Market's view on YouGov

Published on April 2024

  • YouGov is anticipated to generate significant revenue from multiple elections occurring this year.
  • Recent analyses recommend buying YouGov shares, highlighting the potential benefits of their expansion in the US and potential listing on the NYSE, along with the valuable data that could be utilized by AI technologies.
  • The company displayed flat revenue in recent results, but the upcoming General Election is expected to boost visibility.
  • YouGov’s share price reached a new year high, returning to a pattern of strong performance.
  • Institutional investors are criticised for supporting high director rewards through share-based payments, which some argue should be accurately reflected in financial reporting to protect shareholders.
  • From a chartist perspective, YouGov shares have returned to a long-term lower trend line, suggesting potential for upward movement.
  • YouGov’s financial results for the fiscal year ended 31st July 2023 showed strong performance with significant increases in revenue, profit, and earnings per share, despite a trading environment perceived as challenging.
  • The spread on YouGov shares is seen as a deterrent for potential buyers.
  • Stock price movements following the publication of financial results indicate a significant increase, contradicting market expectations.
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