PLY Share Price Performance
AU$0
-0.22 (-100.00%)
Price AU$0
Fair ValueAU$0.84
Share Pricen/a
PlaySide Studios Limited Stock Price
- 4 Narratives written by author
- 4 Comments on narratives written by author
- 63 Fair Values set on narratives written by author
PLY Community Narratives
HE
Fair Value AU$0.84 65.5% 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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AN
Fair Value AU$0.52 44.2% undervalued intrinsic discount
Analysts Lift PlaySide Studios Price Target as Revenue Outlook and Profit Margins Improve
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24users have followed this narrative
AN
Fair Value AU$0.44 34.2% undervalued intrinsic discount
Heavy Reliance On Key Titles Will Test Outsourcing And Transmedia Potential Over Time
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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 still being priced like a sleepy, low-growth work-for-hire studio, despite now sitting on the largest and most statistically credible IP slate in its history, backed by hard wishlist data and a materially leaner cost base. After reviewing the updated Steam wishlist data, indie comps, sell-through ratios, past margins and the latest company guidance, my view is: If the upcoming slate lands even “normally well”, FY26 earnings power justifies a move from ~0.265 today into the 0.70–1.00 range over the next 12–18 months, with upside beyond that if one title genuinely breaks out.Read more
2.4k
users have viewed this narrative8users have liked this narrative
2users have commented on this narrative
13users have followed this narrative
HE
AU$0.84
65.5% undervalued intrinsic discount
HegelBayeBagel's Fair Value
Revenue
32% p.a.
Profit Margin
18%
Future PE
22x
Price in 2029
AU$1.08
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
411
users have viewed this narrative0users have liked this narrative
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24users have followed this narrative
AN
AU$0.52
44.2% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
15.82% p.a.
Profit Margin
14.08%
Future PE
25.58x
Price in 2029
AU$0.66
Heavy Reliance On Key Titles Will Test Outsourcing And Transmedia Potential Over Time
Catalysts About PlaySide Studios PlaySide Studios develops and publishes video games across original IP and Work for Hire contracts for major global publishers and platforms. What are the underlying business or industry changes driving this perspective?Read more
40
users have viewed this narrative0users have liked this narrative
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1users have followed this narrative
AN
AU$0.44
34.2% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
16.55% p.a.
Profit Margin
6.69%
Future PE
44.79x
Price in 2029
AU$0.56
Bullish View That Future AAA Outsourcing And Gaming Demand Will Drive Strong Expansion
Catalysts About PlaySide Studios PlaySide Studios is a diversified video game developer and publisher focused on original IP, AAA work for hire and high profile licensed franchises across PC, console, VR and mobile. What are the underlying business or industry changes driving this perspective?Read more
31
users have viewed this narrative0users have liked this narrative
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AN
AU$0.6
51.7% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
17.5% p.a.
Profit Margin
22.3%
Future PE
17.87x
Price in 2028
AU$0.77
Trending Discussion
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$0.84 65.5% undervalued intrinsic discount
13 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
PLY: Incoming CFO Will Support Margins And Sustain Undervalued Outlook
Fair Value: AU$0.52 44.2% undervalued intrinsic discount
24 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Heavy Reliance On Key Titles Will Test Outsourcing And Transmedia Potential Over Time
Fair Value: AU$0.44 34.2% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
PlaySide Studios Limited Key Details
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.
