Nexxen International Ltd. (NEXN) AI Stock Analysis

Nexxen International Ltd., formerly known as Tremor International Ltd., operates a comprehensive software platform designed for targeted advertising and publishing solutions. Headquartered in Tel Aviv-Yafo, Israel, the company provides a demand side platform for advertisers and agencies to execute real-time digital marketing campaigns across diverse formats. It also delivers a sell side platform that enables publishers to optimize inventory management and revenue potential. In addition, Nexxen integrates DSP and SSP capabilities through a data management platform, serving ad buyers, brands, and digital publishers across key global markets.

Between FY2021 and FY2025, Nexxen achieved a 5-year revenue CAGR of 11.5%. Revenue moved from $341.9M in FY2021 to $365.5M in FY2024, before edging down 0.2% to $364.8M in FY2025. Gross margin expanded from 79.0% in FY2021 to 84.9% in FY2025, while operating margin fell from 21.8% to 8.9%. Net income was $25.0M in FY2025, recovering from a loss of -$21.5M in FY2023. For the trailing twelve months ended June 30, 2026, revenue was $382.9M. In the latest quarter, quarterly revenue grew 10.5% year-over-year, while quarterly earnings contracted 57.1%.

As of June 30, 2026, Nexxen held $132.0M in cash and short-term investments against total debt of $36.7M, yielding net cash of $95.3M. The company maintains a current ratio of 1.26 and a debt-to-equity ratio of 0.08, supported by shareholders' equity of $475.9M. In FY2025, operating cash flow reached $110.1M and free cash flow was $98.0M. Capital expenditures totaled $12.1M, while share buybacks absorbed $101.7M, contributing to a 21.0% decline in share count over 5 years.

At a closing price of $8.86 on October 16, 2026, Nexxen trades at a trailing P/E of 40.3x, above the 16.2x median of its US-listed Communication Services peers. Conversely, its forward P/E of 7.8x and EV to EBITDA of 4.4x sit below peer medians of 14.1x and 10.0x, respectively. The stock's price-to-sales multiple is 1.3x versus the peer median of 0.8x. Over the past year, NEXN shares gained 2.9%, trailing the S&P 500 return of 16.8%, and over five years the stock declined 52.9% while the benchmark gained 83.0%.

Wall Street coverage includes 4 Strong Buy and 5 Buy recommendations, with no Hold, Sell, or Strong Sell ratings. The mean price target of $14.64 implies 65.2% upside from the last close of $8.86. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $398.0M and EPS of $1.07, representing 9.3% EPS growth. Nexxen beat EPS estimates in 2 of the past 4 quarters, and its next earnings report is scheduled for November 12, 2026.

This page is an AI-written research summary of Nexxen International Ltd. (NEXN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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