Jumia(US:JMIA) Yahoo Finance·2026-02-12 15:00Core Viewpoint - Jumia Technologies AG is positioned as a leading e-commerce platform in Africa, with significant growth potential driven by a robust logistics network and increasing investor interest in the region's digital commerce landscape [3][4]. Company Overview - Founded in 2012, Jumia operates in nine African countries, focusing on making everyday goods and services more accessible through technology [2]. - The platform connects approximately 70,000 sellers with consumers, offering a diverse product selection [1]. Financial Performance - Jumia's Q4 2025 earnings report showed a 34% year-over-year revenue increase to $61.4 million, with active customers rising 26% to three million [7]. - Gross Merchandise Value (GMV) reached $279.5 million, a 36% increase from the previous year, with notable growth in Nigeria [8]. - Adjusted EBITDA loss narrowed to $7.3 million from $13.3 million year-over-year, indicating improvements in profitability metrics [9]. Market Position and Analyst Sentiment - Cantor Fitzgerald initiated coverage with a bullish rating and a price target of $18, suggesting over 74% upside potential [3][12]. - Despite a 21.62% decline in stock value in 2026, Jumia's stock has surged nearly 153.63% over the past year, outperforming major competitors like Amazon [6]. - Analysts view Jumia as a high-risk, high-reward investment, with a consensus "Strong Buy" rating from four analysts [15]. Future Outlook - Jumia expects GMV growth of 27% to 32% year-over-year in 2026, although it anticipates an adjusted EBITDA loss of $25 million to $30 million for the year [11]. - The company aims to achieve adjusted EBITDA breakeven and positive cash flow by Q4 2026, with full-year profitability targeted for 2027 [11].