Analysts at Berenberg lifted their target price for Informa from 965p to 1,040p on Friday, stating the firm's first‑half results and FY27 outlook underscored a stronger growth profile than previously assumed.
Informa
31 July 2026 13:20:27
Source: Sharecast
Berenberg noted H126 revenue and adjusted operating profits came in 1.6% and 4% ahead of consensus, respectively, with Informa reiterating guidance for around 6% underlying revenue growth and double‑digit earnings per share expansion in FY27 despite ongoing Middle East disruption.
It highlighted that 2027 should be a "strong biennial year”, supported by deferred event revenues and early visibility, with around $800m already committed or visible for H127.
Berenberg highlighted 8% underlying growth in business-to-business events, with seven major brands scheduled in the Middle East in H2 and around £315m of regional exposure included in guidance.
In its academic markets unit, underlying growth was 5.4%, excluding AI licensing deals, and Berenberg expects Informa to receive around £25m net from its recent Anthropic settlement. Berenberg also pointed to Informa's new £100m buyback, taking FY26 repurchases to £350m, as a further sign of confidence.
The German bank kept its FY26 EPS forecast, but raised FY27-28 estimates by around 2%, citing stronger momentum and capital returns, and stated the shares looked attractive on 14x FY27 earnings.
Halifax is not responsible for the content and accuracy of the Markets News articles. We may not share the views of the author. Understand the risks, please remember the value of your investment can go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. Past performance is not a guide to future performance.
