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LON:CRW

Craneware plc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 1356.00p Healthcare - Medical - Healthcare Information ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
54

Position levels

Currenttoday
1356.00p
Buy <=wait / entry
1133.33p
Trim >=take some off
1500.00p
Thesis breakA binding US federal regulatory action that materially reduces the 340B addressa...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case20%100 / 10020.0
Base case50%62 / 10031.0
Bear case30%10 / 1003.0
Weighted conviction54 / 100 - OPPORTUNISTIC BUY

Top risks

  • Deferred contracts and slower 340B revenue conversion expected to benefit FY27 results
  • Last quarter EPS of 0.428p beating consensus
  • 340B programme reform (HIGH) risk from SEC filing disclosures
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.