YouGov Share Chat (YOU)

Not heard of 'off book' trades?

Volumes too low for any takeover activity..Possible announcement due shortly concerning divestment of asset.

At their last financial update presentation Yougov explicitly stated that they are actively reviewing whether to divest Yougov shopper. Forecasts state it is worth £300-£400 million alone.

In addition they are launching a share buyback scheme in Q3 2026.

Yougov are also actively investigating transitioning to the US stock market as the current MCAP is ridiculously low.

JP Morgan also recently flagged based on their analysts reviews that they were forecasting an imminent material event at Yougov to re-rate the SP.

This share is a no-brainer you just need patience. Hold for Gold and do your research, all this info is available online.

Akiko3000

You weren’t listening to radio 4 yesterday then when they covered a piece on Yougov’s flawed polling results where people are doing g numerous surveys to claim rewards along with Ai & chatbots answering surveys . Surprised it’s doing so well Atm

Could there be rumours that You Gov is a takeover target? Great company and very depressed sp. Look what happened to Tate & Lyle

5.2% sp uplift. There seems to be no new news so maybe Mr Market is finally coming to see sense and what a great vompany You Gov is. I have been watching the News and You Gov mentioned 10 + times. £2.47 next target

Well, volume not particularly high, but we're having another perky day here. I'm wondering whether we might see 247-270 price range? Fingers crossed!

Could it be increased publicity from the local elections?

Good volume on this move. Some news coming?

Anyone know what's driving the SP? Can't see anything in their financial calendar?

You Gov sp gaining momentum. Once the sp possess £2 Hopefully, the appreciation continues

@Apendragon On 14 April you posted 'Well james me old mucker you will be pleased to hear that i opened a new short a few pence below 188p. Substantially larger than my usual but its a slam dunk - This will be back to 170 p tomorrow, mark my words sonny.'

Spoken with such conviction. However, YouGov's share price has not yet fallen to your prediction of £1.70...no where near it! Therefore, why on earth would you close your short at £1.90s. Oh, I know, 'cause you made it all up! Apendragon the desperado! Lol

#squeekybumtimeforApendragon

As i said to you previously bumhole, i closed out at 197, back in again at 192.

Unlike you i am benefitting massive from bargepole stocks like yougov. And judging by the substantial stock dumps this am, the mkt agrees with me

@Apendragon How is your YouGiv short at £1.70? With the YouGove share price currently at £1.85 you ought to be happy. Yet radio silence from you. I have my doubts as to whether you are indeed short. IMO

@Apendragon 'Hahahahah but it is still higher than your sell price, 'genius'!'

I sold at £1.92 on Thursday. Today YouGov closed at £1.91p. You do the math. Er, then again... Lol

In any case, a few pence here and there does not bother me at all. I would rather be out with the US-Iran negotiations a non-starter at the moment and the ceasefire due to end Wednesday. Unless the parties meet around the table before Wednesday, when the ceasefire ends there is no reason not to continue the war...unless both sides agree to extend the ceasefire, which is not assured at this moment in time.

Therefore, best to be on the sidelines for now. In times of war, cash is king. IMO

Indeed, trying to trade the current market is a fools errand.

A JPMorgan "positive catalyst watch" means their analysts expect a specific upcoming event—like earnings reports, new product launches, or strategic updates—to significantly boost a company's stock price. It suggests a high likelihood of share price appreciation, often ahead of anticipated strong, market-moving news.

What it Indicates: Analysts believe the current share price does not reflect upcoming positive developments, or that the company has been unfairly sold off.

Purpose: To signal to investors a potential short-term opportunity to buy the stock before positive news likely drives it higher.

I think what the director buys specifically do here is invalidate the “management don’t really believe their own turnaround narrative” risk outside investors face at times like this. The results were genuinely a bit messy but I think the share price drop was overdone. It looks like management agrees.

Nice director buys not small change either. They must be fairly confident.

