London, January 12, 2026, 08:46 GMT — Normal trading hours.
Rightmove shares slipped slightly in early London trade Monday, last down 0.12% at 515.0 pence, after kicking off at 516.8 pence. Over the past year, the stock’s range has stretched from 474.5 to 827.0 pence. (London South East)
Rightmove’s next big milestone is fast approaching. The company will release its 2025 full-year results on Feb. 27. Its annual general meeting is scheduled for May, followed by the final dividend payment later that month. (Rightmove Plc)
This is significant since the company has been urging investors to accept increased spending ahead of any returns. When the numbers come out in late February, they’ll reveal if the portal continues to convert pricing power into cash as it rolls out new tools.
Rightmove stuck to its 2025 forecast in its latest trading and investor update, projecting around 9% revenue growth and a 70% underlying operating margin. Membership growth is expected to hit about 1%, with ARPA climbing between £95 and £105. Looking ahead to 2026, the company anticipates revenue growth of 8% to 10% and underlying operating profit rising 3% to 5%. The update also revealed plans for roughly £12 million in incremental P&L investment, along with an additional £6 million to be capitalised. CEO Johan Svanstrom commented, “AI is now becoming absolutely central to how we run our business and plan for the future.” (Rightmove Plc)
ARPA — average revenue per advertiser — matters to investors because it shows how much Rightmove can charge agents and homebuilders for listings and upgrades. When this number falls short, profit forecasts usually take a hit fast.
Even market leaders face competition lurking nearby. Agents have choices, and the stock often reacts to signs of churn, discounts, or changes in the mix of premium packages.
Rightmove faces a separate legal threat: estate agents are reportedly preparing a claim worth up to 1 billion pounds, accusing the firm of charging “excessive and unfair fees” for listings. The lawsuit is being driven by Jeremy Newman, who once served on the UK antitrust watchdog’s panel. Rightmove, however, maintains confidence in the value it offers its partners. (Reuters)
Monday’s shift was minor, yet the trade has been volatile since last fall as investors wrestled with the cost of the upcoming phase. Should the company ramp up spending quicker than it raises fees, the short-term numbers could look grim.
