Ubisoft Entertainment SA

ENXTPA:UBI Rapport sur les actions

Capitalisation boursière : €662.5m

Ubisoft Entertainment Croissance future

Future contrôle des critères 4/6

Ubisoft Entertainment devrait augmenter ses bénéfices et son chiffre d'affaires de 120.5% et de 7.3% par an respectivement. Le BPA devrait croître de de 123.7% par an. Le rendement des capitaux propres devrait être -1.7% dans 3 ans.

Informations clés

120.5%

Taux de croissance des bénéfices

123.65%

Taux de croissance du BPA

Entertainment croissance des bénéfices64.3%
Taux de croissance des recettes7.3%
Rendement futur des capitaux propres-1.65%
Couverture par les analystes

Good

Dernière mise à jour01 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit Jun 10

Ubisoft's New Employee Share Plan Tackles Capital Stability and Talent Turnaround

Ubisoft Entertainment S.A. (ENXTPA:UBI) has officially launched a new international employee share ownership plan spanning 15 countries, including major hubs in the US, UK, Germany, and France. While companies routinely offer stock purchasing options to align staff incentives, the mechanics of this structured offer highlight a deliberate attempt by management to tackle an operational vulnerability: talent retention during a critical business pivot.
Mise à jour du récit Jun 02

UBI: Cost Controls And Pipeline Reset Will Shape Post Loss Turnaround Prospects

Analysts have cut their price target on Ubisoft Entertainment from €6.34 to €5.60 as they now apply a lower fair value estimate, along with higher assumed revenue growth, wider profit margins and a reduced future P/E multiple. What's in the News Ubisoft reported a record operating loss for the fiscal year ended March 2026, with net bookings of €1,525 million, according to recent company disclosures.
Article d’analyse May 23

News Flash: 13 Analysts Think Ubisoft Entertainment SA (EPA:UBI) Earnings Are Under Threat

Today is shaping up negative for Ubisoft Entertainment SA ( EPA:UBI ) shareholders, with the analysts delivering a...
Mise à jour du récit May 11

UBI: Cost Controls And Upcoming Remakes Will Support Renewed Momentum

Analysts have kept their price target for Ubisoft Entertainment broadly steady in euro terms, highlighting that only minor model tweaks to the discount rate, revenue growth and profit margin assumptions, along with a slightly adjusted future P/E of 47.23x, underpin the unchanged fair value estimate of €6.34 per share. What's in the News Ubisoft announced Assassin’s Creed Black Flag Resynced, a remake of the 2013 Assassin’s Creed IV Black Flag, scheduled for worldwide release on July 9, 2026 on Ubisoft+, PlayStation 5, Xbox Series X|S, and Windows PC via the Ubisoft Store, Steam, and the Epic Games Store (company announcement).
Mise à jour du récit Apr 27

UBI: Cost Restructuring And New Releases Will Drive Renewed Momentum

Analysts have adjusted their price target on Ubisoft Entertainment to €47.01 from €39.81, reflecting updated assumptions around slightly softer revenue growth, lower profit margins and a higher future P/E of 47.0x. What's in the News Ubisoft announced Assassin’s Creed Black Flag Resynced, a remake of Assassin’s Creed IV Black Flag, scheduled for worldwide release on July 9, 2026, on Ubisoft+, PlayStation 5, Xbox Series X|S and Windows PC via the Ubisoft Store, Steam and Epic Games Store (company announcement / Insider-Gaming).
Mise à jour du récit Apr 25

Ubisoft’s "Phoenix" Moment: Can Black Flag Resynced Anchor a €2.8B Turnaround?

