Here’s how.

Where to start?

When hunting for FTSE 100 bargains, they’re usually in the places where most people aren’t looking. That’s why some of the best buying opportunities are often among the stocks that are least popular. And given they’ve taken a steep tumble over the last six months, the following three companies certainly seem to fit nicely into this category.

• Rightmove (LSE:RMV) – down 38%.
• Autotrader Group – down 38%.
• 3i Group – down 36%.

Now that we’ve narrowed down the list, the next step is to start digging into the details to understand what’s going on. After all, stocks don’t just fall for no reason. The task is to figure out what that reason is and whether or not the investors have overreacted.

So let’s take a look at one of the worst performers on the list: Rightmove

What happened to Rightmove?

From FTSE 100 darling to outcast, Rightmove’s market-cap has fallen so dramatically. That’s despite the leading online property portal continuing to dominate its market. What happened?

Rightmove shares began sliding in August 2025 after enjoying an impressive rally. But it wasn’t until last November that the shares really started to get sold off.

The catalyst was a profit warning, triggered not because the business is struggling, but because management announced aggressive artificial intelligence (AI) investment plans that would sacrifice near-term performance in favour of long-term growth.

Since then, the company has been served with a £1.5bn class action lawsuit accusing the platform of abusing its dominant market position and charging excessive and unfair fees. And combined, these headwinds have created a perfect storm of cautious uncertainty.

But as experienced investors know, the best time to buy is “when there is blood in the streets”. So is now the time to take advantage?

Here’s what I think

Starting with the AI investment headwinds, I don’t believe there’s cause for major concern. The company has a history of heavy tech investment in its platform. And historically, this continuous platform innovation is how Rightmove became the de facto choice for home buyers and sellers.

Obviously, there’s no guarantee management will successfully deliver its ambitions of AI-driven double-digit revenue and earnings growth by 2030. But given its track record, I remain optimistic.

What about the lawsuit? This threat certainly can’t be ignored. But it’s important to recognise it’s a long-duration threat.

A similar lawsuit filed against Visa and Mastercard in 2016 took roughly eight years to resolve. Furthermore, the abuse of dominance claim has an exceptionally high bar to prove in court, making an out-of-court settlement the most likely outcome.

Overall, I think there remains a compelling bull case.

With the market pricing Rightmove shares at their lowest level in almost six years, the risk-to-reward ratio at today’s valuation could be an attractive entry point to consider for long-term growth investors willing to be patient, especially since a full eventual recovery to where the stock was trading in August would double an investment made today.

The post FTSE 100: how to invest in cheap UK shares to try and double your money appeared first on The Motley Fool UK.

Some have been acquired and others have moved their listings abroad. But I’m looking at something quite different.

Reshuffle 

The FTSE 100 is meant to be the largest UK-listed companies by market value. But that can change as share prices move. 

To account for this, the index updates every three months. And the next reshuffle is set to be very interesting. 

Two companies have made it into the top 90 stocks. These are Harbour Energy and Ithaca Energy.

If they stay there until the June reshuffle, they’ll be included in the FTSE 100 automatically. And two firms will have to make way.

As things stand, one of the names set to be dropped is Berkeley Group Holdings. But it’s the other one that’s catching my eye.

Rightmove

Rightmove (LSE:RMV) is currently in danger. Its £3.4bn market cap is lower than quite a few FTSE 250 names. 

There’s a lot to like about the business. Its margins are huge, it has no debt, and it dominates the UK property search market. 

Investors, however, don’t seem to care. They’re concerned about artificial intelligence and the threat of disruption. 

Rightmove’s problem is that there’s not much it can say or do to ease these worries. Its latest results, for example, were good.

The trouble is, this fits with the AI disruption narrative. Things are going to be absolutely fine – until they aren’t.

Disruption?

ChatGPT can search estate agent websites to find four-bedroom houses in Oxford. But I don’t think that problem is the main issue even though Rightmove’s key strength isn’t proprietary data. What sets it apart from competitors is its network effect. 

Buyers start their searches there because it offers everything they need. So why would they stop doing this?

One answer is if agents stop listing on Rightmove. But that’s a big risk as long as it’s the first place buyers look.

The still-FTSE-100-for-now firm isn’t – as the saying goes – a potted plant (that is, not a passive observer). Staying on top has it has done for years in this space is harder than it looks. 

