In a report released today, Andrew Wade from Jefferies maintained a Buy rating on AO World, with a price target of p155.00.
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Andrew Wade has given his Buy rating due to a combination of factors, notably AO World’s strong top-line momentum and profit delivery. The company’s B2C revenue growth of 9.5% for FY26 not only aligns with his forecast but also clearly outpaces key competitors, indicating sustained market share gains and the resilience of its customer proposition.
He also highlights that group revenue, boosted by the contribution from MusicMagpie, is set to grow around 11%, supporting guidance for FY26 profit before tax at the upper end of the £45–50m range. In his view, AO’s leading market position, robust earnings progression, and the strategic value of its Membership ecosystem together underpin a premium growth profile, leaving meaningful upside potential in the share price, which justifies the Buy recommendation.
In another report released today, TipRanks – Google also upgraded the stock to a Buy with a p101.00 price target.
Based on the recent corporate insider activity of 17 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of AO in relation to earlier this year.