Summary: Launch Momentum: Assassin's Creed Black Flag Resynced is trending to sell 4.5 million units by its July 9 launch, potentially generating $300M in immediate revenue. Valuation Gap: While the market prices Ubisoft at a distressed €600M , forensic Sum-of-the-Parts (SOTP) analysis suggests an intrinsic value closer to €33.90 per share.
Mise à jour du récit Apr 17

Making Ubisoft Great Again (M.U.G.A)

For the past 24 months, the financial narrative surrounding Ubisoft has been one of "development hell," mounting debt, and a stock price (€4.70) that suggests a company on the brink of insolvency. But to the trained eye, the chaos of January 2026 was not a collapse; it was a controlled demolition to clear the path for a textbook corporate turnaround.
Mise à jour du récit Apr 13

Ubisoft Entertainment's Future PE Surges to 18.06x with Anticipated Resurgence

Ubisoft are now firing on all cylinders. While BNP PARIBAS hoovers up cheap shares while rating their worth at 4 euros.
Mise à jour du récit Apr 13

UBI: Cost Restructuring And Streaming Expansion Will Drive Renewed Investor Momentum

Narrative Update on Ubisoft Entertainment Analysts have reduced their price targets on Ubisoft Entertainment by €4. This adjustment reflects updated expectations for fair value, revenue growth, profit margins and future P/E assumptions.
Mise à jour du récit Mar 30

UBI: Cost Resets And Studio Rationalisation Will Support Future Upside Potential

Analysts have trimmed their Ubisoft Entertainment price targets, with recent cuts such as a move from €14 to €8 contributing to a lower overall target. They are reassessing expectations around growth, margins and future P/E assumptions.
Mise à jour du récit Mar 25

Ubisoft - The Rise , Fall and Resurgence of a global gaming empire

The narrative of Ubisoft Entertainment SA is inextricably linked to the post-war industrial diversification of the French middle class. Established on March 28, 1986, by the five Guillemot brothers Christian, Claude, Gérard, Michel, and Yves the company originated from the decline of a family owned agricultural chemicals and parts business in Brittany.
Mise à jour du récit Mar 16

UBI: Reset Expectations And Cost Cuts Will Support Long Term Upside Potential

Analysts have reduced their average price target on Ubisoft Entertainment by about €2.83, citing updated expectations for slower revenue growth, a slightly adjusted future P/E assumption and a modestly different margin outlook. Analyst Commentary Recent research indicates that analysts are revisiting their assumptions on Ubisoft Entertainment, with some focusing on how valuation, earnings visibility and execution on future titles could support the investment case even as price targets reset.
Mise à jour du récit Mar 12

The Hidden Value Of The Netflix Partnership

Ubisoft is executing a radical transmedia synergy strategy that leverages global streaming platforms to create a "Halo Effect" for its biggest intellectual properties. While you rightly pointed out the historical surge in game purchases driven by The Witcher television series, the provided sources specifically utilize the recent Amazon Prime Fallout series as the predictive framework for Ubisoft's strategy.
Mise à jour du récit Feb 25

The Great Ubisoft Arbitrage: Why the Market is Wrong and the Phoenix is Already Rising

PARIS February 25, 2026 In the chaotic ecosystem of European technology, there is a disconnect so profound it borders on the surreal. According to the public markets, Ubisoft Entertainment SA (EPA: UBI) is a "distressed asset" worth less than a billion euros.
Mise à jour du récit Feb 24

10 Million Installs in 48 Hours: R6M’s Silent Takeover of Tactical Mobile

As of February 24, 2026, a violent divorce between price and value has emerged. While $UBI.PA trades at historical lows (~€4.14), the successful global launch of Rainbow Six Mobile (R6M) provides the first operational proof of the Vantage Studio turnaround model.
Mise à jour du récit Feb 04

UBI's Governance Crisis with a 15% Coalition Marks a Key Turning Point

he BFM Business broadcast from February 4, 2026 , focuses on the explosive escalation in the Ubisoft governance crisis following the morning's press release from AJ Investments. The segment translates to a high-alert scenario for the company's board, centered on the following primary developments: 1.
Nouveau récit Jan 29

Is Ubisoft the Market’s Biggest Pricing Error? Why Forensic Value Points to €33 Per Share

By: The Forensic Analyst | Simply Wall St In the chaotic world of equity markets, price and value often diverge. But rarely do they divorce as violently as we are currently seeing with Ubisoft Entertainment SA (UBI.PA).
Article d’analyse Jan 28

