Highlights:

  • Canaccord Genuity and Investec Bank (UK) plc have both issued Buy ratings for ActiveOps plc.
  • The mean target price across covered analysts stands at GBP 295.
  • ActiveOps reported 45% revenue growth for H1 FY26, supported by continued expansion across global markets.

ActiveOps plc (LSE:AOM), a provider of decision intelligence software for enterprise service operations, has received positive analyst recommendations from Canaccord Genuity and Investec Bank (UK) plc, both assigning Buy ratings on the company. The analysts have set target prices of GBP 355 and GBP 310, respectively.

Analyst Ratings and Target Prices:

Based on the latest data by EODHD/Others, the current consensus rating for ActiveOps stands at Buy, with a mean target price of GBp 295, representing an upside potential of over 20% from recent trading levels.

Canaccord Genuity, represented by analyst Kai F. Korschelt, reaffirmed a Buy rating with a target price of GBp 355 as of 6 November 2025. Investec Bank (UK) plc, led by analyst Roger J. Phillips, also maintained a Buy rating, with a target price of GBp 310 on 5 November 2025.

Financial Performance Overview:

For the six months ended 30 September 2025 (H1 FY26), ActiveOps reported double-digit revenue growth and rising profitability.

  • Revenue: GBP 20.8 million, up 45% year-on-year (50% constant currency).
  • SaaS Revenue: GBP 17.3 million, a 33% increase year-on-year.
  • Annual Recurring Revenue (ARR): GBP 40.6 million, up 55%, with organic ARR growth of 27% in constant currency.
  • Adjusted EBITDA and profit before tax both improved on a double-digit basis, reflecting efficient operational performance.

The company remains cash-generative and debt-free, with GBP 13.3 million in cash at period end, after funding the acquisition of Enlighten, a workforce optimisation software provider.

Operational Progress and Outlook:

ActiveOps’ growth was supported by expansion across EMEIA, APAC, and North America, alongside new customer wins and upsell contracts. The integration of Enlighten, acquired on 30 June 2025, continues as planned and is expected to deliver future cost efficiencies and cross-selling opportunities.

The company expects full-year revenue to exceed market consensus while maintaining profitability in line with expectations.