Overview
UK customer feedback platform's FY25 revenue rose 20% cc, adjusted EPS beat analyst expectations
Adjusted EBITDA margin expanded to 15.6% as enterprise growth and AI efficiencies boosted profitability
Company completed $71.6 mln share buyback, plans additional $30 mln repurchase
Outlook
Trustpilot expects FY26 revenue growth in the high-teens at constant currency
Company sees FY26 adjusted EBITDA margin improving by 2-3 percentage points
Trustpilot targets 25% adjusted EBITDA margin by 2028 and 30% by 2030
Result Drivers
ENTERPRISE & NORTH AMERICA MOMENTUM - Co said bookings growth accelerated in H2, led by enterprise customers and North America
AI & PRODUCT INNOVATION - Significant rise in AI search exposure and new product features drove engagement and business demand
AI-DRIVEN COST EFFICIENCIES - Margin expansion supported by cost efficiencies in technology and content, aided by higher AI usage
Company press release: ID:nRSQ8587Wa
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Adjusted EPS
Beat
$0.05
$0.04 (10 Analysts)
FY EPS
$0.02
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Trustpilot Group PLC is GBp292.00, about 65.8% above its March 16 closing price of GBp176.10
The stock recently traded at 41 times the next 12-month earnings vs. a P/E of 48 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)