Ubisoft Entertainment SA (EPA:UBI) May Have Run Too Fast Too Soon With Recent 33% Price Plummet

Unfortunately for some shareholders, the Ubisoft Entertainment SA ( EPA:UBI ) share price has dived 33% in the last...
Mise à jour du récit Dec 26

UBI: TV Adaptation Will Support Stronger Long Term Equity Upside Potential

Analysts have modestly increased their price target for Ubisoft Entertainment to reflect slightly stronger expectations for revenue growth and profit margins, despite a marginally lower assumed future price to earnings multiple. What's in the News FX, part of Disney, orders a TV series adaptation of Ubisoft's Far Cry franchise.
Article d’analyse Dec 25

Ubisoft Entertainment (EPA:UBI) Has More To Do To Multiply In Value Going Forward

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Mise à jour du récit Dec 12

UBI Far Cry TV Series Will Support A Stronger Long Term Outlook

Narrative Update on Ubisoft Entertainment Analysts have lowered their price target on Ubisoft Entertainment by approximately €3.70, reflecting a more conservative valuation multiple, even though their updated models include slightly higher projected revenue growth and profit margins. What's in the News Disney's FX orders a TV series adaptation of Ubisoft's Far Cry franchise, co created by Rob McElhenney and Noah Hawley, with an anthology format planned for Hulu in the U.S. and Disney+ internationally (Variety) Ubisoft postpones the release of its first half fiscal 2025 26 results and requests a temporary trading halt of its shares and outstanding bonds on Euronext until the figures are published (company announcement) Ubisoft Entertainment SA is removed from the Euronext 150 Index, reflecting recent shifts in the index composition and market weighting (Euronext index notice) Valuation Changes Fair Value: fallen significantly from approximately €19.69 to €15.97 per share, implying a materially lower intrinsic valuation.
Mise à jour du récit Nov 27

UBI: Future Streaming Expansion Will Drive Renewed Investor Momentum

Analysts have revised their fair value estimate for Ubisoft Entertainment downward from €11.33 to €10.16. They cite updated assumptions around revenue growth and profit margins as key drivers behind the change.
Mise à jour du récit Nov 13

UBI: Future Market Leadership Will Drive Momentum Despite Index Removal

Analysts have lowered their price target for Ubisoft Entertainment from €12.49 to €11.33. They cited a slightly higher discount rate and decreased future price-to-earnings expectations as key factors behind the revision.
Article d’analyse Nov 04

Some Confidence Is Lacking In Ubisoft Entertainment SA (EPA:UBI) As Shares Slide 32%

Ubisoft Entertainment SA ( EPA:UBI ) shareholders won't be pleased to see that the share price has had a very rough...
Article d’analyse May 19

The Consensus EPS Estimates For Ubisoft Entertainment SA (EPA:UBI) Just Fell A Lot

The analysts covering Ubisoft Entertainment SA ( EPA:UBI ) delivered a dose of negativity to shareholders today, by...
User avatar
Nouveau récit May 18

Assassin's Creed Shadows And Tencent Partnership Will Unlock Potential

Partnership with Tencent aims for franchise expansion and deleverage, targeting high-growth markets to potentially boost revenue and earnings.
Article d’analyse Apr 05

Some Confidence Is Lacking In Ubisoft Entertainment SA (EPA:UBI) As Shares Slide 25%

The Ubisoft Entertainment SA ( EPA:UBI ) share price has fared very poorly over the last month, falling by a...
Article d’analyse Mar 11

Is Ubisoft Entertainment (EPA:UBI) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Feb 21

Ubisoft Entertainment SA (EPA:UBI) Shares Could Be 46% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Ubisoft Entertainment fair value estimate is €21.32 Ubisoft...
Article d’analyse Dec 29

Ubisoft Entertainment's (EPA:UBI) Returns On Capital Not Reflecting Well On The Business

