Flagged for tone decliner today. Tone trajectory is deteriorating ( → → in_line → ); last update 2026-05-14. Next results expected in 21 days (2026-11-13); the earnings model leans ahead (56% confidence). Macro backdrop: recovery.
Flagged for tone decliner today. Tone trajectory is deteriorating ( → → in_line → ); last update 2026-05-14. Next results expected in 21 days (2026-11-13); the earnings model leans ahead (56% confidence). Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Decliner flagged | Tone deteriorating across multiple channels — flagged decliner in MAIN_MARKET. 3 of 4 channels in agreement | tone -22.0 · broker -33.3 · director -100.0 · sector 28.6 |
| Tone trajectory | deteriorating | Tone has been deteriorating. most recent 2026-05-14 · 14 statements in last 180d | |
| Distress | Not flagged | Not flagged for distress. | |
| Promotional language | Not flagged | RNS language is not unusually promotional. | |
| Narrative drift | Stable | Narrative consistent with historical baseline. | |
| Forward catalyst | |||
| Upcoming results | Predicted ahead | Next results expected in 21 days (2026-11-13). Model leans ahead of consensus. 17% below · 27% inline · 56% ahead · 56% model confidence · calendar announced | |
| Broker actions — last 90 days (13) | |||
| 2026-10-15 | reiteration | Jefferieshold | 593p |
| 2026-10-15 | reiteration | JefferiesHold | 593p |
| 2026-10-14 | target_cut | Berenberg Bankbuy | 863p(was 931) |
| 2026-10-14 | target_raise | JEFFERIEShold (underperform) | 593p(was 462) |
| 2026-10-14 | target_cut | BERENBERGbuy | 863p(was 931) |
| 2026-10-14 | reiteration | Berenberg BankBuy | 863p(was 931) |
| 2026-10-05 | target_raise | DEUTSCHE BANKbuy | 750p(was 730) |
| 2026-10-05 | target_raise | Deutschebuy | 750p(was 730) |
| 2026-10-05 | reiteration | DeutscheBuy | 750p(was 730) |
| 2026-09-28 | reiteration | Jefferiesunderperform | 462p |
| 2026-09-11 | target_raise | CITIGROUPneutral | 650p(was 604) |
| 2026-09-07 | target_cut | GOLDMANbuy | 750p(was 790) |
| 2026-08-24 | target_raise | BARCLAYSoverweight | 800p(was 780) |
| Director deals — last 90 days (19; 8 purchases / 3 sales) | |||
| 2026-10-05 | Award | Vanessa Simms25 shares | £0 |
| 2026-10-05 | Purchase | Vanessa Simms25 shares | £2 |
| 2026-10-05 | Award | Mark Allan24 shares | £0 |
| 2026-10-05 | Purchase | Mark Allan24 shares | £1 |
| 2026-10-05 | Purchase | Mark Allan8,333 shares | £500 |
| 2026-10-05 | Purchase | Vanessa Simms3,333 shares | £200 |
| 2026-09-04 | Purchase | Mark Allan23 shares | £2 |
| 2026-09-04 | Award | Mark Allan23 shares | £0 |
| 2026-09-04 | Purchase | Vanessa Simms22 shares | £1 |
| 2026-09-04 | Award | Vanessa Simms22 shares | £0 |
| 2026-08-04 | Award | Mark Allan21 shares | £0 |
| 2026-08-04 | Purchase | Vanessa Simms21 shares | £2 |
| 2026-08-04 | Award | Vanessa Simms21 shares | £0 |
| 2026-08-04 | Purchase | Mark Allan21 shares | £2 |
| 2026-07-28 | Exercise | Vanessa Simms164,474 shares | £0 |
| 2026-07-28 | Sale | Mark Allan53,273 shares | £3.8k |
| 2026-07-28 | Sale | Mark Allan126,463 shares | £8.9k |
| 2026-07-28 | Exercise | Mark Allan268,531 shares | £0 |
| 2026-07-28 | Sale | Vanessa Simms77,458 shares | £5.5k |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (91% confidence). | See macro indicators → |
Tone deteriorating across multiple channels — flagged decliner in MAIN_MARKET.
3 of 4 channels in agreement
Tone has been deteriorating.
most recent 2026-05-14 · 14 statements in last 180d
Not flagged for distress.
RNS language is not unusually promotional.
Narrative consistent with historical baseline.
Next results expected in 21 days (2026-11-13). Model leans ahead of consensus.
