Rightmove Defies AI Disruption Fears with Strong 2025 Revenue and Profit Growth

Key Facts

1Rightmove delivered 9% revenue growth to £425.1m in 2025.

2Net profit increased to £217m with 11% EPS growth.

3Management disclosed that AI-generated traffic remains below 0.5%.

Amid accelerating technological shifts causing investor anxiety in the digital platform sector, Rightmove's latest results demonstrate high operational resilience. The company delivered 9% revenue growth to £425.1m in 2025, while net profit increased to £217m with an 11% expansion in earnings per share. Management disclosed that AI-generated traffic remains below 0.5%, downplaying concerns regarding the immediate displacement of the platform by generative search tools.

Despite these robust financials, the stock is trading at lower valuation multiples due to market fears that AI could structurally disrupt property listing models. In comparison to peers, the portal OnTheMarket has recently seen strategic shifts following its acquisition by CoStar to bolster its tech stack, per market data. Nevertheless, Rightmove maintains a dominant grip on the UK market, leading some analysts to suggest the current valuation de-rating creates an attractive entry point for value-oriented investors.

Investors should monitor broader housing market sentiment, particularly following the S&P/Case-Shiller Home Price Index which showed 0.8% annual growth as of May 26, 2026. Additionally, market participants are looking toward global fiscal catalysts such as the Annual Budget Release on May 28, 2026, for directional cues. The company's ability to maintain control over its proprietary property inventory remains the critical factor for stock stability against technical headwinds.