Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Foxtons Group’s Q325 revenue growth was clearly affected by the loss of consumer confidence in the sales market. We, and the company, believe this will probably continue until the end of the year, given the unhelpful headlines relating to potential tax increases in the Autumn Budget and the slower-than-hoped-for decline in interest rates. We have reduced our profit estimates and valuation as a result. However, we believe Foxtons’ strategic direction remains positive, and the internal initiatives previously outlined will bear fruit. Furthermore, the revised medium-term financial targets announced in June are ambitious but achievable, underpinned by structural growth, headquarter-related cost savings, Foxtons’ technology stack and its proprietary data vault.

Foxtons Group’s Q325 revenue growth was clearly affected by the loss of consumer confidence in the sales market. We, and the company, believe this will probably continue until the end of the year, given the unhelpful headlines relating to potential tax increases in the Autumn Budget and the slower-than-hoped-for decline in interest rates. We have reduced our profit estimates and valuation as a result. However, we believe Foxtons’ strategic direction remains positive, and the internal initiatives previously outlined will bear fruit. Furthermore, the revised medium-term financial targets announced in June are ambitious but achievable, underpinned by structural growth, headquarter-related cost savings, Foxtons’ technology stack and its proprietary data vault.

Foxtons Group — Lettings good, Sales held back short term

Foxton Group’s Q3 Lettings revenue supported an increase of c 3% but declining confidence in the London sales market due to uncertainty related to the Autumn Budget had an impact on Sales volumes and revenue, which is also likely to affect Q4. This has led Foxtons to guide FY25 underlying operating profit of £21.5–23.2m from a consensus of £23.7m and our estimate of £23.5m.

Foxton Group’s Q3 Lettings revenue supported an increase of c 3% but declining confidence in the London sales market due to uncertainty related to the Autumn Budget had an impact on Sales volumes and revenue, which is also likely to affect Q4. This has led Foxtons to guide FY25 underlying operating profit of £21.5–23.2m from a consensus of £23.7m and our estimate of £23.5m.

Foxtons Group — Q3 Lettings resilience offset by weaker Sales

Your Partner for Growth, Hybridan

Hybridan

Your Partner for Growth

Our passion is raising growth capital for exciting, fast growth companies that want to take their business to the next level. We raise capital for companies both listed and unlisted in the most efficient manner possible and pride ourselves as being one of the few consistently profitable broking firms in the City. This has been achieved through a highly disciplined approach when seeking to create both corporate and institutional relationships.

<ul>
<li>Dotdigital 46.3p £140.4m (DOTD.L) The SaaS provider of an AI-powered customer experience and data platform for intelligent personalised marketing engagement at scale, launched Dotdigital Loyalty, a new loyalty product initially developed for Shopify merchants, and Agents in Dotdigital, a natural language prompting interface embedded in core platform workflows.</li>
<li>Both products are now live and available to customers, alongside the Group's recently launched Dotdigital MCP server, which connects the platform to a customer's large language model of choice.</li>
<li>Together, the launches extend the Group's customer lifecycle proposition, deepens the AI capability embedded across the platform, and increases the revenue opportunity within Dotdigital's existing customer base.</li>
</ul>


Dotdigital 46.3p £140.4m (DOTD.L) The SaaS provider of an AI-powered customer experience and data platform for intelligent personalised marketing engagement at scale, launched Dotdigital Loyalty, a new loyalty product initially developed for Shopify merchants, and Agents in Dotdigital, a natural language prompting interface embedded in core platform workflows.
Both products are now live and available to customers, alongside the Group's recently launched Dotdigital MCP server, which connects the platform to a customer's large language model of choice.
Together, the launches extend the Group's customer lifecycle proposition, deepens the AI capability embedded across the platform, and increases the revenue opportunity within Dotdigital's existing customer base.


Somero Enterprises, Inc. - Hybridan Small Cap Feast: 16 July 2026

Foxtons’ H125 results were good, the long-term outlook is promising, and we believe its strategic direction remains positive. The revised medium-term financial targets announced in June are ambitious but achievable, underpinned by structural growth, headquarter-related cost savings, Foxtons’ technology stack and its proprietary data vault. We maintain our revenue and operating profit estimates and our 134p per share valuation, although risks appear to be skewed to the upside if interest rates decline, supporting consumer confidence.

Foxtons’ H125 results were good, the long-term outlook is promising, and we believe its strategic direction remains positive. The revised medium-term financial targets announced in June are ambitious but achievable, underpinned by structural growth, headquarter-related cost savings, Foxtons’ technology stack and its proprietary data vault. We maintain our revenue and operating profit estimates and our 134p per share valuation, although risks appear to be skewed to the upside if interest rates decline, supporting consumer confidence.

Foxtons Group — Positive story continues to play out

Foxtons Group’s long-term outlook is promising and we believe its strategic direction remains positive. The revised medium-term financial targets announced recently are stretching but, in our opinion, very achievable given the positive cyclical outlook and underpinned by Foxtons’ tech stack and proprietary data vault. Furthermore, investment in the business and employees is boosting satisfaction and reducing staff turnover. We maintain our revenue and operating profit estimates and our 134p/share valuation, although risks appear to be skewed to the upside if market momentum continues.

Foxtons Group’s long-term outlook is promising and we believe its strategic direction remains positive. The revised medium-term financial targets announced recently are stretching but, in our opinion, very achievable given the positive cyclical outlook and underpinned by Foxtons’ tech stack and proprietary data vault. Furthermore, investment in the business and employees is boosting satisfaction and reducing staff turnover. We maintain our revenue and operating profit estimates and our 134p/share valuation, although risks appear to be skewed to the upside if market momentum continues.

Foxtons Group — Revised, stretching targets revealed

United Kingdom

Foxtons Group Plc is a British estate agency providing residential property sales, lettings, and financial services in the United Kingdom. It offers tenant finding, rent collection, property management, and mortgage arrangement services. The company was founded in 1981 and is headquartered in London, United Kingdom.

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Foxtons (FOXT LN)

Foxtons Group — Lettings good, Sales held back short term

Foxtons Group’s Q325 revenue growth was clearly affected by the loss of consumer confidence in the sales market. We, and the company, believe this...

Edison Investment Research

Foxtons Group — Q3 Lettings resilience offset by weaker Sales

Foxton Group’s Q3 Lettings revenue supported an increase of c 3% but declining confidence in the London sales market due to uncertainty related to...

Edison Investment Research

Somero Enterprises, Inc. - Hybridan Small Cap Feast: 16 July 2026

The SaaS provider of an AI-powered customer experience and data platform for intelligent personalised marketing engagement at scale, launched...

Hybridan

Foxtons Group — Positive story continues to play out

Foxtons’ H125 results were good, the long-term outlook is promising, and we believe its strategic direction remains positive. The revised...

Edison Investment Research

Foxtons Group — Revised, stretching targets revealed

Foxtons Group’s long-term outlook is promising and we believe its strategic direction remains positive. The revised medium-term financial targets...

Edison Investment Research

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