Sage Group's fair value estimate has been revised to £10.79 from £11.40, a roughly 5% decrease. The adjustment reflects changes in key assumptions, including revenue growth trimmed to 8.54% from 8.88%, net profit margin set at 17.40% compared with 17.12% previously, and a future price-to-earnings ratio reduced to 20.56 times from 23.87 times. The discount rate was also raised to 9.83% from 9.48%. Analyst price targets on the stock range from 900 GBp to 1,165 GBp, with Peel Hunt upgrading to Buy with a 1,165 GBp target, while Deutsche Bank cut its target to 900 GBp and JPMorgan reduced its target to 1,000 GBp.
Sage Group PLCFair value estimate revised down 5% with mixed analyst views; some upgrades and some downgrades.
Peel Hunt LtdPeel Hunt upgraded Sage to Buy with a 1,165 GBp target, a positive analyst rating.