Verve Group (VRV) Resumen de Acciones
Verve Group SE, empresa de medios digitales, se dedica al suministro de soluciones de software publicitario en Norteamérica y Europa. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 0/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
VRV Community Fair Values
Create NarrativeSee what 54 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
€4.02
FV
64.0% infravalorado descuento intrínseco8.50%
Revenue growth p.a.
2.2k
users have viewed this narrative4users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
Competidores de Verve Group SE
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €1.45 |
| Máximo en las últimas 52 semanas | €4.02 |
| Mínimo de 52 semanas | €1.11 |
| Beta | 0.83 |
| Cambio en 1 mes | 0.69% |
| Variación en 3 meses | 18.38% |
| Cambio de 1 año | -60.73% |
| Variación en 3 años | 27.11% |
| Variación en 5 años | -66.46% |
| Variación desde la OPV | 1,217.27% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 19
VRV: AI Intent Data Expansion Will Support Future Upside Potential
Analysts have adjusted their price target for Verve Group to €4.88, with the updated view reflecting a slightly higher discount rate, a modest change in projected revenue growth, and a lower assumed future P/E multiple, while keeping the fair value estimate unchanged at €4.88. What's in the News Verve Group SE announced a major expansion of its audience intelligence capabilities through Verve For Advertisers, adding AI chat environments to its data offering and integrating conversational intent signals from large language model ecosystems into its targeting solutions (Key Developments).Actualización de narrativa • Apr 30
VRV: Bullish AI Ad Targeting Expansion Will Support Future Upside Potential
Analysts now see Verve Group's fair value at €4.88 per share, compared with the previous €5.05, reflecting updated views on revenue growth, profit margins and discount rates following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent initiation with a positive stance as support for the updated fair value of €4.88, suggesting that current assumptions on growth and profitability are still seen as achievable.
Actualización de narrativa • Apr 15
VRV: AI Intent Data Integration Will Support Future Upside Potential
Analysts now set a fresh price target of €2.25 for Verve Group, reflecting updated assumptions on discount rate, revenue trends, profit margin and future P/E after recent bullish Street research, including the latest initiation at Berenberg. Analyst Commentary Recent research highlights a split view on Verve Group.Actualización de narrativa • Apr 01
M8G: AI Intent Data And AdTech Integration Will Underpin Future Upside
The analyst price target for Verve Group has been adjusted to €2.25, with analysts attributing the change to updated assumptions around revenue growth, profit margins and future P/E, based on their refreshed view following recent bullish Street research coverage. Analyst Commentary Recent Street research on Verve Group points to a more cautious tone behind the updated €2.25 price target, even where the headline stance remains constructive.Recent updates
Actualización de narrativa • May 19
VRV: AI Intent Data Expansion Will Support Future Upside Potential
Analysts have adjusted their price target for Verve Group to €4.88, with the updated view reflecting a slightly higher discount rate, a modest change in projected revenue growth, and a lower assumed future P/E multiple, while keeping the fair value estimate unchanged at €4.88. What's in the News Verve Group SE announced a major expansion of its audience intelligence capabilities through Verve For Advertisers, adding AI chat environments to its data offering and integrating conversational intent signals from large language model ecosystems into its targeting solutions (Key Developments).Actualización de narrativa • Apr 30
VRV: Bullish AI Ad Targeting Expansion Will Support Future Upside Potential
Analysts now see Verve Group's fair value at €4.88 per share, compared with the previous €5.05, reflecting updated views on revenue growth, profit margins and discount rates following recent bullish Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent initiation with a positive stance as support for the updated fair value of €4.88, suggesting that current assumptions on growth and profitability are still seen as achievable.Actualización de narrativa • Apr 15
VRV: AI Intent Data Integration Will Support Future Upside Potential
Analysts now set a fresh price target of €2.25 for Verve Group, reflecting updated assumptions on discount rate, revenue trends, profit margin and future P/E after recent bullish Street research, including the latest initiation at Berenberg. Analyst Commentary Recent research highlights a split view on Verve Group.Actualización de narrativa • Apr 01
M8G: AI Intent Data And AdTech Integration Will Underpin Future Upside
The analyst price target for Verve Group has been adjusted to €2.25, with analysts attributing the change to updated assumptions around revenue growth, profit margins and future P/E, based on their refreshed view following recent bullish Street research coverage. Analyst Commentary Recent Street research on Verve Group points to a more cautious tone behind the updated €2.25 price target, even where the headline stance remains constructive.Actualización de narrativa • Mar 18
M8G: AI Intent Data Platform Will Drive Future Upside Potential
Analysts have lifted their price target on Verve Group to €2.25, up from €2.25, supported by assumptions of a lower discount rate, more moderate revenue growth and profit margins, and a higher future P/E multiple. Analyst Commentary Recent research points to a more cautious tone around Verve Group, even alongside an unchanged headline price target.
