes for Urgent.ly

  • The Consensus Analyst Price Target has significantly fallen from $13.50 to $11.50.
  • The Future P/E for Urgent.ly has significantly risen from 0.72x to 2.49x.
  • The Net Profit Margin for Urgent.ly has significantly fallen from 13.40% to 3.32%.

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.