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VERI: Public Sector Data Demand Will Support Future OCI Cloud Upside

AI Demand Will Transform Public Sector And Defense Markets

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

Update shared on 04 May 2026

Fair value Decreased 25%
Previous
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 have reduced their price target on Veritone from $12 to $9, citing updated assumptions that pair softer profit margin and future P/E expectations with higher modeled revenue growth and a slightly lower discount rate.

What's in the News

  • Auditor Grant Thornton issued an unqualified opinion on Veritone’s latest 10-K and expressed doubt about the company’s ability to continue as a going concern for the period ending December 31, 2025 (10-K filing).
  • Veritone disclosed that it was unable to file its next 10-K with the SEC by the required deadline on April 1, 2026 (company announcement).
  • Veritone provided full year 2026 guidance, stating that revenue is expected to be in the range of US$130 million to US$145 million and that the projected net loss is between US$53.8 million and US$43.3 million (company guidance).
  • Veritone signed a multi-year agreement with Oracle to migrate its AI solutions, including aiWARE, Veritone Data Refinery, and Veritone Data Marketplace, to Oracle Cloud Infrastructure (OCI) as a preferred cloud provider (company announcement).
  • The company launched Veritone Data Marketplace and expanded Veritone Data Refinery and Veritone Redact capabilities to focus on rights-cleared, privacy-aware datasets for AI training and monetization (product announcements).

Valuation Changes

  • Fair Value: Price target reduced from $12 to $9, a cut of 25%.
  • Discount Rate: Discount rate moved from 9.32% to 9.11%, a small reduction.
  • Revenue Growth: Modeled revenue growth adjusted from 23.10% to 31.14%, a sizable upward change in expectations.
  • Net Profit Margin: Assumed net profit margin revised from 12.75% to 11.45%, a modest reduction.
  • Future P/E: Future P/E multiple reduced from 75.31x to 55.47x, indicating a significant compression in the valuation multiple.

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Disclaimer

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