Eagle Eye shares hit five-year low on loss of major US contract

It has been a poor 2025 for shareholders in AI-enabled marketing company Eagle Eye Solutions (EYE:AIM), starting with a warning in January that sales this and next financial year would miss forecasts due to a significant fall in professional services revenue and lengthening sales cycles due to the macroeconomic climate.
The company operates a cloud-based platform allowing clients in the retail, travel and hospitality industries to offer personalised marketing to their customers, sending out more than a billion offers every week.
‘Personalisation is a priority for retailers around the world,’ said chief executive Tim Mason, ‘and it’s right at the heart of our DNA, with our offerings powering many of the world’s largest and most successful loyalty programmes.’
Despite lowering guidance, the firm announced it had reached a ‘transformational’ agreement with one of the world’s largest enterprise software vendors, which would take it into new markets and sectors, with ‘material revenue generation’ expected in 2026/2027.
The company also confirmed it was confident in achieving its medium-term goals of £100 million of revenue and a 30% adjusted operating margin.
This week, however, it revealed it had lost a high-margin contract with a national US grocer, worth £9 million to £10 million in annual revenue, sending its shares down 39% on the day taking them to a five-year low and a 52% loss for the year.
Important information:
These articles are provided by Shares magazine which is published by AJ Bell Media, a part of AJ Bell. Shares is not written by AJ Bell.
Shares is provided for your general information and use and is not a personal recommendation to invest. It is not intended to be relied upon by you in making or not making any investment decisions. The investments referred to in these articles will not be suitable for all investors. If in doubt please seek appropriate independent financial advice.
Investors acting on the information in these articles do so at their own risk and AJ Bell Media and its staff do not accept liability for losses suffered by investors as a result of their investment decisions.
Issue contents
Feature
Great Ideas
News
- SRT Marine shares sail to all-time high on latest systems order
- Eagle Eye shares hit five-year low on loss of major US contract
- Nick Train keeps the faith with Finsbury Growth & Income Trust
- UK Strategic Defence Review sends security stocks higher
- GameStop turns to bitcoin as it tries to transform growth profile