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Broker Notes, Comments and Analysis

Broker notes, analysis and comments

Corero Network Security

Corero Network Security broadens its cybersecurity reach in 2026

Corero is expanding its product range, recurring revenue base and sales channels as it targets a much larger cybersecurity market...
Fidelity

UK value offers a clearer opportunity as AI changes the market

Alex Wright of Fidelity Special Values discusses with Kepler Partners why UK valuations, selective stock picking and the impact of AI continue to shape the opportunity set...
Drax Group

Drax Group gains strategic diversity from BSIF acquisition, says Longspur Research

Drax Group (LON:DRX) has added greater diversity and new long-term options to its UK power portfolio following the acquisition of Bluefield Solar Investment Fund, highlighted in the latest research note..

BMS

Richard Heading Braemar Plc CFO highlights revenue growth drivers  

Edison says its first meeting with Braemar CFO Richard Heading reinforced confidence in the company’s strategic direction and execution. The next key catalyst is November’s half-year results, with Edison’s 370p..
Strix Group

Strix cash increase and Consumer Goods momentum put the spotlight on the next strategic update – Zeus Capital

Zeus Capital says Strix Groups FY26 results were broadly in line, but the standout was a sharp improvement in cash, a stronger Consumer...
Hardman & Co

Arbuthnot Banking Group Plc 1H’26: accelerating franchise growth

Arbuthnot Banking Group delivered broad-based growth across deposits, specialist lending and wealth management in 1H’26, achieving its £10bn client balances target two years early. Despite pressure from lower interest rates,..
Hardman & Co

Real Estate Credit Investments maintains dividend as credit remains resilient

Mark Thomas reviews RECI’s FY26 performance, highlighting its 12p annual dividend, conservative leverage, 92% performing portfolio and options for improving earnings and dividend coverage...
REC

Record plc Starts the New Financial Year with Strong Inflows and Rising Assets, Panmure Liberum

Record plc reports strong quarterly inflows, rising assets and growing momentum across its core and higher-margin services...
MRDN

Meridian Holdings Expands Global Visibility Through UFC Partnership, Zacks Small-Cap Research

Meridian Holdings expands Meridianbet’s international profile through UFC sponsorship, customer growth and broader gaming content distribution...
NXR

Norcros Delivers Solid First-Quarter Growth as Market Share Gains Continue, Shore Capital

Norcros delivers organic growth, stronger margins and continued market share gains despite challenging conditions across its core markets...
Fidelity

Fidelity Emerging Markets outperforms as technology exposure rises highlighted in latest research (LON:FEML)

Kepler highlights how Fidelity Emerging Markets is increasing exposure to technology, materials and Brazil while using an active toolkit to manage valuation, geopolitical and company-specific risks...
Hardide plc

Hardide Plc FY26 EPS Forecast Raised 33% as Cavendish Lifts Target Price

Cavendish raises Hardide’s target price after stronger trading, higher margins and a 33% EPS upgrade...
Pharos Energy

Pharos Energy reports high production, strong cash position and further Vietnam drilling progress, Auctus Advisors

Discover how Auctus Advisors’ latest research on Pharos Energy highlights a strong first-half production, robust cash generation and further Vietnam drilling progress...
AVG

Avingtrans Raises £21 Million to Expand Its US Nuclear Opportunity, Cavendish

Avingtrans secures £21 million to expand US nuclear capacity, supporting forecast growth, stronger margins and Cavendish’s increased target price outlook...
Hardman & Co

Real Estate Credit Investments (RECI) FY’26 results: High yield, clear path to dividend cover

Real Estate Credit Investments maintained its 3p quarterly dividend, offering a 10.3% yield, while outlining routes to restore dividend cover. Credit performance remains strong, leverage is conservative and the shares..
VLE

Valeura Energy Builds Cash Position as Bussabong Catalyst Approaches, Auctus Advisors

Valeura Energy enters the second half of 2026 with strong cash generation and Bussabong development plans advancing steadily in Thailand...
SEI

Sintana Energy’s Atlantic Margin activity pipeline remains firmly in focus, says Cavendish

Sintana Energy’s latest Cavendish note highlights Namibia drilling catalysts, Uruguay upside and an unchanged Buy rating...
VRCI

Verici Dx FY25 results in line as Tutivia outlook strengthens, says Singer Capital Markets

Verici Dx’s latest Singer Capital Markets note highlights FY25 results, Tutivia growth, nationwide coverage and a positive FY26 revenue outlook...
Ilika

Ilika Plc capital raise supports Stereax launch and Goliath progress, says Cavendish

Ilika’s latest Cavendish note highlights fresh funding to support Stereax commercialisation and Goliath development across medical, defence and e-bike markets...
CMC Markets Research

CMC Markets upgraded to Buy as FY2027 outlook steps higher, Panmure Liberum

CMC Markets receives a Buy upgrade from Panmure Liberum after a major FY2027 guidance uplift and stronger B2B momentum...

