Mobile And Cloud Gaming Will Erode Legacy Peripheral Demand

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

17 Jul 25

Updated

28 Apr 26

Views

16

28 Apr

US$12.39

AnalystLowTarget's Fair Value

US$11.00

12.6% overvalued

1Y

12.1%

7D

14.3%

Loading

1Y

12.1%

7D

14.3%

You can edit this narrative until Apr 29 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$1112.6% overvalued

AnalystLowTarget Fair Value

Shared on 28 Apr 26

TBCH: Holiday Console Cycle And GTA 6 Timing Will Shape Earnings Outlook

Analysts now see Turtle Beach's fair value at $11.00, down from prior price targets in the $14 to $21 range. This reflects weaker Q4 results, softer near term guidance, and a tougher gaming accessories backdrop, even as the company focuses on preserving margins and positioning for key game releases later in 2026.

1 view

Shared on 11 Apr 26

TBCH: Softer Accessory Demand And Holiday Console Cycle Will Shape Earnings Outlook

Narrative Update: Turtle Beach The analyst fair value estimate for Turtle Beach is now aligned at $11. This reflects lower Street price targets after weaker Q4 results and softer near term guidance in a challenging gaming accessories market.

2 views

Shared on 28 Mar 26

TBCH: Softer Accessory Demand And GTA 6 Timing Will Shape Earnings Outlook

Analysts now set a consolidated price target of $11 for Turtle Beach, reduced from prior targets as they factor in weaker Q4 results, softer near-term guidance, and a more competitive gaming accessories market, while also acknowledging margin preservation efforts and potential demand around key game releases later in the year. Analyst Commentary Recent research paints a mixed picture for Turtle Beach, with several bearish analysts cutting their price targets and highlighting execution and growth risks following weaker Q4 results and cautious guidance.

3 views

Shared on 14 Mar 26

Fair value Decreased 19%

TBCH: Weaker Gaming Accessory Demand Will Pressure Near Term Earnings Power

Analysts have trimmed our Turtle Beach fair value estimate from $13.50 to $11.00, as lower price targets and softer near term gaming accessory demand more than offset higher projected revenue growth, margin improvement, and a reduced future P/E multiple in their updated models. Analyst Commentary Recent research updates show that several bearish analysts are trimming their expectations for Turtle Beach, even as they maintain generally positive ratings on the shares.

3 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$11

12.6% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

11.36%

Historical revenue growth rate

-1.85%

Tech Hardware revenue growth rate

0.52%

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

9.10%

Calculation

US$31.61m

Earnings '29

x

8.19x

PE Ratio '29

=

US$258.96m

Market Cap '29

US$258.96m

Market Cap '29

/

18.05m

No. shares '29

=

US$14.35

Share Price '29

US$14.35 Share Price '29

Discounted to 2026 @ 9.36% p.a.

=

US$10.97

Fair Value '26