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Stock impact report

Rightmove: Finally Cheap Enough To Buy [Seeking Alpha]

RIGHTMOVE PLC UNSP/ADR (RTMVY) 
NASDAQ:AMEX Investor Relations: plc.rightmove.co.uk/investors
Company Research Source: Seeking Alpha
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. I see almost 35% upside if RTMVF re-rates to a 20x P/E, with risks centered on further margin pressure or tangible AI-driven disruption. yujie chen/iStock Editorial via Getty Images Rightmove plc ( RTMVF ) is the leading property portal in the UK. The company's main product is a platform to connect renters and buyers to landlords and buyers in the UK's property market. The company This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not recei Show less Read more
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