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Bango plc (GB:BGO)
:BGO
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Bango plc (BGO) AI Stock Analysis

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GB:BGO

Bango plc

(LSE:BGO)

Rating:62Neutral
Price Target:
93.00p
▲(3.91% Upside)
Bango plc's overall stock score is primarily driven by its strong financial performance, particularly in revenue growth and cash flow stability. However, the technical analysis indicates mixed signals, and the valuation is negatively impacted by the lack of profitability and dividend yield. These factors collectively result in a moderate stock score.

Bango plc (BGO) vs. iShares MSCI United Kingdom ETF (EWC)

Bango plc Business Overview & Revenue Model

Company DescriptionBango plc, together with its subsidiaries, develops, markets, and sells technology that enables the marketing and sale of products and services to mobile phone users. The company offers Bango Marketplace that enables app marketers in finding Bango Audiences to directly reach new paying users; Bango Payments, which connects online app stores and merchants to approximately 3 billion users; Bango Resale, a solution to deliver the results from reselling and bundling products and services; and Bango Boost+, a customer and revenue growth program. It operates in the United Kingdom, the European Union, the United States, Canada, and internationally. The company serves retail, telecom, and app developer industries. Bango plc was founded in 1999 and is based in Cambridge, the United Kingdom.
How the Company Makes MoneyBango generates revenue primarily through transaction fees charged on the mobile payments processed via its platform. Each time a customer makes a purchase using Bango's payment solutions, the company earns a percentage of the transaction value. Additionally, Bango derives revenue from its data analytics services, which provide insights and analytics to merchants and developers to optimize their sales strategies. The company also benefits from strategic partnerships with mobile operators and app stores, which enhance its reach in the digital commerce ecosystem and provide access to a broader customer base. These partnerships can lead to additional revenue streams through joint marketing efforts and shared customer insights.

Bango plc Financial Statement Overview

Summary
Bango plc demonstrates strong revenue growth and operational efficiency, as evidenced by high gross margins. While profitability remains a concern with negative net income, the company shows positive cash flow trends and maintains a healthy balance sheet with manageable leverage. Overall, Bango plc is positioned well for future growth, though improvements in profitability would enhance its financial standing.
Income Statement
80
Positive
Bango plc exhibited robust revenue growth with a 15.8% increase from the previous year, indicating a strong market position. Despite a negative EBIT margin of -5.1% and a net profit margin of -6.8%, the company showed a significant improvement in EBITDA margin to 16.9%. The gross profit margin remained high at 78.3%, highlighting operational efficiency.
Balance Sheet
70
Positive
The company's balance sheet reflects a moderate debt-to-equity ratio of 0.26, suggesting prudent leverage use. The equity ratio is 38.2%, showing a stable capital structure. However, the negative ROE of -13.9% indicates challenges in generating returns on equity.
Cash Flow
75
Positive
Bango plc's free cash flow improved significantly, with a positive growth rate from the previous year. The operating cash flow to net income ratio is strong at -5.2, reflecting effective cash generation despite net losses. The free cash flow to net income ratio is 0.92, which is a positive sign for future cash flow stability.
BreakdownDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue53.37M46.10M23.22M15.35M16.58M
Gross Profit41.79M39.62M21.05M14.43M16.11M
EBITDA9.02M-570.00K3.75M
Net Income-3.65M-8.83M1.01M
Balance Sheet
Total Assets68.48M69.67M58.32M31.23M36.84M
Cash, Cash Equivalents and Short-Term Investments3.38M3.76M10.35M7.95M
Total Debt6.88M10.48M201.70K
Total Liabilities42.30M42.18M32.69M4.01M
Stockholders Equity26.18M21.57M25.63M27.29M32.83M
Cash Flow
Free Cash Flow3.35M-16.30M1.45M
Operating Cash Flow18.88M1.64M4.10M
Investing Cash Flow-15.52M-14.94M
Financing Cash Flow-3.72M6.16M4.71M

