Trustpilot targets e-commerce partnerships as AI boom drives 1,490% click-through surge

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Trustpilot's annual profit more than quadrupled as AI search tools drove a massive 1,490% surge in click-throughs. The review platform is now pursuing partnerships with major e-commerce players and expects margins to double by 2030, positioning itself as a critical data source for AI agents. The company was the fifth most cited domain globally on ChatGPT in January 2026.

Trustpilot Emerges as AI Winner with Explosive Growth

Trustpilot Group Plc is capitalizing on the AI boom with remarkable financial results, as its annual profit more than quadrupled driven by AI-powered search tools and large language models. The review platform saw increased click-throughs from AI search surge 1,490% year-over-year, establishing itself as a critical data source for AI systems navigating e-commerce decisions

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. Shares jumped nearly 19% in early London trading following the announcement, signaling investor confidence in the company's AI-driven growth potential

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Source: PYMNTS

Source: PYMNTS

The company's user-generated content has become increasingly valuable as AI agents and chatbots rely on customer reviews to answer consumer queries. According to data from Promptwatch, Trustpilot was the fifth most cited domain globally on ChatGPT in January 2026, demonstrating its prominence as a trusted data source for AI systems

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Source: Reuters

Source: Reuters

Strategic Partnerships Target Agentic Commerce Opportunities

Chief Executive Officer Adrian Blair outlined ambitious plans to pursue partnerships with major e-commerce players to maximize the value of Trustpilot's review data. "If you imagine AI agents are out there doing the shopping, they want to know as much as possible about different businesses, and the best AI agents will be the ones that use the kind of data that Trustpilot has," Blair explained in an interview

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. This strategy positions the company to benefit from the rise of agentic commerce, where AI systems make purchasing decisions on behalf of consumers.

The company expects its adjusted EBITDA margin to reach 30% by 2030, nearly double the 15.6% margin achieved in 2025. This margin gain will be driven by both AI opportunities and improved operating leverage

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. To underscore confidence in its trajectory, Trustpilot also launched a £22.5 million ($30 million) share buyback program

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Resilience Despite Software Stock Sell-Off

Trustpilot was caught in the recent software stock sell-off that began last month when Anthropic PBC released a new AI-powered legal tool, sparking fears that generative AI could disrupt software firms' business models

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. However, UBS analyst Hai Huynh argued in a February note that the selloff "undervalues its AI driven growth potential," calling Trustpilot a "misunderstood AI winner"

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Blair defended the company's position, emphasizing that regardless of AI capabilities, "there will still be people and there will still be businesses and people will still be having experiences with businesses, and Trustpilot is the place where they go to record those experiences." He added that the company's "huge database of history of those experiences" is "becoming more valuable as AI grows in capability"

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Source: Bloomberg

Source: Bloomberg

Expanding Surface for AI-Driven Traffic

The CEO noted that large language models are creating "a whole new surface onto which to project Trustpilot use," with the company experiencing a massive increase in both exposure and traffic from AI systems

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. This positions Trustpilot among digital platforms with large stores of user-generated content that are benefiting from AI models drawing on review sites to provide informed responses

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. As AI-powered shopping continues to reshape consumer behavior, with dedicated AI platforms compressing the traditional search-to-purchase sequence, Trustpilot's role as a trusted verification layer for AI agents becomes increasingly critical for the future of e-commerce

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