Shared on20 Sep 25Fair value Decreased 3.11%
Ocado Group’s fair value has been revised downward to £3.14, reflecting analyst concerns over sustained cash burn, slower-than-expected international deal flow, rising competition, delayed profitability, and continued weakness in UK retail. Analyst Commentary Bearish analysts are concerned about persistent cash burn and negative free cash flow, impacting Ocado's ability to self-fund growth.
Shared on04 Sep 25Fair value Increased 1.20%
Ocado Group's consensus analyst price target saw only a marginal increase to £3.24, as ongoing operational challenges, muted order growth, and concerns over profitability and scalability continue to weigh on sentiment. Analyst Commentary Bearish analysts cite ongoing operational challenges and a lack of near-term profitability as key factors driving lower price targets.
Shared on23 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Increased 0.29%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25Fair value Increased 1.48%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Decreased 11%
AnalystConsensusTarget has decreased future PE multiple from 36.2x to 32.5x.
Shared on12 Mar 25Fair value Increased 34%
AnalystConsensusTarget has decreased future PE multiple from 42.7x to 36.2x.