Nexxen International (NEXN) Panoramica del titolo
Nexxen International Ltd. fornisce una piattaforma end-to-end e video-first che coinvolge campagne pubblicitarie per marchi, agenzie, gruppi media e creatori di contenuti in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 1/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
NEXN Community Fair Values
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Analyst Price Targets
Concorrenti di Nexxen International Ltd.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$8.40 |
| Massimo di 52 settimane | US$11.74 |
| Minimo di 52 settimane | US$5.60 |
| Beta | 1.43 |
| Variazione di 1 mese | 10.96% |
| Variazione a 3 mesi | 29.83% |
| Variazione di 1 anno | -27.71% |
| Variazione a 3 anni | 21.04% |
| Variazione a 5 anni | -64.71% |
| Variazione dall'IPO | -0.53% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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 Alpha
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 $12.5 million, representing 2.7% of the company, under the buyback announced on August 15, 2025.Aggiornamento della narrazione • Feb 05
NEXN: Integrated Ad Stack And Buybacks Will Support Future Reappraisal
Analysts have trimmed their aggregate price targets for Nexxen International by several dollars per share, into a high single digit to mid teens US$ 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Nuova narrazione • 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.Rendimenti per gli azionisti
| NEXN | US Media | US Mercato | |
|---|---|---|---|
| 7D | 1.4% | 0.5% | 1.6% |
| 1Y | -27.7% | -15.3% | 28.5% |
Ritorno vs Industria: NEXN ha avuto una performance inferiore rispetto al US Media che ha registrato un rendimento -15.3 % nell'ultimo anno.
Rendimento vs Mercato: NEXN ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.5 % nell'ultimo anno.
Volatilità dei prezzi
| NEXN volatility | |
|---|---|
| NEXN Average Weekly Movement | 6.2% |
| Media Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Prezzo delle azioni stabile: NEXN non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di NEXN è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2007 | 909 | Ofer Druker | nexxen.com |
Nexxen International Ltd. fornisce una piattaforma end-to-end e video-first che coinvolge campagne pubblicitarie per marchi, agenzie, gruppi media e creatori di contenuti in tutto il mondo. Offre una piattaforma demand side, che fornisce una soluzione self-service per gli inserzionisti e le loro agenzie per pianificare, attivare e gestire campagne omni-canale, l'accesso all'inventario, i dati per il targeting del pubblico, le capacità di pianificazione AI attraverso i formati, le soluzioni di test e la reportistica e la gestione; Data Platform, che fornisce approfondimenti e raccomandazioni su dati geografici, comportamentali, di consumo e demografici, oltre a consentire agli inserzionisti e agli editori di effettuare direttamente l'onboarding, la gestione, la pianificazione, l'attivazione e la misurazione, con dati provenienti da più fonti per ottimizzare le prestazioni e il ROI; e Supply Side Platform, una soluzione self-service di piattaforme supply side per gli editori, che consente di vendere il proprio inventario pubblicitario digitale attraverso un'asta in tempo reale su tutti gli schermi, compresi i dispositivi mobili, le CTV, i dispositivi di streaming e i desktop. L'azienda fornisce anche servizi di analisi e intelligenza artificiale; Nexxen Discovery, un prodotto di audience insight e attivazione per aiutare i clienti a creare segmenti mirati, estendere la portata e ottimizzare le campagne in tempo reale; e Nexxen Studio, uno studio creativo digitale interno che offre varie soluzioni creative su misura per le esigenze di marchi e agenzie.
Nexxen International Ltd. Riepilogo dei fondamenti
| NEXN statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$468.05m |
| Utili (TTM) | US$18.10m |
| Ricavi(TTM) | US$373.29m |
25.9x
Rapporto P/E1.3x
Rapporto P/SNEXN è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| NEXN Conto economico (TTM) | |
|---|---|
| Ricavi | US$373.29m |
| Costo del fatturato | US$60.21m |
| Profitto lordo | US$313.08m |
| Altre spese | US$294.98m |
| Utili | US$18.10m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.32 |
| Margine lordo | 83.87% |
| Margine di profitto netto | 4.85% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato NEXN nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/31 00:12 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Nexxen International Ltd. è coperta da 16 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Robert Chantry | Berenberg |
| Tyler DiMatteo | BTIG |
| Maria Ripps | Canaccord Genuity |