Jefferies downgrades Audinate Group stock rating to Hold on market saturation concerns

Published 11/08/2025, 10:32
Jefferies downgrades Audinate Group stock rating to Hold on market saturation concerns

Investing.com - Jefferies downgraded Audinate Group Ltd (ASX:AD8) stock rating from Buy to Hold on Monday, while lowering its price target to AUD7.50 from AUD9.50.

The downgrade comes as industry experts suggest that networked audio, Audinate’s core technology, has now saturated the majority of the company’s addressable market, potentially limiting future growth opportunities.

Jefferies noted that a clear winner in the video networking segment has yet to emerge, creating uncertainty for Audinate’s expansion beyond its audio networking solutions.

The research firm expressed concern that without a breakthrough in video and software competition, Audinate may struggle to maintain its historical growth rate of two to four times industry growth.

Jefferies based its lower price target of AUD7.50 on revised discounted cash flow (DCF) calculations, reflecting the more limited growth outlook for the audio networking technology provider.

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