Update shared on 02 Dec 2025
Fair value Increased 10%Analysts have raised their price target for VEON from $69.64 to $76.68, citing a lower discount rate. This lower rate offsets slightly reduced revenue growth and profit margin forecasts.
What's in the News
- QazCode, a VEON software company, has partnered with MeetKai to develop language models for AI-based digital products. These products are tailored for VEON's markets in Kazakhstan, Uzbekistan, Ukraine, Pakistan, and Bangladesh (Key Developments).
- VEON affirmed its 2025 revenue guidance, expecting local-currency revenue growth of 13% to 15% and USD-based growth of 7% to 8% year over year (Key Developments).
- VEON has been added to the S&P Global BMI Index, increasing visibility among global investors (Key Developments).
- JazzCash, VEON's digital financial services platform in Pakistan, has launched a new experience lounge. JazzCash now processes transactions worth approximately 9% of Pakistan's GDP and empowers underserved communities through financial inclusion (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen from $69.64 to $76.68.
- Discount Rate has fallen from 7.98% to 7.35%.
- Revenue Growth expectations have decreased slightly from 7.00% to 6.78%.
- Net Profit Margin estimate has declined from 13.54% to 12.45%.
- Future P/E (Price to Earnings) ratio has increased from 8.15x to 9.48x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
