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LON:YOU

YouGov Plc

OPPORTUNISTIC BUY 2026-08-09 Data 34 days old 279.00p Communication Services - Advertising AgenciesAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
279.00p
Buy <=wait / entry
223.33p
Trim >=take some off
330.00p
Thesis breakA further FY26 profit warning that exceeds the already-guided decline, the discl...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Acquisition of GfK's Consumer Panel Business and completion of GfK CPS acquisition
  • Acquisitions of Yabble and KnowledgeHound
  • Multiple Buy ratings from Canaccord Genuity (450p), Berenberg (395p), J.P. Morgan (375p) and others with 45-86% upside
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.