AI Demand Will Transform Public Sector And Defense Markets

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Apr 25

Updated

10 Dec 25

Views

503

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

119.0%

7D

-8.1%

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1Y

119.0%

7D

-8.1%

You can edit this narrative until Dec 11 8:10 AM. Then, changes will post as Updates.

Author's Valuation

US$11.253.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 10 Dec 25

VERI: Data Refinery Expansion Will Drive Future High-Margin aiWARE Demand

Analysts have nudged their price target on Veritone slightly higher to $11.20, citing expectations for improved profitability and sustained growth from its aiWARE platform, particularly in data refinery, public sector applications, and broader end market adoption. Analyst Commentary Analyst commentary on Veritone centers on the company’s ability to convert its aiWARE platform into durable, high-margin growth, particularly as more customers look to unlock value from unstructured data.

Shared on 26 Nov 25

VERI: Expanding Data Refinery Will Drive Near-Term Outperformance Across Sectors

Analysts have maintained Veritone's price target at $11.20, citing continued optimism about near-term growth drivers such as data refinery, public sector application sales, and the expanding adoption of its aiWARE platform. Analyst Commentary Bullish Takeaways Bullish analysts highlight Veritone's potential to outperform in its targeted market opportunities because of its open artificial intelligence platform, aiWARE.

Shared on 10 Nov 25

Fair value Increased 9.27%

VERI: Expanding Data Refinery And Public Sector Deals Will Drive Outperformance

Analysts have raised Veritone's fair value estimate from $10.25 to $11.20 per share. This change is attributed to continued strength in its AI platform as well as expanding opportunities in data refinery, public sector, and platform sales.

Shared on 18 Sep 25

Fair value Increased 95%

Veritone's future P/E multiple and consensus revenue growth forecasts have both risen substantially, supporting a sharp increase in the analyst price target from $5.25 to $10.25. What's in the News Veritone completed a $25 million follow-on equity offering of 9.5 million common shares at $2.63 per share and previously filed a registered direct offering for $9 million in common stock and pre-funded warrants.

Shared on 03 Sep 25

Fair value Increased 11%

Veritone’s fair value has increased as a result of a higher future P/E multiple and lower discount rate, driving the consensus analyst price target up from $4.75 to $5.25. What's in the News Veritone announced a partnership with Newsmax to provide its AI-powered Digital Media Hub, enabling improved newsroom workflows and monetization of a 20-year content archive.

Shared on 10 Aug 25

Fair value Increased 5.56%

The analyst price target for Veritone has been raised to $4.75, reflecting improved revenue growth forecasts and a lower future P/E, indicating enhanced confidence in the company's valuation prospects. What's in the News Veritone provided Q3 and full-year 2025 revenue guidance, projecting $28–$30 million for Q3 (up from $22 million YoY) and $108–$115 million for the full year (implying a 20% YoY increase at the midpoint).

Shared on 01 May 25

Fair value Decreased 7.02%

Shared on 24 Apr 25

Fair value Increased 1.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 6.22%

AnalystConsensusTarget has increased revenue growth from 17.1% to 20.5%, decreased profit margin from 13.3% to 11.8% and decreased shares outstanding growth rate from 0.2% to 0.1%.

Shared on 09 Apr 25

Fair value Increased 9.76%

AnalystConsensusTarget Fair Value

US$11.2

53.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

20.38%

Software revenue growth rate

1.22%

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

9.13%

Calculation

US$40.91m

Earnings '28

x

71.76x

PE Ratio '28

=

US$2.94b

Market Cap '28

US$2.94b

Market Cap '28

/

201.70m

No. shares '28

=

US$14.55

Share Price '28

US$14.55 Share Price '28

Discounted to 2025 @ 9.12% p.a.

=

US$11.20

Fair Value '25