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LON:GBG

GB Group plc

OPPORTUNISTIC BUY 2026-08-01 Updated today 222.00p Technology - Software - ApplicationAWAIT ENTRY
59

Position levels

Currenttoday
222.00p
Buy <=wait / entry
195.00p
Trim >=take some off
245.00p
Thesis breakA confirmed and sustained slowdown in US pipeline conversion, a downgrade of FY2...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • FY26 full year results delivered expectations with accelerating momentum and Americas Identity returning to growth
  • Strong customer demand for GBG Go global identity platform and simplified operating model driving efficiency
  • One-off investment in FY27 to accelerate Go roadmap and unlock faster growth plus margin expansion
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.