ANALYST VIEWS DOES YOUGOV’S STRONG PERFORMANCE AFFECT YOUR OUTLOOK?

PATRICK YAU PEELHUNT
YouGov is trading in line with expectations for the year, so we anticipate no forecast upgrade. We still see the stock as a potential take-out target, but in the meantime should see an improvement in its operating performance as the company takes market share in the important US market.

LORNA TILBIAN NUMIS
Overall trading across the group is in line with their expectations and the board remains confident of the full year outcome. We maintain full year forecast of a £6.2m pre-tax profit and this solid half year performance underpins our expectations.

ALEX DEGROOTE PANMURE GORDON
We are encouraged by top-line momentum, new product development and the actions on dividend but our forecasts are unlikely to change much. Most significant in the half year release is the ‘new news’ on dividend policy. Clearly this is buttresses the investment case.