Positive results + positive broker rating + reducing shorts + director buys....with a bit of luck this is on its way back to a sensible value.

While obviously a highly costly acquisition, a sale of YouGov shopper at a half-sensible price could unlock a lot of value. Very interesting thanks, will listen to the call...

GfK was bought for twice the current market cap!

Yougov shooper strategic review will determine whether they fully integrate into the business or sell now that they are off the TSA's (transitional service agreements from the previous company). Whatever drives more value for shareholders was their strapline....you would think that must be to sell Yougov shopper which is a material positive play for private investors.

Looking to commence buybacks circa August 26. Buybacks based on profits only.

80% contractually committed revenue for the year already which is 100bps higher than last year at the same point in time.

CFO spoke very well.....impressive. GLA.

Why do I touch penny stocks with 20%+ spreads when you can trade mid caps, that 139p stock has just been sold for a clear 20p profit no messing, did think it was a bit of panic earlier

Ouch! Just checked in on the YouGov share price - the market has dumped the stock big time! Obviously the results underwhelmed the market. Glad I sold out AM 2 March. I thought the low would be £1.80, down to £1.70 worst case due to teh US-Iran war primarily. It is currently down to circa £1.52. This is over-sold, however, I will remain on the sidelines for now in case events turn for the worse. To those who have remained invested in YouGov since 2 March and experienced the fall from £2.05 on 2 March to circa £1.54 at least you can top up and average down. Every cloud has a silver lining and all that. GLA

Yougovs polling is fundamentally flawed but its been this way since its inception due to being online only. Baz from the pub and your average joe isn't going to go online and complete a YouGov poll

Next year this will be 40-50p.

Shorts will increase dramatically.

Sold off eventually for 20-30p in 2 years ?

Useless company doing useless rigged polls.

If they did a poll on who likes animals they would conduct the poll at an petsathome store and then declare 99% of all people love pets.

Useless polls that are manipulated.

SELL before you lose EVERYTHING !

Other similar companies are truthful and honest.

Auto Bought my 2nd Tranche at £1.40.

Will sit on these,have a 2yr time horizon.

Have you got a link to the presentation?

Delivered reported revenue growth of 2% to £194.8m in line with expectations, representing a resilient performance driven by sustained demand in the Research division.

Improvement in statutory operating profit and statutory profit before tax of 14% and 4%, respectively.Solid balance sheet position with cash at period end of £32.8m and leverage ratio of 2.1x net debt to EBITDA.

Given dislocation between our confidence in YouGov's intrinsic value and the current market valuation, the Board expects to launch a share buyback programme in place of the annual dividend.

Value Delivery Plan has been mobilised with execution of Wave 1 already completed and Wave 2 in planning phase. Combined impact of the first two waves expected to deliver annualised margin uplift in excess of 350bps. This 3-wave plan is intended to combine efficiency improvements and enhanced ways of working alongside creating an AI led data business.

Revenue momentum remains positive, and in line with expectations, with 80% of FY26 expectation contractually secured, slightly ahead of the prior year comparative.

Catch the presentation call at 10am if you can. GLA

"Refinancing of bank facilities underway to provide greater financial flexibility, including to support the expected share buyback programme."

Does that mean they'll commence a buyback at the expense of increased debt? If so, it's not a good idea because for obvious reasons buybacks should only be financed from cash profits. I'll let my much depleted investment in this company remain, but no way am I throwing more good money after bad.

Income obliterated in favour of share price propping is never a winner.

Half-Year Results Announcement: YouGov is scheduled to publish its results for the six months ended 31 January 2026 on March 24, 2026.

“a bounce from these 52-week lows.”

Not been this low since June 2016….

Results are out next Tuesday, so I’m expecting a bit of a bounce from these 52-week lows. Feels very oversold here and it wouldn’t take much of a positive surprise to spark a decent recovery move.

With Canaccord Genuity sitting on a target price that’s more than double the current share price, plus insiders buying, that’s a solid vote of confidence heading into the print.

