RELX results suggest 'AI worries look overplayed', Deutsche Bank says
RELX PLC (LSE:REL) is beginning to prove its doubters wrong by showing that artificial intelligence could accelerate growth rather than disrupt its business, although analysts believe further evidence is needed before the shares secure a substantial re-rating. Following first-half results from the FTSE 100 giant, Deutsche Bank retained its 'buy' recommendation and lifted its target to 3,100p from 3,050p, while UBS reiterated its 'buy' rating and 3,600p price target, implying almost 47% upside from the latest close of 2,451p.
RELX PLC (RELX) Q2 2026 Earnings Call Transcript
RELX PLC (RELX) Q2 2026 Earnings Call Transcript
RELX: Glad That I Went Long
RELX (RELX) is now rated a 'BUY' at $33.8/share, reflecting attractive risk/reward after a significant valuation correction. Concerns over AI-driven commoditization are overstated; RELX's proprietary, curated data offers irreplaceable value versus open-source AI models. RELX delivers stable growth, a well-covered 2%+ dividend, and strong business quality, meeting 4 out of 5 key investment criteria.
RELX rises as AI helps with new products and costs
RELX PLC (LSE:REL) shares rose 1.5% to 2,491p on Thursday after the FTSE 100 group delivered higher first-half revenue and profit as growing demand for its analytics and decision-making tools helped lift margins. The information and analytics group reported underlying revenue growth of 7%, with adjusted operating profit increasing 9% to £1.7 billion as margins improved to 35.5% from 34.8%.
Relx H1 Earnings Call Highlights
Relx NYSE: RELX reported stronger first-half results, with management pointing to broad-based growth across its four divisions and continued momentum from AI-enabled analytics and decision tools.
RELX PLC (RELX) Discusses Business Services Strategy and Innovation in Fraud and Identity Solutions Transcript
RELX PLC (RELX) Discusses Business Services Strategy and Innovation in Fraud and Identity Solutions Transcript
RELX: Time To Get In (Rating Upgrade)
RELX (RELX) is now rated a 'BUY' with a new ADR price target of $33.8, reflecting improved valuation and resilient fundamentals. RELX's data and workflow solutions, especially Lexis+, maintain a strong moat against generative AI disruption, supporting stable growth and margin expansion. Organic growth remains robust at 6-7%, with dividend yield above 2.75% and operating leverage from AI-driven efficiencies.
RELX: Thriving During The 'SaaSpocalypse'
RELX (RELX) is rated a buy, with strong growth, high profitability, and a more reasonable valuation post-‘SaaSpocalypse' AI fears. RELX's legal and risk segments are well-protected by proprietary data, limiting AI disruption risk and supporting robust earnings growth guidance. Trading at a 20x forward P/E, RELX is fairly valued, with expected high single-digit EPS growth and a 2.5% progressive dividend yield.
RELX shares fall as upbeat trading update fails to lift sentiment
Shares in FTSE 100 giant RELX PLC (LSE:REL) fell 2.7% to 2,664p despite the information and analytics group reporting a strong start to 2026 and reaffirming its full-year outlook. In a statement ahead of its annual meeting, the group pointed to positive momentum across all four divisions and said it continues to invest in artificial intelligence, combining large proprietary data sets with new technologies to launch products and drive usage.
Citi upgrades RELX to 'buy' as AI fears create buying opportunity in de-rated European media sector
Citi has upgraded RELX PLC (LSE:REL), the data analytics and publishing group, to 'buy' from 'neutral', arguing that a year-to-date de-rating has created a more attractive risk/reward profile for the stock. The upgrade is part of a broader reassessment of the European media sector, which Citi said has underperformed by approximately 20% year to date as artificial intelligence-related concerns weigh on sentiment.
RELX's Data Advantage Shields it From AI-Native Rivals, CFO Says
EXCLUSIVE: Proprietary datasets and massive scale were key differentiators against AI-native competitors—according to finance chief Nick Luff—who said AI was enhancing the company's pricing power.
RELX: An Undervalued Stock With Consistent Growth And Recurring Revenue
Founded in 1993, but with roots dating back to the late 1800s, RELX is now a $56 billion (by market cap) data and analytics giant that employs more than 35,000 people. RELX has now increased its dividend for 15 consecutive years. Its 10-year dividend growth rate is 7.7%. RELX has a good financial position. The long-term debt/equity ratio is 1.5, while the interest coverage ratio is nearly 10.
