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Eagle Eye Lifts Profit Outlook as ARR Surges and OEM Deals Land

Story Highlights
  • Eagle Eye’s strong H1 FY26 saw robust ARR and underlying revenue growth from new wins and deeper client engagements.
  • Cost optimisation and first OEM contracts boosted margins and visibility, leading the board to raise full-year EBITDA guidance.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Eagle Eye Lifts Profit Outlook as ARR Surges and OEM Deals Land

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The latest announcement is out from Eagle Eye Solutions ( (GB:EYE) ).

Eagle Eye Solutions reported a stronger-than-expected first half for FY26, with underlying annual recurring revenue (excluding a previously lost Neptune Retail Solutions contract) rising 29% to £42.2m and underlying group revenue up 16%, driven by a higher win rate, deeper customer engagements and 20% growth in EagleAI. The group signed multi-year deals with eight major retailers across Europe, North America and Asia, secured its first contracts under a new global OEM agreement that opens up additional sectors, and expanded SaaS revenue and margins through ongoing cost optimisation, prompting the board to guide that full-year adjusted EBITDA will come in comfortably ahead of market forecasts while still targeting a 20% exit EBITDA margin run rate and a return to double-digit revenue and profit growth in FY27.

The most recent analyst rating on (GB:EYE) stock is a Buy with a £328.00 price target. To see the full list of analyst forecasts on Eagle Eye Solutions stock, see the GB:EYE Stock Forecast page.

Spark’s Take on GB:EYE Stock

According to Spark, TipRanks’ AI Analyst, GB:EYE is a Outperform.

Eagle Eye Solutions demonstrates strong financial performance and technical momentum, supported by strategic corporate actions like share buybacks. However, its high P/E ratio suggests overvaluation, which could pose a risk if growth expectations are not met.

To see Spark’s full report on GB:EYE stock, click here.

More about Eagle Eye Solutions

Eagle Eye Solutions Group plc is a London-listed SaaS and AI technology company specialising in digital connections that enable personalised, real-time marketing at scale. Its core offering centres on the AIR platform and EagleAI solutions, which power loyalty, promotions and data-driven personalisation for retailers and brands, with a growing focus on North America, Asia and global OEM distribution channels.

Average Trading Volume: 51,227

Technical Sentiment Signal: Sell

Current Market Cap: £91.4M

See more data about EYE stock on TipRanks’ Stock Analysis page.

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