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    Vusion (ENXTPA:VU) Wins JB Hi Fi Rollout, Is The Stock Too Cheap To Ignore?

    Simply Wall St·10/11/2026 16:35:33
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    Vusion (ENXTPA:VU) moved into focus after JB Hi-Fi confirmed plans to roll out the group’s digital shelf-edge platform across its Australian stores and New Zealand network, following a pilot that met the retailer’s connected store goals.

    Vusion’s latest contract win comes after a tough share price spell, with the stock down 41.63% on a year to date share price return and a 50.10% decline in 1 year total shareholder return, even though the 5 year total shareholder return is 135.36%. This points to long term holders still sitting on sizeable gains despite pressure in recent months.

    Scan beyond Vusion’s rebound potential and line up other retail tech plays using the hand-picked 92 AI infrastructure stocks, which could also benefit as connected store rollouts gain traction.

    With Vusion trading well below analyst targets after a sharp pullback, the practical question is whether to accept today’s reset price or wait for another swing lower as the JB Hi-Fi rollout beds in.

    Most Popular Narrative: 47% Undervalued

    Based on the widely followed narrative, Vusion’s fair value of €229.19 sits well above the last close at €122. That gap frames the JB Hi-Fi rollout as just one of several potential levers behind a valuation argument that sees the stock as materially discounted.

    I see VAS (AI, computer vision, retail analytics) as a key inflection point, as their increasing contribution should improve both profitability and revenue visibility.

    These offerings move the business model toward recurring revenues and strengthen customer stickiness.

    See why 3 investors see Vusion as 47% undervalued.

    According to basicFit26, the narrative leans heavily on Vusion’s shift toward software, services, and data. This can support recurring revenue streams and potentially steadier profitability than hardware alone. That storyline also factors in global rollouts and a large installed base of connected devices, which together frame a case for higher long term earnings power than the current share price implies.

    Result: Fair Value of €229.19 (UNDERVALUED)

    Still, execution setbacks in large U.S. deployments or slower than hoped adoption of higher margin software and services could quickly challenge the bullish Vusion thesis.

    Find out about the key risks to this Vusion narrative.

    Next Steps

    Plenty in this Vusion story leans upbeat, yet there are also clear question marks that more cautious holders keep circling back to. If you want to move fast and anchor your own view in the underlying data rather than headlines, start by weighing the 4 key rewards and 2 important warning signs.

    Looking for more Vusion-sized ideas?

    If you stop at Vusion, you risk missing other opportunities. Use the Simply Wall Street Screener to quickly spot fresh ideas before they move.

    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.