Update shared on 06 Nov 2025
Fair value Increased 2.65%Narrative Update: Informa Analyst Price Target Revised Upwards
Analysts have increased their price target for Informa by £1.40 to £11.40 per share, citing ongoing business strength and improved forecasts.
Analyst Commentary
Bullish Takeaways
- Bullish analysts highlight Informa's sustained earnings momentum and robust financial health as supporting upward price target revisions.
- Strong operational execution in core segments is cited, which bolsters confidence in future revenue growth and profitability.
- The improved outlook reflects a positive environment for underlying business trends, indicating ongoing demand and market share gains.
- Analysts note a continued commitment to shareholder returns, which contributes positively to the overall valuation thesis.
Bearish Takeaways
- Some analysts remain cautious about potential headwinds from macroeconomic uncertainty, which could temper near-term growth expectations.
- Risks related to competitive dynamics and market shifts are noted, with an emphasis on the need for sustained innovation and adaptability.
- Execution challenges in integrating new business lines or expanding into adjacent markets could create volatility in results.
- Analysts also watch for any signs of margin pressure that may arise if cost inflation outpaces revenue growth.
What's in the News
- Informa is scheduled to participate in a visit to the Dubai Air Show. This event provides an opportunity to showcase its expertise in events and exhibitions. (Key Developments)
- The company will hold an Analyst/Investor Day, offering updates to stakeholders on business performance and strategic outlook. (Key Developments)
Valuation Changes
- Fair Value per Share has risen slightly from £10.55 to £10.83.
- Discount Rate has decreased from 7.35% to 6.94%, reflecting lower perceived risk.
- Revenue Growth projection has edged up marginally, moving from 5.83% to 5.84%.
- Net Profit Margin has dipped, going from 14.35% to 14.17%.
- Future P/E ratio has increased from 24.4x to 25.0x, which suggests higher expected earnings multiples.
Disclaimer
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