Can TeamViewer’s (XTRA:TMV) AI Push Redefine Its Competitive Edge in Enterprise Solutions?

• Earlier this month, TeamViewer announced new integrations of its AI-powered Digital Employee Experience with Salesforce's Agentforce IT Service, and was named a Leader in the ISG Provider Lens™ 2025 for Future of Work Solutions thanks to its innovations in automation, analytics, and unified endpoint management.
• This recognition highlights a shift in TeamViewer's focus towards advanced AI-driven workplace tools, which could enhance its role in optimizing enterprise digital environments.
• We'll explore how TeamViewer's recognition for AI innovation and enhanced device management could influence its investment narrative and growth outlook.

Find companies with promising cash flow potential yet trading below their fair value.

TeamViewer Investment Narrative Recap

To be a shareholder in TeamViewer, you need to believe that the company's transition to AI-powered digital workplace solutions can unlock new revenue streams and improve retention, even as rising competition and macroeconomic pressures remain front of mind. The latest earnings news, highlighting sales growth but declining net income and guidance at the low end due to the 1E acquisition, keeps the biggest short-term risk as margin compression, while ongoing enterprise adoption remains the most important near-term catalyst; overall, the impact of these results is material for both areas.

Among the recent announcements, TeamViewer's October 2025 launch of its Digital Employee Experience (DEX) integration with Salesforce's Agentforce IT Service stands out for its relevance, as it advances the company's strategy of embedding its solutions deeper into enterprise workflows. This effort to enhance real-time analytics and IT automation responds directly to the persistent need for better endpoint management and positions TeamViewer to capture growing demand for unified, AI-driven support tools.

Yet, in contrast, investors should be aware that the ongoing volatility and weak customer growth in TeamViewer's SMB segment could still impact...

Read the full narrative on TeamViewer (it's free!)

TeamViewer's outlook anticipates €943.2 million in revenue and €199.5 million in earnings by 2028. This is based on a projected 9.9% annual revenue growth rate and a €73.1 million increase in earnings from the current level of €126.4 million.

Uncover how TeamViewer's forecasts yield a €12.81 fair value, a 93% upside to its current price.

Exploring Other Perspectives

Eight fair value estimates from the Simply Wall St Community range from €10.02 to €25.41, reflecting widely differing expectations. These views coexist with concerns about ongoing SMB segment churn and margin pressure, inviting you to explore multiple outlooks for TeamViewer's future performance.

Explore 8 other fair value estimates on TeamViewer - why the stock might be worth over 3x more than the current price!

Build Your Own TeamViewer Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your TeamViewer research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free TeamViewer research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate TeamViewer's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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