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Verve Group SEXTRA:VRV Stock Report

Market Cap €299.0m
Share Price
€1.49
€4.02
62.8% undervalued intrinsic discount
1Y-58.2%
7D3.8%
Portfolio Value
View

Verve Group SE

XTRA:VRV Stock Report

Market Cap: €299.0m

Verve Group (VRV) Stock Overview

A digital media company, engages in the provision of ad-software solutions in North America and Europe. More details

VRV fundamental analysis
Snowflake Score
Valuation5/6
Future Growth4/6
Past Performance2/6
Financial Health0/6
Dividends0/6

VRV Community Fair Values

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Community Contributor
US$2.5FV 54.4% undervalued intrinsic discount
3.1%Revenue growth p.a.
1.6k
6
1
21
23d ago

Verve Group SE Competitors

Price History & Performance

Summary of share price highs, lows and changes for Verve Group
Historical stock prices
Current Share Price€1.49
52 Week High€4.18
52 Week Low€1.11
Beta0.86
1 Month Change5.14%
3 Month Change7.64%
1 Year Change-58.22%
3 Year Change21.46%
5 Year Change-66.80%
Change since IPO1,258.18%

Recent News & 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.

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?

Shareholder Returns

VRVDE MediaDE Market
7D3.8%-5.0%0.06%
1Y-58.2%-8.4%1.0%

Return vs Industry: VRV underperformed the German Media industry which returned -8.4% over the past year.

Return vs Market: VRV underperformed the German Market which returned 1% over the past year.

Price Volatility

Is VRV's price volatile compared to industry and market?
VRV volatility
VRV Average Weekly Movement7.4%
Media Industry Average Movement5.2%
Market Average Movement6.0%
10% most volatile stocks in DE Market12.3%
10% least volatile stocks in DE Market2.6%

Stable Share Price: VRV has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: VRV's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20001,041Remco Westermannverve.com

Verve Group SE, a digital media company, engages in the provision of ad-software solutions in North America and Europe. It operates in two segments, Demand Side Platforms (DSP) and Supply Side Platforms (SSP). The DSP segment enables advertisers to create, manage, and optimize data-driven digital advertising campaigns across all relevant ad formats and channels, and devices.

Verve Group SE Fundamentals Summary

How do Verve Group's earnings and revenue compare to its market cap?
VRV fundamental statistics
Market cap€298.97m
Earnings (TTM)€695.00k
Revenue (TTM)€568.55m
430.2x
P/E Ratio
0.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
VRV income statement (TTM)
Revenue€568.55m
Cost of Revenue€345.26m
Gross Profit€223.29m
Other Expenses€222.60m
Earnings€695.00k

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 27, 2026

Earnings per share (EPS)0.0035
Gross Margin39.27%
Net Profit Margin0.12%
Debt/Equity Ratio112.1%

How did VRV perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/03 04:52
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Verve Group SE is covered by 17 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Edward JamesBerenberg
Andreas WolfBerenberg
Matthew WeberCanaccord Genuity