Verve Group（VRV）株式概要
ヴァーヴ・グループSEはデジタル・メディア企業で、北米と欧州で広告ソフトウェア・ソリューションの提供に従事している。 詳細
VRV Community Fair Values
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Analyst Price Targets
Top Community Narratives
€4.02
FV
64.0% 割安 内在価値ディスカウント8.50%
Revenue growth p.a.
2.2k
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Verve Group SE 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €1.45 |
| 52週高値 | €4.02 |
| 52週安値 | €1.11 |
| ベータ | 0.83 |
| 1ヶ月の変化 | 0.69% |
| 3ヶ月変化 | 18.38% |
| 1年変化 | -60.73% |
| 3年間の変化 | 27.11% |
| 5年間の変化 | -66.46% |
| IPOからの変化 | 1,217.27% |
最新ニュース
ナラティブの更新 • 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).ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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
ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| VRV | DE Media | DE 市場 | |
|---|---|---|---|
| 7D | -1.1% | 1.3% | 2.4% |
| 1Y | -60.7% | -18.7% | 1.2% |
業界別リターン: VRV過去 1 年間で-18.7 % の収益を上げたGerman Media業界を下回りました。
リターン対市場: VRVは、過去 1 年間で1.2 % のリターンを上げたGerman市場を下回りました。
価格変動
| 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% |
安定した株価: VRV 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VRVの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2000 | 999 | Remco Westermann | verve.com |
ヴァーヴ・グループSEはデジタル・メディア企業で、北米と欧州で広告ソフトウェア・ソリューションの提供に従事している。デマンド・サイド・プラットフォーム（DSP）とサプライ・サイド・プラットフォーム（SSP）の2つのセグメントで事業を展開している。DSP事業では、広告主が関連するあらゆる広告フォーマットやチャネル、デバイスにおいて、データドリブンなデジタル広告キャンペーンを作成、管理、最適化できるようにする。このセグメントでは、広告主向けにキャンペーンを管理する広告サービスや、セルフサービス型DSPプラットフォームの使用料を課金するサービス、広告主にターゲティングソリューションを提供する付加価値サービス向けのATOMやMoments AIなどの製品も提供している。SSP事業では、サードパーティパブリッシャーや自社のゲームスタジオが、広告在庫や広告枠を完全に管理しながら収益化できるよう支援している。このセグメントには、ファーストパーティデータやゲーム内広告スペース、ゲーム内アイテムやサブスクリプションを提供する自社ゲームスタジオも含まれ、パブリッシャーから直接広告在庫を購入し、デマンドサイドプラットフォームに販売する業務も行っている。また、パフォーマンス測定のための機械学習モデル「SKAN」のML-Driven Optimizationや、オーディオ、ポッドキャスト、デジタル・アウト・オブ・ホーム広告への拡張を提供する新しい広告フォーマットやチャネルも提供している。同社は以前はMGI - Media and Games Invest SEとして知られ、2024年6月にヴァーヴ・グループSEに社名を変更した。ヴァーヴ・グループSEは2000年に設立され、スウェーデンのストックホルムを拠点としている。
Verve Group SE 基礎のまとめ
| VRV 基礎統計学 | |
|---|---|
| 時価総額 | €289.97m |
| 収益（TTM） | €695.00k |
| 売上高(TTM) | €578.94m |
417.2x
PER（株価収益率0.5x
P/SレシオVRV は割高か？
公正価値と評価分析を参照収益と収入
| VRV 損益計算書（TTM） | |
|---|---|
| 収益 | €578.94m |
| 売上原価 | €314.56m |
| 売上総利益 | €264.38m |
| その他の費用 | €263.69m |
| 収益 | €695.00k |
直近の収益報告
Dec 31, 2025
次回決算日
May 27, 2026
| 一株当たり利益（EPS） | 0.0035 |
| グロス・マージン | 45.67% |
| 純利益率 | 0.12% |
| 有利子負債／自己資本比率 | 124.5% |
VRV の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 06:21 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Verve Group SE 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Edward James | Berenberg |
| Andreas Wolf | Berenberg |
| Matthew Weber | Canaccord Genuity |