Games Workshop Group PLC
LSE:GAW

Jigglypop Analysis For Games Workshop Group PLC 🤓

Games Workshop Group PLC is trading at 18,750p, close to its 52-week high of 19,970p and well above the 12,250p low. With the price above the 50-day (18,402p) and 200-day (16,147p) averages, momentum is firmly bullish. That puts the shares in speculative territory rather than a value play, despite a modest 1-month dip (-3.6%). H1 numbers were strong—revenue £332.1m, PBT £140.8m, EPS 319.9p—with a 110p dividend declared (FY26 total so far 485p). Margin resilience offset ~£6m US tariff headwinds, and licensing/TV optionality adds sizzle. But trading near the top of the range suggests limited downside cushion; bulls are paying up for execution and IP monetisation. Any wobble on tariffs or growth could bite quickly. Position sizing matters here.

About Games Workshop Group PLC 👋

Games Workshop Group PLC, together with its subsidiaries, designs, manufactures, distributes, and sells fantasy miniatures and tabletop games in the United Kingdom, Continental Europe, North America, Australia, New Zealand, Asia, and worldwide. Its operations are divided into two segments: Core and Licensing. The company’s titles include Warhammer 40,000, Warhammer: The Horus Heresy, Warhammer: The Old World, Warhammer: Age of Sigmar, Necromunda, Blood Bowl, and The Lord of the Rings. It also publishes short fiction, audio dramas, full-length novels, and audiobooks under the Black Library imprint; and produces film, video, and television content. In addition, the company offers merchandise, apparel, video game accessories, display art, and action figures; and designs, produces, and sells books and accessories, plastic and resin kits, and painting guides. Furthermore, it licenses third parties to develop video games, PC titles, media, and other products; and participates in magazine newsstand and trustee activities. Its products are sold through its own retail stores, independent retailers, and online shops. The company was incorporated in 1991 and is headquartered in Nottingham, United Kingdom.