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PlaySide Studios Limited Stock Price

ASX:PLY Community·AU$49.9m Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 69 Fair Values set on narratives written by author

PLY Share Price Performance

AU$0
-0.24 (-100.00%)
AU$0.34
Fair Value
AU$0
-0.24 (-100.00%)
Price AU$0

PLY Community Narratives

·
Fair Value AU$0.34 69.1% undervalued intrinsic discount

Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve

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·
Fair Value AU$0.4 73.8% undervalued intrinsic discount

Bullish View That Future AAA Outsourcing And Gaming Demand Will Drive Strong Expansion

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·
Fair Value AU$0.28 62.5% undervalued intrinsic discount

Heavy Reliance On Key Titles Will Test Outsourcing And Transmedia Potential Over Time

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AU$0.28
62.5% undervalued intrinsic discount
Revenue
6.92% p.a.
Profit Margin
24.83%
Future PE
16.09x
Price in 2029
AU$0.32
AU$0.4
73.8% undervalued intrinsic discount
Revenue
6.92% p.a.
Profit Margin
24.75%
Future PE
23.08x
Price in 2029
AU$0.46
AU$0.34
69.1% undervalued intrinsic discount
Revenue
5.53% p.a.
Profit Margin
20.3%
Future PE
24.85x
Price in 2029
AU$0.39

Trending Discussion

No trending discussion available.

Updated Narratives

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PLY: Future Margin Strength Will Offset Meta Contract Loss Risk

Fair Value: AU$0.28 62.5% undervalued intrinsic discount
1 users have set this as their fair value
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PLY: Contract Loss Will Refocus Costs And Support Higher Future Margins

Fair Value: AU$0.4 73.8% undervalued intrinsic discount
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1 users have liked this narrative
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PLY: Outsourcing Wind-Down Will Refocus Margins And Support Undervalued Profile

Fair Value: AU$0.34 69.1% undervalued intrinsic discount
25 users have set this as their fair value
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Snowflake Analysis

Flawless balance sheet with moderate growth potential.

3 Risks
3 Rewards

PlaySide Studios Limited Key Details

AU$40.6m

Revenue

AU$0

Cost of Revenue

AU$40.6m

Gross Profit

AU$39.5m

Other Expenses

AU$1.2m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
0.0025
100.00%
2.85%
0%
View Full Analysis

About PLY

Founded
2011
Employees
n/a
CEO
Benn Skender
WebsiteView website
www.playsidestudios.com

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.

Recent PLY News & Updates

Narrative Update Jul 06

PLY: Contract Loss Will Refocus Costs And Support Higher Future Margins

Analysts have trimmed their fair value estimate for PlaySide Studios to A$0.40 from A$0.60, reflecting updated views on more moderate revenue growth assumptions, a slightly lower discount rate, and a higher future P/E multiple supported by expectations for firmer profit margins. What’s in the News for PlaySide Studios Meta Platforms Technologies plans to terminate PlaySide Studios' outsourced development contracts on the Horizon Worlds social platform following internal restructuring, with all related work expected to conclude by July 31, 2026.
Narrative Update Jun 22

PLY: Outsourcing Wind-Down Will Refocus Margins And Support Undervalued Profile

Analysts have maintained their fair value estimate for PlaySide Studios at A$0.34 and adjusted underlying assumptions, citing slightly lower expected profit margins and a higher future P/E multiple as key drivers of the updated price target framework. What's in the News for PlaySide Studios Meta Platforms Technologies has informed PlaySide Studios that it will terminate outsourced development contracts on the Horizon Worlds social platform following internal restructuring at Meta.

Recent updates

No updates