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LON:AOM

Activeops PLC

BUY 2026-08-01 Updated today 198.77p Technology - Software - ApplicationAWAIT ENTRY
66

Position levels

Currenttoday
198.77p
Buy <=wait / entry
180.00p
Trim >=take some off
240.00p
Thesis breakThe investment thesis is invalidated if ARR growth decelerates below 20% year-on...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • Nine new enterprise customer wins and 23% organic SaaS revenue growth reported in full year results
  • Successful integration of Enlighten acquisition driving international expansion and ARR increase to GBP 41.5 million
  • Reaffirmed medium-term target of GBP 100 million ARR and 25% EBITDA margin with strong cash position of GBP 23.8 million and no debt
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.