LON:DOTD
Dotdigital Group plc
Position levels
Currenttoday
54.00p
Buy <=wait / entry
44.67p
Trim >=take some off
58.00p
Thesis breakA full-year FY26 results print with negative organic growth, a material miss ver...
-
Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 32% | 100 / 100 | 32.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 19% | 10 / 100 | 1.9 |
| Weighted conviction | 64 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Competitive pressure from global platforms including Salesforce Marketing Cloud, Adobe, Braze and Klaviyo
- Median analyst 12-month price target of 118.50 implying 122% upside from 53.40
- Quarterly revenue reported at 20.78M-22.10M GBP across 2025 periods