Forward-looking tone is improving across 3 channels (2 in agreement). No distress or narrative-drift signals firing. Tone trajectory is stable (ahead → ahead → → ahead); last update 2026-07-29. Next results expected in 27 days (2026-11-19); the earnings model leans inline (36% confidence). Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Improver flagged | Tone improving across multiple channels — flagged improver in MAIN_MARKET. 2 of 3 channels in agreement | tone 25.0 · broker 100.0 · director -12.0 · sector 21.0 |
| Tone trajectory | stable | Tone has been stable. most recent 2026-07-29 · 18 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 inline | Next results expected in 27 days (2026-11-19). Model leans inline of consensus. 28% below · 36% inline · 36% ahead · 36% model confidence · calendar announced | |
| Broker actions — last 90 days (11) | |||
| 2026-07-30 | target_raise | Deutschehold | 1,050p(was 900) |
| 2026-07-30 | reiteration | DeutscheHold | 1,050p(was 900) |
| 2026-07-30 | target_raise | DEUTSCHE BANKhold | 1,050p(was 900) |
| 2026-07-30 | target_raise | CITIGROUPbuy | 1,150p(was 1050) |
| 2026-07-30 | target_raise | Citigroupbuy | 1,150p(was 1050) |
| 2026-07-30 | reiteration | CitigroupBuy | 1,150p(was 1050) |
| 2026-07-29 | target_raise | JEFFERIESbuy | 1,150p(was 1000) |
| 2026-07-29 | reiteration | Canaccord Genuitybuy | 1,135p |
| 2026-07-29 | reiteration | Jefferiesbuy | 1,000p |
| 2026-07-29 | reiteration | JefferiesBuy | 1,000p |
| 2026-07-29 | reiteration | Canaccord GenuityBuy | 1,135p |
| Director deals — last 90 days (15; 2 purchases / 2 sales) | |||
| 2026-09-28 | Award | Derk Bleeker318,627 shares | £0 |
| 2026-09-29 | Exercise | Amy Lawson521 shares | £36 |
| 2026-09-29 | Exercise | Amanda Cusdin521 shares | £36 |
| 2026-09-28 | Award | Krish Vitaldevara1,993,661 shares | £0 |
| 2026-09-28 | Award | Anand Swaminathan1,120,424 shares | £0 |
| 2026-09-05 | Award | Simon Longbottom8,718 shares | £0 |
| 2026-09-07 | Sale | Simon Longbottom4,106 shares | £426 |
| 2026-08-04 | Sale | Derk Bleeker2,608 shares | £264 |
| 2026-08-04 | Exercise | Steve Hare2,608 shares | £0 |
| 2026-08-04 | Exercise | Derk Bleeker2,608 shares | £0 |
| 2026-08-03 | Purchase | Amy Cosgrove549 shares | £45 |
| 2026-08-03 | Purchase | Aaron Harris549 shares | £45 |
| 2026-08-01 | Award | Aaron Harris | £0 |
| 2026-08-01 | Award | Amy Cosgrove | £0 |
| 2026-08-01 | Award | Krishna Vitaldevara | £0 |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (91% confidence). | See macro indicators → |
Tone improving across multiple channels — flagged improver in MAIN_MARKET.
2 of 3 channels in agreement
Tone has been stable.
most recent 2026-07-29 · 18 statements in last 180d
Not flagged for distress.
RNS language is not unusually promotional.
Narrative consistent with historical baseline.
Next results expected in 27 days (2026-11-19). Model leans inline of consensus.
28% below · 36% inline · 36% ahead · 36% model confidence · calendar announced
Deutschehold
DeutscheHold
DEUTSCHE BANKhold
CITIGROUPbuy
Citigroupbuy
CitigroupBuy
JEFFERIESbuy
Canaccord Genuitybuy
Jefferiesbuy
JefferiesBuy
Canaccord GenuityBuy
Derk Bleeker318,627 shares
Amy Lawson521 shares
Amanda Cusdin521 shares
Krish Vitaldevara1,993,661 shares
Anand Swaminathan1,120,424 shares
Simon Longbottom8,718 shares
Simon Longbottom4,106 shares
Derk Bleeker2,608 shares
Steve Hare2,608 shares
Derk Bleeker2,608 shares
Amy Cosgrove549 shares
Aaron Harris549 shares
Aaron Harris
Amy Cosgrove
Krishna Vitaldevara
Forward-looking tone is improving across 3 channels (2 in agreement). No distress or narrative-drift signals firing. Tone trajectory is stable (ahead → ahead → → ahead); last update 2026-07-29. Next results expected in 27 days (2026-11-19); the earnings model leans inline (36% confidence). Macro backdrop: recovery.
