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#KLR Panmure Liberum: Positive momentum at Keller

@Share_Talk Shares Daily, Tuesday 7th July 2026
• Top Risers #KLR #GST #EME #VCT #ARK
• Top Fallers #CPH2 #FUM #ORQP #FCM #FORG
• Top Volume #FORG #PREM #EME #UKOG #ORCP
• Most Traded #RR #BP #BARC #SHEL #ULVR
London’s FTSE 100 nudged higher on Tuesday, outperforming weaker European and US markets, as gains in energy stocks helped offset pressure on miners and technology-linked shares. The FTSE 100 closed up 14.11 points, or 0.1%, at 10,665.88. The FTSE 250 fell 125.40 points, or 0.5%, to 23,378.82, while the AIM All-Share dropped 9.56 points, or 1.2%, to 769.18.
On Wall Street, technology stocks came under pressure. Intel fell 11%, Applied Materials lost 9.8%, Marvell Technology dropped 9.7%, Lam Research declined 8.7%, Micron Technology shed 7.6%, Advanced Micro Devices fell 8.1%, and Nvidia slipped 1.5%.
In wider US trading, the Dow Jones Industrial Average was down 0.4%, the S&P 500 fell 0.7%, and the Nasdaq Composite declined 1.4%.🔗 Read the full article here: https://t.co/0CsUQyOJzR
The ISA stocks are nearly the same (#MARS is a recent addition) but it's been a very good month so now +9% ytd. Leading the way is Keller Group's #KLR exceptional rise today.

Bad day for this but here's an ISA walkthrough anyway... It’s pretty flat ytd (-0.75%) but after consolidating to 4 stocks & 61% cash in April, I've been buying again & I'm optimistic for H2 😉. Here are my reasons for owning the 10 stocks. DYOR.

I argued the case for adding this stock to the portfolio I am running on X in Lean insights: #KLR
Then today's statement.
Revenues ahead of expectation.
Benefiting from Data centre build out.
£100 million buy back.
Up 22% on the day, 34% overall.

#KLR Keller Group plc also moved higher, extending the industrial-positive backdrop after the early market tone improved. The shares added 22.22% to 3278p, keeping the company among the notable gainers on the session.

Why Keller shares climbed to all-time highs today:
Specialist contractor upgraded FY26 guidance following acceleration in positive trading momentum
#KLR $KLR #buybacks $buybacks #Growthstocks $Growthstocks
https://t.co/doDRfxYwCg
$KLR Keller shares jump 16% after upbeat trading update; brokers lift price targets https://t.co/fMcFFcY5LF #KLR
#KLR as a result of today's trading update / SP bounce, stellar Keller is now the largest holding in my SIPP. Onwards and upwards.
How annoying bought #KLR first thing made a bit , looked back and now 3224 ! Oh well profit is profit but still…..
✅#KLR, board anticipates revenue & underlying operating profit for the FY will be materially AHEAD.
✅ North America saw record volumes and increased demand for AI infrastructure and data centres drive $KLR's outperformance.
https://t.co/TokDf49oUm
#KLR Keller Group Trading Update
Trading Update; Upgrade to Full Year 2026 expectations
https://t.co/FrQWSl07Vl

@reb40 @CompoundIncome Not all a bed of roses though, soft demand in Florida and Western Europe for example. But #KLR shares will still power ahead on the overall good TU
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