Nexxen International（NEXN）株式概要
Nexxen International Ltd.は、世界中のブランド、代理店、メディアグループ、コンテンツクリエイター向けに、広告キャンペーンをエンゲージするエンドツーエンドかつ動画ファーストのプラットフォームを提供しています。 詳細
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Analyst Price Targets
Nexxen International Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$10.16 |
| 52週高値 | US$11.59 |
| 52週安値 | US$5.60 |
| ベータ | 1.46 |
| 1ヶ月の変化 | 18.14% |
| 3ヶ月変化 | 36.93% |
| 1年変化 | -4.06% |
| 3年間の変化 | 32.64% |
| 5年間の変化 | -53.73% |
| IPOからの変化 | 20.31% |
最新ニュース
ナラティブ更新 • Jul 15
NEXN: CTV And Mobile Expansion With AI Resilience Will Shape Next Phase
The updated analyst price target for Nexxen International has moved to $10.00, supported by analysts citing better visibility from growing enterprise adoption, stronger connected TV and mobile in app trends, and a focus on segments they view as more resilient to AI-related shifts in digital advertising. Analyst Commentary Recent research commentary on Nexxen International has centered on growing enterprise adoption, connected TV exposure, and mobile in app capabilities, with several firms updating price targets to reflect these themes.
ナラティブ更新 • Jul 01
NEXN: Agentic AI And CTV Mix Shift Will Drive Upside
Nexxen International's updated analyst price target now reflects a modest fair value adjustment to $21.81, as analysts highlight confidence in the durability of double-digit growth, platform-driven share gains in CTV and mobile in-app, and the potential for longer-term margin expansion supported by Agentic AI driven productivity gains. Analyst Commentary Recent research updates on Nexxen International reflect a cluster of bullish analysts raising their price targets and reiterating positive views following the company’s Investor and Analyst Day presentations.
ナラティブ更新 • Jun 17
NEXN: Raised FY26 Programmatic Guidance And CTV Momentum Will Drive Repricing
Analysts have lifted their Nexxen International price target by $0.20 to $12.19, citing stronger guidance supported by broad based business strength. Connected TV revenue is tracking up 20% and mobile revenue up 15% for Q2, alongside increased investment aimed at growing the programmatic business.ナラティブ更新 • Jun 03
NEXN: FY26 Guidance And DSP Supply Path Reset Will Drive Repricing
Analysts now see a mixed outlook for Nexxen International, with price targets ranging from $10 to $16 after recent Q4 results and guidance led some firms to trim expectations, while others slightly raised theirs based on the view that current headwinds could ease over time. Analyst Commentary Street research on Nexxen International is split between those who focus on the long-term opportunity hinted at in guidance and those who are more focused on recent operating pressure and customer concentration.Recent updates
ナラティブ更新 • Jul 15
NEXN: CTV And Mobile Expansion With AI Resilience Will Shape Next Phase
The updated analyst price target for Nexxen International has moved to $10.00, supported by analysts citing better visibility from growing enterprise adoption, stronger connected TV and mobile in app trends, and a focus on segments they view as more resilient to AI-related shifts in digital advertising. Analyst Commentary Recent research commentary on Nexxen International has centered on growing enterprise adoption, connected TV exposure, and mobile in app capabilities, with several firms updating price targets to reflect these themes.ナラティブ更新 • Jul 01
NEXN: Agentic AI And CTV Mix Shift Will Drive Upside
Nexxen International's updated analyst price target now reflects a modest fair value adjustment to $21.81, as analysts highlight confidence in the durability of double-digit growth, platform-driven share gains in CTV and mobile in-app, and the potential for longer-term margin expansion supported by Agentic AI driven productivity gains. Analyst Commentary Recent research updates on Nexxen International reflect a cluster of bullish analysts raising their price targets and reiterating positive views following the company’s Investor and Analyst Day presentations.ナラティブ更新 • Jun 17
