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Nexxen International Ltd.NasdaqGM:NEXN 주식 보고서

시가총액 US$479.2m
주가
US$8.60
US$12.19
29.5% 저평가 내재 할인율
1Y-11.3%
7D0.2%
1D
포트폴리오 가치
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Nexxen International Ltd.

NasdaqGM:NEXN 주식 리포트

시가총액: US$479.2m

Nexxen International (NEXN) 주식 개요

는 전 세계 브랜드, 대행사, 미디어 그룹 및 콘텐츠 크리에이터를 위한 광고 캠페인에 참여하는 엔드투엔드 비디오 우선 플랫폼을 제공합니다. 자세히 보기

NEXN 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장3/6
과거 실적1/6
재무 건전성6/6
배당0/6

NEXN Community Fair Values

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Nexxen International Ltd. 경쟁사

가격 이력 및 성과

Nexxen International 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$8.60
52주 최고가US$11.59
52주 최저가US$5.60
베타1.48
1개월 변동3.86%
3개월 변동30.70%
1년 변동-11.34%
3년 변동20.45%
5년 변동-54.74%
IPO 이후 변동1.84%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
User avatar
새로운 내러티브 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.

주주 수익률

NEXNUS MediaUS 시장
7D0.2%-6.7%1.4%
1Y-11.3%-21.4%25.7%

수익률 대 산업: NEXN은 지난 1년 동안 -21.4%의 수익을 기록한 US Media 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: NEXN은 지난 1년 동안 25.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is NEXN's price volatile compared to industry and market?
NEXN volatility
NEXN Average Weekly Movement5.2%
Media Industry Average Movement8.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

안정적인 주가: NEXN는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: NEXN의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2007909Ofer Drukernexxen.com

Nexxen International Ltd.는 전 세계 브랜드, 대행사, 미디어 그룹 및 콘텐츠 제작자를 대상으로 광고 캠페인을 진행하는 엔드투엔드(end-to-end) 및 비디오 우선 플랫폼을 제공합니다. 이 회사는 광고주와 대행사가 옴니채널 캠페인을 기획, 실행 및 관리하고, 인벤토리에 접근하며, 타겟팅 대상에 대한 데이터를 활용하고, 다양한 포맷에 걸친 AI 기획 기능, 테스트 솔루션, 보고 및 관리 기능을 이용할 수 있는 셀프 서비스 솔루션을 제공하는 수요 측 플랫폼(DSP)을 제공합니다; 데이터 플랫폼은 지리적, 행동적, 소비 및 인구통계학적 데이터를 아우르는 인사이트와 권장 사항을 제공할 뿐만 아니라, 광고주와 퍼블리셔가 다양한 출처의 데이터를 활용해 직접 온보딩, 관리, 기획, 실행 및 성과를 측정함으로써 성과와 ROI를 최적화할 수 있도록 지원합니다; 그리고 ‘공급 측 플랫폼(Supply Side Platform)’은 퍼블리셔가 모바일 기기, CTV, 스트리밍 기기, 데스크톱 등 다양한 화면을 아우르는 실시간 입찰 경매를 통해 디지털 광고 인벤토리를 판매할 수 있도록 지원하는 셀프 서비스 공급 측 플랫폼 솔루션입니다. 또한 이 회사는 분석 및 인공지능 서비스를 제공하며, 고객이 타겟 세그먼트를 생성하고 도달 범위를 확대하며 캠페인을 실시간으로 최적화할 수 있도록 돕는 오디언스 인사이트 및 활성화 제품인 ‘넥센 디스커버리(Nexxen Discovery)’와, 브랜드 및 대행사의 요구에 맞춘 다양한 크리에이티브 솔루션을 제공하는 사내 디지털 크리에이티브 스튜디오인 ‘넥센 스튜디오(Nexxen Studio)’를 운영하고 있습니다.

Nexxen International Ltd. 기초 지표 요약

Nexxen International의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
NEXN 기초 통계
시가총액US$479.20m
순이익 (TTM)US$18.10m
매출 (TTM)US$373.29m
26.5x
주가수익비율(P/E)
1.3x
주가매출비율(P/S)

NEXN는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
NEXN 손익계산서 (TTM)
매출US$373.29m
매출원가US$60.21m
총이익US$313.08m
기타 비용US$294.98m
순이익US$18.10m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.32
총이익률83.87%
순이익률4.85%
부채/자본 비율0%

NEXN의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/21 19:04
종가2026/06/18 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Nexxen International Ltd.는 17명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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