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    Prosus (ENXTAM:PRX) Is Down 6.4% After Earnings Jump And Massive Buyback Completion - What's Changed

    Simply Wall St·12/04/2025 12:40:38
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    • In November 2025, Prosus N.V. reported half-year results showing sales of US$3,623 million and net income of US$5,632 million, both higher than a year earlier, alongside a sharp rise in basic earnings per share from continuing operations to US$2.53.
    • Over the same period, Prosus also completed a very large share repurchase program, retiring 985,402,795 shares for US$33.50 billion since June 2022, which materially reshapes its capital structure and per-share metrics.
    • With this combination of higher earnings and a very large buyback now in place, we’ll explore how Prosus’s investment narrative may evolve.

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    Prosus Investment Narrative Recap

    To own Prosus, you need to believe its global e-commerce and internet portfolio can convert ecosystem synergies, AI adoption and disciplined capital allocation into durable per share value. The latest half year results and completion of a very large buyback reinforce that per share earnings and capital returns are the key near term catalyst, while execution risk around using AI and internal best practice sharing to lift margins remains central. The November 2025 news materially amplifies this earnings per share story.

    The completion of the US$33.50 billion share repurchase, which retired about 27% of the share count, is the announcement that most directly links to this earnings update. Together with higher net income, it tightens the focus on whether Prosus’s ecosystem and AI investments translate into sustainably higher profit per share, or whether the company’s sizeable cash deployment into investments and capital returns introduces fresh pressure if those assets or initiatives underperform.

    Yet while the buyback reshapes per share metrics, investors should still be aware of how much depends on Prosus successfully using AI across very different markets...

    Read the full narrative on Prosus (it's free!)

    Prosus' narrative projects $9.9 billion revenue and $11.8 billion earnings by 2028. This requires 17.1% yearly revenue growth and a $0.7 billion earnings decrease from $12.5 billion today.

    Uncover how Prosus' forecasts yield a €63.25 fair value, a 22% upside to its current price.

    Exploring Other Perspectives

    ENXTAM:PRX Community Fair Values as at Dec 2025
    ENXTAM:PRX Community Fair Values as at Dec 2025

    Simply Wall St Community members place Prosus’s fair value between €35.55 and €70 across 4 separate views, highlighting how far opinions can diverge. Against that backdrop, the recent jump in earnings per share and the impact of the completed US$33.50 billion buyback give you a clear focal point for weighing how operational execution might feed into future outcomes.

    Explore 4 other fair value estimates on Prosus - why the stock might be worth 31% less than the current price!

    Build Your Own Prosus Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.