Informa PLC (LSE:INF) Clarion acquisition prompted JP Morgan to raise earnings forecasts, while the broker sees the planned Taylor & Francis separation as an opportunity to unlock value. JP Morgan rates Informa 'overweight' and raised its financial year 2027 revenue and operating profit estimates by 12% and 14%, respectively, reflecting the acquisition.
Citi, the US bank, rates Informa PLC (LSE:INF), the London-listed events and academic publishing group, as 'buy' with a target price of £11.95, as investors weigh a possible separation of its Taylor & Francis publishing arm. The split has been a key question for investors since this week's strategy update, which left the form and outcome of any deal open.
Deutsche Bank raised Informa PLC (LSE:INF) price target to 1,290p from 1,140p, retaining a 'buy' rating following the Clarion acquisition and the launch of the Taylor & Francis separation process. Deutsche Bank cited reiterated guidance and upbeat Middle East commentary as key drivers of the upgrade.
Informa PLC (LSE:INF), the business events and information group, will strengthen its position as the world's leading events company through its planned acquisition of Clarion Events, Panmure Liberum said. The broker reiterated its 'buy' rating and 1,200p target price, with analyst Sean Kealy arguing that Clarion's higher growth profile and potential synergies outweigh the premium paid for the ...
Citi expects Informa PLC's (LSE:INF) first-half results to hinge less on the headline numbers than on what management says about its remaining events in the Middle East. The broker said the key focus when Informa reports, on 30 July, will be commentary on events still scheduled in the UAE and Saudi Arabia, with progress on a peace agreement giving Citi confidence that they will go ahead.
Deutsche Bank has pointed to nearly 30% upside for Informa PLC (LSE:INF), as analysts look beyond a messy first-half print and toward a recovery in Middle East activity next year. The German bank, in a note, repeated a ‘Buy' rating with a 1,140p price target (current price: 906.6p) for the events and information group, ahead of first-half 2026 results on 30 July, following a positive five-month...
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