Costs

Despite this, Rightmove shares are clearly falling for a reason. AI is set to have a real impact on its business. 

Building out its own AI capacities is going to cost money. And that’s set to weigh on margins for the next few years. As I see it, that’s the real risk for investors. The firm expects these effects to be temporary, but what if they’re not?

Huge margins are a big part of Rightmove’s attraction so this is a threat to take seriously. Margin pressure, in my view, is the big concern with Rightmove.

Opportunity?

Rightmove isn’t my top tech stock right now. I’m looking at names with better proprietary data or regulatory protection. 

That, however, might be about to change. The stock is down around 45% from its highs and if it drops out of the FTSE 100, that could create even more selling pressure.

If that causes the share price to fall further, it could get much more attractive to me. I’ll be watching closely.

The post I sense a potential opportunity if the FTSE 100 loses this quality growth stock… appeared first on The Motley Fool UK.

As a long-term Fool, this gets me salivating. To quote stock market legend Warren Buffett, what could be better than ‘buying quality merchandise when it’s marked down’?

Fallen star

One top-tier company that’s caught my eye more than any other is property portal Rightmove (LSE: RMV).

As you probably already know, the £3.3bn cap has a virtual monopoly when it comes to connecting estate agents, developers, and landlords with buyers and renters in the UK. For years, this has allowed it to post incredible margins of around 70%.

But recent share price performance has been woeful. As I type, the company has lost a third of its value in the last 12 months.

To be clear, Rightmove’s business model hasn’t suddenly broken. It’s still doing what it’s always done.

However, there have been developments – both within and outside of its control – that have caused serious concerns among investors.

What’s gone so wrong?

Perhaps the most prominent of the former has been management’s decision to invest heavily in AI. This caused the share price to plummet when the announcement was made last November.

It’s not just that investors didn’t like the idea of profit being lower for a while; it’s the possibility that this move might not work and that Rightmove will eventually lose its crown to a competitor. And the market doesn’t like that sort of uncertainty.

Recent events have only added to owners’ pain. At the start of April, the company was named in a £1.5bn lawsuit after estate agents claimed it had been charging excessive subscription fees. The news sent the shares to a six-year low.

Now throw in the prospect of interest rates staying higher for longer as a result of President Trump’s war in Iran. Given the impact this might have on an already-flagging property market, I think Rightmove’s plight makes some sense.

Time to make a move?

Then again, one could argue that an awful lot of negativity is priced in. After all, the forecast price-to-earnings (P/E) ratio of just 14 is already significantly below Rightmove’s five-year average of 28.

Although not a favourite among those looking to generate passive income, the dividend yield now stands at 2.6% too. Those cash distributions look set to be easily covered by expected profit. So, a cut seems unlikely as things stand.

There’s also been some director buying. According to records, four different directors snapped up stock in February and March. Prior to this, the last recorded buy by anyone on the board was in June 2023! This shouldn’t taken as a guarantee that Rightmove is about to stage an almighty recovery. Even so, I do like to see those who know the company best putting their own money to work.

Whether these arguments indicate that Rightmove is the best value proposition in the FTSE 100 right now is, of course, open to debate.

But I do think this is one stock that’s worth a closer look.

The post Is this household name now the FTSE 100’s best bargain stock? appeared first on The Motley Fool UK.

Here’s why.

Unleashing compounding

Let’s say someone’s putting aside £10,000 a year to invest in their SIPP. After receiving 20% tax relief from the government, that automatically gets topped up to £12,500 of investable capital. And investing this money at the stock market’s 8% average annualised return, a brand-new retirement portfolio would reach seven figures in just over 25 years.

The first six years of this journey are spent just trying to reach £100,000. But once a portfolio enters six-figure territory, compounding really starts working its magic.

After 10 years of consistently investing and staying disciplined, a SIPP would have grown to £190,557 – almost £200k. What’s exciting is that the second £100,000 only took around four years to achieve instead of six.

After 20 years, the SIPP is now worth £613,524. While only £190k was made in the first decade, during the second, close to £423,000 of wealth was unlocked. And with just another five years of staying focused and disciplined, the retirement portfolio will be on the verge of crossing over into millionaire-territory at £990,590.

