Verve Group SE

XTRA:VRV Voorraadrapport

Marktkapitalisatie: €299.0m

Verve Group Inkomsten in het verleden

Verleden criteriumcontroles 2/6

Verve Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 19.7%, terwijl de Media-industrie de winst zag groeien met 6% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 19.4%. Het rendement op eigen vermogen van Verve Group is 0.2%, en het heeft een nettomarge van 0.1%.

Belangrijke informatie

19.70%

Groei van de winst

14.46%

Groei van de winst per aandeel

Media Groei van de industrie-2.36%
Inkomstengroei19.36%
Rendement op eigen vermogen0.16%
Nettomarge0.12%
Volgende winstupdate27 May 2026

Recente prestatie-updates uit het verleden

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

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

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?

Opbrengsten en kosten

Hoe Verve Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

XTRA:VRV Opbrengsten, kosten en inkomsten (EUR Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 2556911040
30 Sep 25521111010
30 Jun 2549623960
31 Mar 2548828910
31 Dec 2446229840
30 Sep 2441719790
30 Jun 2438151790
31 Mar 2436147800
31 Dec 2334847830
30 Sep 2334413810
30 Jun 23355-23800
31 Mar 23357-22780
31 Dec 22353-20760
30 Sep 2233916710
30 Jun 2231216650
31 Mar 2229016610
31 Dec 2127516570
30 Sep 2124111530
30 Jun 212118480
31 Mar 211825440
31 Dec 201563410
30 Sep 201350390
30 Jun 201260380
31 Mar 201100340
31 Dec 19940290
30 Sep 19750250
30 Jun 19580240
31 Mar 19460190
31 Dec 18351160
30 Sep 1822190
30 Jun 1810130
31 Mar 185010
31 Dec 170000
30 Sep 171-100
30 Jun 171-200
31 Mar 171000
31 Dec 161200
30 Sep 161300
30 Jun 160400
31 Mar 160200

Kwaliteitswinsten: VRV heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (0.1%) VRV } zijn lager dan vorig jaar (6.2%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van VRV is de afgelopen 5 jaar met 19.7% per jaar gegroeid.

Versnelling van de groei: De winstgroei VRV is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: VRV had het afgelopen jaar een negatieve winstgroei ( -97.6% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Media ( -3.9% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 0.2% ) van VRV wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/04 10:14
Aandelenkoers aan het einde van de dag2026/04/30 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Verve Group SE wordt gevolgd door 17 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Edward JamesBerenberg
Andreas WolfBerenberg
Matthew WeberCanaccord Genuity