Nexxen International (NEXN) Resumen de Acciones
Nexxen International Ltd. ofrece una plataforma integral y centrada en el vídeo que engrana campañas publicitarias para marcas, agencias, grupos de medios y creadores de contenidos de todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
NEXN Community Fair Values
Create NarrativeSee what 14 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Nexxen International Ltd.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$9.82 |
| Máximo en las últimas 52 semanas | US$11.18 |
| Mínimo de 52 semanas | US$5.60 |
| Beta | 1.46 |
| Cambio en 1 mes | 14.72% |
| Variación en 3 meses | 33.24% |
| Cambio de 1 año | -10.81% |
| Variación en 3 años | 34.89% |
| Variación en 5 años | -56.36% |
| Variación desde la OPV | 16.28% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 15
NEXN: CTV And Mobile Expansion With AI Resilience Will Shape Next Phase
The updated analyst price target for Nexxen International has moved to $10.00, supported by analysts citing better visibility from growing enterprise adoption, stronger connected TV and mobile in app trends, and a focus on segments they view as more resilient to AI-related shifts in digital advertising. Analyst Commentary Recent research commentary on Nexxen International has centered on growing enterprise adoption, connected TV exposure, and mobile in app capabilities, with several firms updating price targets to reflect these themes.
Actualización de narrativa • Jul 01
NEXN: Agentic AI And CTV Mix Shift Will Drive Upside
Nexxen International's updated analyst price target now reflects a modest fair value adjustment to $21.81, as analysts highlight confidence in the durability of double-digit growth, platform-driven share gains in CTV and mobile in-app, and the potential for longer-term margin expansion supported by Agentic AI driven productivity gains. Analyst Commentary Recent research updates on Nexxen International reflect a cluster of bullish analysts raising their price targets and reiterating positive views following the company’s Investor and Analyst Day presentations.
Actualización de narrativa • Jun 17
NEXN: Raised FY26 Programmatic Guidance And CTV Momentum Will Drive Repricing
Analysts have lifted their Nexxen International price target by $0.20 to $12.19, citing stronger guidance supported by broad based business strength. Connected TV revenue is tracking up 20% and mobile revenue up 15% for Q2, alongside increased investment aimed at growing the programmatic business.Actualización de narrativa • Jun 03
NEXN: FY26 Guidance And DSP Supply Path Reset Will Drive Repricing
Analysts now see a mixed outlook for Nexxen International, with price targets ranging from $10 to $16 after recent Q4 results and guidance led some firms to trim expectations, while others slightly raised theirs based on the view that current headwinds could ease over time. Analyst Commentary Street research on Nexxen International is split between those who focus on the long-term opportunity hinted at in guidance and those who are more focused on recent operating pressure and customer concentration.Actualización de narrativa • May 19
NEXN: FY26 Guidance And Supply Path Reset Resolution Will Drive Repricing
The analyst fair value estimate for Nexxen International has increased from $11.69 to $11.99 as analysts weigh mixed Q4 results and supply path adjustments alongside updated long-term guidance and recent price target revisions ranging from $10 to $16. Analyst Commentary Street research on Nexxen International points to a split view, with some analysts trimming price targets and others lifting them, all while maintaining generally constructive ratings.Recent updates
Actualización de narrativa • Jul 15
NEXN: CTV And Mobile Expansion With AI Resilience Will Shape Next Phase
The updated analyst price target for Nexxen International has moved to $10.00, supported by analysts citing better visibility from growing enterprise adoption, stronger connected TV and mobile in app trends, and a focus on segments they view as more resilient to AI-related shifts in digital advertising. Analyst Commentary Recent research commentary on Nexxen International has centered on growing enterprise adoption, connected TV exposure, and mobile in app capabilities, with several firms updating price targets to reflect these themes.Actualización de narrativa • Jul 01
NEXN: Agentic AI And CTV Mix Shift Will Drive Upside
Nexxen International's updated analyst price target now reflects a modest fair value adjustment to $21.81, as analysts highlight confidence in the durability of double-digit growth, platform-driven share gains in CTV and mobile in-app, and the potential for longer-term margin expansion supported by Agentic AI driven productivity gains. Analyst Commentary Recent research updates on Nexxen International reflect a cluster of bullish analysts raising their price targets and reiterating positive views following the company’s Investor and Analyst Day presentations.Actualización de narrativa • Jun 17
NEXN: Raised FY26 Programmatic Guidance And CTV Momentum Will Drive Repricing
