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LON:ITM

ITM Power plc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old 109.90p Industrials - Industrial - MachineryAWAIT ENTRY
ACTIONABLEMethodology gates passed
54

Position levels

Currenttoday
109.90p
Buy <=wait / entry
86.67p
Trim >=take some off
130.00p
Thesis breakA confirmed dilutive equity raise executed materially below 109.9p to fund capac...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case20%100 / 10020.0
Base case50%62 / 10031.0
Bear case30%10 / 1003.0
Weighted conviction54 / 100 - OPPORTUNISTIC BUY

Top risks

  • FY26 revenue guidance raised to GBP 40-43m
  • Mixed analyst price targets with upgrades to Buy at 200p and downgrades to Sell at 63p
  • Hydrogen adoption timing risk remains high
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.