AOM: Renewed Customer Commitment Expected To Drive Sustained Long-Term Upside

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Jan 25

Updated

15 May 26

Views

89

15 May

UK£2.40

AnalystConsensusTarget's Fair Value

UK£3.17

24.3% undervalued

1Y

91.2%

7D

11.6%

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1Y

91.2%

7D

11.6%

You can edit this narrative until May 16 12:45 AM. Then, changes will post as Updates.

Author's Valuation

UK£3.1724.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 May 26

AOM: Stable Revenue And Margin Outlook Will Drive Further Share Re-Rating

Wall Street’s view on ActiveOps barely changes: expectations for sales growth and profitability stay much the same, and their estimate of what the shares are worth holds steady. The only real shift is a slightly higher bar for returns, which could affect how quickly investors warm to the stock.

1 view

Shared on 27 Apr 26

AOM: Stable Assumptions And Higher Revenue Outlook Will Support Future Upside

Analysts have left their £ fair value estimate for ActiveOps unchanged. This reflects a balance between slightly higher revenue growth assumptions, a small adjustment in the discount rate, and a modestly lower future P/E expectation.

2 views

Shared on 11 Apr 26

AOM: Stable Assumptions And Lower Discount Rate Will Support Future Upside

Analysts have trimmed their price target on ActiveOps slightly to £3.17 from £3.17, reflecting marginally lower discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. Valuation Changes Fair Value: Held steady at £3.17 per share, with no change from the prior estimate.

4 views

Shared on 27 Mar 26

AOM: Stable Assumptions Will Support Future Upside To £100 Million ARR

Analysts have kept their fair value estimate for ActiveOps steady at £3.17, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions supporting a largely unchanged price target outlook. Valuation Changes Fair Value: Held steady at £3.17, with no change to the headline estimate.

1 view

Shared on 13 Mar 26

AOM: Stable Assumptions Will Support Attractive Upside To £100 Million ARR

Analysts have maintained their £3.17 price target on ActiveOps, citing a largely unchanged view on fair value, growth and profitability assumptions, with only minor adjustments to the discount rate and future P/E inputs. Valuation Changes Fair Value: £3.17 remains unchanged, with no revision to the estimated fair value per share.

3 views

Shared on 26 Feb 26

AOM: Stable Assumptions Will Support Attractive Upside To £100 Million ARR

Analysts have kept their £3.17 price target for ActiveOps unchanged. They point to their broadly steady assumptions on discount rate, revenue growth, profit margin and future P/E as the key drivers behind this consistent view.

5 views

Shared on 11 Feb 26

AOM: Scalable Model And Decision Intelligence Will Support £100 Million ARR

Analysts have left their price target for ActiveOps unchanged at £3.17, citing only small tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E, rather than any shift in their core view of the company. Valuation Changes Fair Value: Fair value estimate remains unchanged at £3.17 per share.

3 views

Shared on 26 Jan 26

AOM: Scalable Model And Decision Intelligence Will Support £100 Million ARR

Analysts have maintained their price target for ActiveOps at £3.17, citing only minor adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for this consistent view. What's in the News ActiveOps is holding an Analyst and Investor Day focused on how it uses Decision Intelligence to change how service operations are managed, providing more detail on its approach to serving enterprise customers.

0 views

Shared on 10 Jan 26

AOM: Scalable Model Will Support £100 Million ARR And Higher Margins

Analysts have maintained their fair value estimate for ActiveOps at £3.17 per share, making only small adjustments to inputs such as the discount rate and future P/E, which they describe as refinements rather than a change in view. What's in the News ActiveOps is holding an analyst and investor day focused on how its Decision Intelligence products are used to manage service operations, with management outlining plans to deepen relationships with enterprise customers across key verticals and expand market presence through partners (Key Developments).

2 views

Shared on 26 Dec 25

AOM: Scalable Model Will Deliver 25% Margins On Expanding Recurring Revenue

Analysts have modestly reaffirmed their valuation on ActiveOps with no material change to the implied price target, citing only marginal adjustments to the discount rate, long term revenue growth, profit margin and forward P E assumptions. What's in the News ActiveOps is hosting an Analyst and Investor Day to demonstrate how its Decision Intelligence platform is transforming service operations management, highlighting strategy to scale growth with enterprise customers and partners, accelerate R&D, and leverage its scalable operating model (Key Developments).

7 views

Shared on 12 Dec 25

Fair value Increased 1.71%

AOM: Scalable Model Will Drive Margin Expansion Toward Ambitious Recurring Revenue Goal

Analysts have modestly raised their price target on ActiveOps, lifting fair value from £3.12 to £3.17 as they balance slightly higher discount rates and slower expected revenue growth against improving profit margin forecasts and a more reasonable future earnings multiple. What's in the News ActiveOps held an Analyst and Investor Day to demonstrate how its Decision Intelligence platform is reshaping service operations management and to highlight its strategy for deepening enterprise relationships and expanding through partners, alongside accelerated R and D investment and a scalable, profit focused operating model (Key Developments).

4 views

Shared on 28 Nov 25

Fair value Increased 8.72%

AOM: Reinstated Major Contract Will Drive Stronger Margins And Expansion

Analysts have raised their price target for ActiveOps from £2.87 to £3.12, citing modest improvements in revenue growth and a refined outlook on discount rates. They also note a tempering in forecast profit margins.

3 views

Shared on 13 Nov 25

Fair value Increased 15%

AOM: Revenue Expansion Will Drive Increased Profitability And Efficiency By 2026

Analysts have raised their price target for ActiveOps from £2.50 to approximately £2.87 per share. They cite improved revenue growth forecasts, higher expected profit margins, and a lower future price-to-earnings ratio as key contributors to the update.

6 views

Shared on 30 Oct 25

Analysts have maintained their price target for ActiveOps at £2.50, citing minimal changes to key valuation assumptions. These assumptions continue to support their ongoing outlook for the company.

8 views

Shared on 16 Oct 25

Fair value Increased 17%

Analysts have raised their price target for ActiveOps from £2.13 to £2.50, citing expectations for stronger revenue growth. This comes despite a slight increase in discount rate and modest shifts in profit margins and forward price-to-earnings metrics.

0 views

Shared on 01 May 25

Fair value Increased 29%

0 views

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 12 Mar 25

Fair value Decreased 22%

AnalystConsensusTarget has increased future PE multiple from 256.0x to 307.4x.

0 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

UK£3.17

24.3% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

13.39%

Historical revenue growth rate

N/A

Software revenue growth rate

1.52%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.93%

Calculation

UK£3.73m

Earnings '29

x

77.95x

PE Ratio '29

=

UK£291.13m

Market Cap '29

UK£291.13m

Market Cap '29

/

71.38m

No. shares '29

=

UK£4.08

Share Price '29

UK£4.08 Share Price '29

Discounted to 2026 @ 8.96% p.a.

=

UK£3.15

Fair Value '26