We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

On The Beach results impress, but Shore Capital stays at 'hold'

Tue 02 December 2025 11:40 | A A A

No recommendation

No news or research item is a personal recommendation to deal. Hargreaves Lansdown may not share ShareCast's (powered by Digital Look) views.

(Sharecast News) - On the Beach's stock surged on Tuesday morning after the online package holiday impressed with its third straight year of record results, though they weren't enough to deter Shore Capital from keeping a 'hold' rating on the stock.

The company reported that total transaction value (TTV) was up 11% at an all-time high of 1.23bn, with revenues rising 6% to 121.4m and repeat customer bookings and app monthly actives users up 18% and 58%, respectively.

Shares, up nearly 13% on the day at 217.5p by 1231 GMT, have still fallen 13% since the start of the year (as of Monday's close) on the back of a series of downgrades - something which Shore Capital said "leave[s] us questioning whether management's targets [...], reiterated this morning, are still realistic".

The company is targeting TTV of 2.5bn, EBITDA of 100m and adjusted pre-tax profits of 85m over the medium term. That's up from 1.23bn, 40.3m and 35.0m for the year to 30 September 2025, respectively.

"Note that targets were set out in Dec 2024, with a medium-term target that, to our minds, implies 2028 and so more than doubling the business," Shore Capital said.

"Whilst valuation, EV/EBITDA

    The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website is not personal advice based on your circumstances. So you can make informed decisions for yourself we aim to provide you with the best information, best service and best prices. If you are unsure about the suitability of an investment please contact us for advice.


    More stockbroker tips from ShareCast

    Latest economy and stock market articles