CFRA raises United Internet AG target to EUR22, maintains Buy

Published 10/03/2025, 16:02
CFRA raises United Internet AG target to EUR22, maintains Buy

Monday - CFRA analyst Adrian Ng has increased the price target on United Internet AG (ETR:UTDI:GR) stock to €22.00, up from the previous €18.00, while keeping a Buy rating on the shares. The new target price is based on a 2025 enterprise value to earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) multiple of 4.9 times, which is below the company’s historical averages.

Ng’s assessment suggests that the valuation for United Internet is justified, anticipating a shift in the company’s valuation more in line with telecommunications companies as opposed to internet services. He notes that United Internet is set to announce its full-year 2024 results on March 27. The company had revised its full-year 2024 revenue forecast downward in its third-quarter report, adjusting it to €6.35 billion from €6.4 billion, while keeping its EBITDA projection steady at €1.38 billion.

The analyst expects United Internet to achieve mid-single-digit revenue growth in 2024. This forecast is supported by strong contract growth and continued advancement in high-margin service revenues. The German telecommunications market’s relative stability is also seen as a supportive factor for the company’s growth.

CFRA’s positive outlook is further bolstered by the recent conclusion of elections in Germany, which Ng believes could contribute to market stability. This stability is anticipated to benefit United Internet as it progresses through the current fiscal year.

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