Update shared on 28 Oct 2025
Fair value Decreased 14%The consensus analyst price target for YouGov has decreased from £5.28 to £4.52 per share, as analysts cite a higher discount rate along with modestly improved profit margins and revenue growth in their revised outlook.
Analyst Commentary
Recent analyst reports provide mixed views on YouGov's outlook, as reflected in their revised price targets and ratings. While some analysts remain constructive on the company’s growth trajectory, others have raised concerns about current challenges and valuation.
Bullish Takeaways- Bullish analysts continue to see value in YouGov’s long-term growth prospects. Some are maintaining Buy ratings, although they have lowered their price targets.
- Expectations for improved profit margins indicate ongoing confidence in the company’s ability to enhance operational efficiency.
- Analysts highlight YouGov’s revenue growth as a key factor supporting its current valuation, even in the face of broader market uncertainties.
- Some view the recent target adjustments as a recalibration due to a higher discount rate rather than a fundamental change in the company’s execution or market position.
- Bearish analysts suggest that the lower price targets reflect increased caution regarding valuation, particularly given higher discount rates in the current market environment.
- There are concerns that profit margin improvements may be more modest than previously expected, which could affect future earnings growth.
- Some analysts maintain neutral stances, indicating ongoing uncertainty about YouGov’s ability to deliver outsized growth compared to its current market capitalization.
- Persistent market challenges and a cautious sector outlook contribute to the downward revisions in target prices.
What's in the News
- YouGov plc provided group earnings guidance for the fiscal year 2026, expecting modest progress in revenue due to ongoing incremental investments (Key Developments).
- YouGov plc recommended a dividend of 9.25 pence per share, payable on 9 December 2025, if approved at the company’s Annual General Meeting on 4 December 2025 (Key Developments).
- YouGov plc issued earnings guidance for FY25, projecting strong reported revenue due to the full year impact of the CPS acquisition (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has fallen significantly from £5.28 to £4.52 per share.
- Discount Rate has risen slightly from 7.99% to 8.12%.
- Revenue Growth expectations have increased modestly from 2.66% to 2.89%.
- Net Profit Margin has improved slightly from 8.01% to 8.32%.
- Future P/E ratio has declined from 23.20x to 18.95x, which suggests a lower valuation relative to projected earnings.
Disclaimer
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