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On Friday, UBS analyst Adam Berlin reaffirmed a Buy rating on Informa Plc (LON:INF:LN) (OTC: IFJPY), maintaining the price target at GBP10.27. Berlin’s analysis suggests that despite the consensus expectations for 2025 earnings per share (EPS) holding steady at approximately 56p since the beginning of 2024, there is potential for the stock to advance in the next twelve months. With a current market capitalization of $13.2 billion and a P/E ratio of 34.2, Informa’s shares have declined nearly 7% in the past week alone. According to InvestingPro analysis, the stock’s RSI indicates oversold territory, potentially presenting a buying opportunity.
Berlin anticipates that if consensus forecasts for 2026 remain around 63p, Informa’s shares could trade at 12 times forward EPS. This valuation comes in the context of the company potentially posting its fourth consecutive year of double-digit EPS growth, supported by an impressive 11.4% revenue growth in the last twelve months. The analyst expressed confidence in the stock’s ability to progress, citing several factors that could lead to upward revisions in consensus estimates.
Among the potential catalysts for an improved outlook, Berlin mentioned the possibility of more aggressive stock buybacks, a re-acceleration of business in China, a successful launch of Informa’s new joint venture in Dubai in the fourth quarter of 2025, and a performance exceeding expectations at Tech Target (NYSE:TGT). These elements present a scenario where Informa’s shares could experience growth.
In a more optimistic scenario, Berlin sees a 10% upside to the projected EPS for 2026. The analyst’s commentary underscores a belief in Informa’s capacity to outperform market expectations and deliver continued earnings growth, which could result in a more favorable stock performance in the forthcoming year.
In other recent news, Morgan Stanley (NYSE:MS) upgraded Informa’s stock rating from Equalweight to Overweight and increased the price target from £9.00 to £10.00. This upgrade suggests a positive outlook for 2025, encouraging investors to consider adding Informa to their portfolios amidst macroeconomic concerns. The revised price target represents approximately a 27% upside potential, along with a roughly 3% dividend yield. Morgan Stanley’s analysis indicates that the stock multiple is currently affected by broader economic issues, but the company’s strong fundamentals remain intact. The adjustment in the price target is based on a discounted cash flow model and involves increasing the terminal margin assumption to 28% on adjusted EBIT for the next fiscal year. This aligns with Morgan Stanley’s forecast for Informa’s adjusted EBIT margin of 28% for FY25. The decision to raise the terminal margin reflects increased confidence in the enduring strength of Informa’s brands. Despite the revised valuation approach, Morgan Stanley’s forecast for Informa’s adjusted earnings per share remains largely unchanged.
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