UBS downgrades P10 stock as growth initiatives weigh on near-term margins

Published 21/08/2024, 09:00
UBS downgrades P10 stock as growth initiatives weigh on near-term margins

On Wednesday, UBS adjusted its stance on P10 Inc (NYSE:PX), downgrading the stock from Buy to Neutral while increasing the price target to $10.50, up from the previous $10.00. The firm's decision reflects a cautious outlook on the company's near-term earnings potential and valuation.

The downgrade comes amid expectations of muted Fee-Related Earnings (FRE) growth for P10. The analyst from UBS noted that the potential upside from any prospective acquisitions is likely to be modest, leading to the view that the shares are now fully valued at their current price.

The CEO of P10, Luke Sarsfield, has been focusing on building the organization and investing in growth, which is anticipated to benefit the company in the long run.

However, these initiatives are expected to dampen near-term margins by approximately 500 basis points, resulting in a lower earnings power for the upcoming year.

The revised earnings forecast for P10 is based on several factors, including the company's strategic growth spending and the delayed impact of fundraising and margin expansion efforts. According to UBS, any significant improvement in these areas will likely materialize later next year.

UBS's new price target of $10.50 is primarily influenced by the expectation of low single-digit growth in Fee-Related Earnings. This modest growth projection suggests a tempered outlook for P10's financial performance in the near future.

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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