Please note that tax treatment depends on the individual circumstances of each client and may be subject to change in future. The content in this article is provided for information purposes only. It is not intended to be, neither does it constitute, any form of tax advice. Readers are responsible for carrying out their own due diligence and for obtaining professional advice before making any investment decisions.

Aiming for 8%

Just last year, the FTSE 100 vastly outperformed its average. But when looking across the 2010s, the UK’s flagship index struggled to deliver close to 6% a year. And while a 2% difference may not seem like much, it actually adds close to five years to reaching millionaire status.

So rather than relying on index funds, investors can decide to invest directly into only the best and brightest of businesses. While this involves taking on more risk, it also opens the door to potentially market-beating returns, slicing years off the timeline.

So which stocks should investors consider buying in 2026?

A top stock for long-term investors?

Of all the FTSE 100 shares in 2026, Rightmove (LSE:RMV) currently stands out as one of the most structurally compelling, in my opinion.

It’s the UK’s most dominant online property portal by a large margin. And Rightmove is still seeing continually higher spending on its platform through both organic demand and the firm exercising its pricing power.

Yet, the stock’s down almost 40% in the last 12 months.

This downward trajectory stems as a result of management cutting its medium-term profit growth expectations, in favour of some aggressive AI spending to improve its platform’s technical capabilities.

Profit warnings are rarely met with enthusiasm. So it isn’t surprising to see the negative reaction. But given the firm is projecting a return to double-digitid operating profit growth by 2030, it seems investors are being overly focused on the near-term performance and ignoring its long-term expansion potential.

To be fair, there are some justified reasons for caution. Competition is heating up, and the AI investments aren’t guaranteed to meet expectations. But with Rightmove shares now trading at their lowest point in almost a decade, it’s a risk I’m seriously considering taking with my own SIPP. And it’s not the only opportunity I’ve spotted…

The post Why building a million-pound SIPP gets easier after £100k appeared first on The Motley Fool UK.

What’s interesting is that company directors are taking advantage of the share price weakness and buying shares. This suggests that these ‘insiders’ – who will have more information on their company than the rest of us do – see a compelling investment opportunity right now.

Director dealing at Rightmove

Since late February, four different directors at Rightmove have bought stock. The most recent purchases have come from Chair Andrew Fisher, who snapped up about £85,000 worth of shares in late March while the share price was near £4.20.

Before this, both the CEO and the CFO bought shares in mid-March when the share price was near £4.60. Obviously, it’s notable that top-level management has been buying, however, I’ll point out that these trades were relatively small – between the two insiders they only bought around £30k worth of stock.

The final trade I want to highlight isn’t small though. In fact, it’s huge.

It came from board member Lorna Tilbian and was worth about £993,000. She bought 220,273 shares at a price of £4.82 on 27 February.

This trade is really interesting. Because Tilbian has significant investment experience.

She was a founder of stockbroker Numis Corp (now Deutsche Numis). She was also Head of the Media Sector in Corporate Broking & Advisory at the firm until September 2017 so she is likely to know Rightmove very well.

An investment opportunity?

So, could there be an opportunity here for the rest of us? Potentially – I believe Rightmove shares are worth a closer look right now.

This stock has been absolutely hammered amid the software sell-off. Clearly, a lot of people believe this company’s offering is going to be obsolete in the AI era.

I’m not convinced though. The beauty of Rightmove is that it brings together a ton of different properties in one place making it easy for potential buyers or renters to browse what’s on the market.

Meanwhile, it’s developing its own AI features to compete with platforms such as ChatGPT. Not only has it released a powerful new search tool (trained on 25 years of data) but it has also released a ‘style with AI’ feature that allows users to visualise properties in different ways.

As for the valuation, the stock is looking very cheap after its 50% fall. Looking at earnings forecasts for 2025, the forward-looking price-to-earnings (P/E) ratio is only 13.

Note that the dividend yield is now close to 3%. So, not only do we have value on offer but we also have income.

Of course, AI is a risk to internet companies like this. Perhaps people will stop using platforms like Rightmove and instead do everything through ChatGPT or with AI agents?

Ultimately, there’s some uncertainty today. We don’t know how this will all play out.

With the stock down 50% and now offering a near-3% yield though, I think it’s worthy of further research. Insiders certainly seem to be bullish.

