<div id="readability-page-1"><div><ul> <li>Jumia Technologies recently reported that, during the first two months of its fourth quarter, physical goods orders grew 30% year over year and gross merchandise value rose 35%, helped by a strong Black Friday performance, better product assortment, targeted marketing, and more reliable logistics.</li> <li>Regional data showed particularly strong momentum, with Nigeria delivering solid order and GMV growth and Ghana recording a very large year-over-year increase in gross merchandise value, highlighting uneven but promising traction across Jumia’s African footprint.</li> <li>We’ll now examine how this surge in Black Friday–driven physical goods growth fits into Jumia’s broader investment narrative and risk profile.</li> </ul><p>The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</p><h2>Jumia Technologies Investment Narrative Recap</h2><p>To own Jumia, you need to believe African e commerce can scale efficiently enough for the platform to narrow losses and eventually sustain itself. The recent Black Friday driven surge in physical goods orders supports the demand side of that thesis, but the most important short term catalyst remains clear progress toward breakeven, while the biggest risk is that higher volumes still do not translate into acceptable unit economics. On balance, this update looks helpful, but not transformative.</p> <p>The company’s recent guidance that it is on track to breakeven on Loss Before Income Tax in Q4 2026 and targets full year profitability in 2027 ties directly into how investors may read this Black Friday update. Stronger order and GMV growth can reinforce confidence in those targets, but they also raise the bar on execution, since Jumia still needs to prove that higher sales volumes can coexist with steadily shrinking losses.</p> <p>Yet investors should also be aware that if higher order growth does not come with improving unit economics and cost discipline, then ...</p> <p>Read the full narrative on Jumia Technologies (it's free!)</p><p>Jumia Technologies' narrative projects $236.6 million revenue and $20.6 million earnings by 2028. This requires 13.0% yearly revenue growth and a $90.3 million earnings increase from $-69.7 million today.</p><p>Uncover how Jumia Technologies' forecasts yield a $6.99 fair value, a 44% downside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9621ed77-2939-4448-ad25-257450e7f7ab/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9621ed77-2939-4448-ad25-257450e7f7ab/chart/quote-price"/><figcaption>JMIA 1-Year Stock Price Chart</figcaption></figure> <p>Six members of the Simply Wall St Community currently see Jumia’s fair value anywhere from about US$0.20 to US$46.28 per share, underlining how far apart individual views can be. Against that wide spread, the key debate is whether recent volume growth and Jumia’s 2026 to 2027 breakeven ambitions can ease concerns about ongoing losses and execution risk, so it is worth comparing several different viewpoints before forming a conclusion.</p><p>Explore 6 other fair value estimates on Jumia Technologies - why the stock might be worth less than half the current price!</p><h2>Build Your Own Jumia Technologies Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Jumia Technologies research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.</li><li>Our free Jumia Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Jumia Technologies' overall financial health at a glance.</li></ul><h2>Looking For Alternative Opportunities?</h2><p>Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:</p><ul><li>Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 37 best rare earth metal stocks of the very few that mine this essential strategic resource.</li><li>The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.</li><li>Find companies with promising cash flow potential yet trading below their fair value.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

JMIA

<p>Jumia Technologies reported a 30% increase in physical goods orders and a 35% rise in gross merchandise value during the first two months of Q4, driven by Black Friday. This growth supports Jumia's investment narrative, aiming for breakeven by Q4 2026 and profitability in 2027. However, concerns remain about whether higher sales volumes can improve unit economics. Jumia's revenue is projected to reach $236.6 million by 2028, requiring 13% annual growth. The stock's fair value is debated, with estimates ranging from $0.20 to $46.28 per share.</p>

Jumia (JMIA) Is Up 9.0% After Black Friday-Fueled 30% Order Surge and GMV Acceleration