Analysts have lifted their Nexxen International price target by $0.20 to $12.19, citing stronger guidance supported by broad based business strength. Connected TV revenue is tracking up 20% and mobile revenue up 15% for Q2, alongside increased investment aimed at growing the programmatic business.Actualización de narrativa • Jun 03
NEXN: FY26 Guidance And DSP Supply Path Reset Will Drive Repricing
Analysts now see a mixed outlook for Nexxen International, with price targets ranging from $10 to $16 after recent Q4 results and guidance led some firms to trim expectations, while others slightly raised theirs based on the view that current headwinds could ease over time. Analyst Commentary Street research on Nexxen International is split between those who focus on the long-term opportunity hinted at in guidance and those who are more focused on recent operating pressure and customer concentration.Actualización de narrativa • May 19
NEXN: FY26 Guidance And Supply Path Reset Resolution Will Drive Repricing
The analyst fair value estimate for Nexxen International has increased from $11.69 to $11.99 as analysts weigh mixed Q4 results and supply path adjustments alongside updated long-term guidance and recent price target revisions ranging from $10 to $16. Analyst Commentary Street research on Nexxen International points to a split view, with some analysts trimming price targets and others lifting them, all while maintaining generally constructive ratings.Seeking Alpha • May 06
Nexxen: A Small Cap Value Proposition With Growth Potential
Summary Nexxen International is deeply undervalued, trading at a 4x EV/FCF multiple despite robust cash flow, margin strength, and aggressive buybacks. NEXN's growth is driven by exclusive, equity-linked partnerships—especially with the V operating system—and expansion into high-margin data products and mobile in-app channels. Risks include heavy reliance on key partners and customer concentration, but equity stakes and recent strategic agreements mitigate these concerns. I rate NEXN a STRONG BUY at $7.34, expecting multiple expansion and cash flow growth to drive significant upside. Read the full article on Seeking AlphaActualización de narrativa • May 01
NEXN: Future DSP Spend Normalization And Share Repurchases Will Drive Upside
Narrative update The updated analyst price target for Nexxen International reflects a modestly higher fair value estimate, supported by refreshed models that factor in Street views around Q4 guidance, shifts in ex-TAC contribution, profitability, and expectations for improving partner spend trends, even as individual targets have moved between $10 and $16. Analyst Commentary Recent Street research around Nexxen International highlights a mix of tempered expectations and ongoing confidence in the equity story, with bullish analysts focusing on execution against guidance, profitability, and the potential for improved partner spend trends over time.Actualización de narrativa • Apr 17
NEXN: FY26 Guidance And AI Expansion Will Support Supply Path Recovery
Analysts now see Nexxen's fair value holding at $11.69 as they weigh a mix of reduced price targets to $10 and $11, alongside an increase to $16, reflecting more conservative revenue growth assumptions and slightly firmer profit margin expectations after mixed Q4 results and guidance that was described as good enough through FY26. Analyst Commentary Street research on Nexxen clusters around a view that Q4 was mixed but generally in line with guidance, with valuation updates reflecting more cautious revenue inputs and slightly better margin expectations.Actualización de narrativa • Apr 03
NEXN: DSP Partner Spend Ramp And TV Solutions Will Drive Recovery
Narrative Update The analyst price target for Nexxen International has shifted within a $10 to $16 range, with modest fair value and discount rate adjustments, as analysts factor in mixed Q4 results, updated guidance through FY26, and expectations around spend ramping with a major DSP partner in early 2026. Analyst Commentary Street research on Nexxen International reflects a split view, with some bullish analysts citing supportive longer term guidance, while bearish analysts are trimming price targets and flagging execution risks tied to recent results and key customer trends.Actualización de narrativa • Mar 20
NEXN: Extended FY26 Guidance And Buybacks Will Support Supply Path Reset
The updated Analyst Price Target for Nexxen International has been reduced by $0.30 to $11.69, as analysts weigh mixed Q4 results and supply path resets alongside guidance they view as supportive through FY26. Analyst Commentary Bullish Takeaways Bullish analysts see the reaffirmed and extended guidance through FY26 as supportive for the long term.Actualización de narrativa • Mar 06
NEXN: Integrated Ad Stack And Buybacks Will Support DSP Reset Upside
The analyst price target for Nexxen International has been adjusted to reflect a tighter fair value range, with recent Street updates shifting targets between $10 and $16 as analysts weigh mixed Q4 results against updated guidance through FY26, along with expectations for improving margins and P/E assumptions. Analyst Commentary Street research on Nexxen International is mixed, with price targets now clustered between US$10 and US$16 as analysts balance softer Q4 metrics against guidance through FY26 and updated P/E assumptions.Actualización de narrativa • Feb 19
