Update shared on 11 Nov 2025
The analyst average price target for YouGov was revised downward, with recent estimates decreasing by a range of 10 to 127 GBp. Analysts cited a reassessment of future earnings growth and updated market conditions as reasons for the change.
Analyst Commentary
Recent research notes reflect changing perspectives around YouGov’s valuation and growth potential, as price targets are lowered by multiple firms. The following insights summarize the optimistic and cautious stances among analysts.
Bullish Takeaways- Bullish analysts continue to believe in YouGov's longer-term growth potential. They maintain positive ratings even as target prices are adjusted.
- The current valuation is perceived as more attractive by some, given the recent decline in share price and revised targets.
- Some expect that improved execution on cost control and efficiency efforts could support margin expansion and future earnings growth.
- There is confidence that YouGov's brand and established client relationships will help it weather short-term market headwinds.
- Bearish analysts are concerned that slower-than-expected earnings growth will limit the upside. This is cited as justification for the lower price targets.
- There are questions regarding whether current market dynamics will continue to pressure revenue, especially in key segments.
- Reduced price targets reflect more cautious assumptions around execution risks and the pace of any rebound in demand.
- Some analysts remain Neutral, suggesting limited near-term catalysts to drive significant share price appreciation.
What's in the News
- YouGov plc issued earnings guidance for fiscal year 2026 and forecasts modest revenue progress, citing ongoing incremental investments (Key Developments).
- YouGov plc recommended a dividend of 9.25 pence per share. The dividend is scheduled for payment on 9 December 2025, pending shareholder approval at the Annual General Meeting on 4 December 2025 (Key Developments).
Valuation Changes
- The discount rate has fallen slightly from 8.12% to 7.90%.
- Revenue growth estimates remain essentially unchanged at approximately 2.90%.
- The net profit margin has stayed steady at 8.32%.
- The future P/E ratio has increased marginally from 18.95x to 18.99x.
- The fair value assessment is unchanged at 4.52.
Disclaimer
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