Verve Group SE

XTRA:VRV 株式レポート

時価総額:€299.0m

Verve Group マネジメント

マネジメント 基準チェック /14

現在、CEO に関する十分な情報がありません。

主要情報

Remco Westermann

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間8yrs
CEOの所有権20.0%
経営陣の平均在職期間1yr
取締役会の平均在任期間3.7yrs

経営陣の近況

Recent updates

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.

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.

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.

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.

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.

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.

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.

Verve Group SE (ETR:M8G) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

Feb 07
Verve Group SE (ETR:M8G) Stocks Pounded By 26% But Not Lagging Market On Growth Or Pricing

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.

We Think Verve Group (ETR:M8G) Is Taking Some Risk With Its Debt

Jan 28
We Think Verve Group (ETR:M8G) Is Taking Some Risk With Its Debt

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.

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.

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.

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.

Why We're Not Concerned Yet About Verve Group SE's (ETR:M8G) 26% Share Price Plunge

Nov 20
Why We're Not Concerned Yet About Verve Group SE's (ETR:M8G) 26% Share Price Plunge

Verve Group (ETR:M8G) Has A Pretty Healthy Balance Sheet

Oct 26
Verve Group (ETR:M8G) Has A Pretty Healthy Balance Sheet

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.

Verve Group's (ETR:M8G) Problems Go Beyond Weak Profit

Aug 23
Verve Group's (ETR:M8G) Problems Go Beyond Weak Profit

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.

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.

Verve Group SE's (ETR:M8G) 31% Jump Shows Its Popularity With Investors

Jul 19
Verve Group SE's (ETR:M8G) 31% Jump Shows Its Popularity With Investors

Investors Appear Satisfied With Verve Group SE's (ETR:M8G) Prospects As Shares Rocket 29%

May 23
Investors Appear Satisfied With Verve Group SE's (ETR:M8G) Prospects As Shares Rocket 29%

Investors Give Verve Group SE (ETR:M8G) Shares A 25% Hiding

Apr 08
Investors Give Verve Group SE (ETR:M8G) Shares A 25% Hiding
User avatar

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.

Earnings Tell The Story For Verve Group SE (ETR:M8G) As Its Stock Soars 28%

Feb 09
Earnings Tell The Story For Verve Group SE (ETR:M8G) As Its Stock Soars 28%

Verve Group's (ETR:M8G) Performance Raises Some Questions

Dec 06
Verve Group's (ETR:M8G) Performance Raises Some Questions

Why Investors Shouldn't Be Surprised By Verve Group SE's (ETR:M8G) 26% Share Price Surge

Nov 14
Why Investors Shouldn't Be Surprised By Verve Group SE's (ETR:M8G) 26% Share Price Surge

Revenues Tell The Story For Verve Group SE (ETR:M8G) As Its Stock Soars 25%

Sep 01
Revenues Tell The Story For Verve Group SE (ETR:M8G) As Its Stock Soars 25%

Further Upside For Verve Group SE (ETR:M8G) Shares Could Introduce Price Risks After 37% Bounce

Jul 04
Further Upside For Verve Group SE (ETR:M8G) Shares Could Introduce Price Risks After 37% Bounce

At €1.66, Is It Time To Put Verve Group SE (ETR:M8G) On Your Watch List?

Jun 21
At €1.66, Is It Time To Put Verve Group SE (ETR:M8G) On Your Watch List?

CEO

Remco Westermann (62 yo)

8yrs
在職期間

Mr. Remco Westermann is Managing Director of Verve Group, Inc. Mr. Westermann serves as Member of Advisory Board of arttrade GmbH. He served as President of the Board at Verve Group, Inc. until August 2022...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Remco Westermann
CEO & Directorno dataデータなし20.03%
€ 59.9m
Lars Salvador Duus
Chief Financial Officer1.3yrsデータなしデータなし
Prasanna Prasad
Chief Technology Officerless than a yearデータなしデータなし
Ingo Middelmenne
Head of European Investor Relations1yrデータなしデータなし
Soren Barz
Vice President Corporate Communications & Strategic Initiatives1yrデータなしデータなし
Esther Hilsen
Head of ESGno dataデータなしデータなし
Alex Stil
Chief Commercial & Strategy Officer1.8yrsデータなしデータなし
Mishel Alon
Chief Business Officerless than a yearデータなしデータなし
David Philippson
Chief Product Officerless than a yearデータなしデータなし
Thomas Jacobsen
Secretaryno dataデータなしデータなし
1.0yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: VRVの経営陣は 経験豊富 とはみなされません ( 1年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Remco Westermann
CEO & Director8yrsデータなし20.03%
€ 59.9m
Gregory Coleman
Independent Director1.9yrsデータなし0.014%
€ 40.4k
Alexander Doll
Independent Non-Executive Directorless than a yearデータなしデータなし
Peter Huijboom
Independent Director1.9yrsデータなし0.015%
€ 44.8k
Franca Ruhwedel
Independent Non-Executive Director3.7yrsデータなし0.0082%
€ 24.5k
Tobias Weitzel
Independent Chairman of the Board8yrsデータなし0.61%
€ 1.8m
Johan Roslund
Independent Non-Executive Director3.7yrsデータなし0.0024%
€ 7.3k
3.7yrs
平均在職期間
55yo
平均年齢

経験豊富なボード: VRVの 取締役会経験豊富 であると考えられます ( 3.7年の平均在任期間)。


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2026/05/03 14:57
終値2026/04/30 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 JamesBerenberg
Andreas WolfBerenberg
Matthew WeberCanaccord Genuity