17% below · 27% inline · 56% ahead · 56% model confidence · calendar announced
Jefferieshold
JefferiesHold
Berenberg Bankbuy
JEFFERIEShold (underperform)
BERENBERGbuy
Berenberg BankBuy
DEUTSCHE BANKbuy
Deutschebuy
DeutscheBuy
Jefferiesunderperform
CITIGROUPneutral
GOLDMANbuy
BARCLAYSoverweight
Vanessa Simms25 shares
Vanessa Simms25 shares
Mark Allan24 shares
Mark Allan24 shares
Mark Allan8,333 shares
Vanessa Simms3,333 shares
Mark Allan23 shares
Mark Allan23 shares
Vanessa Simms22 shares
Vanessa Simms22 shares
Mark Allan21 shares
Vanessa Simms21 shares
Vanessa Simms21 shares
Mark Allan21 shares
Vanessa Simms164,474 shares
Mark Allan53,273 shares
Mark Allan126,463 shares
Mark Allan268,531 shares
Vanessa Simms77,458 shares
Flagged for tone decliner today. Tone trajectory is deteriorating ( → → in_line → ); last update 2026-05-14. Next results expected in 21 days (2026-11-13); the earnings model leans ahead (56% confidence). Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Decliner flagged | Tone deteriorating across multiple channels — flagged decliner in MAIN_MARKET. 3 of 4 channels in agreement | tone -22.0 · broker -33.3 · director -100.0 · sector 28.6 |
| Tone trajectory | deteriorating | Tone has been deteriorating. most recent 2026-05-14 · 14 statements in last 180d | |
| Distress | Not flagged | Not flagged for distress. | |
| Promotional language | Not flagged | RNS language is not unusually promotional. | |
| Narrative drift | Stable | Narrative consistent with historical baseline. | |
| Forward catalyst | |||
| Upcoming results | Predicted ahead | Next results expected in 21 days (2026-11-13). Model leans ahead of consensus. 17% below · 27% inline · 56% ahead · 56% model confidence · calendar announced | |
| Broker actions — last 90 days (13) | |||
| 2026-10-15 | reiteration | Jefferieshold | 593p |
| 2026-10-15 | reiteration | JefferiesHold | 593p |
| 2026-10-14 | target_cut | Berenberg Bankbuy | 863p(was 931) |
| 2026-10-14 | target_raise | JEFFERIEShold (underperform) | 593p(was 462) |
| 2026-10-14 | target_cut | BERENBERGbuy | 863p(was 931) |
| 2026-10-14 | reiteration | Berenberg BankBuy | 863p(was 931) |
| 2026-10-05 | target_raise | DEUTSCHE BANKbuy | 750p(was 730) |
| 2026-10-05 | target_raise | Deutschebuy | 750p(was 730) |
| 2026-10-05 | reiteration | DeutscheBuy | 750p(was 730) |
| 2026-09-28 | reiteration | Jefferiesunderperform | 462p |
| 2026-09-11 | target_raise | CITIGROUPneutral | 650p(was 604) |
| 2026-09-07 | target_cut | GOLDMANbuy | 750p(was 790) |
| 2026-08-24 | target_raise | BARCLAYSoverweight | 800p(was 780) |
| Director deals — last 90 days (19; 8 purchases / 3 sales) | |||
| 2026-10-05 | Award | Vanessa Simms25 shares | £0 |
| 2026-10-05 | Purchase | Vanessa Simms25 shares | £2 |
| 2026-10-05 | Award | Mark Allan24 shares | £0 |
| 2026-10-05 | Purchase | Mark Allan24 shares | £1 |
| 2026-10-05 | Purchase | Mark Allan8,333 shares | £500 |
| 2026-10-05 | Purchase | Vanessa Simms3,333 shares | £200 |
| 2026-09-04 | Purchase | Mark Allan23 shares | £2 |
| 2026-09-04 | Award | Mark Allan23 shares | £0 |
| 2026-09-04 | Purchase | Vanessa Simms22 shares | £1 |
| 2026-09-04 | Award | Vanessa Simms22 shares | £0 |
| 2026-08-04 | Award | Mark Allan21 shares | £0 |
| 2026-08-04 | Purchase | Vanessa Simms21 shares | £2 |
| 2026-08-04 | Award | Vanessa Simms21 shares | £0 |
| 2026-08-04 | Purchase | Mark Allan21 shares | £2 |
| 2026-07-28 | Exercise | Vanessa Simms164,474 shares | £0 |
| 2026-07-28 | Sale | Mark Allan53,273 shares | £3.8k |
| 2026-07-28 | Sale | Mark Allan126,463 shares | £8.9k |
| 2026-07-28 | Exercise | Mark Allan268,531 shares | £0 |
| 2026-07-28 | Sale | Vanessa Simms77,458 shares | £5.5k |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (91% confidence). | See macro indicators → |
Tone deteriorating across multiple channels — flagged decliner in MAIN_MARKET.
3 of 4 channels in agreement
Tone has been deteriorating.
most recent 2026-05-14 · 14 statements in last 180d
Not flagged for distress.
RNS language is not unusually promotional.
Narrative consistent with historical baseline.
Next results expected in 21 days (2026-11-13). Model leans ahead of consensus.
17% below · 27% inline · 56% ahead · 56% model confidence · calendar announced
Jefferieshold
JefferiesHold
Berenberg Bankbuy
JEFFERIEShold (underperform)
BERENBERGbuy
Berenberg BankBuy
DEUTSCHE BANKbuy
Deutschebuy
DeutscheBuy
Jefferiesunderperform
CITIGROUPneutral
GOLDMANbuy
BARCLAYSoverweight
Vanessa Simms25 shares
Vanessa Simms25 shares
Mark Allan24 shares
Mark Allan24 shares
Mark Allan8,333 shares
Vanessa Simms3,333 shares
Mark Allan23 shares
Mark Allan23 shares
Vanessa Simms22 shares
Vanessa Simms22 shares
Mark Allan21 shares
Vanessa Simms21 shares
Vanessa Simms21 shares
Mark Allan21 shares
Vanessa Simms164,474 shares
Mark Allan53,273 shares
Mark Allan126,463 shares
Mark Allan268,531 shares
Vanessa Simms77,458 shares