Verve Group SE

XTRA:VRV Rapport sur les actions

Capitalisation boursière : €290.0m

Verve Group Croissance future

Future contrôle des critères 4/6

Verve Group devrait augmenter ses bénéfices et son chiffre d'affaires de 35.9% et de 10.9% par an respectivement. Le BPA devrait croître de de 36.4% par an. Le rendement des capitaux propres devrait être 11.8% dans 3 ans.

Informations clés

35.9%

Taux de croissance des bénéfices

36.43%

Taux de croissance du BPA

Media croissance des bénéfices29.5%
Taux de croissance des recettes10.9%
Rendement futur des capitaux propres11.75%
Couverture par les analystes

Good

Dernière mise à jour25 May 2026

Mises à jour récentes de la croissance future

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...
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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...

Prévisions de croissance des bénéfices et des revenus

XTRA:VRV - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202885269991408
12/31/202777453801269
12/31/202670137731339
12/31/20255791949N/A
9/30/2025521112266N/A
6/30/20254962373115N/A
3/31/20254882886128N/A
12/31/20244622994137N/A
9/30/20244171975119N/A
6/30/2024381513692N/A
3/31/2024361473987N/A
12/31/2023348472369N/A
9/30/20233441335107N/A
6/30/2023355-2353101N/A
3/31/2023357-2268109N/A
12/31/2022353-2096134N/A
9/30/2022339165191N/A
6/30/2022312164484N/A
3/31/2022290162470N/A
12/31/2021275162565N/A
9/30/2021241112545N/A
6/30/202121181433N/A
3/31/202118251130N/A
12/31/20201563625N/A
9/30/20201350922N/A
6/30/20201260921N/A
3/31/20201100720N/A
12/31/2019940416N/A
9/30/2019750N/A17N/A
6/30/2019580N/A21N/A
3/31/2019460N/A14N/A
12/31/2018351N/A7N/A
9/30/2018221N/A-9N/A
6/30/2018101N/A-24N/A
3/31/201850N/A-16N/A
12/31/2017N/A0N/A-8N/A
9/30/20171-1N/A-14N/A
6/30/20171-2N/A-20N/A
3/31/201710N/A-24N/A
12/31/201612N/A-29N/A
9/30/201613N/A-15N/A
6/30/2016N/A4N/A-1N/A
3/31/2016N/A2N/A-1N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de VRV ( 35.9% par an) est supérieure au taux d'épargne ( 1.9% ).

Bénéfices vs marché: Les bénéfices de VRV ( 35.9% par an) devraient croître plus rapidement que le marché German ( 17.1% par an).

Croissance élevée des bénéfices: Les bénéfices de VRV devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de VRV ( 10.9% par an) devrait croître plus rapidement que le marché German ( 6.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de VRV ( 10.9% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de VRV devrait être faible dans 3 ans ( 11.8 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/25 20:42
Cours de l'action en fin de journée2026/05/25 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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.

AnalysteInstitution
Edward JamesBerenberg
Andreas WolfBerenberg
Matthew WeberCanaccord Genuity