| Signal / Date | Status | Detail | Indicator |
|---|---|---|---|
| Composite signals | |||
| Multi-channel | Improver flagged | Tone improving across multiple channels — flagged improver in MAIN_MARKET. 2 of 3 channels in agreement | tone 25.0 · broker 100.0 · director -12.0 · sector 21.0 |
| Tone trajectory | stable | Tone has been stable. most recent 2026-07-29 · 18 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 inline | Next results expected in 27 days (2026-11-19). Model leans inline of consensus. 28% below · 36% inline · 36% ahead · 36% model confidence · calendar announced | |
| Broker actions — last 90 days (11) | |||
| 2026-07-30 | target_raise | Deutschehold | 1,050p(was 900) |
| 2026-07-30 | reiteration | DeutscheHold | 1,050p(was 900) |
| 2026-07-30 | target_raise | DEUTSCHE BANKhold | 1,050p(was 900) |
| 2026-07-30 | target_raise | CITIGROUPbuy | 1,150p(was 1050) |
| 2026-07-30 | target_raise | Citigroupbuy | 1,150p(was 1050) |
| 2026-07-30 | reiteration | CitigroupBuy | 1,150p(was 1050) |
| 2026-07-29 | target_raise | JEFFERIESbuy | 1,150p(was 1000) |
| 2026-07-29 | reiteration | Canaccord Genuitybuy | 1,135p |
| 2026-07-29 | reiteration | Jefferiesbuy | 1,000p |
| 2026-07-29 | reiteration | JefferiesBuy | 1,000p |
| 2026-07-29 | reiteration | Canaccord GenuityBuy | 1,135p |
| Director deals — last 90 days (15; 2 purchases / 2 sales) | |||
| 2026-09-28 | Award | Derk Bleeker318,627 shares | £0 |
| 2026-09-29 | Exercise | Amy Lawson521 shares | £36 |
| 2026-09-29 | Exercise | Amanda Cusdin521 shares | £36 |
| 2026-09-28 | Award | Krish Vitaldevara1,993,661 shares | £0 |
| 2026-09-28 | Award | Anand Swaminathan1,120,424 shares | £0 |
| 2026-09-05 | Award | Simon Longbottom8,718 shares | £0 |
| 2026-09-07 | Sale | Simon Longbottom4,106 shares | £426 |
| 2026-08-04 | Sale | Derk Bleeker2,608 shares | £264 |
| 2026-08-04 | Exercise | Steve Hare2,608 shares | £0 |
| 2026-08-04 | Exercise | Derk Bleeker2,608 shares | £0 |
| 2026-08-03 | Purchase | Amy Cosgrove549 shares | £45 |
| 2026-08-03 | Purchase | Aaron Harris549 shares | £45 |
| 2026-08-01 | Award | Aaron Harris | £0 |
| 2026-08-01 | Award | Amy Cosgrove | £0 |
| 2026-08-01 | Award | Krishna Vitaldevara | £0 |
| Backdrop | |||
| UK macro regime | recovery | UK cycle classification: recovery (91% confidence). | See macro indicators → |
Tone improving across multiple channels — flagged improver in MAIN_MARKET.
2 of 3 channels in agreement
Tone has been stable.
most recent 2026-07-29 · 18 statements in last 180d
Not flagged for distress.
RNS language is not unusually promotional.
Narrative consistent with historical baseline.
Next results expected in 27 days (2026-11-19). Model leans inline of consensus.
28% below · 36% inline · 36% ahead · 36% model confidence · calendar announced
Deutschehold
DeutscheHold
DEUTSCHE BANKhold
CITIGROUPbuy
Citigroupbuy
CitigroupBuy
JEFFERIESbuy
Canaccord Genuitybuy
Jefferiesbuy
JefferiesBuy
Canaccord GenuityBuy
Derk Bleeker318,627 shares
Amy Lawson521 shares
Amanda Cusdin521 shares
Krish Vitaldevara1,993,661 shares
Anand Swaminathan1,120,424 shares
Simon Longbottom8,718 shares
Simon Longbottom4,106 shares
Derk Bleeker2,608 shares
Steve Hare2,608 shares
Derk Bleeker2,608 shares
Amy Cosgrove549 shares
Aaron Harris549 shares
Aaron Harris
Amy Cosgrove
Krishna Vitaldevara
