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LON:YOU

YouGov Plc

OPPORTUNISTIC BUY 2026-08-01 Updated today 255.80p Communication Services - Advertising AgenciesAWAIT ENTRY
55

Position levels

Currenttoday
255.80p
Buy <=wait / entry
195.00p
Trim >=take some off
265.00p
Thesis breakThe thesis is invalidated by a disclosed loss of a top-tier client, a further de...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case23%100 / 10023.0
Base case47%62 / 10029.1
Bear case30%10 / 1003.0
Weighted conviction55 / 100 - OPPORTUNISTIC BUY

Top risks

  • FY24 revenue GBP 335.3m (30% reported, 3% underlying) with adjusted operating profit margin contracting 400bps to 15%
  • Maintaining FY25 guidance and mid-term ambitions after results slightly ahead of revised guidance
  • Net debt position deteriorated to GBP 148.2m from net cash GBP 105.3m year-on-year
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.