Analyst Marina Massuti from Morgan Stanley maintained a Buy rating on London Stock Exchange and keeping the price target at p12,600.00.
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Marina Massuti has given his Buy rating due to a combination of factors rooted in LSEG’s resilient and diversified business model, which continues to outperform even in a challenging macro backdrop. All operating segments exceeded revenue expectations in Q1, overall revenue beat consensus, and management lifted guidance toward the upper end of its organic growth range, underscoring confidence in the trajectory.
Strong client uptake of the LSEG Everywhere/MCP infrastructure, the rollout of AI-enabled Workspace tools, and ongoing product innovation at FTSE Russell together provide multiple avenues for incremental data and index monetisation. Combined with a sizeable, fast-executed share buyback and a valuation that appears undemanding versus peers on forward earnings, these drivers support Massuti’s view that LSEG’s current share price does not fully reflect its growth and cash-return potential.
Massuti covers the Financial sector, focusing on stocks such as Aberdeen Group, London Stock Exchange, and Jupiter Fund Management Plc. According to TipRanks, Massuti has an average return of -5.4% and a 37.84% success rate on recommended stocks.
In another report released today, Goldman Sachs also maintained a Buy rating on the stock with a £130.70 price target.