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Stock impact report

Ubisoft: Not Expecting Much In Q4, Risks On The Horizon For 2025 [Seeking Alpha]

UBISOFT ENTMT UNSP/ADR (UBSFY) 
Company Research Source: Seeking Alpha
Ubisoft is hyping up the Q4 on the back of Skull and Bones, which has not been received well. They are also putting their chips on another live service shooter. Their investment areas of live service are saturated, risky and could go low ROI. We don't think there is much chance of positive news in the Q4. Boycott risks are somewhat remote but could be dangerous, and should be watched carefully. There isn't a major valuation case, and we'd maybe just go with more solid companies in the space that have comparable valuations, or even bottomfeeding with Embracer. Looking for a helping hand in the market? Members of The Value Lab get exclusive ideas and guidance to navigate any climate. Learn More » We've noticed in our coverage that there has been exceptionally poor performance of some of gaming's largest franchises since the 2021 boom, but also since before the pandemic. Therefore, some of it can of course be explained by slowdowns in performance from when COVID-19 made a capt Show less Read more
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