The stock market can be blind to qualitative transformations, which is why seasoned analysts step in.
The market ignores the potential. Experts bet on 40 PLN per share
According to analyst Grzegorz Balcerowski from DM Trigon, the target price of 40 PLN per share is still valid. The expert bases his valuation on the DCF method, and Bloober Team shares rose on 27 July by 1,04% to 24,25 PLN.
This means the target valuation suggests a powerful, over 60‑percent growth potential.
Experts still believe that the progress the company has made in recent years is not fully reflected in its valuation. The Kraków developer has a record of successful transformations, and the current position of the company provides a solid foundation for further development.
The market still seems to ignore the upcoming production pipeline, which, if the announced games are delivered successfully, opens an exceptional opportunity for investors.
Chart. Bloober Team share price
Source: TradingView.
See also: CD Projekt shares before the breakthrough? GPW waits for Witcher 3 DLC. Expert points to possible dates
From Star Trek to cult horrors – a portfolio packed with hits
Expert optimism is not unfounded, as it is driven by an extensive portfolio linked to powerful, global brands. Bloober Team has boldly entered segments that will allow it to stand out in the crowded gaming market.
One of the key points is the collaboration with Paramount Games and the publishing agreement signed in June with Skydance. Under this, “Star Trek: Shadow Frontier” is being developed, a high‑budget single‑player game planned for 2027. Meanwhile, in the fourth quarter of 2026, players will receive early access on PC for “Saw: Genesis”, a game based on the legendary horror series.
The production generates high interest, as Gamalytic data shows its wishlist currently has about 250,000 sign‑ups.
It is worth noting that this is just the tip of the iceberg, as this fall a DLC for the well‑received “Cronos” titled “Lasarus” will debut. The company is also working on another record for Konami (Silent Hill 1) and this time on noticeably more favorable commercial terms.
Moreover, an authorial but currently mysterious “Project H” is being developed, and in February “Layers of Fear 3” and an exclusive Nintendo console title are announced.
It is worth adding that analysts have provided specific sales estimates for key titles in the first year after release:
- 2.5 million copies for “Silent Hill 1”;
- 1.2 million copies for “Project H”;
- 0.5 million for “Saw: Genesis”;
- 300,000 copies for “Star Trek: Shadow Frontier”;
- 300,000 copies for “Layers of Fear”.
See also: CD Projekt competitor shares crashed! The company announced grim news. Fans must arm themselves with patience
Financial results and solid fundamentals for the jump
From a financial perspective, the situation looks stable. In the upcoming second‑quarter results, operating results are expected to be similar to those achieved in the first quarter of 2026. Estimates point to revenue of about 34 million PLN, with an even split between the WFH (Work‑for‑Hire) and self‑publishing segments.
It is worth recalling that with its own brand “Cronos”, the developer recently announced that it had exceeded the production budget on the revenue side. Additionally, the partnership with Skydance on the new “Star Trek” will positively boost the WFH segment, as the publisher co‑finances production. Operating costs are expected at 36 million PLN, including 13 million PLN of depreciation.
It is worth noting that the shares of the gaming industry leader, CD Projekt, rose on 27 July by 3,14% to 233,3 PLN.
Chart. CD Projekt share price
Source: TradingView.
See also: CD Projekt shares accelerate the bull? Investors wait for Witcher 3 DLC. We know possible dates!
Source: Biznes Radar.
