Verve Group (VRV) Aperçu de l'action
Verve Group SE, une entreprise de médias numériques, fournit des solutions logicielles publicitaires en Amérique du Nord et en Europe. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 5/6 |
| Croissance future | 4/6 |
| Performances passées | 2/6 |
| Santé financière | 0/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
VRV Community Fair Values
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Analyst Price Targets
Top Community Narratives
€4.02
FV
60.7% sous-évalué décote intrinsèque8.50%
Revenue growth p.a.
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Verve Group SE Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | €1.58 |
| Plus haut sur 52 semaines | €4.02 |
| Plus bas sur 52 semaines | €1.11 |
| Bêta | 0.83 |
| Variation sur 1 mois | 9.87% |
| Variation sur 3 mois | 29.17% |
| Variation sur 1 an | -57.15% |
| Variation sur 3 ans | 38.68% |
| Variation sur 5 ans | -63.40% |
| Évolution depuis l'introduction en bourse | 1,337.27% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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).Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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
Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Rendement pour les actionnaires
| VRV | DE Media | DE Marché | |
|---|---|---|---|
| 7D | 7.9% | 1.3% | 2.4% |
| 1Y | -57.2% | -18.7% | 1.2% |
Rendement vs Industrie: VRV a sous-performé le secteur German Media qui a rapporté -18.7 % au cours de l'année écoulée.
Rendement vs marché: VRV a sous-performé le marché German qui a rapporté 1.2 % au cours de l'année écoulée.
Volatilité des prix
| 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% |
Cours de l'action stable: VRV n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché German.
Volatilité au fil du temps: La volatilité hebdomadaire de VRV ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2000 | 999 | Remco Westermann | verve.com |
Verve Group SE, société de médias numériques, fournit des solutions logicielles publicitaires en Amérique du Nord et en Europe. Elle opère dans deux segments, les plateformes de gestion de la demande (DSP) et les plateformes de gestion de l'offre (SSP). Le segment DSP permet aux annonceurs de créer, de gérer et d'optimiser des campagnes publicitaires numériques basées sur des données, sur tous les formats et canaux publicitaires pertinents, ainsi que sur tous les appareils.
Verve Group SE Résumé des fondamentaux
| VRV statistiques fondamentales | |
|---|---|
| Capitalisation boursière | €289.97m |
| Bénéfices(TTM) | €695.00k |
| Recettes(TTM) | €578.94m |
455.2x
Ratio P/E0.5x
Ratio P/SLe site VRV est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| VRV compte de résultat (TTM) | |
|---|---|
| Recettes | €578.94m |
| Coût des recettes | €314.56m |
| Marge brute | €264.38m |
| Autres dépenses | €263.69m |
| Les revenus | €695.00k |
Derniers bénéfices déclarés
Dec 31, 2025
Prochaine date de publication des résultats
May 27, 2026
| Résultat par action (EPS) | 0.0035 |
| Marge brute | 45.67% |
| Marge bénéficiaire nette | 0.12% |
| Ratio dettes/capitaux propres | 124.5% |
Quelles ont été les performances à long terme de VRV?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/25 20:42 |
| Cours de l'action en fin de journée | 2026/05/25 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Verve Group SE est couverte par 17 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Edward James | Berenberg |
| Andreas Wolf | Berenberg |
| Matthew Weber | Canaccord Genuity |