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Original-Research: Verve Group SE - from First Berlin Equity Research GmbH
Classification of First Berlin Equity Research GmbH to Verve Group SE
First Berlin Equity Research hat ein Research Update zu Verve Group SE (ISIN: SE0018538068) veröffentlicht. Analyst Ellis Acklin bestätigt seine BUY-Empfehlung und erhöht das Kursziel von EUR 5,50 auf EUR 6,00. Zusammenfassung: Verve beendete ein gutes Jahr mit seinem fünften starken Quartal in Folge. Angetrieben von einem organischen Umsatzwachstum von 24% verzeichneten alle operativen Ergebniskennzahlen im vierten Quartal ein Wachstum von über 50% J/J, wobei das AEBITDA auf Jahresbasis um 53% anstieg. Das Engagement des Unternehmens für ID-less Werbelösungen zahlt sich weiterhin aus, und nach der Übernahme der Jun Group im letzten Sommer verfügt der Ad-Tech-Spezialist nun über ein wesentlich ausgewogeneres Geschäft. Diese Geschichte kommt bei den Anlegern gut an, die in den letzten zwölf Monaten mit einem Anstieg des Aktienkurses um 160% belohnt wurden. Das Unternehmen deutete ein 'bedeutendes zweistelliges organisches Wachstum für 2025' an, und wir haben unsere Prognose aufgrund der Outperformance in Q4 erhöht. Unser Kursziel steigt auf €6 (zuvor: €5,50), und wir stufen Verve weiterhin mit Kaufen ein. First Berlin Equity Research has published a research update on Verve Group SE (ISIN: SE0018538068). Analyst Ellis Acklin reiterated his BUY rating and increased the price target from EUR 5.50 to EUR 6.00. Abstract: Verve capped off a good year with its fifth consecutive strong quarter. Spurred by 24% organic sales growth, all Q4 operating earnings KPIs showed Y/Y growth north of 50% with AEBITDA notching a 53% annualised uptick. The company's commitment to ID-less advertising solutions continues to pay off handsomely, and the ad tech specialist now has a much better balanced business following last summer's Jun Group acquisition. The story is resonating well with investors, who have been rewarded with a ~160% increase in the share price over the last twelve months. The company hinted at 'meaningful double-digit organic growth for 2025,' and we have upped FBe on the Q4 outperformance. Our TP moves to €6 (old: €5.5), and our rating stays at Buy. Bezüglich der Pflichtangaben gem. §34b WpHG und des Haftungsausschlusses siehe die vollständige Analyse. You can download the research here: http://www.more-ir.de/d/31940.pdf Contact for questions: First Berlin Equity Research GmbH Herr Gaurav Tiwari Tel.: +49 (0)30 809 39 686 web: www.firstberlin.com E-Mail: g.tiwari@firstberlin.com
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2097972 10.03.2025 CET/CEST
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