Bango plc Technical Analysis

Technical Analysis Sentiment
Positive
Last Price89.50
Price Trends
50DMA
88.83
Positive
100DMA
88.04
Positive
200DMA
90.75
Negative
Market Momentum
MACD
0.07
Negative
RSI
55.36
Neutral
STOCH
51.49
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:BGO, the sentiment is Positive. The current price of 89.5 is above the 20-day moving average (MA) of 87.15, above the 50-day MA of 88.83, and below the 200-day MA of 90.75, indicating a neutral trend. The MACD of 0.07 indicates Negative momentum. The RSI at 55.36 is Neutral, neither overbought nor oversold. The STOCH value of 51.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:BGO.

Bango plc Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
£210.07M19.10101.82%4.06%4.77%15.03%
74
Outperform
£667.64M231.962.71%16.77%-64.34%
72
Outperform
£683.89M299.391.05%4.31%
63
Neutral
£495.95M26.7717.90%4.81%1.42%-46.02%
62
Neutral
£67.99M-13.63%12.63%59.24%
61
Neutral
$35.45B7.89-10.11%1.88%8.47%-9.45%
£7.51M0.10
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:BGO
Bango plc
89.50
-32.00
-26.34%
GB:PAY
Paypoint
708.00
58.79
9.06%
GB:BOKU
BOKU
223.00
48.00
27.43%
GB:FNX
Fonix Mobile PLC
212.00
-9.15
-4.14%
GB:CYK
Mustang Energy Plc
1.45
-6.55
-81.88%
GB:WPS
WAG Payment Solutions Plc
100.50
35.20
53.91%

Bango plc Corporate Events

Business Operations and Strategy
Bango PLC Relocates UK Headquarters to Cambridge Business Park
Neutral
Aug 6, 2025

Bango PLC has announced a change in its registered office and UK headquarters to Matrix House, Cambridge Business Park, Cambridge, effective immediately. This move may reflect Bango’s strategic positioning within the digital content monetization industry, potentially impacting its operational efficiency and stakeholder engagement.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Bango PLC Reports Strong Growth in 1H2025 with Expanding Digital Vending Machine Adoption
Positive
Jul 24, 2025

Bango PLC reported a 21% growth in Annual Recurring Revenue (ARR) and a more than 60% increase in Adjusted EBITDA for the first half of 2025, driven by the expanding adoption of its Digital Vending Machine® (DVM). The company secured seven new DVM customers, including major telcos in the US, South Korea, and Japan, and launched a fully integrated Super Bundling platform. This expansion positions Bango for scalable and sustainable growth, with a strong market presence and reduced operational expenses, supporting the Board’s confidence in meeting full-year market expectations.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Executive/Board ChangesShareholder Meetings
Bango PLC Announces Successful AGM with All Resolutions Passed
Positive
Jun 30, 2025

At the recent Annual General Meeting, Bango PLC announced that all resolutions were passed, including the re-election and election of directors and the re-appointment of auditors. The approval of these resolutions, particularly those related to share allotment and director appointments, indicates strong shareholder support and positions Bango for continued strategic growth and operational stability.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Product-Related AnnouncementsBusiness Operations and Strategy
Bango Partners with KT to Launch Next-Gen Subscription Services in Korea
Positive
Jun 12, 2025

Bango plc has announced a strategic partnership with Korean telecommunications provider KT to deliver subscription services to KT’s 13.5 million customers using Bango’s Digital Vending Machine®. This collaboration marks Bango’s first major DVM agreement in Korea, signaling potential expansion into the East Asian telco market. KT will integrate various third-party services, including AI and language subscriptions, into its offerings, enhancing customer experiences and positioning KT as a leader in AI solutions across telecommunications. The partnership allows KT to quickly deploy new services and gain insights for personalized bundles, potentially transforming its subscription platform into a global hub.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Other
Bango CEO Increases Stake with Share Purchase
Positive
Jun 10, 2025

