Celebrus Technologies (LON:CLBS) – a 21% uplift in three days!

Mark Watson-Mitchell
6 hours ago
2 min read

09.07.2025

Well, that has been a good performance in just a few days – from 148p to 180p – a 21% gain – but is there still more to go for?

As the disruptive data technology platform switches its accounting procedures to take better valuations from increasing its annual recurring revenues it has proven itself to be at an inflection point.

The group stated that its new financial year had started with a strong pipeline, new customer wins boosting ARR to almost $20.0m and a good proportion of revenue already committed to the current financial year.

Celebrus CEO Bill Bruno stated that:

"Overall, this was a year of continued progress offset by operational and macroeconomic challenges, particularly some slowing down of customer decision making in the second half of our financial year, as we described in the trading update in April.

While we naturally focus on the challenges, and how to improve upon our learnings, I believe our results show that the company and team excelled in many areas and made significant progress in bringing to life our strategic vision for Celebrus."

Looking ahead to its trading year to end-March 2028, analyst Kai Korschelt, at Canaccord Genuity Capital Market, is estimating $37.9m of group revenues to show £5.4m of adjusted group pre-tax profits, generating 10.5p per share in earnings and paying a 3.6p dividend.

It will take that long to turn from the current year loss back into profits – the question to ask then are the group’s shares worth the 290p Target Price that the broker holds on the group.

At Cavendish Capital Markets, its analysts Andrew Darley and Kimberley Carstens have a 275p Target Price on its shares.

They too take the longer view as the accounting switch hits the group’s financial performance – but looking similarly for the better times to show through by the 2028 year.

They note that it will be a three-year journey to convert the existing three-year term licence customer base starts here.

“The underlying cash profile of the ongoing Celebrus Cloud customer base will not change, with $18.8m ARR today lifted to $19.9m, paying annually in advance, in addition to services revenue (and cash).

The forecasts below show the courage of the restatement, with the undoubtedly positive future in the clarity of the strategy for recurring revenue, from own IP, without any low margin third-party revenue distractions.

Target price of 275p equates to 3x EV/Sales in FY28, as the transition completes.”