@Datron. I am not 'bragging'. I sold out - big deal. I was ridiculed for it. At least I owned it. Some 'investors' sell out to pay for their kids Christmas pressies, or to buy their wife a new necklace, or to pay down debt...big deal. Everyone has their own reasons to as to when or why to sell out. I note that without exception all stocks I sold out of on AM 2 March have dropped to date...some more than YouGov's 10% drop. EG Mobico dropped from 30p to 19p today - you can work out the percentage drop. Of course, Mobico is a bargain to be had in due course, which could be days-weeks away.

I invest to make money, not to stay invested in the full knowledge that the stock will fall in value due to the US-Iran war and all the uncertainties around that. As I say, when the US or UK is at war: cash is king.

In the meantime, I await the YouGov results on Tuesday. If favourable, the results will support/increase the share price from its current lows. The last time YouGov's share price was this low was 10 years ago...July 2016! Every stock hits its low sooner or later.

Prior to the conflict, my thesis was that we might see an offer along with the results, a situation that recently happened with Schroders. While it might be less likely now, you are bragging about a 10% gain from a short term trade - recounted on favourable price terms, which I could not verify. For context, many stocks do that in a single day, its not really that much of big deal. Actually, the investors are the people who remain invested. When people talk about chopping in and out of positions, on a net basis, most people lose. Its always harder to get back in than you think, and the confirmation you may need could be half the move. I have held this stock several years, a 10% down move is nothing from where this once came from.

As the US-Iran war escalated into 'stupid', so the stock market continues to fall. Glad I sold out at £2.09 on 2 March when the war started to kick off. Now it looks like my prediction of YouGov at £1.80 has come to pass. YouGov is now circa £1.78.

YouGov now needs to produce favourable results on Tuesday next week to support its share price.

All those on this YouGov discussion board who rubbished my decision to sell out of YouGov as per my brief post on 2 March, and instead said YouGov would not be affected by the US-Iran war are now strangely silent. The truth hurts. Smart investors heeded my post and sold out fast.

In times of war cash is always king.

YouGov has dropped to £1.83 as of COB today...very close to my prediction of £1.80. The tipping point will be the results on Tuesday. Either it will climb to £1.90 or higher...or slump to £1.70. It all depends on the results and the outlook naturally.

YouGov's interim results to be published on Tuesday (24 March). This could be the event that confirms YouGov is cheap now at circa £1.87...or has further to fall. Any bets/ideas on which way these results will go?

Agreed James. I'm watching on as I do think there's an investment in YOU when the time is right. It wasn't YOU but the wider market that I'd shorted. I came to the conclusion on Friday that there must be a reducing appetite but in this world, who knows? As you say, at present, cash is king.

You would think there could be light at the end of the dark tunnel. However, one hour ago: 'Israeli Minister of Culture and Sports Miki Zohar has called for his country to prepare for an escalation “in the coming days”, adding that the US-Israeli war on Iran is “very likely” to take several more weeks.' Plenty more dark days to come. IMO

@CloudSurfer737 I did not realise you were a shorter. In normal times, YouGov could be a turnaround, but these are not normal times. It would not surprise me to see YouGov drop to £1.80...£1.70 on a bad day. The only winners at the moment are shorters and cashed up investors. The US has started to move troops into the area. It is either a bluff designed to force negotiations behind the scenes, or the US will escalate further. Time will tell. To hold YouGov or most other stocks before the weekend is dumb. As predicted, YouGov share price dropped late afternoon Friday. I expect YouGov and most of the stockmarket to drop further on Monday - it's just the way it is. As a cashed-up investor, I prefer to wait...cash in the bank and patience is key.

Thanks. Maybe - nothing seems to be really pushing things down as much as you'd expect and IMO the US will walk away soon claiming a 'victory', after which we'll continue as we were. On that basis I've closed my shorts and wait on the sidelines to invest when things start to clear. All things considered and without really being able to get a handle on the intangible assets, YOU to me looks like a good recovery play (when it starts to show signs), and even more so due to the falls during the global instability.

