A Look at VEON's (NasdaqCM:VEON) Valuation Following Revenue Growth and Updated 2025 Outlook

VEON (NasdaqCM:VEON) just posted its latest quarterly results, showing a solid bump in revenue along with a move from profit to loss for the quarter. At the same time, management kept their 2025 growth targets unchanged.

See our latest analysis for VEON.

VEON’s reaffirmed 2025 growth targets and recent C-suite changes have kept investors’ attention, but the momentum has cooled lately. The shares are down nearly 19% over the past three months despite a robust 40% total shareholder return for the past year. Long-term holders have seen even larger gains, with the three-year total shareholder return standing at a staggering 379%. This is a reminder that volatility and opportunity often go hand in hand for this stock.

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With VEON’s share price down despite solid revenue growth and an upbeat 2025 outlook, investors may be wondering if there is untapped value on the table or if the market has already accounted for the company’s future growth prospects.

Most Popular Narrative: 32% Undervalued

Compared to VEON’s last close at $47.33, the most widely followed narrative pins a fair value at $69.64, pointing to a significant gap between market expectations and consensus analyst outlooks. This context sets up a central question: what dynamics are driving such a marked difference?

Ongoing shift toward an asset-light operational model and restructuring (including tower sales, selective market exits, and 4G-focused infrastructure investments) is driving operational efficiency, freeing up capital for reinvestment or shareholder returns, and improving ROIC. This is expected to boost long-term net margins and capital returns.

Read the complete narrative.

Curious how these restructuring efforts could change the game? The analyst blueprint hides bold predictions about future profitability, shrinking margins, and a crucial earnings multiple. Find out what else drives this aggressive valuation upgrade; there’s more to the story waiting to be uncovered.

Result: Fair Value of $69.64 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, currency swings in core markets and growing competition in digital services could quickly shift the outlook and challenge these bullish forecasts.

Find out about the key risks to this VEON narrative.

Build Your Own VEON Narrative

If you prefer to draw your own conclusions or want to dig deeper into the numbers, you can craft a personalized view in just a few minutes. Do it your way

A great starting point for your VEON research is our analysis highlighting 5 key rewards and 2 important warning signs that could impact your investment decision.

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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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