The post This FTSE 100 stock has fallen 50% and directors are loading up on shares appeared first on The Motley Fool UK.

A Stocks and Shares ISA can’t have done that well over the time period, can it? Or can it?

Unlike a Cash ISA which churns out the same return to every account holder, the Stocks and Shares ISA grows entirely depending on the choices of the investors. To get our answer, therefore, let’s run through a few popular options.

The power

The FTSE 100 is the leading index of the UK, containing 100 of the largest public companies. Investors can get access in a Stocks and Shares ISA through an index fund, which is a bit like investing in all 100 at once. How would it have got on? The base increase was 44%, but if we include reinvested dividends then it jumps to 71%.

A £20,000 stake would have increased to £34,256 in five years.

What about across the pond? American stocks – and the focus on tech giants – have offered some of the best returns going. A S&P 500 index fund would have returned 78% including dividends over the same period.

A £20,000 stake would have turned into £35,640.

Another option is picking individual stocks. Five years ago, an investor could have plumped for Shell and booked a 185% return including dividends, AstraZeneca with 106%, Rio Tinto with 63%, Lloyds with 161%, and Diageo with a decrease of 48%.

The average of these five leading names from the London Stock Exchange would have turned £20,000 into £38,680.

The last example shows the power of stock selection. One or two good choices can elevate the returns. Of course, there is the danger of doing worse than the average too.

Brilliant buys

What type of stocks might offer above-average returns for the next five years? One that has caught my eye recently is Rightmove (LSE: RMV), the online property portal which is listed on the FTSE 100.

Rightmove is one of the UK’s best and brightest tech firms. Like many forward-thinking companies that utilise new technology, the firm has low overheads and high margins. The net margin in the last financial year was a staggering 51%.

The downside of operating what is, when you boil it down, mostly a website, is the lack of an economic moat. Rightmove shares have been struggling recently because of the advances in AI, which might mean people use chatbots to do their property searching instead. The shares have fallen 47% since August.

On the other hand, Rightmove looks firmly entrenched with a share of UK property web traffic standing at over 80%. And that fall in the shares could be a chance to buy in cheap.

To sum up? There will undoubtedly be some brilliant buys on offer right now for a Stocks and Shares ISA. Rightmove very well might end up being one. I’d say it’s worth considering.

The post £20,000 invested in a Stocks and Shares ISA 5 years ago could now be worth… appeared first on The Motley Fool UK.

Source: Fiscal.ai

The stock trades at a price-to-earnings (P/E) ratio of 16. And from 2030, the firm’s targeting 15% annual earnings per share (EPS) growth.

Why’s the stock so cheap?

Rightmove shares have crashed – and I mean crashed – 38% in the last six months. So investors have to wonder what the catch with those numbers is.

The firm released its annual financial report at the end of February, describing solid growth in both sales and profits, with strong operating margins.

It also announced £140m in returns to shareholders through dividends and share buybacks. That’s around 4% of the company’s current market value.

All of that’s pretty good – and it might even justify buying the stock at today’s prices. But it isn’t what investors are worried about right now.

Artificial intelligence

The forecast 15% EPS growth from 2030 looks great. But to get to that point, Rightmove’s planning on spending a lot on artificial intelligence (AI). That means for the next few years, EPS growth’s going to be more like 5%. That’s much lower – and below the firm’s recent average. 

The company expects a huge return on these investments over time. But investors do need to ask themselves how plausible this is? If everything goes to plan, buying the stock at a P/E ratio of 16 today could be a brilliant move. The important word there though, is ‘if’.

‘If’

AI’s going to change a lot of businesses. And it might be the kind of development that comes once in an investing lifetime. The big question for Rightmove is whether it’s an opportunity or a cost. But it’s impossible to know for sure at this stage.

In a sense, the firm’s like Amazon or Microsoft right now. It’s investing big in AI and the market doesn’t like it. That’s why the stock’s trading at an all-time low (P/E) ratio. And investors might not get the chance to buy at this level again.

Insider buying

A P/E ratio of 16 suggests the stock market doubts that Rightmove is going to meet its medium term targets. And they might be right. One thing worth noting though, is that it’s not just the company that disagrees: some key insiders are also confident.