@Cloudsurfer737 Yes best to wait until the unknow becomes known. To buy/hold YouGov and/or most other stocks over the weekend as tensions escalate between the US and Iran would be dumb. I expect most stocks will fall late afternoon Friday. IMO

@Apendragon My posts are clear. If not for the US-Iran war, I would still be invested in YouGov. As I have said the US-Iran war is a deal-breaker for my investment in almost all stocks. I sold out of YouGov at £2.03 and made my reasons clear in one short post. I cannot quite believe that I have upset so many investors here with what I saw as a brief and factual post. I do see potential in YouGov, however, not when the US-Iran war is clearly under way and about to escalate. That is not investing, that is gambling. The only winners will be shorts and cashed up investors. I have cashed in alsmost all my investments and will watch from the sidelines. Don't worry, I will let you know when I have invested in YouGov again, so you know you can quickly close your short position in YouGov! Lol

Hello James, only days ago YouGov was apparently an extraordinary opportunity, now its cut and run followed by a geopolitical prophecy about US strikes on Iran.

Quite the analytical framework, adjust the narrative after the fact and then bolt on a global conflict for good measure.

One struggles to keep up with the wind direction.

Anyhoo, was stopped out for a cple of points profit.

Good luck all, ignore this ‘sage’ if you want to profit

" I can see this slipping to the 120s now "

what you can "see" is in the other direction to where the short squeeze on software has started

Record underweight software is always in danger of a short squeeze ...regardless of ...Trump ....

@Apendragon The odds are definately in favour of the shorts - wo well done. I sold out of YouGov at 23p AM Monday, better to cut and run than stay remain invested amoungst the carnage. You can probably hold your short for 3-4 weeks yet as more and more nervous investors bail and preserve cash in these uncertain times.

I predict that right now we have the 'lull' before the mighty US storm. This week, US non-emergency citizens are moving out of the middle east. This means that once the markets are closed, this weekend the US will strike Iran hard. Iran will retailiate in and around the middle east. Come Friday (for early birds who predict the major strikes over the weekend) or Monday, the stock market will nose dive with almost all but a small handful of stocks down badly.

Of course, when the Iran war is over, the only ones to profit will be shorts and cashed up investors ready, willing and able to buy into stocks at bargain prices!

Insightful. Down when everything is down, is expected I suppose. Great opportunity for those of us with balls. Pretty bullish here personally. Buy the CPS acquisition, get the rest free. Thanks very much.

@Icarus The only reason I sold - and I have made it clear - is due to the Iran war. If that did not occur I would be invested in YouGov and many other stocks. YouGov is not a robust or a defensive stock in any way shape or form, hence it did no longer met my investment criteria. I am and always will be pragematic in my investments. The Iran war is a game changer. End of story. In times of war and - other major adverse events - cash is always king. BTW thanks for almost leaving me alone.

The point James is that you do not even see the inconsistency of your position.

I am "attacking " you because of your statements prior to you selling.

You were very dismissive of anyone who were not so bullish.

You are presenting your self as a savvy investor...........Its utter ridiculous.

Anyway,I will leave you alone for now.

I think the house Pinocchio is telling a few porkies ..seems someone tried to bet against the might of the Market and left it far too late to scoop any chips off the table..

I bit too over confident .that "cheap" could never get cheaper...

As potential buyers across the market sit on their hands..it becomes an easy exercise for shorters or Investment Bankers to dump shares on to the market...

I did buy a few at 202p ( got bored of sitting it out lol) but will hold those for now..

I am half expecting this war situation could have a second wave of attacks from the US/Israel and then a pause...the IRGC are only going to get weaker and the Iranian drone attempt attacks on the oil alternative pipelines are only going to get more intense in the very short term..to try an attack the Western economies ...

..