Bango PLC announced that its CEO, Paul Larbey, along with certain associated persons, purchased a total of 27,124 Bango Ordinary Shares at an average price of 84.56p. This transaction increases Larbey’s direct and indirect interest to 177,981 Ordinary Shares, representing about 0.2% of the company’s total issued share capital. This move may reflect confidence in the company’s future performance and could have implications for investor perceptions and market positioning.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Business Operations and Strategy
Bango PLC Grants Share Options to Directors and Employees
Neutral
Jun 10, 2025

Bango PLC has announced the granting of share options to certain directors and employees as part of its Employee Share Option Scheme. The options, which vest after three years, are subject to performance conditions related to share price and revenue growth. This move aligns with Bango’s policy of incentivizing its leadership and workforce, potentially impacting the company’s operational focus and market positioning.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Private Placements and FinancingBusiness Operations and Strategy
Bango PLC Secures New Loan and Credit Facility to Boost Financial Flexibility
Positive
Jun 6, 2025

Bango PLC has announced a new loan agreement with NHN Corporation, replacing a previous loan and providing an additional $2.85 million to enhance its financial flexibility and support efficiency improvements. The new loan terms include deferred repayments and a fixed interest rate, with NHN receiving warrants to purchase shares in Bango. Additionally, Bango has secured a $15 million multi-currency revolving credit facility with NatWest, replacing an existing overdraft and providing a long-term financing solution with favorable terms.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Private Placements and FinancingBusiness Operations and StrategyFinancial Disclosures
Bango PLC Reports Strong 2024 Financial Results and Strategic Growth
Positive
Jun 6, 2025

Bango PLC reported a strong financial performance for 2024, with a 16% increase in total revenue and a significant rise in Adjusted EBITDA, reflecting operational leverage and disciplined cost management. The company expanded its Digital Vending Machine® customer base, including new wins in South Korea and the US, and secured financing to strengthen its balance sheet, positioning itself for future growth in the subscription economy.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Shareholder Meetings
Bango PLC Announces 2025 AGM Details and Annual Report Availability
Neutral
Jun 6, 2025

Bango PLC has announced that its 2025 Annual General Meeting (AGM) will be held on June 30, 2025, at its Cambridge offices, with options for online participation. Shareholders are encouraged to vote in advance and can engage with the company’s board through a Q&A session following the formal meeting. The AGM results will be announced promptly, and the company’s Annual Report is available for download.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Executive/Board ChangesBusiness Operations and Strategy
Bango PLC Announces Directorate Changes and Strategic Focus on AI
Positive
Jun 6, 2025

Bango PLC announced that Anil Malhotra and Frank Bury will not seek re-election to the Board at the upcoming 2025 Annual General Meeting. Anil Malhotra will transition from Chief Marketing Officer to a new role focused on integrating AI strategies with the Digital Vending Machine® platform, enhancing value for Telcos and resellers. This change is expected to strengthen Bango’s market presence and leverage AI to extract value from data, benefiting the company’s operations and stakeholders.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Business Operations and StrategyFinancial Disclosures
Bango PLC to Announce Final Results and Host Investor Presentation
Positive
May 29, 2025

Bango PLC announced it will release its final results for the year ending December 31, 2024, on June 6, 2025. The company will also host an investor presentation and Q&A session on the same day, providing an opportunity for existing and potential shareholders to engage with the management team. This announcement indicates Bango’s commitment to transparency and stakeholder engagement, potentially strengthening its market position and investor relations.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Product-Related AnnouncementsBusiness Operations and Strategy
Bango Partners with Optimum to Launch Subscription Bundles
Positive
May 20, 2025

Bango has announced a new licensing agreement with Optimum, a major U.S. telecommunications provider, to offer subscription bundles through Bango’s Digital Vending Machine®. This partnership allows Optimum customers to access bundled streaming services, enhancing customer satisfaction and business growth. The collaboration marks Optimum’s initial use of Bango’s technology, which is transforming digital service delivery across various industries by enabling partners to create customized subscription bundles.

The most recent analyst rating on (GB:BGO) stock is a Buy with a £244.00 price target. To see the full list of analyst forecasts on Bango plc stock, see the GB:BGO Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 31, 2025