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MANU

Manchester United PLC

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 21.63 Communication Services - EntertainmentAWAIT ENTRY
ACTIONABLEMethodology gates passed
62

Position levels

Currenttoday
USD 21.63
Buy <=wait / entry
USD 17.83
Trim >=take some off
USD 22.50
Thesis breakThe thesis would be invalidated by Manchester United failing to qualify for any ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case29%100 / 10029.0
Base case50%62 / 10031.0
Bear case21%10 / 1002.1
Weighted conviction62 / 100 - OPPORTUNISTIC BUY

Top risks

  • Maintained full-year revenue guidance of GBP 640m - GBP 660m and adjusted EBITDA of GBP 180m - GBP 200m
  • Q1 revenue of GBP 140.3m with return to GBP 13.0m operating profit driven by cost cuts
  • Analyst consensus Moderate Buy and single $30.75 12-month price target (42% upside)
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