Virtual Markets Will Shrink Amid In-Person Shifts And Regulation

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

01 Apr 25

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-10.3%

7D

5.1%

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1Y

-10.3%

7D

5.1%

You can edit this narrative until Nov 28 3:15 AM. Then, changes will post as Updates.

Author's Valuation

US$60.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

ONTF: Digital Engagement and AI Capabilities Will Balance Risks Amid Stable Forecast

Narrative Update on ON24 Analysts have slightly adjusted their price target for ON24, increasing it to $6.00. This change is due to modest improvements in the discount rate and a stable fair value outlook.

Shared on 12 Nov 25

Fair value Increased 20%

ONTF: Revenue Outlook and AI Solutions Will Shape Performance Amid Measured Expectations

Analysts have raised their price target for ON24 from $5.00 to $6.00. They cite improved projected revenue growth and a moderately higher discount rate in their latest valuation update.

Shared on 30 Jul 25

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.

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 32%

AnalystConsensusTarget has increased revenue growth from -5.1% to -3.2%, decreased profit margin from 14.1% to 11.7%, increased future PE multiple from 17.2x to 25.0x and decreased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

US$6

0.8% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-2.43%

Software revenue growth rate

1.24%

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

8.47%

Calculation

US$16.22m

Earnings '28

x

19.80x

PE Ratio '28

=

US$321.03m

Market Cap '28

US$321.03m

Market Cap '28

/

42.15m

No. shares '28

=

US$7.62

Share Price '28

US$7.62 Share Price '28

Discounted to 2025 @ 8.40% p.a.

=

US$5.98

Fair Value '25