LON:GBG
GB Group plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
156.20p
Buy <=wait / entry
146.67p
Trim >=take some off
180.00p
Thesis breakA renewed decline in revenue growth, evidence that GBG Go adoption is not improv...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- FY26 results delivered expectations with accelerating momentum and GBG Go platform demand
- Mid-single-digit revenue growth in Identity and Location segments in Q1 FY27 trading update
- One-off FY27 investment to accelerate Go roadmap and efficiency gains