Update shared on 11 Dec 2025
Analysts have raised their price target on ON24 by 0.0 percent to reflect slightly higher long term profitability assumptions and a modestly increased discount rate.
What's in the News
- University of Cambridge Judge Business School now generates nearly one third of MBA leads from ON24 powered digital and hybrid events after more than doubling its online event output and adding interactive features like breakout rooms (client announcement).
- ON24 announced new earnings guidance for Q4 and full year 2025, projecting quarterly revenue of 33.9 million to 34.5 million dollars and full year revenue of 138.6 million to 139.2 million dollars (corporate guidance).
- ON24 launched an integration with LinkedIn that lets marketers build ON24 hosted events, publish them as LinkedIn Events, use LinkedIn registration forms, and sync data across ON24 and CRM/MAP systems to expand reach and streamline workflows (client announcement).
- Professional services firm Plante Moran reported a 15 percent higher registration to attendee rate, 40 percent higher engagement, and a 30 percent year over year increase in attendance at its annual global event after adopting the ON24 Intelligent Engagement Platform and ACE (client announcement).
Valuation Changes
- Fair Value: unchanged at 6.0, reflecting stable long term valuation assumptions.
- Discount Rate: risen slightly from 8.40 percent to approximately 8.49 percent, implying a modestly higher required return.
- Revenue Growth: effectively unchanged, remaining around negative 2.42 percent, indicating similar expectations for top line trajectory.
- Net Profit Margin: risen slightly from about 12.35 percent to roughly 12.42 percent, reflecting marginally improved profitability assumptions.
- Future P/E: edged down slightly from about 19.80x to roughly 19.72x, indicating a marginally lower earnings multiple applied to future profits.
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