Added to YB: 2026-01-21
Pitch date: 2026-01-19
VER.ST [bullish]
Verve Group SE
-30.37%
current return
Author Info
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Company Info
Verve Group SE, a digital media company, engages in the provision of ad-software solutions in North America and Europe.
Market Cap
EUR 391.8M
Pitch Price
EUR 1.88
Price Target
5.00 (+282%)
Dividend
N/A
EV/EBITDA
7.33
P/E
36.91
EV/Sales
1.45
Sector
Media
Category
growth
A dirty, high risk Ad Tech bet with fantastic Upside (7-52% expected 5y-CAGR) - Verve Group SE
VER.ST: Programmatic ad marketplace w/ 30% growth, 80% organic, trading 2.5x EBITDA despite scale in $1T market. Bull: ID-less mobile focus benefits from Apple privacy changes, 25-30% revenue CAGR targeted. Bear: 3.5x leverage, heavy dilution (70M→200M shares), botched platform consolidation forced guidance cuts, weak mgmt credibility. High risk/reward setup.
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