Stock Analysis

Will Wiley’s (WLY) New AI Partnerships Reshape Its Competitive Edge in Academic Publishing?

  • In recent days, John Wiley & Sons announced new AI partnerships and product integrations, including collaborations with Anthropic and Nanalysis Scientific, while also reporting both historically low share prices and quarterly earnings that exceeded analyst forecasts.
  • Despite maintaining an extensive two-decade record of annual dividend increases and expanding its digital offerings, the company continues to face notable market and revenue pressures characteristic of the shifting media and academic publishing landscape.
  • We’ll explore how Wiley’s partnership with Anthropic to integrate research content with AI platforms could influence its investment narrative.

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John Wiley & Sons Investment Narrative Recap

To invest in John Wiley & Sons, you need confidence that the company’s shift toward digital and AI-powered solutions can offset the ongoing headwinds in legacy publishing. While the latest AI partnerships underscore efforts to drive new revenue, the recent slump to historic share price lows signals that broad market and revenue risks remain the most pressing challenge for the stock right now, with this news event having no material shift on the short-term outlook for either catalyst or risk.

Among recent updates, the Anthropic partnership stands out as particularly relevant. By integrating Wiley’s peer-reviewed research with advanced AI platforms, the company appears to be deepening its exposure to the fast-evolving AI content licensing market, a key lever for near-term revenue potential but also a source of meaningful uncertainty due to rapid innovation and unpredictable demand shifts.

Yet, while digital expansion can attract new growth, investors should be mindful of the unpredictable nature of AI-driven publishing revenues...

Read the full narrative on John Wiley & Sons (it's free!)

John Wiley & Sons' narrative projects $1.8 billion revenue and $266.1 million earnings by 2028. This requires 1.5% yearly revenue growth and an increase of $181.9 million in earnings from $84.2 million currently.

Uncover how John Wiley & Sons' forecasts yield a $60.00 fair value, a 65% upside to its current price.

Exploring Other Perspectives

WLY Earnings & Revenue Growth as at Oct 2025
WLY Earnings & Revenue Growth as at Oct 2025

Simply Wall St Community members estimate fair value for Wiley between US$30.24 and US$60, with three distinct viewpoints. This wide distribution comes as rapid change in the AI licensing market could significantly shape performance over the coming years.

Explore 3 other fair value estimates on John Wiley & Sons - why the stock might be worth 17% less than the current price!

Build Your Own John Wiley & Sons Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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About NYSE:WLY

John Wiley & Sons

A publisher, provides authoritative content, data-driven insights, and knowledge services for the advancement of science, innovation, and learning in the United States, China, the United Kingdom, Japan, Australia, and internationally.

Established dividend payer with moderate growth potential.

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