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WEBTOON Entertainment's Valuation Drops as Analysts Debate Growth Outlook
16 Nov
Summary
- WEBTOON's fair value estimate decreases from $19.38 to $18.31
- Discount rate used in analyst models rises from 7.89% to 8.26%
- Bullish analysts cite Disney partnership as growth driver, bearish cite near-term uncertainty
As of November 16th, 2025, WEBTOON Entertainment has seen its fair value estimate decrease from $19.38 to $18.31, while the discount rate used in analyst models has ticked up slightly from 7.89% to 8.26%. These revisions reflect a more conservative outlook on the company's near-term prospects.
However, long-term optimism remains tied to WEBTOON's strategic partnership growth. Citi analyst John Yu significantly increased his price target on WEBTOON from $12 to $30, citing the company's enhanced partnership with Disney as a key driver for potential future growth. Similarly, Deutsche Bank raised its price target from $18 to $25 and maintained a Buy rating, expressing confidence in WEBTOON's execution and ongoing partnership strategies.
On the other hand, UBS analyst Jennifer Han downgraded WEBTOON from Buy to Neutral and lowered the price target from $16 to $13. She pointed to limited visibility on the timing, terms, and monetization of recent partnerships with Warner Bros. and Disney, highlighting ongoing uncertainty around the near-term impact of these initiatives.
As the story continues to unfold, investors will need to closely monitor these shifting valuations and sentiment to understand WEBTOON Entertainment's growth trajectory.
