LBTY.A: Leadership Transition Will Unlock Renewed Confidence For Shares

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

20 Mar 25

Updated

17 Dec 25

Views

85

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-8.5%

7D

0.4%

Loading

1Y

-8.5%

7D

0.4%

You can edit this narrative until Dec 18 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$15.728.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 17 Dec 25

Fair value Increased 0.43%

LBTY.A: Future Cash Returns And Buybacks Will Support Upside Post Leadership Shift

Analysts have raised their price target on Liberty Global by $2 to $13, citing updated assumptions for fair value, discount rate, and long term growth and profitability expectations. Analyst Commentary Recent target revisions suggest that bullish analysts see the updated $13 price target as better reflecting Liberty Global's underlying asset base and cash flow potential, particularly as assumptions around long term growth and discount rates are recalibrated.

Shared on 03 Dec 25

Fair value Increased 0.43%

LBTY.A: Future Cash Returns And Buybacks Will Drive Upside Potential

Analysts have modestly raised their price target on Liberty Global to approximately $15.63 from about $15.57, citing slightly stronger long term revenue growth expectations and a higher anticipated future earnings multiple, despite a somewhat higher discount rate. Analyst Commentary Recent research updates highlight a cautiously constructive stance on Liberty Global, with price targets edging higher alongside expectations for improved long term fundamentals.

Shared on 02 Nov 25

Fair value Increased 2.28%

Narrative Update on Liberty Global Analysts have increased their price target for Liberty Global to $13 from $12.50, reflecting updated projections following the company’s latest quarterly results. Analyst Commentary Analysts have weighed in on Liberty Global's performance and outlook following the release of its second quarter report.

Shared on 05 Sep 25

With both the discount rate and future P/E ratio remaining effectively unchanged, there is little fundamental shift in analyst outlook for Liberty Global, resulting in the consensus price target holding steady at $15.22. What's in the News Liberty Global is offering voluntary redundancy packages to over a third of its workforce, targeting approximately 800 of 1,900 direct staff across offices in London, Denver, and Amsterdam (Financial Times).

Shared on 01 May 25

Fair value Decreased 9.40%

Shared on 24 Apr 25

Fair value Decreased 0.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.18%

AnalystConsensusTarget has increased revenue growth from -0.0% to 0.4%.

Shared on 09 Apr 25

Fair value Increased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.16%

Shared on 26 Mar 25

Fair value Decreased 2.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$15.7

28.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-0.27%

Telecom Services and Carriers revenue growth rate

2.27%

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

10.54%

Calculation

US$657.60m

Earnings '28

x

9.71x

PE Ratio '28

=

US$6.39b

Market Cap '28

US$6.39b

Market Cap '28

/

303.26m

No. shares '28

=

US$21.06

Share Price '28

US$21.06 Share Price '28

Discounted to 2025 @ 10.32% p.a.

=

US$15.69

Fair Value '25