Virtual Markets Will Shrink Amid In-Person Shifts And Regulation

Published
01 Apr 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$5.00
4.2% overvalued intrinsic discount
15 Aug
US$5.21
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1Y
-16.2%
7D
5.7%

Author's Valuation

US$5.0

4.2% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 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 on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 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%.