Rightmove Plc Unsponsored ADR (RTMVY)
Stifel repeats 'sell' rating on Rightmove as takeover chatter lacks substance
Rightmove PLC (LSE:RMV), the property portal, remains a sell for Stifel after revived takeover speculation sent the stock up 9% to 503p. Analyst Clément Genelot kept his 'sell' rating and target price of 356p on the company, arguing that the market gains are likely to unwind given the absence of a credible bidder.
Is Rightmove The U.K.'s Best Dividend Stock?
When it comes to the UK's online property portals, Rightmove is the 800-pound gorilla, with around 80% of all the time spent on property portals being spent on Rightmove.co.uk. The strength of Rightmove's position has fuelled a lot of growth since the company was founded in 2000, and Rightmove is, quite rightly, generally thought of as a growth stock rather than an income stock. With its shares trading at £4.90, Rightmove has a relatively low dividend yield of 2.2%.
Jefferies analyst spent a summer testing AI agents against Rightmove and Autotrader. The platforms won easily
A hands-on experiment to test whether AI shopping assistants threaten property and car listing sites ended in their favour. Giles Thorne, an internet analyst at Jefferies, the investment bank, built his own artificial intelligence agent to search for a house and a car this summer.
Rightmove H1 Earnings Call Highlights
Rightmove LON: RMV reported 7% revenue growth for the first half of 2026, supported by higher average revenue per advertiser, or ARPA, and membership growth in its estate agency business, while softer new-homes development activity weighed on that segment.
Rightmove plans £400m shareholder return despite weaker outlook
Rightmove PLC (LSE:RMV) has announced plans to return more than £400 million to shareholders over the next year, despite cutting its revenue growth forecast as weakness among housebuilders weighed on its New Homes business. The property portal will begin a share buyback programme worth up to £350 million on Monday.
Rightmove: AI Concerns Create An Attractive Entry Point
Rightmove delivered 9% revenue growth to £425.1m in 2025, while net profit increased to £217m with 11% EPS growth. Investors remain focused on whether AI could structurally disrupt the platform. However, RTMVF continues to control its proprietary listing inventory, and management disclosed that AI-generated traffic remains below 0.5%. Despite operating with a net cash position and strong cash-flow generation, the company now trades closer to sector-average multiples rather than its historical premium valuation.
U.K. Home Price Rise in May Reaches 10-Year High, Rightmove Says
The average price for the month was up 1.2%, compared with a typical average of 1% for the month over the past ten years.
Rightmove says it still expects revenue growth of 8 to 10% this year
Rightmove PLC (LSE:RMV) has reaffirmed its 2026 guidance as the property portal pointed to higher membership, continued ARPA growth and accelerating technology releases across its platform. The FTSE 100 constituent said it still expects revenue growth of 8–10% this year, with its Core business, covering Estate Agency and New Homes, continuing to deliver product-led Average Revenue per Advertiser growth.
Rightmove data moat 'bigger and better than previously thought', says broker
Rightmove PLC's data defences are stronger than many investors appreciate, according to RBC Capital Markets, as it dived deeper into the property portal's artificial intelligence strategy. A day after arguing the FTSE 100 company is more likely to benefit from AI than be disrupted by it, the bank hosted a breakfast with Rightmove's chief data officer, chief executive and chief financial officer focused on its AI strategy.
Rightmove more likely to be an AI winner than loser, says analyst
Rightmove PLC is well placed to benefit from artificial intelligence rather than be disrupted by it, according to RBC Capital Markets, which says the market is focusing too much on costs and not enough on long-term gains. The broker said the property portal delivered a solid 2025 financial year, with revenue and operating profit both up 9%, despite a competitive UK housing market.
Rightmove plc (RTMVY) Q4 2025 Earnings Call Transcript
Rightmove plc (RTMVY) Q4 2025 Earnings Call Transcript
Rightmove shares rise 5% as analysts see decade-low valuation as buying opportunity
Rightmove PLC (LSE:RMV) shares climbed 5% to 453.32p on Thursday after the property portal reported full-year results in line with expectations and announced a larger-than-anticipated share buyback, prompting analysts to flag the stock as attractively valued despite a subdued run over recent months. The move higher came as Peel Hunt reiterated its 'buy' recommendation and 885p target price on the stock, arguing that Rightmove's shares are trading at their lowest earnings multiple in a decade and that concerns weighing on the valuation are misplaced.