NEXN: Future Share Repurchases And Health Advertising Suite Will Drive Upside
Analysts have trimmed their fair value estimate for Nexxen International from about $23.33 to roughly $21.88, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Nexxen completed a share repurchase of 1,628,626 shares for $12.5 million, representing 2.7% of the company, under the buyback announced on August 15, 2025.Actualización de narrativa • Feb 05
NEXN: Integrated Ad Stack And Buybacks Will Support Future Reappraisal
Analysts have trimmed their aggregate price targets for Nexxen International by several dollars per share, into a high single digit to mid teens US$ range, citing reduced guidance tied to weaker activity from key DSP partners and softer advertising trends, even as they highlight strengths in the company’s integrated platform and data infrastructure. Analyst Commentary Street research on Nexxen presents a mixed picture, with price targets reset into a lower range and one rating downgrade, but also continued confidence from several firms in the company’s platform and data assets.Actualización de narrativa • Jan 21
NEXN: End To End Ad Tech Platform And Buybacks Will Support Reappraisal
Analysts have trimmed their price targets on Nexxen International, generally resetting expectations in light of guidance cuts and near term headwinds tied to a major DSP partner, while still pointing to strengths in the company’s end to end ad tech platform. Analyst Commentary Research desks are resetting expectations on Nexxen in light of weaker guidance and disruption from a key DSP relationship, while still pointing to core strengths in the business model.Actualización de narrativa • Jan 07
NEXN: End To End Ad Platform And Data Assets Will Drive Recovery
Analysts have trimmed their fair value estimate for Nexxen International to $8.00 from $14.00, reflecting recent price target cuts tied to weaker guidance linked to third party DSP disruptions, while still highlighting the company’s end to end platform and data assets as key supports. Analyst Commentary Recent Street research reflects a clear reset in expectations for Nexxen, with multiple price target cuts clustered around the latest guidance update and commentary on spending shifts from key demand side platform partners.Actualización de narrativa • Dec 17
NEXN: Future CTV Platform Strength And Buybacks Will Drive Market Reappraisal
Analysts have trimmed their price targets on Nexxen International by as much as $10, to a range of about $8 to $15. They cited a sharp guidance reset tied to weaker activity from key DSP partners, despite confidence in the strength of the company’s integrated ad-tech platform and data infrastructure.Actualización de narrativa • Dec 03
NEXN: Future CTV Strength And Share Repurchases Will Drive Market Reappraisal
Analysts have trimmed their fair value estimate for Nexxen International to $12.34 from $14.84, as lower price targets across the Street reflect near term disruption from a key DSP partner and softer guidance. This is partly offset by confidence in the company’s differentiated end to end ad tech platform and improving profitability profile.Actualización de narrativa • Nov 19
NEXN: Future Nasdaq Listing And Russell 3000 Inclusion Will Increase Market Visibility
Analysts have revised their price targets for Nexxen International downward by several dollars. The new targets now range from $8 to $15, as shifts in spending behavior from key DSP partners prompted a reassessment of the company’s growth trajectory and immediate outlook.Actualización de narrativa • Nov 05
NEXN: Nasdaq Listing And Russell 3000 Inclusion Will Drive Visibility In Expanding TV Ad Market
Analysts have reaffirmed Nexxen International’s fair value estimate at $16.14 per share. They are maintaining their price outlook as recent research highlights the company’s growing visibility and strategic positioning in the rapidly expanding connected TV advertising sector.Actualización de narrativa • Oct 22
Analysts Hold Nexxen International Target as Market Visibility and Digital Growth Drive Mixed Outlook
Analysts have maintained Nexxen International’s price target at $16.14 per share, citing stable fundamentals. The company continues to benefit from growing connected TV advertising trends and increased market visibility.Actualización de narrativa • Oct 08
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
The analyst price target for Nexxen International has been revised downward from $16.49 to $16.14, with analysts citing modestly slower expected revenue growth and profit margins. Despite these adjustments, there is continued optimism about the company's position in the fast-expanding connected TV advertising market.Actualización de narrativa • Sep 23
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
Analyst valuation metrics for Nexxen International, including the discount rate and future P/E, remained effectively unchanged, resulting in no meaningful adjustment to the consensus analyst price target, which stays at $16.49. What's in the News Completed $50 million share buyback program, repurchasing 4,956,679 shares (8.74% of shares); launched a new $20 million repurchase program.Actualización de narrativa • Sep 08
