Zip Co (ASX:ZIP) Is Down 31.9% After A$50m Buyback And Profit Lift - Has The Bull Case Changed?

Simply Wall St.02-24 13:17

Zip Co Limited (ASX:ZIP) has authorized a share repurchase program of up to 92,161,082 shares for A$50,000,000, alongside reporting half-year 2025 revenue of A$658.11 million and net income of A$52.35...

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These moves, coupled with the launch of its \"In You We Trust\" brand platform and refreshed app features, indicate a coordinated push to reinforce customer trust and capital allocation discipline. Next, we’ll examine how the newly announced A$50,000,000 buyback could reshape Zip Co’s existing investment narrative and long-term appeal. Outshine the giants: these 24 early-stage AI stocks could fund your retirement.AdvertisementZip Co Investment Narrative RecapTo own Zip Co today, you need to believe its BNPL and broader lending model can keep scaling while managing credit risk, funding costs, and regulatory pressure. The new A$50,000,000 buyback and stronger half year 2025 earnings do not remove those risks, but they may reinforce confidence in Zip’s capital position and support the near term focus on restoring profitability after a sharp share price pullback. The most relevant update here is the half year 2025 result, with revenue of A$658.11 million and net income of A$52.35 million, both higher than a year earlier. This earnings step up sits alongside the renewed buyback and brand refresh, and matters because profitability and credit outcomes are central to the current catalyst of improving earnings, while still leaving open the risk of higher bad debts or funding strain if conditions change. But against this, investors also need to be aware of the risk that tighter regulation or higher funding costs could still... Read the full narrative on Zip Co (it's free!)Zip Co's narrative projects A$1.7 billion revenue and A$216.9 million earnings by 2028. This requires 17.4% yearly revenue growth and about A$137 million earnings increase from A$79.9 million today.Uncover how Zip Co's forecasts yield a A$5.05 fair value, a 195% upside to its current price.Exploring Other PerspectivesASX:ZIP 1-Year Stock Price Chart Compared with the consensus, the most cautious analysts were assuming about A$1.6 billion of revenue and A$231.6 million of earnings by 2028, so if you worry most about funding access and rising default risk, their far more pessimistic view shows just how wide opinion is on Zip’s future and why fresh news like the buyback and recent results could eventually shift those expectations.Explore 8 other fair value estimates on Zip Co - why the stock might be worth over 2x more than the current price!Decide For YourselfDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Zip Co research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.Our free Zip Co research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Zip Co's overall financial health at a glance.No Opportunity In Zip Co?Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:Capitalize on the AI infrastructure supercycle with our selection of the 34 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.AI is about to change healthcare. These 10 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Zip Co might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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