Did Modern Times Group MTG’s Raised 2025 Growth Guidance Just Shift Its (OM:MTG B) Investment Narrative?

• On October 9, 2025, Modern Times Group MTG AB raised its full-year 2025 earnings guidance, increasing expected organic growth to 7%-9% and total reported revenues to SEK11.4–SEK11.7 billion, up from its earlier target of 3%-7% organic growth.
• This upward revision in outlook signals improved operational expectations for MTG, reflecting momentum in its underlying business performance and future growth prospects.
• We'll explore how MTG's increased organic growth forecast for 2025 could reshape the company's investment narrative and its future outlook.

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Modern Times Group MTG Investment Narrative Recap

To remain a shareholder in Modern Times Group MTG, you need to believe in the company’s ability to sustain organic growth through a strong mobile gaming portfolio and new title launches, despite significant reliance on a handful of top-performing games. The upgraded 2025 guidance is a positive signal for momentum, but the concentration risk around key titles remains the most important near-term risk; this revised outlook is unlikely to reduce that risk in any material way.

Of recent announcements, MTG’s reorganization into two commercial divisions, Midcore and Casual within its Gaming Village, stands out as closely related to the stronger business outlook. This structural change is intended to sharpen focus on specific market segments, potentially supporting further organic growth, yet the short-term impact on diversification and margin trends will remain closely watched alongside performance drivers.

In contrast to upbeat growth forecasts, investors should be aware of MTG's ongoing vulnerability should any of its top three titles lose traction with users...

Read the full narrative on Modern Times Group MTG (it's free!)

Modern Times Group MTG's narrative projects SEK14.3 billion revenue and SEK1.2 billion earnings by 2028. This requires 18.6% yearly revenue growth and an earnings increase of SEK1.264 billion from the current earnings of SEK -64 million.

Uncover how Modern Times Group MTG's forecasts yield a SEK131.67 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Two fair value estimates from the Simply Wall St Community put MTG’s worth between SEK131.67 and SEK341.89 per share. With organic growth increasingly driven by user acquisition and new games, your view on the company’s performance will likely depend on your confidence in sustained daily active user expansion over time.

Explore 2 other fair value estimates on Modern Times Group MTG - why the stock might be worth just SEK131.67!

Build Your Own Modern Times Group MTG 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 Modern Times Group MTG research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Modern Times Group MTG research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Modern Times Group MTG'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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