Prosus stock falls 1.34 percent as AI strategy faces valuation test

Published on 10/07/2026 at 13:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Prosus stock's FY26 ecosystem revenue rose 57 percent to USD 9.7 billion on September 22, 2026. Jefferies cut its target to EUR 55.90 while keeping Buy.

Isometrische Illustration eines vernetzten digitalen Portfolios mit App-Symbolen und Servern — Isometrische 3D-Grafik zeigt digitales Portfolio-Ökosystem von Prosus N.V., ISIN NL0013654783, diversifizierte Internet-Beteiligungsholding Struktur, Illustration mit AI erstellt.

Prosus (ISIN NL0013654783) was last at EUR 35.09 on Euronext Amsterdam on October 7, 2026, down 1.34 percent during the session. The move leaves the stock only 1.77 percent above its 52-week low of EUR 34.48, making the valuation gap the central issue for investors.

AI leadership meets stronger numbers

As Yahoo Finance reported on September 22, 2026, Prosus created dedicated chief roles for AI, technology and product development. The appointments give CEO Fabricio Bloisi a clearer structure for applying data and automation across iFood, OLX, PayU and other portfolio businesses.

The operating figures provide measurable support for that strategy. FY26 ecosystem revenue rose 57 percent to USD 9.7 billion, adjusted EBITDA increased 84 percent to USD 1.3 billion and free cash flow reached USD 1.5 billion, according to Yahoo Finance.

Analysts see room above EUR 35

According to MarketScreener, 18 analysts carry a Buy consensus with an average target of EUR 61.05. That target lies 74.00 percent above Prosus stock's EUR 35.09 intraday price, a gap that implies the market is still assigning limited value to the operating portfolio.

The more cautious signal came from Jefferies. FinanzNachrichten reported on September 10, 2026, that analyst Giles Thorne cut the target from EUR 66.50 to EUR 55.90 but kept the Buy rating. The revision reflected more conservative adjusted EBITDA assumptions for 2027, while the analyst left revenue estimates through 2029 broadly unchanged.

Stock stays near yearly low

Prosus traded between EUR 34.87 and EUR 35.44 on October 7, 2026, with volume of 586,171 shares. Its 52-week range of EUR 34.48 to EUR 63.94 shows that the current quote is near the lower boundary despite the FY26 operating gains.

Prosus was last at EUR 35.09 on Euronext Amsterdam at 1:43 p.m. CEST on October 7, 2026. The next market test is whether stronger ecosystem earnings can narrow the discount reflected in the share price.