Experian Share Price (EXPN)

Sold a bundle first thing at just under 2700 and buying back at average 2650. This volatility is silly but a great opportunity...

Annual results from Experian PLC (LSE:EXPN) strengthened confidence among analysts that the credit data group can keep delivering strong growth even as concerns linger over consumer lending and the wider economy.

Deutsche Bank said the FTSE 100 group had shown “continued operational, strategic and financial progress” during the 2026 financial year, pointing to 15% adjusted earnings growth, improving margins and accelerating adoption of its Ascend analytics platform.

RBC Capital Markets described 2027 guidance as “conservative”, arguing there was potential upside from easing Middle East tensions, stronger AI product adoption and a recovery in US consumer lending.

RBC said Experian expected 50 basis points of margin expansion in the 2027 financial year, helped by the removal of cloud migration costs and AI-driven productivity gains.

It added that more than 90% of Experian’s revenue was tied to proprietary data assets, positioning the company strongly for the growth of AI-driven financial services.

The analysts also pointed to growing partnerships linked to large language models and AI workflows, with RBC saying Experian was increasingly positioning its data as “essential infrastructure for AI-powered decisioning”.

Deutsche said completion of the group’s cloud transition should provide “a pathway to lower investment intensity” and support around 20 basis points of annual margin expansion over the next five years.

The German bank also highlighted “higher contract values and longer contract durations” following a major North American renewal cycle.

Both sets of analysts reiterated their 'buy' and 'outperform' ratings and the same 4,000p target price.

Wrong company... Opps!

I can see more likely some private equity company going to takeover this company and make private.

Nothing to do with AI competition more to do with a potential takeover in the near future by acquiring more stocks in RMV on the cheap.

If you think what RMV is, it's like a cash cow where some private equity will takeover the company and use RMV profits to pay-off the cost of acquiring them than do these pointless share buybacks which RMV management are currently doing nothing in enriching shareholder value.

Just hit 2649!