@Icarus42 I am replying to posts aimed at me. I merely posted I had sold out of YouGov (a very short and sharp post), and then was attacked for it. I have responded to these attacks. You say I am not to be trusted. Well, take a look at my post history, take a look at when I bought and with what companies. In most instances it is all there. Of course, I am invested in many more companies, but only have time and inclination to post on a few of them.

You say I cannot be trusted. I would say you are sore because I was proven right. I sold at £2.03 and I predicted YouGov would fall further. In other words, I warned others to sell out of YouGov and buy back later. Short term loss for long term gain. Simple stuff. YouGov was down yesterday and down aother 4-5% today. Looks like I was right.

If you do not want me to post to 'defend' myself, then find a new topic other than me to post about. Simple.

James Oxford.

That you are still on here pontificating takes a special level of narcissism.

For a man who was so bullish only to sell,I have no problem with your selling but your incessant bullishness up to Friday

was nauseating

Most knew well before Friday that Israel was going to attack Iran sooner rather than later

You are someone not to be trusted with no credibility.

Im in both. Bytes has over 100m cash, Yougov has over 100m debt.

Yougov is cheaper, on most metrics, but Bytes has the better balance sheet, dividend yield and FCF. I agree, I see more catalysts for Yougov than I do Bytes, but I would view You as higher risk/reward, perhaps offering more growth / beta. Apples and Pears!

If we are talking short covering, then GBG, GAMA and NCC are better as they are all buying back shares.

@Pokerchips 'I took a buy in Bytes today at 288p - they have had a similar kicking to YOU... maybe you want to look at that too?'

Bytes market cap circa £680M, revenue circa £217M, share price of £3.04.

YouGov market cap circa £236M, revenue circa £388M, share price of £2.09.

YouGov has far more potential in terms of share price increase based on many factors. In addition, YouGov is probably a takeover target. I will happily remain invested in YouGov all day long for the next 12-24 months. I see some serious potential here - probably a multi-bagger. IMO

@Pokerchips Good point - still it is a clear indications shorts are on the way out. DE Shaw could have increased, but have decreased instead - smart move. Every stock has its low and YouGov is circa £2.05 and it is no-brainer bargain territory. I have been topping up massively over the last couple of days this week when it dipped to circa £1.99 to £2.01...happy days. I have a considerable holding here now. I look forward to the share price in March-April-May.

James

I took a buy in Bytes today at 288p - they have had a similar kicking to YOU... maybe you want to look at that too ?

"DE Shaw exited their short position on 24 February."

James

they have merely gone below the 0.5% reporting level ...

for transparency I had a first smallish buy trigger today at 202p.....but the BOD has to do the work, the shorters will not do it for them

DE Shaw exited their short position on 24 February. More shorts to follow and exit between now and end of March. In April new funds will flow into YouGov as large and private investors alike (includes those with ISA who can add in April) realise YouGov is seriously undervalued and invest and/or add in order to average down. In April-May, the YouGov share price will take off. Don't say you weren't warned. The early bird catches the worm. IMO DYOR & GLA

The shorts are out in force on this YouGov discussion board. Lol

Penny share in the making.

Next year this will be below 50p.

No bottom to this

Easiest money ever to be made here by shorting this.

Listening to people on this board will lose you a lot of money.

Will just go lower and lower. Insiders selling at any price they can !

There must be many here with a sore anus. that dead cat bounce to 202.5p was a gift for shorts. not only are the quants increasing their short % but it looks as though the stale bulls aka large holders are dumping. this will be 150 by hy results day mething

Could not help but notice how this dog continues to drop - the fact is that it is currently massively overpriced. I cant really see margins being positive here - fair value based on EPC/PC mcap cant be more than about 90p. no assets etc. huge amount of debt. Decided to open a new short to results. Easy 10 - 15% profit i reckon.

Good luck ladies, you really are long suffering.

