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ONDO

Ondo InsurTech PLC

AVOID 2026-08-14 Data 29 days old 7.90p Technology - Software - ApplicationAWAIT ENTRY
BLOCKED - NOT ACTIONABLEMethodology gate: denylistCheck
29

Position levels

Currenttoday
7.90p
Buy <=wait / entry
4.50p
Trim >=take some off
8.50p
Thesis breakA loss or material downsizing of the Selective Insurance contract, a further dil...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction29 / 100 - AVOID

Top risks

  • Contract agreement with Selective Insurance Group for LeakBot rollout
  • US revenue +117% to GBP 2.3m and US Active LeakBots +114% to 57,408
  • Recurring revenue +51% to GBP 3.8m representing 83% of total; contracted ARR GBP 6.8m
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.