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Corero Network Security

Corero Network Security broadens its cybersecurity reach in 2026

Corero is expanding its product range, recurring revenue base and sales channels as it targets a much larger cybersecurity market...
Fidelity

UK value offers a clearer opportunity as AI changes the market

Alex Wright of Fidelity Special Values discusses with Kepler Partners why UK valuations, selective stock picking and the impact of AI continue to shape the opportunity set...
Drax Group

Drax Group gains strategic diversity from BSIF acquisition, says Longspur Research

BMS

Richard Heading Braemar Plc CFO highlights revenue growth drivers  

Edison says its first meeting with Braemar CFO Richard Heading reinforced confidence in the company’s strategic direction and execution. The next key catalyst is November’s half-year results, with Edison’s 370p valuation indicating significant upside...
Strix Group

Strix cash increase and Consumer Goods momentum put the spotlight on the next strategic update – Zeus Capital

Zeus Capital says Strix Groups FY26 results were broadly in line, but the standout was a sharp improvement in cash, a stronger Consumer...
Hardman & Co

Arbuthnot Banking Group Plc 1H’26: accelerating franchise growth

Arbuthnot Banking Group delivered broad-based growth across deposits, specialist lending and wealth management in 1H’26, achieving its £10bn client balances target two years early. Despite pressure from lower interest rates, the bank remains well capitalised, offers a dividend yield of around 7%, and trades at a substantial discount to NAV...
Hardman & Co

Real Estate Credit Investments maintains dividend as credit remains resilient

Mark Thomas reviews RECI’s FY26 performance, highlighting its 12p annual dividend, conservative leverage, 92% performing portfolio and options for improving earnings and dividend coverage...
REC

Record plc Starts the New Financial Year with Strong Inflows and Rising Assets, Panmure Liberum

Record plc reports strong quarterly inflows, rising assets and growing momentum across its core and higher-margin services...
MRDN

Meridian Holdings Expands Global Visibility Through UFC Partnership, Zacks Small-Cap Research

Meridian Holdings expands Meridianbet’s international profile through UFC sponsorship, customer growth and broader gaming content distribution...
NXR

Norcros Delivers Solid First-Quarter Growth as Market Share Gains Continue, Shore Capital

Norcros delivers organic growth, stronger margins and continued market share gains despite challenging conditions across its core markets...
Fidelity

Fidelity Emerging Markets outperforms as technology exposure rises highlighted in latest research (LON:FEML)

Kepler highlights how Fidelity Emerging Markets is increasing exposure to technology, materials and Brazil while using an active toolkit to manage valuation, geopolitical and company-specific risks...
Hardide plc

Hardide Plc FY26 EPS Forecast Raised 33% as Cavendish Lifts Target Price

Cavendish raises Hardide’s target price after stronger trading, higher margins and a 33% EPS upgrade...
Pharos Energy

Pharos Energy reports high production, strong cash position and further Vietnam drilling progress, Auctus Advisors

Discover how Auctus Advisors’ latest research on Pharos Energy highlights a strong first-half production, robust cash generation and further Vietnam drilling progress...
AVG

Avingtrans Raises £21 Million to Expand Its US Nuclear Opportunity, Cavendish

Avingtrans secures £21 million to expand US nuclear capacity, supporting forecast growth, stronger margins and Cavendish’s increased target price outlook...
Hardman & Co

Real Estate Credit Investments (RECI) FY’26 results: High yield, clear path to dividend cover

Real Estate Credit Investments maintained its 3p quarterly dividend, offering a 10.3% yield, while outlining routes to restore dividend cover. Credit performance remains strong, leverage is conservative and the shares continue to trade at a substantial discount to NAV...
VLE

Valeura Energy Builds Cash Position as Bussabong Catalyst Approaches, Auctus Advisors

Valeura Energy enters the second half of 2026 with strong cash generation and Bussabong development plans advancing steadily in Thailand...
SEI

Sintana Energy’s Atlantic Margin activity pipeline remains firmly in focus, says Cavendish

Sintana Energy’s latest Cavendish note highlights Namibia drilling catalysts, Uruguay upside and an unchanged Buy rating...
VRCI

Verici Dx FY25 results in line as Tutivia outlook strengthens, says Singer Capital Markets

Verici Dx’s latest Singer Capital Markets note highlights FY25 results, Tutivia growth, nationwide coverage and a positive FY26 revenue outlook...
Ilika

Ilika Plc capital raise supports Stereax launch and Goliath progress, says Cavendish

Ilika’s latest Cavendish note highlights fresh funding to support Stereax commercialisation and Goliath development across medical, defence and e-bike markets...
CMC Markets Research

CMC Markets upgraded to Buy as FY2027 outlook steps higher, Panmure Liberum

CMC Markets receives a Buy upgrade from Panmure Liberum after a major FY2027 guidance uplift and stronger B2B momentum...
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View all Funds, Market Insights and news >> 

FTSE 100 News

UK Broker Ratings

Broker Notes, Comments and Analysis

Latest Interviews

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News and Interview Alerts

Subscribe Free

Company Presentations

Q&As

Hardman & Co

BrokerTalk

FTSE 100

Funds

View all Funds, Market Insights and news >> 

Green News

View all Sustainable sectors, Plcs and news >>  

UK Broker Ratings

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