CEO Johan Svanstrom recently bought £20,000 worth of shares and non-exec director Lorna Tilbian invested £1,000,000!

Exactly why they’ve done this only they can say. But whatever the reason, it’s a strong sign of confidence in the business.

Options

Insider buying is an encouraging sign, especially in large amounts. Investors though, need to make their own minds up about the stock.

There’s a lot of uncertainty about what AI means for the firm. But if it hits its targets, the stock could be a rare opportunity. Whether it’s a once-in-a-lifetime one remains to be seen.

Rightmove, however, isn’t the only stock that’s been falling. And in my own portfolio, I think I can find even better shares to buy right now.

The post A once-in-a-lifetime chance to buy a top FTSE 100 stock at a bargain price? appeared first on The Motley Fool UK.

So those with £3,000 to invest right now, here are two companies I think would deserve a closer look – one of which is already in my own portfolio!

1. A niche compounder

Few UK shares share the same tremendous track record as Games Workshop (LSE:GAW). Fun fact: when including dividends, anyone who put £1,500 to work 20 years ago is now sitting on a jaw-dropping £228,330!

But even after such a legendary performance, the growth story looks far from over.

What started as a niche, nerdy, tabletop wargame has evolved into a still-nerdy but enormous hobby ecosystem. Warhammer‘s now more popular than ever, with millions of players and collectors buying the miniature kits, paints, and books every year.

Yet management keeps doubling down. It’s capitalising on the powerful Warhammer IP through licensing deals with video game development studios and Amazon to adapt its various worlds and expand its reach to new audiences. And we’ve already seen a taste of the success this strategy is having.

The enormously successful launch of Warhammer 40,000: Space Marine 2 not only sent the firm’s licensing revenues through the roof, but also lured new customers to the core miniatures business, leading to record sales and profits.

Yet, with the massively anticipated launch of Total War: Warhammer 40,000 potentially releasing in late 2026/early 2027, we might soon see a repeat performance. That’s why I’m bullish on this business.

Of course, success isn’t guaranteed. If this new video game fails to live up to player expectations, investors could be left disappointed – a problematic outcome for a premium-priced stock.

Something else to watch is consumer spending. Like Games Workshop’s share price, Warhammer miniatures aren’t cheap. And with an ongoing cost-of-living crisis, the business could be susceptible to slower sales from macroeconomic pressure – a risk for investors to consider carefully.

2. A once-in-a-decade buying opportunity?

If Games Workshop shares trade at a premium, Rightmove (LSE:RMV) shares are the complete opposite. Looking at the online property portal’s price-to-earnings ratio, its shares haven’t been this cheap in over a decade. And it’s why the analyst team at Peel Hunt have flagged it as a potentially top-notch growth pick in 2026.

Management recently announced plans to aggressively invest in artificial intelligence (AI) to maintain its platform’s technological dominance. But since this strategy’s expected to reduce near-term growth, investors weren’t exactly thrilled, leading to a sell-off over the last six months.

Yet despite this stock falling by almost 40%, the business remains rock solid. Rightmove still controls a monopoly-like 85%+ of property search traffic, its free cash flow’s still gushing, and if management’s AI bet works out, growth’s on track to reaccelerate to double-digits by 2030.

Obviously, success isn’t guaranteed. But it’s rare to see companies of this calibre trade at such a cheap multiple. That’s why I’m seriously considering adding Rightmove to my Stocks and Shares ISA, despite the risks. And it’s not the only ISA-worthy stock on my radar right now…

The post £3k to invest? 2 UK shares to consider buying in a Stocks and Shares ISA in 2026 appeared first on The Motley Fool UK.

But could Rightmove’s share price be set for a stunning recovery? The 17 analysts with ratings on the Footsie firm think it might — their average 12-month price target is 576.4p. That’s up 26% from current levels of 459.3p.

I’m far from convinced, however. Here’s why I’m avoiding Rightmove shares like a bad curse today.

What’s going on?

There’s no doubting that Rightmove is the king of the UK property listings market. According to Comscore, it commanded 89% of all consumer time spent on property portals last year.

This economic moat gave it an enormous operating margin of 70% last year, and helped revenues rise 9% year on year. These drove underlying operating profit 9% higher too.