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
With the future P/E ratio declining slightly, indicating modestly improved earnings expectations, Nexxen International’s fair value estimate remains unchanged at $16.49. What's in the News Nexxen International authorized a new $20 million share repurchase program and recently completed a buyback, repurchasing 3,316,557 shares (6.09% of shares outstanding) for $33.6 million.Actualización de narrativa • Aug 24
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
Nexxen International's net profit margin has notably improved while its future P/E has declined substantially, justifying the consensus analyst price target remaining steady at $16.49. What's in the News Nexxen International announced a new share repurchase program authorizing up to $20 million in buybacks.Actualización de narrativa • Aug 09
VIDAA Partnership And Proprietary AI Integration Will Expand Global Reach
Despite the consensus analyst price target for Nexxen International remaining unchanged at $16.49, a meaningful drop in the company’s future P/E ratio from 21.80x to 18.38x signals improved valuation on forward earnings expectations. What's in the News Nexxen anticipates benefits from Vestel's partnership with VIDAA, given Nexxen's existing strategic relationship and potential investment increase in VIDAA to expand its smart TV footprint and access to global ACR data.Nueva narrativa • Jun 29
CTV And AI Will Unlock Future Advertising Opportunities
Nexxen's growth is driven by streaming market expansion, proprietary AI/data advantages, and advertiser consolidation onto its unified platform, enhancing margin and client retention.Rentabilidad de los accionistas
| NEXN | US Media | Mercado US | |
|---|---|---|---|
| 7D | -3.3% | -4.4% | -1.1% |
| 1Y | -10.8% | -24.0% | 15.1% |
Rentabilidad vs. Industria: NEXN superó a la industria US Media, que obtuvo un rendimiento del -24% el año pasado.
Rentabilidad vs. Mercado: NEXN obtuvo unos resultados inferiores a los del mercado US, que fueron del 15.1% el año pasado.
Volatilidad de los precios
| NEXN volatility | |
|---|---|
| NEXN Average Weekly Movement | 5.4% |
| Media Industry Average Movement | 8.2% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: NEXN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de NEXN (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2007 | 909 | Ofer Druker | nexxen.com |
Nexxen International Ltd. ofrece una plataforma integral centrada en el vídeo que gestiona campañas publicitarias para marcas, agencias, grupos de medios y creadores de contenido de todo el mundo. Ofrece una plataforma de demanda (DSP), que proporciona una solución de autoservicio para que los anunciantes y sus agencias planifiquen, activen y gestionen campañas omnicanal, accedan al inventario, dispongan de datos para la segmentación de audiencias, cuenten con capacidades de planificación basadas en IA en distintos formatos, utilicen soluciones de prueba y dispongan de informes y herramientas de gestión; una plataforma de datos, que proporciona información y recomendaciones basadas en datos geográficos, de comportamiento, de consumo y demográficos, además de permitir a los anunciantes y editores incorporar, gestionar, planificar, activar y medir directamente, utilizando datos de múltiples fuentes para optimizar el rendimiento y el retorno de la inversión; y la plataforma del lado de la oferta (Supply Side Platform), una solución de autoservicio que permite a los editores vender su inventario publicitario digital a través de una subasta en tiempo real en todas las pantallas, incluidos dispositivos móviles, televisores conectados (CTV), dispositivos de streaming y ordenadores de sobremesa. La empresa también ofrece servicios de análisis e inteligencia artificial; Nexxen Discovery, un producto de conocimiento y activación de audiencias que ayuda a los clientes a crear segmentos específicos, ampliar el alcance y optimizar las campañas en tiempo real; y Nexxen Studio, un estudio creativo digital interno que ofrece diversas soluciones creativas adaptadas a las necesidades de las marcas y las agencias.
Resumen de fundamentos de Nexxen International Ltd.
| Estadísticas fundamentales de NEXN | |
|---|---|
| Capitalización bursátil | US$542.16m |
| Beneficios(TTM) | US$18.10m |
| Ingresos (TTM) | US$373.29m |
30.2x
Ratio precio-beneficio (PE)1.5x
Ratio precio-ventas (PS)¿Está NEXN sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de NEXN | |
|---|---|
| Ingresos | US$373.29m |
| Coste de los ingresos | US$60.21m |
| Beneficio bruto | US$313.08m |
| Otros gastos | US$294.98m |
| Beneficios | US$18.10m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.32 |
| Margen bruto | 83.87% |
| Margen de beneficio neto | 4.85% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado NEXN 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 | 2026/07/24 18:18 |
| Precio de las acciones al final del día | 2026/07/24 00:00 |
| Beneficios | 2026/03/31 |
| 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
Nexxen International Ltd. está cubierta por 17 analistas. 10 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 |
|---|---|
| Robert Chantry | Berenberg |
| Tyler DiMatteo | BTIG |
| Maria Ripps | Canaccord Genuity |