PLY Share Price Performance
AU$0.18
-0.23 (-56.63%)
78.0% undervalued intrinsic discount
AU$0.82
Fair Value
Price AU$0.18
HegelBayeBagel AU$0.82
AnalystConsensusTarget AU$0.52
Fair ValueAU$0.82
Share Pricen/a
PlaySide Studios Limited Stock Price
- 2 Narratives written by author
- 3 Comments on narratives written by author
- 30 Fair Values set on narratives written by author
PLY Community Narratives
HE
Fair Value AU$0.82 78.0% undervalued intrinsic discount
PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade
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Fair Value AU$0.52 65.0% undervalued intrinsic discount
Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve
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PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade
PlaySide Studios (ASX: PLY) is being priced like a sleepy, low-growth work-for-hire shop right before the biggest IP slate in its history goes live. After going through Steam wishlist data, indie comps, sell-through ratios, past margins and the latest analyst notes, my view is simple: If the upcoming slate lands even normally well, FY26 can justify a move from around 0.19–0.20 today to the 0.70–1.00 range, with more if one title really breaks out.Read more
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HE
AU$0.82
78.0% undervalued intrinsic discount
HegelBayeBagel Fair Value
Revenue growth
40% p.a.
Profit Margin
17.5%
Future PE
20x
Share price in 2028
AU$1.14
Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve
Key Takeaways Major new title launches and cross-platform strategies are poised to boost revenue, margins, and expand PlaySide's market reach across diverse audiences. Industry outsourcing trends and internal cost control are driving recurring revenue, operational stability, and improved cash flow prospects.Read more
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AN
AU$0.52
65.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
15.25% p.a.
Profit Margin
12.81%
Future PE
28.12x
Share price in 2028
AU$0.65
Recently Updated Narratives
HE
PlaySide Studios: Market Is Sleeping on a Potential 10M+ Unit Breakout Year, FY26 Could Be the Rerate of the Decade
Fair Value: AU$0.82 78.0% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve
Fair Value: AU$0.52 65.0% undervalued intrinsic discount
14 followersusers have followed this narrative
1 commentusers have commented on this narrative
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Snowflake Analysis
PlaySide Studios Limited Key Details
Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
n/a
- -0.027
- 100.00%
- -24.86%
- 0%
About PLY
- Founded
- 2011
- Employees
- n/a
- CEO
- WebsiteView website
PlaySide Studios Limited develops and sells mobile, PC, and console video games in Australia. It also offers virtual reality games. The company was incorporated in 2011 and is based in Port Melbourne, Australia.
