Highlights:

  • Revenue growth for 2025 reaffirmed at around 9%, with 2026 guidance set at 8–10%.
  • Approximately 60% of the platform now cloud-migrated, with 90% of traffic to run through the cloud by end-2025.
  • AI embedded across operations, including new consumer tools, valuation models, and platform innovations.

Rightmove plc (LSE:RMV), the UK’s leading property portal, announced plans to accelerate its investment in artificial intelligence and platform technology to support long-term growth. The company reaffirmed its 2025 outlook and introduced financial guidance for 2026, signalling confidence in its strategic direction.

For the year ahead, Rightmove expects revenue growth of about 9%, within its guidance range of 8–10%, and maintains its target of a 70% underlying operating margin. The company forecasts 8–10% revenue growth and 3–5% operating profit growth in 2026, reflecting increased investment in AI capabilities and infrastructure.

AI at the Centre of Innovation

Recent innovations include AI-powered search functions, a digital valuation tool, and the AI-powered Opportunity Manager for estate agents.

New features such as AI Keywords, allowing users to search properties through descriptive smart tags like “exposed brick” or “river views,” and Style with AI, which supports home improvement inspiration, are designed to enhance the home-moving experience.

The company is also advancing automation for partners with features like direct appointment booking for new homes and enhanced integrations for rental services, including referencing tools and live rental tracking.

Progress on Platform Transformation

Rightmove continues its major infrastructure transformation, with around 60% of its platform now migrated to the cloud. A new partnership with Google Cloud will further enable the use of advanced AI and data tools such as Vertex AI and Gemini.

The cloud migration is expected to improve product delivery speed, operational efficiency, and scalability across its digital ecosystem. By the end of 2025, 90% of platform traffic is expected to be routed through the cloud.

Market Trends and Consumer Activity

According to Rightmove’s latest property data, the UK housing market continues to show stable activity. Year-to-date, sales agreed are up 4% compared with last year, while available listings remain at a ten-year high. Prices are broadly flat at the national level, with supply growth limiting price movement.

In the rental market, demand continues to exceed supply despite a moderation in rental growth. Between July and October 2025, there were an average of 11 enquiries per available property, above pre-pandemic levels.

Rightmove remains the most visited UK property platform, accounting for over 70% of all consumer time spent on property portals, according to SimilarWeb and data.ai.

Looking Ahead

The company said it will continue to invest in AI-powered operations, consumer innovation, and research and development for new growth areas. Rightmove reiterated its capital allocation priorities — investing organically first, followed by strategic acquisitions, progressive dividends, and share buybacks with remaining cash.

The company plans to maintain its focus on long-term opportunities across core operations and strategic growth areas such as commercial property, mortgages, and rental services, targeting 20–30% annual growth in these divisions over the medium term.

RMV shares were trading around 21% lower at GBX 516.80 per share during trading session on 7 November 2025.