Nexxen International Ltd.

NasdaqGM:NEXN 주식 리포트

시가총액: US$502.6m

Nexxen International 향후 성장

Future 기준 점검 3/6

Nexxen International은 연간 수입과 매출이 각각 24.7%와 7.3% 증가할 것으로 예상되고 EPS는 연간 25.9%만큼 증가할 것으로 예상됩니다.

핵심 정보

24.7%

이익 성장률

25.94%

EPS 성장률

Media 이익 성장31.1%
매출 성장률7.3%
향후 자기자본이익률n/a
애널리스트 커버리지

Good

마지막 업데이트17 Jun 2026

최근 향후 성장 업데이트

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.
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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.

이익 및 매출 성장 예측

NasdaqGM:NEXN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202845950N/AN/A2
12/31/2027428409413710
12/31/2026395328112410
3/31/2026373183870N/A
12/31/20253652580110N/A
9/30/20253763995125N/A
6/30/202537250103129N/A
3/31/202536944109132N/A
12/31/202436535127151N/A
9/30/202434914121142N/A
6/30/2024339-295115N/A
3/31/2024335-1087106N/A
12/31/2023332-214161N/A
9/30/2023344-201741N/A
6/30/2023335-192041N/A
3/31/2023326-73959N/A
12/31/2022335236883N/A
9/30/20223304299108N/A
6/30/202234655132140N/A
3/31/202235272160167N/A
12/31/202134273162170N/A
9/30/202132170138145N/A
6/30/20212906598105N/A
3/31/2021244294854N/A
12/31/202021223035N/A
9/30/2020221-141824N/A
6/30/2020255-152532N/A
3/31/2020292-62835N/A
12/31/20193266N/A45N/A
9/30/20193026N/A41N/A
6/30/20192787N/A36N/A
3/31/201927714N/A37N/A
12/31/201827722N/A38N/A
9/30/201828319N/A38N/A
6/30/201828916N/A39N/A
3/31/201825015N/A35N/A
12/31/201721114N/A31N/A
9/30/201717516N/A30N/A
6/30/201714019N/A29N/A
3/31/201713318N/A25N/A
12/31/201612616N/A20N/A
9/30/201611012N/A15N/A
6/30/2016947N/A10N/A
3/31/2016855N/A8N/A
12/31/2015762N/A6N/A
9/30/2015713N/A6N/A

애널리스트 향후 성장 전망

수입 대 저축률: NEXN 의 연간 예상 수익 증가율(24.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: NEXN 의 연간 수익(24.7%)이 US 시장(18.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: NEXN 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: NEXN 의 수익(연간 7.3%)이 US 시장(연간 12.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: NEXN 의 수익(연간 7.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: NEXN의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/01 03:01
종가2026/06/30 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 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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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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