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VERI: Public Sector Data Demand Will Support Future Upside Potential

AI Demand Will Transform Public Sector And Defense Markets

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VERI
AnalystConsensusTarget
Not Invested
Published 06 Apr 2025
34 viewsusers have viewed this narrative update

Update shared on 23 Jan 2026

04 May
US$1.53
AnalystConsensusTarget's Fair Value
US$9.00
83.0% undervalued intrinsic discount
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1Y
-3.8%
7D
-10.0%

Analysts now set their Veritone price target at US$12.00, aligning with prior fair value estimates as they factor in a slightly higher discount rate, stable revenue growth assumptions, a modestly stronger profit margin outlook, and a lower future P/E multiple.

What's in the News

  • Veritone partnered with Strategic Communications to integrate its Intelligent Digital Evidence Management System suite into the JPS TRUST modernization program, giving public safety agencies a CJIS compliant, centralized platform for managing and analyzing digital evidence across agencies nationwide (Client Announcements).
  • The company deployed its aiWARE platform and iDEMS applications on self hosted private AWS and Azure tenants, offering public safety and law enforcement agencies AI tools within their own secure and flexible cloud environments, with interoperability across cloud and hybrid setups (Product Related Announcements).
  • Veritone and Armada entered a partnership that combines Armada's edge compute and sensing with Veritone's aiWARE to create an Edge to Enterprise Data Fabric for real time capture and analysis of audio, video, drone, and sensor data across public sector and commercial content markets (Strategic Alliances).
  • Veritone completed a US$35 million follow on equity offering of common stock through an at the market program, issuing a total of 9,171,085 shares across multiple tranches at different price points (Follow on Equity Offerings).
  • The company issued financial guidance for the fourth quarter and full year 2025, with expected Q4 revenue of US$33.4 million to US$39.4 million and a net loss of US$18.7 million to US$13.3 million, and full year 2025 revenue of US$109 million to US$115 million compared with US$92.6 million for 2024 and a projected full year net loss of US$93.2 million to US$85.7 million (Corporate Guidance).

Valuation Changes

  • Fair Value: Kept unchanged at US$12.00 per share, consistent with prior estimates.
  • Discount Rate: Adjusted slightly higher from 9.19% to 9.32%, reflecting a modestly higher required return in the model.
  • Revenue Growth: Held effectively steady at about 23.10%, with no material change to the top line growth assumption.
  • Net Profit Margin: Raised slightly from 12.35% to 12.75%, indicating a modestly stronger profitability outlook in the forecasts.
  • Future P/E: Trimmed from 77.47x to 75.31x, bringing the valuation multiple modestly lower while keeping the overall fair value target intact.

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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.