Software U.K. Community
Our community narratives are driven by numbers and valuation.
Software U.K. Investing Ideas
Netcall
43.5% undervalued intrinsic discount
⚡ Two-Minute Drill: Netcall PLC - This £200M AI Stock Is Already Running the NHS
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Published 26 Jul
Kainos Group
3.3% undervalued intrinsic discount
Workday Demand And Global Digitalization Will Support Long-Term Prospects As Fair Valuation Case
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Updated 18 Aug
Cerillion
64.8% undervalued intrinsic discount
New
Middle East Contracts And AI Adoption Will Support Stronger Long Term Prospects
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Published 9 Sep
Softcat
23.9% overvalued intrinsic discount
Updated
Tech Competition And Cloud Shifts Will Erode Margins
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Updated 9 Sep
Sage Group
10.0% undervalued intrinsic discount
GenAI-Powered Assistant And Market Expansion Will Improve Customer Engagement
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Updated 3 Sep
GB Group
61.3% undervalued intrinsic discount
Digital Transformation And Compliance Will Expand Global Markets
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Updated 3 Sep
Cerillion
25.4% undervalued intrinsic discount
Updated
Backlog And License Timing Will Pressure Margins Before Subscription Base Supports Recovery
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Updated 14 Sep
Bytes Technology Group
24.6% undervalued intrinsic discount
Updated
Digital Transformation And Hybrid Work Will Unlock Microsoft Cloud Potential
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Updated 9 Sep
Bytes Technology Group
2.2% undervalued intrinsic discount
Investments In AI And Cloud Expansion Will Drive Future Growth
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Updated 26 Aug