NEXN: Raised FY26 Programmatic Guidance And CTV Momentum Will Drive Repricing
Analysts have lifted their Nexxen International price target by $0.20 to $12.19, citing stronger guidance supported by broad based business strength. Connected TV revenue is tracking up 20% and mobile revenue up 15% for Q2, alongside increased investment aimed at growing the programmatic business.ナラティブ更新 • Jun 03
NEXN: FY26 Guidance And DSP Supply Path Reset Will Drive Repricing
Analysts now see a mixed outlook for Nexxen International, with price targets ranging from $10 to $16 after recent Q4 results and guidance led some firms to trim expectations, while others slightly raised theirs based on the view that current headwinds could ease over time. Analyst Commentary Street research on Nexxen International is split between those who focus on the long-term opportunity hinted at in guidance and those who are more focused on recent operating pressure and customer concentration.ナラティブ更新 • 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ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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 $12.5 million, representing 2.7% of the company, under the buyback announced on August 15, 2025.ナラティブ更新 • Feb 05
NEXN: Integrated Ad Stack And Buybacks Will Support Future Reappraisal
Analysts have trimmed their aggregate price targets for Nexxen International by several dollars per share, into a high single digit to mid teens US$ 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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.株主還元
| NEXN | US Media | US 市場 | |
|---|---|---|---|
| 7D | 2.9% | -0.9% | -1.4% |
| 1Y | -4.1% | -22.6% | 17.4% |
業界別リターン: NEXN過去 1 年間で-22.6 % の収益を上げたUS Media業界を上回りました。
リターン対市場: NEXNは、過去 1 年間で17.4 % のリターンを上げたUS市場を下回りました。
価格変動
| NEXN volatility | |
|---|---|
| NEXN Average Weekly Movement | 5.8% |
| Media Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: NEXN 、 US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: NEXNの 週次ボラティリティ ( 6% ) 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 |
|---|---|---|---|
| 2007 | 909 | Ofer Druker | nexxen.com |
Nexxen International Ltd.は、世界中のブランド、広告代理店、メディアグループ、コンテンツクリエイター向けに、広告キャンペーンを展開するためのエンドツーエンドかつ「ビデオファースト」のプラットフォームを提供しています。 同社は、デマンドサイドプラットフォーム（DSP）を提供しており、広告主やその代理店がオムニチャネルキャンペーンの計画、実行、管理を行うためのセルフサービスソリューション、インベントリへのアクセス、オーディエンスターゲティングのためのデータ、フォーマットを横断したAIプランニング機能、テストソリューション、およびレポート・管理機能を提供しています。 「データプラットフォーム」は、地理的、行動的、消費動向、および人口統計データにわたるインサイトと推奨事項を提供するとともに、広告主やパブリッシャーが複数のデータソースを活用して直接オンボーディング、管理、計画、実行、測定を行い、パフォーマンスとROIを最適化できるようにします。 さらに、「サプライサイドプラットフォーム（SSP）」は、パブリッシャーがモバイルデバイス、CTV、ストリーミングデバイス、デスクトップなど、あらゆるスクリーンにわたるリアルタイム入札オークションを通じてデジタル広告インベントリを販売するためのセルフサービス型SSPソリューションです。 同社はまた、アナリティクスおよび人工知能（AI）サービスも提供しています。「Nexxen Discovery」は、顧客がターゲットを絞ったセグメントを作成し、リーチを拡大し、キャンペーンをリアルタイムで最適化できるよう支援するオーディエンスインサイトおよびアクティベーション製品です。また、「Nexxen Studio」は、社内のデジタルクリエイティブスタジオであり、ブランドや代理店のニーズに合わせた様々なクリエイティブソリューションを提供しています。 同社は、ブランドや広告代理店を含む広告主、およびデジタルパブリッシャーにサービスを提供しています。また、L2 Data社と戦略的提携を結び、政治広告主向けのプラットフォーム「VoterMatch」を立ち上げています。同社は以前はTremor International Ltd.という社名でしたが、2024年1月にNexxen International Ltd.に社名を変更しました。 Nexxen International Ltd.は2007年に設立され、イスラエルのテルアビブ・ヤフォに本社を置いています。
Nexxen International Ltd. 基礎のまとめ
| NEXN 基礎統計学 | |
|---|---|
| 時価総額 | US$566.12m |
| 収益（TTM） | US$18.10m |
| 売上高(TTM) | US$373.29m |
31.3x
PER（株価収益率1.5x
P/SレシオNEXN は割高か？
公正価値と評価分析を参照収益と収入
| NEXN 損益計算書（TTM） | |
|---|---|
| 収益 | US$373.29m |
| 売上原価 | US$60.21m |
| 売上総利益 | US$313.08m |
| その他の費用 | US$294.98m |
| 収益 | US$18.10m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.32 |
| グロス・マージン | 83.87% |
| 純利益率 | 4.85% |
| 有利子負債／自己資本比率 | 0% |
NEXN 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 | 2026/07/20 17:24 |
| 終値 | 2026/07/17 00:00 |
| 収益 | 2026/03/31 |
| 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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
Nexxen International Ltd. 10 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 |
|---|---|
| Robert Chantry | Berenberg |
| Tyler DiMatteo | BTIG |
| Maria Ripps | Canaccord Genuity |