Pearson faces AI test as Citi looks for stronger 2026 outlook at results
Pearson PLC (LSE:PSON) will set out its full-year 2025 results on February 26, with Citi telling clients that guidance for 2026, artificial intelligence positioning and the Enterprise opportunity are likely to be the key areas of focus. Shares have de-rated by about 13% year to date and by about 30% since 2025, Citi said, reflecting what it called an escalation in AI concerns.
Pearson shares slide as investors seek clearer 2026 direction
Shares in Pearson PLC (LSE:PSON) fell 8% to 992.4p after the group's trading update, as investors focused less on a strong finish to 2025 and more on what was missing about the year ahead. Pearson said it ended 2025 with momentum.
Pearson ends 2025 with strong finish as medium-term outlook stays on track
Pearson PLC (LSE:PSON) said it ended 2025 with accelerating growth and reiterated its medium-term outlook, pointing to a strong final quarter and steady progress across all of its businesses. The education group said underlying sales growth reached 8% in the fourth quarter, double the pace seen across the full year, as demand improved in several divisions and new partnerships began to contribute.
Top bank backs Pearson, says AI fears are misplaced
Pearson PLC (LSE:PSON) is being talked up by JPMorgan, which argues the market has been too pessimistic about the impact of artificial intelligence on the education group. Pearson's shares are down 15% over the past year and the rating has slipped from around 16 times to about 14.5 times forecast 2026 earnings.
Pearson: Don't let one soft quarter fool you, says leading bank
Pearson PLC (LSE:PSON) may have had a soft quarter in Higher Education, but UBS thinks the real story is the acceleration of the market itself. After a flat Q3 last year, the analysts estimate US Higher Ed grew about 6% in Q3 2025, helped by a strong showing from McGraw Hill and steady progress at Cengage.
Leading sticks with 'buy' on Pearson after CEO discussion
UBS has reaffirmed its 'buy' rating on Pearson PLC (LSE:PSON) and kept its price target at 1,460p, implying nearly 48% upside from the current share price of 988p. The broker came away from a fireside chat with chief executive Omar Abbosh feeling confident about the company's near-term performance and longer-term growth prospects.
Pearson: Bullish On Q3 Beat And Favorable Q4 Expectations (Rating Upgrade)
Pearson's rating is upgraded to "Buy" after a strong Q3 and optimistic Q4 guidance. The Virtual Learning and Assessment & Qualifications segments outperformed, which translated into above-consensus results. PSO's Q4 outlook is favorable, with new contracts, Salesforce certification exclusivity, and ELS growth from a Cognizant partnership.
Pearson shares rise 5% after strong quarter bucks wider market sell-off
Pearson PLC (LSE:PSON) shares rose 5% to 1,150p on Friday, defying triple-digit losses across the wider London market, after the education group posted another solid quarter and reaffirmed its full-year guidance. The company reported a 4% rise in underlying sales for the three months to September and a 2% increase year-to-date, with chief executive Omar Abbosh calling it “another quarter of good progress”.
Pearson posts steady Q3 growth as AI and enterprise deals boost sales
Pearson PLC (LSE:PSON) has delivered another solid quarter, reporting a 4% rise in underlying group sales for the three months to September and a 2% increase for the year so far. The company said it remains on track to meet full-year expectations, with stronger growth expected in the final quarter.
Pearson plc (PSO) Q2 2025 Earnings Call Transcript
Pearson plc (NYSE:PSO ) Q2 2025 Earnings Conference Call August 1, 2025 3:30 AM ET Company Participants Alex Shore - Corporate Participant Arthur Valentine - President of Assessment & Qualifications Omar Paul Abbosh - CEO & Executive Director Sally Kate Miranda Johnson - CFO & Executive Director Sharon Hague - President of English Language Learning Tom Ap Simon - President of Higher Education & Virtual Learning Conference Call Participants Adam Ian Berlin - UBS Investment Bank, Research Division James Tate - Goldman Sachs Group, Inc., Research Division Luke Holbrook - Morgan Stanley, Research Division Nicholas Michael Edward Dempsey - Barclays Bank PLC, Research Division Alex Shore Good morning, everyone, and welcome to Pearson's 2025 Interim Results. Today, we will host a presentation followed by a Q&A session.
Pearson up 5% as it points to second-half acceleration
Pearson PLC (LSE:PSON) shares climbed 5% in early trading after the company reported interim results showing steady progress against its medium-term strategy and kept 2025 guidance unchanged. The education group's sales rose 2% on an underlying basis to £1.72 billion for the first half, with each business line performing broadly as expected.
Down 11.1% in 4 Weeks, Here's Why You Should You Buy the Dip in Pearson (PSO)
Pearson (PSO) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
