2026년 2월 24일 · Unknown · financial · 출처 Yahoo Finance
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Analysts have kept Informa’s Fair Value price target unchanged at £10.84, while individual published targets currently range around figures such as £9.75, £10.80 and £13.30. Those different targets line up with a split between bullish voices, who are comfortable with higher upside bands, and more cautious views that flag execution and AI related risks. As you read on, you will see how these views are evolving and how you can keep track of future shifts in the story.
Stay updated as the Fair Value for Informa shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Informa.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
Morgan Stanley recently set a price target of 1,080 GBp and kept an Overweight rating, which points to a constructive view on where Informa’s valuation could sit relative to its current share price. JPMorgan also reiterated an Overweight stance with a 1,330 GBp target, signaling confidence that execution on the current business mix can support a higher valuation range.
🐻 Bearish Takeaways
Citi initiated coverage with a Neutral rating and a 975 GBp target, which sits below some of the more optimistic targets and reflects caution around risk and reward at current levels. Citi highlighted ongoing uncertainty around artificial intelligence, which they see as a key factor for media and information groups, and this feeds into a more measured view on growth and execution risk for Informa.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!LSE:INF 1-Year Stock Price Chart
We've flagged 4 risks for Informa. See which could impact your investment.
How This Changes the Fair Value For Informa
Fair Value remains at £10.84, with no change to the central valuation estimate. Revenue Growth assumption is set at 6.35%, compared with the previous 5.88% figure. Net Profit Margin assumption is now 12.98%, slightly below the earlier 13.15% level. Future P/E multiple is updated to 28.82x, from the prior 27.43x. Discount Rate is recorded at 7.52%, following a slight adjustment from 7.52%.
Never Miss an Update: Follow The Narrative
Narratives connect Informa’s business story to the underlying assumptions behind forecasts and fair value, so you can see what is driving the numbers, not just the headline targets. They update over time as new earnings, guidance, and risk factors are added.
Story Continues
Head over to the Simply Wall St Community and follow the Narrative on Informa to stay up to date on:
How digital and subscription based services, high value branded events, and proprietary content databases are shaping margins, cash flow stability, and earnings visibility. What analysts are assuming for revenue growth, margin expansion, earnings per share, and share count, and how those assumptions link back to buybacks and future P/E expectations. The key risks around commoditisation in lead generation, China exposure, event format shifts, non recurring data licensing, and integration of acquisitions like TechTarget.
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.
Companies discussed in this article include INF.L.
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