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The Markets
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Proactive UK has moved.
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The Markets
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The Markets
by Proactive
Proactive UK has moved.
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Media

S4 Capital shares tumble 22% as Sorrell sounds the earnings alarm; tech sector spend tanks

Shares of S4 Capital PLC (LSE:SFOR), Sir Martin Sorrell's advertising group, plunged 22% after it sounded the earnings alarm.

It cited the tech sector's growing caution amid tough macroeconomic conditions for cuts to revenue and profit forecasts.

"S4 is making good progress on [its] AI-driven work; however, the tilt towards the tech sector, which historically was a strength has now for the near term become a weakness," said broker Peel Hunt in its analysis of the company's trading update.

Companies are trimming costs due to a combination of rising interest rates, persistent inflation, decelerated economic growth and geopolitical uncertainty.

As a result, S4, established by Sorrell following his departure from WPP, has revised its full-year like-for-like net revenue expectations. The company is now forecasting growth of 2%-4%, a significant decrease from its previous 6%-10% projection.

The shares dropped 30.4p to 107.5p in the first half hour of trading. Peel Hunt remains a bull on the stock with a price target of 250p.

It pointed out the stock is trading on a multiple of just nine times next year's earnings - and that was before Monday's slide.

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