Coverage / LON:MIDW / Trade Card

LON:MIDW

Midwich Group PLC

SPECULATIVE BUY 2026-08-01 Updated today 146.40p Technology - Technology DistributorsAWAIT ENTRY
49

Position levels

Currenttoday
146.40p
Buy <=wait / entry
135.00p
Trim >=take some off
165.00p
Thesis breakA confirmed dividend cut accompanied by a profit warning in FY2026, or the loss ...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case16%100 / 10016.0
Base case48%62 / 10029.8
Bear case36%10 / 1003.6
Weighted conviction49 / 100 - SPECULATIVE BUY

Top risks

  • Adjusted EPS decline to 22.37p in FY2025 results
  • Revenue decrease of 1.5% to GBP 1,270.8m with adjusted operating profit down 10.7%
  • Corporate capital expenditure sensitivity (HIGH) disclosed in risk factors
Read full report →

Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.