The problem is sales and earnings are in severe danger if the UK housing market cools, and the risks of this happening are growing. Britain’s economy remains in low growth mode, with unemployment rising and wage growth cooling, casting a shadow over homebuyer activity.

What’s more, conflict in the Middle East is fuelling inflationary pressures, and the interest rate cuts analysts were predicting now appear highly unlikely. If oil prices keep surging, the central bank may even raise lending rates.

What about the AI threat?

Arguably though, this isn’t the greatest danger to Rightmove’s earnings and by extension its share price. The business is investing heavily in AI, meaning it expects underlying operating profits to grow just 3%–5% in 2026. It’s possible that these costs could surpass forecasts and remain elevated for some time.

The other major AI threat Rightmove faces is related to model disruption. If AI generative tools begin to aggregate and then deliver searchable property listings, could traffic to the company’s online portal collapse? It’s not out of the question, in my view.

Could Rightmove shares rebound?

It’s possible that the Rightmove share price could bounce back over the next year as analysts expect. A quick resolution to the Middle East conflict may be essential for this to happen, leading central banks to consider cutting interest rates again. Rising competition in the mortgage sector could also boost buyer affordability and therefore searches on its online platform.

Rightmove shares are also now so cheap that investors could pile back in if news flow does indeed improve. Its forward price-to-earnings (P/E) ratio is 15.4 times. To put that in context, that’s miles below the 10-year average of 29–30.

Having said all that, I’m still not tempted to buy the FTSE 100 stock for my portfolio. While I’m confident the housing market will improve strongly over time, the threat of AI disruption — and a potential share price washout like we’ve seen with many software shares — is too great for my liking. I’d rather find other shares to buy right now.

The post Down 31%, here’s a FTSE 100 horror stock I’m avoiding on Friday 13th! appeared first on The Motley Fool UK.

And yet, profits are at record highs. So what on earth’s going on? And are investors looking at an incredible buying opportunity?

Record earnings

There’s no denying it, 2025 was a pretty impressive year for Rightmove. Even with reducing home buying activity in the second half of last year (due to uncertainty surrounding the Autumn Budget), the online property portal saw user engagement and advertiser spending both continue to charge ahead.

The result? Revenue climbed 9% to a new all-time high of £425.1m, along with 12% boost to operating profits reaching a record of £287.9m. And thanks to continuous share buybacks, earnings per share jumped ahead 15% to yet another record high of 28.1p.

But if that’s the case, why are Rightmove shares being sold off?

Falling share price

Last November, Rightmove’s leadership made an announcement that put a lot of investors on edge. The group outlined a plan to invest £60m in developing and launching new AI tools and features for its platform.

However, this strategy’s also expected to cause earnings growth to slow to low-single digits. And investors got spooked, triggering a pretty painful sell-off in the stock.

But, here’s where things get interesting…

Short-term growth’s expected to slow as a result of this increased planned capex. But if management’s forecasts are correct, these investments are expected to drive growth back up to double-digit territory by 2030 and beyond. In other words, the company’s inflicting short-term pain for potentially significantly improved long-term gain.

Is this strategy guaranteed to work? Of course not. But Rightmove’s strategic track record’s pretty remarkable. After all, technological innovation is one of the biggest reasons why the platform dominates the UK online property portal space.

So if Rightmove does indeed deliver on its goals, investors who buy shares at today’s historic dirt cheap valuation could be immensely rewarded in the coming years.

What to watch

Investors need to keep a close eye on management updates about its AI investments, looking for things like user adoption of these new tools, and whether or not real estate agents are eager to spend money to access them.

There are also other risks to keep tabs on. Rightmove’s pricing power has enabled it to continuously hike its fees each year. But that’s also drawn the ire of some customers, with the company being targeted with a class action lawsuit alleging the firm has abused its dominant market position.

The legal bar for proving market abuse is pretty high. And it could take years before this case makes it to a proper trial, assuming it’s not settled before then. Nevertheless, it’s a risk worth keeping an eye on moving forward.

Even so, with the market pricing Rightmove shares so cheaply compared to the quality of the underlying business, this untraditional value stock is definitely worth mulling over, in my opinion. And it’s not the only one…

The post Value stock alert! A FTSE 100 share at a 5-year low with record profits appeared first on The Motley Fool UK.