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Article d’analyse Dec 09

These 4 Measures Indicate That Ubisoft Entertainment (EPA:UBI) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Article d’analyse Nov 03

The Ubisoft Entertainment SA (EPA:UBI) Half-Year Results Are Out And Analysts Have Published New Forecasts

It's been a good week for Ubisoft Entertainment SA ( EPA:UBI ) shareholders, because the company has just released its...
Article d’analyse Oct 27

Revenues Not Telling The Story For Ubisoft Entertainment SA (EPA:UBI) After Shares Rise 31%

Ubisoft Entertainment SA ( EPA:UBI ) shareholders are no doubt pleased to see that the share price has bounced 31% in...
Article d’analyse Sep 27

Downgrade: Here's How Analysts See Ubisoft Entertainment SA (EPA:UBI) Performing In The Near Term

The latest analyst coverage could presage a bad day for Ubisoft Entertainment SA ( EPA:UBI ), with the analysts making...
Article d’analyse Sep 17

Here's What's Concerning About Ubisoft Entertainment's (EPA:UBI) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Article d’analyse Aug 27

Subdued Growth No Barrier To Ubisoft Entertainment SA's (EPA:UBI) Price

There wouldn't be many who think Ubisoft Entertainment SA's ( EPA:UBI ) price-to-sales (or "P/S") ratio of 1x is worth...
Article d’analyse Aug 04

Ubisoft Entertainment (EPA:UBI) Takes On Some Risk With Its Use Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Prévisions de croissance des bénéfices et des revenus

ENXTPA:UBI - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/20291,810661461687
3/31/20281,698-534861814
3/31/20271,427-253-4611412
3/31/20261,396-1,475-399280N/A
12/31/20251,640-774-176550N/A
9/30/20251,885-7447819N/A
6/30/20251,892-116108914N/A
3/31/20251,899-1591701,009N/A
12/31/20242,018-107-70818N/A
9/30/20242,137-55-311627N/A
6/30/20242,21952-388583N/A
3/31/20242,301158-466538N/A
12/31/20232,110-90-510497N/A
9/30/20231,919-338-554457N/A
6/30/20231,867-416-467573N/A
3/31/20231,814-494-381690N/A
12/31/20221,960-303-198858N/A
9/30/20222,105-112-151,027N/A
6/30/20222,115-16-128866N/A
3/31/20222,12579-241706N/A
12/31/20212,17281-174743N/A
9/30/20212,21883-107780N/A
6/30/20212,221930869N/A
3/31/20212,224103108958N/A
12/31/20201,939-1-46782N/A
9/30/20201,654-105-199606N/A
6/30/20201,625-115-177603N/A
3/31/20201,595-126-156600N/A
12/31/20191,685-83N/A783N/A
9/30/20191,776-40N/A966N/A
6/30/20191,81130N/A969N/A
3/31/20191,846100N/A972N/A
12/31/20181,939200N/A904N/A
9/30/20182,033301N/A835N/A
6/30/20181,882220N/A763N/A
3/31/20181,732139N/A691N/A
12/31/20171,688146N/A626N/A
9/30/20171,645153N/A560N/A
6/30/20171,552130N/A603N/A
3/31/20171,460108N/A646N/A
12/31/20161,464105N/A669N/A
9/30/20161,468102N/A692N/A
6/30/20161,43198N/A516N/A
3/31/20161,39493N/A341N/A
12/31/20151,29046N/A352N/A
9/30/20151,1870N/A364N/A
6/30/20151,32543N/A509N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: UBI devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 2.5% ).

Bénéfices vs marché: UBI devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: UBI devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de UBI ( 7.3% par an) devrait croître plus rapidement que le marché French ( 5.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de UBI ( 7.3% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: UBI devrait être non rentable dans 3 ans.


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/15 01:52
Cours de l'action en fin de journée2026/06/15 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

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

Ubisoft Entertainment SA est couverte par 36 analystes. 14 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
Richard KramerArete Research Services LLP
Roberto de Aguiar AttuchBarclays
Nicholas Michael DempseyBarclays