LON:CRW
Craneware plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
1048.00p
Buy <=wait / entry
940.00p
Trim >=take some off
1120.00p
Thesis breakA further FY26 guidance reduction, evidence that adverse 340B reform structurall...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 16% | 100 / 100 | 16.0 |
| Base case | 48% | 62 / 100 | 29.8 |
| Bear case | 36% | 10 / 100 | 3.6 |
| Weighted conviction | 49 / 100 - SPECULATIVE BUY | ||
Top risks
- FY26 revenue flat at $206 million versus $205.7 million prior year
- FY26 results warned to miss expectations due to 340B programme delays
- Adjusted EBITDA $67.1 million, up 3% with 33% margin