London Stock Exchange Group price target lowered to GBP127 at Deutsche Bank

Published 09/07/2025, 09:50
London Stock Exchange Group price target lowered to GBP127 at Deutsche Bank

Investing.com - Deutsche Bank (ETR:DBKGn) lowered its price target on London Stock Exchange Group Plc. (LON:LSEG:LN) to GBP127.00 from GBP129.00 on Wednesday, while maintaining a Buy rating on the stock. According to InvestingPro data, the company currently trades at a P/E ratio of 84.38, with analysts maintaining a strong buy consensus.

The bank expects LSEG to show strong revenue momentum in the second quarter of 2025, driven by resilient growth in its data businesses and enhanced performance in its Markets segment, where structural growth was complemented by cyclical volatility. The company’s robust business model is reflected in its impressive 86.76% gross profit margin and steady revenue growth of 5.72% over the last twelve months.

Deutsche Bank noted that ongoing weakness in the U.S. dollar will create a significant headwind to reported revenue growth and will marginally impact profitability for the exchange operator.

Despite currency challenges, the bank forecasts that underlying growth will still enable substantial EBITDA margin expansion and strong cash generation in the first half of 2025, which should support a new GBP500 million share buyback program.

LSEG currently trades at 14.7 times 2026 EEV/EBITDA, which Deutsche Bank views as attractive given the company’s growth profile, year-to-date underperformance, and derating in the market. InvestingPro analysis suggests the stock is currently undervalued, with additional insights and 7 more ProTips available to subscribers.

In other recent news, London Stock Exchange Group Plc (LSEG) has been the subject of several analyst updates. Citi analyst Andrew Coombs revised the stock’s price target to £130.00 from £135.00, maintaining a Buy rating. Coombs forecasts that the company’s first-quarter trading update for 2025 will report an income of £2.26 billion, aligning with consensus estimates. He anticipates Post Trade revenues to exceed expectations by 5%, while Data & Analytics may fall short by 1%. Meanwhile, BNP Paribas (OTC:BNPQY) Exane analyst Gregory Simpson lowered the price target to GBP116.00 from GBP120.00, keeping a Neutral rating. Simpson’s adjustment reflects foreign exchange considerations and the stock’s performance relative to its U.S. peers. He noted that upcoming initiatives involving Microsoft (NASDAQ:MSFT) and AI technologies are not expected to significantly impact revenue growth. Both analysts provide insights into the company’s current standing and upcoming developments, which are closely watched by investors.

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