Oct 26, 2026 · 14 min
Computacenter lifts outlook as UK market roundup turns positive
Morning Movers Podcast - Mon 26 Oct 2026
The episode shows how a stronger trading update and raised guidance can quickly reshape sentiment around a UK-listed technology company.
- 1Computacenter shares rose 6% after a strong third-quarter trading update.
- 2The company increased its full-year outlook by approximately 10%.
- 3Paul Scott’s roundup scans additional positive updates across UK-listed small and mid-cap businesses.
Don't miss
Computacenter shares rose 6% after the company reported a strong third-quarter trading update and lifted its full-year outlook by approximately 10%.
The brief
Paul Scott opens the Monday roundup from ShareIdeas.uk with a focus on positive company news among UK-listed businesses.
Computacenter is the clear market mover: its shares rose 6% after a strong third-quarter trading update and an approximately 10% increase in full-year outlook.
The roundup broadens beyond Computacenter, touching on updates from Software Circle, One Health Group, Auction Technology and other listed businesses.
The episode’s central signal is straightforward: stronger operating updates and raised expectations can quickly translate into share-price momentum.
What was said on this episode
16 statements · 10 positive · 3 negative · 2 mixed · 1 neutral
Computer Centre is becoming reasonably priced after its recent decline.
“it's actually starting to look reasonable uh reasonably priced again so computer center we like that”
Listen at 1:05
Paul Scott upgraded Plus500 from amber to amber-green.
“I've upped that one plus 500. I've upped it from amber to amber green this morning.”
Listen at 1:49
One Health Group’s surgical-hub model could unlock substantial growth.
“And that could unlock a hell of a lot more growth.”
Listen at 4:36
One Health Group is among the UK’s best non-tech growth companies.
“I think One Health Group is one of the best. sort of non-tech type growth companies in the UK.”
Listen at 4:39
One Health Group is suitable for long-term buy-and-hold investors.
“I think there's a good long-term buy and hold forever type share, not a trading thing”
Listen at 4:54
One Health Group’s current price fully reflects its known developments at 2.95.
“the current price, I would say, on One Health Group is fully up with events at 2.95.”
Listen at 5:00
Restore is a better business than the market recognizes.
“Much, much better business than the market understands.”
Listen at 5:59
Restore has stickier revenues than investors realize.
“So this is a much, much stickier business than I think people realize. So I like Restore.”
Listen at 6:33
Auction Technology’s strategic review and sale process could unlock value.
“I think that could unlock value at ADG.”
Listen at 7:57
Auction Technology could have further upside.
“I think there could be further upside on this.”
Listen at 8:13
Investors in Sarium Holdings are likely to lose their money.
“Why do people buy these cash burning Jam Tomorrow zero turnover crocks? You know. It's just, you're going to lose your money.”
Listen at 9:05
Safe Stay’s hostels business has not worked.
“That's down 29% today on a worrying update. That's the hostels business. Hasn't worked. Simple as that.”
Listen at 9:22
Castings offers good value, dividend yields, and a strong balance sheet.
“it's good value, good dividend yields, and a lovely strong balance sheet. Owner-managed business. We like castings.”
Listen at 11:12
Battery technology may not yet provide commercially viable electric truck propulsion.
“I don't know. Is the battery technology up to... providing trucks with a commercially viable form of electric propulsion.”
Listen at 11:24
CLS Holdings is either a bargain or a value trap.
“it's either a bargain or it's a value trap. Not sure which.”
Listen at 11:47
CLS Holdings losing REIT status is negative for the company.
“unfortunately, it's losing its REIT status, which I take as negative”
Listen at 12:31
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
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