Actualización de narrativa • Mar 04
M8G: Refined Assumptions And 2026 Guidance Will Support Future Upside
Analysts have trimmed their price target on Verve Group to €7.65 from €7.95, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following new Street research, including a recent bullish initiation by Berenberg. Analyst Commentary Bullish analysts point to the updated assumptions on discount rate, revenue growth, profit margin, and future P/E as evidence that the recent research, including the bullish initiation, still supports an upside case for Verve Group despite the slightly lower price target.
Actualización de narrativa • Feb 19
Important update after Q4 2025 results
1. Downgraded the "Low Scenario" to Reflect Severe Dilution Risks: The original bear case assumed the company would just stagnate and deliver a meager 5.6% annual return.Actualización de narrativa • Feb 18
M8G: Reset Assumptions And 2026 Guidance Will Support Upside Potential
Analysts have adjusted their price target for Verve Group to €7.95, keeping the fair value level unchanged while updating their assumptions around discount rate, revenue growth, profit margin and future P/E based on a mix of more cautious and more constructive recent research views. Analyst Commentary Recent research views on Verve Group have been mixed, but the latest price target reset to €7.95 reflects a constructive stance from bullish analysts who see room for the current assumptions on discount rate, revenue growth, profit margin and future P/E to support this valuation anchor.Artículo de análisis • Feb 07
Verve Group SE (ETR:M8G) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing
Verve Group SE ( ETR:M8G ) shareholders that were waiting for something to happen have been dealt a blow with a 26...Actualización de narrativa • Feb 03
M8G: Cautious Downgrade Will Set Up Potential Upside Versus Guidance
Analysts have trimmed their price target on Verve Group to reflect a lower assumed revenue growth rate of 15.22% and a higher discount rate of 7.32%, while keeping fair value at €2.25. They cited more cautious expectations following the recent downgrade to Perform.Artículo de análisis • Jan 28
We Think Verve Group (ETR:M8G) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Actualización de narrativa • Jan 20
M8G: Reset Profitability Assumptions Will Support Upside From Strengthening 2025 Guidance
Analysts have trimmed their fair value estimate for Verve Group from $9.20 to $7.95, citing updated assumptions for growth, margins, and a higher future P/E. This change was reflected in a recent downgrade to Perform from a previously more positive rating.Actualización de narrativa • Jan 05
M8G: Raised 2025 Guidance And Strong 2026 Outlook Will Support Upside
Analysts cut their fair value estimate for Verve Group from US$3.88 to US$2.25, citing updated assumptions on revenue growth, profit margins, and a lower future P/E that aligns with a recent downgrade to Perform by the Street. Analyst Commentary Bearish analysts have turned more cautious on Verve Group, and the recent downgrade to Perform reinforces a more muted stance on the stock.Actualización de narrativa • Dec 18
M8G Will Benefit From Raised 2025 Guidance Despite Near Term Margin Pressure
Analysts have modestly reduced their price target on Verve Group to $5.05. This reflects expectations of faster top line growth but thinner margins and a higher valuation multiple, as also evidenced by a recent downgrade to Perform.Actualización de narrativa • Dec 04
M8G Will Benefit From Raised 2025 Revenue Guidance And Stronger Margins
Analysts slightly reduced their price target on Verve Group to $5.05 from $6.43, citing more conservative fair value assumptions, even as expectations for revenue growth and profit margins have strengthened following recent downgrades in Street research. Analyst Commentary Street research has shifted to a more neutral stance on Verve Group, reflecting a balance between improving fundamentals and execution risks that could limit near term share appreciation.Artículo de análisis • Nov 20
Why We're Not Concerned Yet About Verve Group SE's (ETR:M8G) 26% Share Price Plunge
The Verve Group SE ( ETR:M8G ) share price has fared very poorly over the last month, falling by a substantial 26%. For...Artículo de análisis • Oct 26
Verve Group (ETR:M8G) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Actualización de narrativa • Sep 11
ID-less Targeting And AI Investments Will Drive Future Success In Privacy-Focused Advertising
The notable upward revision in Verve Group's consensus analyst price target is primarily driven by a marked increase in the future P/E multiple, signaling improved earnings expectations or a higher market premium, resulting in a new target of €6.43. What's in the News Verve Group lowered its 2025 net revenue guidance to EUR 485–515 million (previously EUR 530–565 million), citing platform unification technical issues and greater-than-expected negative FX impacts.Artículo de análisis • Aug 23
Verve Group's (ETR:M8G) Problems Go Beyond Weak Profit
The market wasn't impressed with the soft earnings from Verve Group SE ( ETR:M8G ) recently. We did some analysis, and...Actualización de narrativa • Aug 20
ID-less Targeting And AI Investments Will Drive Future Success In Privacy-Focused Advertising
Verve Group’s consensus price target has been revised down, primarily reflecting a weaker earnings outlook as net profit margin declines and the future P/E rises, bringing the fair value estimate from €6.22 to €5.49. What's in the News Verve Group SE lowered its 2025 net revenue guidance to EUR 485–515 million due to technical platform unification issues and negative FX impacts.Nueva narrativa • Aug 17
Verve Group: A Tale of Three Futures
Verve Group stands at a critical juncture. After a history of explosive growth, the company has been hit by significant operational headwinds, primarily the difficult and costly migration to a unified technology platform and unfavorable currency exchange rates.Artículo de análisis • Jul 19
Verve Group SE's (ETR:M8G) 31% Jump Shows Its Popularity With Investors
Verve Group SE ( ETR:M8G ) shareholders would be excited to see that the share price has had a great month, posting a...Artículo de análisis • May 23
Investors Appear Satisfied With Verve Group SE's (ETR:M8G) Prospects As Shares Rocket 29%
Verve Group SE ( ETR:M8G ) shares have had a really impressive month, gaining 29% after a shaky period beforehand. The...Artículo de análisis • Apr 08
Investors Give Verve Group SE (ETR:M8G) Shares A 25% Hiding
Verve Group SE ( ETR:M8G ) shareholders won't be pleased to see that the share price has had a very rough month...
