ASOMF Overview

Analyst Recommendation: Panmure Gordon has reiterated a "Hold" recommendation for ASOS, with an average one-year price target of $4.87/share, indicating a potential upside of 1.58% from its current price of $4.79/share.

Projected Revenue and EPS: ASOS is projected to achieve an annual revenue of $4,578 million, reflecting an increase of 84.76%, with a projected non-GAAP EPS of 0.56.

Fund Sentiment: There has been a slight decrease in the number of funds reporting positions in ASOS, down by 2.56% in the last quarter, while the average portfolio weight dedicated to ASOS has increased by 8.46%.

Shareholder Activity: Major shareholders, including Vanguard and iShares, have reduced their holdings in ASOS, with some funds decreasing their portfolio allocations by over 20%, while one fund slightly increased its stake.

JP Morgan Cazenove's Recommendation: On November 24, 2025, JP Morgan Cazenove maintained a Neutral rating for ASOS (OTCPK:ASOMF), with an average one-year price target of $4.87/share, indicating a potential upside of 1.58% from its recent closing price of $4.79/share.

Projected Revenue and EPS: ASOS is projected to achieve an annual revenue of $4,578 million, reflecting an 84.76% increase, with a non-GAAP EPS forecast of 0.56.

Fund Sentiment Changes: There has been a slight decrease in institutional ownership of ASOS, with 38 funds reporting positions, down by 2.56% in the last quarter, while the average portfolio weight for these funds increased by 8.46%.

Shareholder Activity: Several major shareholders, including Vanguard and iShares, have reduced their holdings in ASOS, with notable decreases in portfolio allocations over the last quarter, while one fund slightly increased its stake.

Analyst Recommendation: Deutsche Bank has reiterated a Buy recommendation for ASOS, with an average one-year price target of $4.87/share, indicating a potential upside of 1.58% from its current price of $4.79/share.

Projected Revenue and EPS: ASOS is projected to achieve annual revenue of $4,578 million, reflecting an 84.76% increase, with a non-GAAP EPS forecast of 0.56.

Fund Sentiment: There has been a slight decrease in the number of funds holding ASOS shares, down by 2.56% in the last quarter, while the average portfolio weight dedicated to ASOS has increased by 8.46%.

Shareholder Activity: Major shareholders like Vanguard and iShares have reduced their holdings in ASOS, with significant decreases in portfolio allocations, while iShares Core MSCI EAFE ETF slightly increased its stake.

Financial Performance: ASOS reported a FY revenue of £2.48 billion, a decline of 14.8% year-over-year, with an adjusted loss before tax of £98.2 million and an adjusted EBITDA of £131.6 million, showing a £51.5 million improvement from the previous year.

Outlook for FY26: The company anticipates improved GMV performance, with expectations of 3-4 percentage points ahead of revenue growth, alongside a gross margin increase to 48%-50% and adjusted EBITDA growth to between £150 million and £180 million, supported by strategic initiatives.