RE: Anthropic & Relx3 Feb 2026 20:29
Analyst Outlook and Forecasts
Despite the current price of 2,176.00 GBX, consensus estimates suggest a significant recovery within the next 12 months.
Consensus Rating: Moderate Buy (based on 15 analysts: 13 Buy, 1 Hold, 0 Sell).
Average Price Target: 4,222.50 GBX, representing a potential upside of approximately 90.37% from current levels.
High Estimate: 5,300.00 GBX.
Low Estimate: 3,178.00 GBX (still significantly higher than the current market price).
Factors Supporting a Potential Rise
Proprietary Data Moat: Experts argue that RELX's deep, non-public proprietary datasets (such as the 119 billion records in LexisNexis) are difficult for AI start-ups to replicate, acting as a "core defence".
AI as a Growth Enabler: RELX is already successfully integrating generative AI through products like Lexis+ AI and Protégé, which saw legal division revenue growth accelerate to 9% in late 2025.
Active Buybacks: The company purchased 373,957 shares on 3 February 2026 alone, signalling management's confidence that the shares are undervalued.