LON:YOU

YouGov Plc

OPPORTUNISTIC BUY Analysis generated 2026-10-04 Market data as of 2026-11-13 Market data 2 days old 274.91p Communication Services - Advertising AgenciesAWAIT ENTRY

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

274.91p

Buy <=wait / entry

211.67p

Trim >=take some off

295.00p

Thesis breakA formal disclosure of a major client loss directly attributed to panel represen...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	25%	100 / 100	25.0
Base case	50%	62 / 100	31.0
Bear case	25%	10 / 100	2.5
Weighted conviction			59 / 100 - OPPORTUNISTIC BUY

Top risks

Leadership transition announced with Wayne Levings becoming CEO by February 2027
Launch of new products including YouGov Parallax and Model Context Protocol support in H2
Extension of term loan and revolving credit facility to April 2028 with permission for discretionary share buyback programme

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