r/stockmarket
Why is $gety overlooked?
Author questions why $GETY is undervalued despite strong projected EBITDA and AI licensing deals with OpenAI, Perplexity, and NVIDIA.
- Trading at a seemingly low valuation with $3.2B in assets and projected 2026 EBITDA of $287M.
- Secured licensing deals with major AI players like OpenAI, Perplexity, and NVIDIA, validating its business model against AI disruption fears.
- Financial details of the AI licensing deals remain undisclosed, adding uncertainty to the revenue impact.
- Underlying fear that generative AI could eventually replace the need for licensed stock images.
Can someone explain to me the bear case for Getty images please, am I wrong to think $GETY is currently undervalued? $400m market cap with a 2026 target revenue of $968m and expected EBITDA of $287m they have $3.2b in assets and have deals with OpenAI, perplexity, and NVIDIA. Getty images is providing licensing deals to OpenAI and perplexity to use their images.
The financial details of the deals with OpenAI and perplexity have yet to be disclosed which I can understand adding to a bearish sentiment, but this doesn’t seem to be the same company that was “destined to fail because ai would generate the images instead”. I would think with such big names getting involved this would have caught the attention of more people, why not?