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ONDO

Ondo InsurTech PLC

BUY 2026-08-01 Updated today 8.26p Technology - Software - ApplicationAWAIT ENTRY
66

Position levels

Currenttoday
8.26p
Buy <=wait / entry
6.67p
Trim >=take some off
14.00p
Thesis breakAny dilutive equity raise to fund device inventory, or a recurring revenue growt...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case51%62 / 10031.6
Bear case16%10 / 1001.6
Weighted conviction66 / 100 - BUY

Top risks

  • 51% increase in recurring revenue to GBP 3.8 million representing 83% of total revenue
  • 117% growth in US revenue to GBP 2.3 million now 49% of group revenue
  • 33% growth in Active LeakBots generating recurring revenue to 144,507 units
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.