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LON:CER

Cerillion PLC

BUY 2026-08-01 Updated today 990.00p Technology - Software - ApplicationIN BUY ZONE
65

Position levels

Currenttoday
990.00p
Buy <=wait / entry
1013.33p
Trim >=take some off
1400.00p
Thesis breakThe thesis would be invalidated by the loss of a named tier-1 customer such as O...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • Record new orders of GBP 47.6m (+25%) and back-order book of GBP 56.9m (+21%)
  • Adjusted EBITDA margin expansion to record 50.9% with adjusted profit before tax up 10%
  • Launch of Cerillion 25.1 BSS/OSS suite with Promotions Engine and GenAI innovations
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.