Nueva narrativa • Feb 10
Patent For ATOM Technology Will Capitalize On Growing Demand For Cookie-Less Advertising
ID-Less Solutions and Fullscreen Video Ads drive growth, with cookie-less advertising expected to enhance future revenue.Artículo de análisis • Feb 09
Earnings Tell The Story For Verve Group SE (ETR:M8G) As Its Stock Soars 28%
Verve Group SE ( ETR:M8G ) shareholders are no doubt pleased to see that the share price has bounced 28% in the last...Artículo de análisis • Dec 06
Verve Group's (ETR:M8G) Performance Raises Some Questions
The latest earnings release from Verve Group SE ( ETR:M8G ) disappointed investors. We did some digging and found some...Artículo de análisis • Nov 14
Why Investors Shouldn't Be Surprised By Verve Group SE's (ETR:M8G) 26% Share Price Surge
Despite an already strong run, Verve Group SE ( ETR:M8G ) shares have been powering on, with a gain of 26% in the last...Artículo de análisis • Sep 01
Revenues Tell The Story For Verve Group SE (ETR:M8G) As Its Stock Soars 25%
Despite an already strong run, Verve Group SE ( ETR:M8G ) shares have been powering on, with a gain of 25% in the last...Artículo de análisis • Jul 04
Further Upside For Verve Group SE (ETR:M8G) Shares Could Introduce Price Risks After 37% Bounce
The Verve Group SE ( ETR:M8G ) share price has done very well over the last month, posting an excellent gain of 37...Artículo de análisis • Jun 21
At €1.66, Is It Time To Put Verve Group SE (ETR:M8G) On Your Watch List?
Verve Group SE ( ETR:M8G ), might not be a large cap stock, but it received a lot of attention from a substantial price...Rentabilidad de los accionistas
| VRV | DE Media | Mercado DE | |
|---|---|---|---|
| 7D | -1.1% | 1.3% | 2.4% |
| 1Y | -60.7% | -18.7% | 1.2% |
Rentabilidad vs. Industria: Los resultados de VRV fueron inferiores a los de la industria German Media, que obtuvo un rendimiento del -18.7% el año pasado.
Rentabilidad vs. Mercado: VRV obtuvo unos resultados inferiores a los del mercado German, que fueron del 1.2% el año pasado.
Volatilidad de los precios
| VRV volatility | |
|---|---|
| VRV Average Weekly Movement | 7.8% |
| Media Industry Average Movement | 5.4% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in DE Market | 13.4% |
| 10% least volatile stocks in DE Market | 2.7% |
Precio estable de las acciones: VRV no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado German.
Volatilidad a lo largo del tiempo: La volatilidad semanal de VRV (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2000 | 999 | Remco Westermann | verve.com |
Verve Group SE, empresa de medios digitales, se dedica al suministro de soluciones de software publicitario en Norteamérica y Europa. Opera en dos segmentos, Demand Side Platforms (DSP) y Supply Side Platforms (SSP). El segmento DSP permite a los anunciantes crear, gestionar y optimizar campañas publicitarias digitales basadas en datos en todos los formatos y canales publicitarios y dispositivos relevantes.
Resumen de fundamentos de Verve Group SE
| Estadísticas fundamentales de VRV | |
|---|---|
| Capitalización bursátil | €289.97m |
| Beneficios(TTM) | €695.00k |
| Ingresos (TTM) | €578.94m |
417.2x
Ratio precio-beneficio (PE)0.5x
Ratio precio-ventas (PS)¿Está VRV sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de VRV | |
|---|---|
| Ingresos | €578.94m |
| Coste de los ingresos | €314.56m |
| Beneficio bruto | €264.38m |
| Otros gastos | €263.69m |
| Beneficios | €695.00k |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
May 27, 2026
| Beneficios por acción (BPA) | 0.0035 |
| Margen bruto | 45.67% |
| Margen de beneficio neto | 0.12% |
| Ratio deuda/patrimonio | 124.5% |
¿Cómo se ha desempeñado VRV a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/25 12:12 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Verve Group SE está cubierta por 17 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Edward James | Berenberg |
| Andreas Wolf | Berenberg |
| Matthew Weber | Canaccord Genuity |