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Naspers (NPSNY)
OTHER OTC:NPSNY
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Naspers (NPSNY) Price & Analysis

270 Followers

NPSNY Stock Chart & Stats

$9.62
$0.39(4.16%)
At close: 4:00 PM EDT
$9.62
$0.39(4.16%)

Bulls Say, Bears Say

Bulls Say
Accelerating Growth And Cash GenerationStrong revenue scale, sharply higher EBITDA, and the recovery of free cash flow demonstrate improving operating momentum across the group. If sustained, better cash generation can fund platform investment internally, strengthen financial flexibility, and support continued expansion without relying solely on asset sales or external capital.
Diversified Ecosystem ExpansionRapid growth across grocery, pharmacy, fintech, travel, and other adjacencies broadens Naspers beyond a single platform or category. Increasing revenue and profit contribution from these businesses can deepen customer engagement, diversify earnings, and create a more durable ecosystem with multiple monetization channels.
Technology-led Efficiency And Platform AdvantageProprietary AI capabilities and demonstrated logistics savings suggest that Naspers can improve personalization, operating efficiency, and partner economics at scale. These tools may reinforce platform competitiveness by lowering service costs and supporting better customer and merchant experiences across its expanding ecosystem.
Bears Say
Thin And Volatile Core Operating ProfitabilityDespite better revenue and gross-margin trends, core operating profitability remains modest and historically inconsistent. Thin margins leave less protection against cost increases or weaker demand, while volatile net income makes earnings quality harder to assess and limits confidence that recent financial improvement will persist through the cycle.
Brazilian Competitive Pressure Raises CostsAggressive subsidy spending in Brazil can force higher customer-acquisition and fulfillment costs, reducing the profitability of a strategically important market. Continued competitive intensity may delay breakeven for parts of iFood, require further investment, and make growth more expensive even as order volumes expand.
Cash-flow And Working-capital VolatilityRecent positive cash generation is encouraging, but the history of negative flows and the latest decline show that conversion is not consistently dependable. Working-capital demands from merchant receivables, payables, and fintech expansion can absorb cash, complicating funding plans and increasing dependence on disciplined capital allocation.

Naspers News

NPSNY FAQ

What was Naspers’s price range in the past 12 months?
Naspers lowest stock price was $8.96 and its highest was $15.15 in the past 12 months.
    What is Naspers’s market cap?
    Naspers’s market cap is $34.12B.
      When is Naspers’s upcoming earnings report date?
      Naspers’s upcoming earnings report date is Nov 30, 2026 which is in 76 days.
        How were Naspers’s earnings last quarter?
        Naspers released its earnings results on Jun 29, 2026. The company reported -$1.24 earnings per share for the quarter, missing the consensus estimate of -$0.338 by -$0.902.
          Is Naspers overvalued?
          According to Wall Street analysts Naspers’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Naspers pay dividends?
            Naspers pays a Annually dividend of $0.06 which represents an annual dividend yield of 0.66%. See more information on Naspers dividends here
              What is Naspers’s EPS estimate?
              Naspers’s EPS estimate is 0.48.
                How many shares outstanding does Naspers have?
                Naspers has 3,825,466,800 shares outstanding.
                  What happened to Naspers’s price movement after its last earnings report?
                  Naspers reported an EPS of -$1.24 in its last earnings report, missing expectations of -$0.338. Following the earnings report the stock price went up 4.312%.
                    Which hedge fund is a major shareholder of Naspers?
                    Currently, no hedge funds are holding shares in NPSNY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Naspers Stock Smart Score

                      Company Description

                      Naspers

                      Naspers Limited stands as a prominent global player in the consumer internet domain, simultaneously operating and maintaining strategic investments across a wide spectrum of digital platforms. Its extensive portfolio encompasses classifieds, food delivery services (including its eMAG online grocery and food network), payments and fintech solutions, various e-tail ventures, educational technology (edtech), health tech, and other e-commerce initiatives, alongside broader social and internet platforms. Beyond its significant digital footprint, the company also engages in traditional media, publishing and digitally disseminating newspapers, magazines, and books, while also providing media logistics services. Founded in 1915, Naspers Limited is headquartered in Cape Town, South Africa.

                      Naspers (NPSNY) Earnings & Revenues

                      NPSNY Company Deck

                      NPSNY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a strong set of operational and financial highlights — sizable revenue and EBITDA growth, substantial free cash flow improvement, rapid expansion of adjacencies (grocery, pharmacy, fintech), and clear AI/tech advantages (LCM, ToqanClaw, Zapia). Management is deliberately prioritizing strategic investments (notably in JET and iFood adjacencies) which creates near-term pressure on group profitability and exposes the business to competitive intensity (notably in Brazil) and execution risk when scaling pilots. Despite these challenges, the breadth of growth metrics, profitability improvements in several businesses (OLX, PayU India), and meaningful tech-led cost savings indicate confidence in the long-term thesis.View all NPSNY earnings summaries
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                      Ownership Overview

                      <0.01%<0.01%99.99%
                      Insiders
                      <0.01% Other Institutional Investors
                      99.99% Public Companies and
                      Individual Investors
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