BMO cuts Ubisoft shares target, maintains Outperform rating

Published 26/09/2024, 13:18
BMO cuts Ubisoft shares target, maintains Outperform rating

BMO Capital has adjusted its outlook on Ubisoft Entertainment SA (UBI: FP) (OTC: UBSFY (OTC:UBSFY)), reducing the price target from €22.00 to €20.00 while maintaining an Outperform rating on the stock.

The revision comes in response to Ubisoft's recent announcement of lowered financial guidance for the second fiscal quarter and fiscal year 2025.

Ubisoft's updated guidance reflects the impact of several developments within the company. The initial performance of "Star Wars Outlaws" has been softer than expected, contributing to the revised projections.

Additionally, the delay of the "Assassin's Creed Shadows" release from November 15 to February 14 has been factored into the financial outlook. A third contributing factor to the adjusted guidance is the minimal impact from the performance of "XDefiant."

In other recent news, Ubisoft Entertainment SA has had a dynamic period marked by significant analyst attention. BMO Capital Markets upgraded Ubisoft's shares from Market Perform to Outperform, adjusting the price target to €22.00 from €27.00, citing the current valuation as a compelling reason for the upgrade.

BMO Capital Markets also noted the potential of the upcoming "Assassin's Creed Shadows" launch to boost Ubisoft's performance.

On the other hand, Exane BNP Paribas (OTC:BNPQY) downgraded Ubisoft's stock from "Outperform" to "Neutral," setting a new price target at €14.50 due to underperforming AAA titles and free-to-play games. The firm also lowered its sales forecasts for the game "Star Wars Outlaws" from 9 million to 6 million units.

TD Cowen maintained a Hold rating on Ubisoft but reduced the shares target from EUR27.00 to EUR23.00, following the postponement of two major mobile game releases to fiscal year 2026.

Meanwhile, Citi reaffirmed its Buy rating on Ubisoft, keeping a steady price target of EUR45.00, after Ubisoft's 2024 Forward event unveiled major upcoming releases.


InvestingPro Insights


As BMO Capital revises its stance on Ubisoft Entertainment SA, current InvestingPro data and insights offer additional context for investors considering the company's stock. With a market capitalization of $1.36 billion and an attractive P/E ratio of 7.32, Ubisoft appears to be valued reasonably in relation to its earnings. Moreover, the company's impressive gross profit margin of 91.13% over the last twelve months as of Q4 2024 underscores its ability to retain a significant portion of its revenue after the cost of goods sold, which is a positive indicator of financial health.

Notably, an InvestingPro Tip highlights that Ubisoft's stock is currently trading near its 52-week low, suggesting potential value for investors if the company's prospects improve. Additionally, the stock's RSI indicates it is in oversold territory, which could signal a buying opportunity for contrarian investors or those looking for a rebound. For those interested in exploring further, there are additional InvestingPro Tips available, providing a deeper dive into Ubisoft's financial nuances.

Investors can find a total of 14 InvestingPro Tips on Ubisoft, offering a comprehensive analysis of the company's performance and potential investment opportunities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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