Update shared on 30 Oct 2025
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.
What's in the News
- ActiveOps Plc expects group revenue to grow approximately 45% (50% on a constant currency basis) for the first half and full year of 2026. Revenue is anticipated to reach around £20.8 million, compared to £14.3 million the previous year. (Corporate Guidance)
- Organic revenue growth rate has significantly increased to 34% constant currency, driven by expansion with existing enterprise customers and successful onboarding of new clients in all regions. (Corporate Guidance)
- The Group anticipates delivering higher profit before tax in the first half of 2026 and expects full year revenues will surpass consensus expectations. Integration and reorganisation costs in 2026 are expected, and operating cost efficiencies are anticipated to benefit the Company starting in fiscal year 2027. (Corporate Guidance)
- A key ControliQ customer in EMEIA has fully reversed a prior contract termination, renewing their agreement and reinstating all users. Ongoing discussions may further expand the partnership. (Client Announcements)
Valuation Changes
- Consensus Analyst Price Target remains unchanged at £2.50, indicating continued confidence in valuation assumptions.
- Discount Rate has risen slightly from 8.64% to 8.65%, representing a minimal increase in risk assessment.
- Revenue Growth projection is stable at 17.0% year-on-year, with no adjustments made to previous forecasts.
- Net Profit Margin is essentially unchanged, maintaining at approximately 5.12%.
- Future P/E ratio has increased marginally from 91.04x to 91.06x, reflecting a minor recalibration in earnings expectations.
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