EEX Stock Forecast & Price Target

Emerald Holding Inc is projecting a robust financial outlook, with anticipated revenue growth exceeding 9% in 2025, aided by a favorable pace in the first half of the year compared to the previous year. The company has reported a year-over-year increase in revenue and EBITDA, with a 6.5% rise in 4Q24 revenue, which aligns with its long-term strategy of achieving mid to high single-digit revenue growth through net square foot sold growth, better yield, and the introduction of new events. Furthermore, the company's profitability is expected to improve in 2025 due to the elimination of unprofitable activities in 2024, providing a solid margin setup amidst positive sector consolidation trends.

Emerald Holding Inc has reported an EBITDA of $33.8 million, representing a nearly 6% year-over-year decline, which raises concerns about its financial stability and growth prospects. The potential for a double-dip recession poses a risk to attendance at B2B trade shows, a key revenue source for the company, while the controlling shareholder, Onex, may pursue initiatives favoring its interests over those of minority shareholders, creating further investor skepticism. The company's stock has fallen 23% year-to-date despite limited direct company news, leading to worries that ongoing non-cash accretion of convertible preferred equity and broader economic challenges may negatively impact sentiment among minority shareholders.