Update shared on30 Jul 2025
Fair value Decreased 29%The sharp downward revision in ON24’s price target reflects deteriorating revenue growth expectations and a weakened earnings outlook, resulting in a new fair value estimate of $5.00.
What's in the News
- ON24 formed a strategic partnership with Performars to expand into South Korea and Taiwan, integrating its Intelligent Engagement Platform with Performars' local expertise to serve key sectors like life sciences, IT, finance, and electronics.
- Diversified improved operational efficiency and audience engagement by adopting ON24’s AI-powered platform, consolidating its tech stack, and leveraging real-time insights for hundreds of annual webinars and digital events.
- Envista Forensics utilized ON24’s AI-driven platform to create a scalable, certification-focused marketing engine, reducing content creation time by 50%, increasing output by 40%, and automating follow-up via deep Salesforce integration.
- ON24 added to the Russell 2000 Defensive Index and Russell 2000 Value-Defensive Index.
- ON24 authorized a share repurchase program of up to $50 million, completed buybacks totaling 9.55% of shares outstanding for $24.99 million, and provided Q2 2025 revenue guidance of $34.5–$35.1 million and FY 2025 guidance of $136.0–$139.0 million.
Valuation Changes
Summary of Valuation Changes for ON24
- The Consensus Analyst Price Target has significantly fallen from $7.04 to $5.00.
- The Consensus Revenue Growth forecasts for ON24 has significantly fallen from -3.2% per annum to -4.9% per annum.
- The Future P/E for ON24 has significantly fallen from 24.32x to 17.05x.
Disclaimer
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