Jumia Shares Surge: A Hedge Fund's Perspective on How the "Amazon of Africa" Can Compete with Temu and Shein
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
0mins
Source: Benzinga
Jumia's Turnaround: Jumia Technologies AG shares are rising following a report suggesting the company is successfully transforming into a pan-African e-commerce and logistics platform, with a focus on local operations and a strategy to achieve profitability by 2027.
Financial Performance: In its latest quarter, Jumia reported a 25% increase in revenue to $45.6 million, with a narrowing operating loss, while management projects continued growth and aims for pre-tax breakeven by late 2026.
Market Positioning: Jumia's business model addresses challenges in Africa's last-mile delivery and payment trust issues, positioning it to compete effectively against Chinese rivals like Temu and Shein.
Stock Performance: As of the latest update, Jumia's stock price increased by 7.25% to $12.79, nearing its 52-week high, reflecting strong investor interest and momentum in the market.
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Analyst Views on JMIA
Wall Street analysts forecast JMIA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for JMIA is 14.63 USD with a low forecast of 7.50 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 13.780
Low
7.50
Averages
14.63
High
18.00
Current: 13.780
Low
7.50
Averages
14.63
High
18.00
About JMIA
Jumia Technologies AG is a Germany-based e-commerce platform provider. The Company’s platform consist of sellers with consumers, its logistics service, which enables the shipment and delivery of packages from sellers to consumers, and its payment service, which facilitates transactions among participants active on the Company’s platform. The Company’s marketplace is consists of a range of sellers that offer goods in a wide range of categories, such as fashion and apparel, smartphones, home and living, consumer packaged goods, beauty and perfumes and other electronics. The Company also provide consumers with access to a various services, such as restaurant food delivery, hotel and flight booking, classified advertising and airtime recharge.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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