LSEGY - London Stock Exchange Group plc
The AI risk facing London Stock Exchange Group PLC's (LSE:LSEG) business model is "limited", that's according to analysts at UBS who have repeated a 'Buy' rating and pointed to nearly 30% potential upside. Moreover, UBS analysts reckon last week's AI-driven wobble has opened an “attractive entry point” into the market infrastructure and data group.
London Stock Exchange Group plc - Unsponsored ADR (LSEGY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
London Stock Exchange Group plc (LSEGY) Q1 2026 Earnings Call Transcript
London Stock Exchange Group has transformed itself into a diversified, global data powerhouse. LSEG is now the No. 2 global provider of essential financial data, leveraging strategic partnerships with Microsoft and Thomson Reuters to expand offerings and interoperability. Approximately 75% of LSEG's income is now recurring, with subscription-based DaaS revenue, underpinned by long-term contracts and broad, real-time news access.
London Stock Exchange CEO Julia Hoggett joins Bloomberg to analyze the market impact of tensions in Iran and the progress of exchange-wide reforms. -------- More on Bloomberg Television and Markets Like this video?
London Stock Exchange Group remains a Buy, supported by robust 2025 results and clear growth targets for 2026 and beyond. Management expects subscription businesses (Data & Analytics, FTSE Russell, and Risk Intelligence) to accelerate growth to ~6.5% in 2026 and ~7% in 2027. LSEG's proprietary real-time and historical datasets position the company well to benefit from increasing AI-driven data consumption, while management targets further EBITDA margin expansion of ~150 bp over 2027–29 on top of gains expected in 2026.
London Stock Exchange Group plc (LSEGY) Q4 2025 Earnings Call Transcript
London Stock Exchange Group is upgraded to 'BUY' with a new £78/share price target, citing a compelling valuation after a 22% share price decline. LSEG's operational results remain strong, with net income and total income up, despite market concerns over AI disruption and London's post-Brexit status. The current 18x P/E is below the 20-year average, offering 15%+ annualized upside potential, supported by 9-11% forecasted annual EPS growth.
London Stock Exchange Group (LSEGY) is rated "Strong Buy" as AI disruption fears appear overblown and shares trade at a discount to peers and their historical average. LSEG's Data & Analytics segment, central to AI concerns, derives most of its revenue from proprietary and specialized data that is less vulnerable to disruption. FTSE Russell, contributing over 10% of revenue, benefits from structural ETF growth and operating leverage, supporting margin and earnings expansion.
LSEG plans to build an on-chain settlement capability for institutional market participants. The global provider of financial markets infrastructure and data said in a Thursday (Feb.
The activist investor has taken a stake in LSEG, where it is likely to push for increased stock buybacks and action to lift profit margins.
Activist investor Elliott has built a stake in the London Stock Exchange Group and is engaging with the company to drive performance, a person familiar with the matter told Reuters on Wednesday.