Doodoo.....that is a quality post...well done. That is why Pi's should always scan X ,social media, forums etc...because you can get game changing information. Roll on 24th March. GLA

At the latest annual report, the operating cash flow is 63.3 million, but that's without paying taxes. The capex is 17.5 million and taxes are 6.1 million. The free cash flow is 39.7 million. The market capitalisation of the company is 244 million, thus the free cash flow yield is 16.27%. This is huge. The company pays a 9.25 pp dividend at the moment, which for 117.86 million shares is 10.9 million pounds. So, If they start a 20 million buyback, at the current price they will be able to retire 9.615 million shares, so the new float will be 108.24 and the new market cap (with the share price stuck at 2.08 GBP) will be 225.14 million. Supposing the free cash flow and the share price remain the same, the yield will now be 17.63%. They will also save 900,000 on the dividend. The maths are unstoppable. Plus500 had similar maths three years ago. Do your own due diligence and good luck.

The above is just the quantitative analysis. I haven't done any qualitative analysis of the company yet. In my opinion, their business model is superb, as they get real data from the public daily. Their insights are fantastic and data is king at the moment. YouGov continues growing the panel paying the same since I firstly used it for surveys six years ago. AI doesn't disrupt them, it enhances them. There's a possibility of the 'Dead internet theory' happening partially, YouGov counterfights this with real insights. Some companies will start taking decisions using AI that has wrong or no data with random results, mostly negative. YouGov will be there to contract the illusion. They're not alone, the industry is of course fragmented but there's too much room for everyone.

Good to see YouGov up over 2 percent on generally a down day for the market…and on a Friday to boot. Is the cat out the bag yet? Tick tock…

Agree Dartron, not much happening and filling the discussion with positive stuff seems like a good way of keeping a disussion going. You got tick up from me and James has been filtered long ago.

@PI_Winner I agree - besside list to main market or US market i.e. other possibilities include M&A or sale. The whispers are in the wind. IMO

@Dartron I do not profess to know that much about the new chair, nor do I need to. On your other point - you are not the YouGov Plc police on this discussion board or anywhere else. I will speak when and as I like and so can anyone else, so back off.

I agree with JO. The material executive changes undoubtedly means a significant change in strategy which is great news. In my view this will either be in the form of M&A re a sale or partial sale of the business or transitioning away from AIM and a new listing. The fundamentals of this company do not equate in my view and the SP is significantly undervalued.b The strategic overhaul has now commenced.

In addition there is a big misunderstanding of what AI does and cannot do.....i.e the likes of ChatGPT or Co Pilot does not not have access to the 28million ish rich customer data sets that is the IP of Yougov. As an example, financial services companies have/are creating agentic AI models for their data sets of 10/20 million customers to provide informed and insightful breakthroughs. These data sets are NOT accessible by co-pilot, they are ring fenced to the financial services tenet.

Likewise Yougov have their own AI platform to support their gold standard data. Without the data, generic AI platforms are not a competitor and never will be...Always remember....data is KING.

Institutions own the vast majority of Yougov shares and they will have been leaning on Shakespere and the exec to make fundamental changes over the last 12 months.

All Pi's need here is patience and you will be rewarded and await the material RNS's and in the mean time this is not an SP to stare at on a daily basis. GLA.

Hi guys - a bit late posting this message but just thought I would share my view on the trading update 10 days ago. I always try to do an independent assessment when I see a trading update and say to myself - if I wasn't in this stock what would my reaction be following the statement. I currently hold share at an average price of 385p so sitting on a substantial paper loss at the minute. There was certainly nothing in the statement this was the point to buy more as revenue increase still only modest and also a vague statement about profits being dependent on cost savings initiatives (was this a veiled project warning? Although revenue up, sounds like a risk of profits being down). Whilst I don't see a reason to buy I also didn't feel there was a reason to sell either - it was a bit of a meh... update with nothing significant changing. Therefore I have taken the decision to hold. I strongly suspect the further fall in share price is down to disappointment Shakespeare hasn't turned the company around in the year he has been back at the helm. At best, you could say he has "steadied the ship"