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LON:DOTD

Dotdigital Group plc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old 55.52p Technology - Software - ApplicationAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
55.52p
Buy <=wait / entry
46.67p
Trim >=take some off
60.00p
Thesis breakARR growth decelerating below 10% on two consecutive reporting periods, a disclo...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case32%100 / 10032.0
Base case49%62 / 10030.4
Bear case19%10 / 1001.9
Weighted conviction64 / 100 - OPPORTUNISTIC BUY

Top risks

  • Acquisition of Alia Software Inc.
  • Contracted ARR (core CXDP) increased 13% to GBP 75.4m
  • Recurring revenue from core CXDP increased 11% to GBP 37.3m (84% of total)
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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