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LON:DOTD

Dotdigital Group plc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 49.75p Technology - Software - ApplicationAWAIT ENTRY
ACTIONABLEMethodology gates passed
64

Position levels

Currenttoday
49.75p
Buy <=wait / entry
46.00p
Trim >=take some off
68.00p
Thesis breakA clearly demonstrated acceleration in recurring revenue growth above the high-s...
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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

  • Interim results show contracted ARR (core CXDP) increased 13% to GBP 75.4m
  • Recurring revenue from core CXDP increased 11% to GBP 37.3m representing 84% of total revenue
  • Total Group revenue increased 4% to GBP 44.2m with trading in line with full-year expectations
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.