Rightmove Plc Unsponsored ADR (RTMVY)
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.
Rightmove targets double-digit growth with AI push and £90m buyback
Rightmove PLC (LSE:RMV), the UK's largest property portal, has set out plans for accelerated investment in artificial intelligence and product innovation as it targets sustained double-digit revenue growth into the medium term, after reporting a strong set of full-year results for 2025. The company said it expected revenue to grow by 8-10% in 2026, underpinned by the continued uptake of its top packages for estate agents and new homes developers.
Rightmove: Finally Cheap Enough To Buy
Rightmove remains the dominant UK property portal, boasting an 80%+ market share and a highly profitable, asset-light model. Recent AI disruption fears and margin compression from AI investments triggered a >45% share price correction, making RTMVF more attractive for value investors. Despite guiding for slight margin compression, RTMVF still expects ~9% top-line and underlying profit growth, with current valuation at a P/E of 16.5x.
Housebuilders subside as Rightmove reports soft pricing
Barratt Redrow PLC, Taylor Wimpey PLC and Berkeley Group Holdings PLC shares were among the leading FTSE 350 fallers after Rightmove reported slightly lower house prices in February, with competition among UK house sellers at an 11-year high. The property portal said the average asking price of a newly listed home slipped £12 month-on-month to £368,019, effectively flat year-on-year.
January's Gains Endure as High Supply Tempers February U.K. House-Price Growth, Rightmove Says
Property website Rightmove said U.K. house prices in February were virtually flat on month as a high choice of homes for sale and steadying buyer activity prevented a rise.
Rightmove target cut as online classifieds AI debate not going away
Stocks in the online classifieds sector, such as Rightmove PLC and Auto Trader Group PLC, have lost a combined market value of around 40% over the past six months, with artificial intelligence anxiety a main cause, according to UBS. The AI debate is likely to rage on until at least the second half of the year, the Swiss bank reckons, based on continued investor uncertainty.
