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EXPGF

Experian plc

OPPORTUNISTIC BUY 2026-08-08 Data 35 days old USD 38.18 Industrials - Consulting ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
USD 38.18
Buy <=wait / entry
USD 34.00
Trim >=take some off
USD 42.00
Thesis breakNorth America organic revenue growth sustained below 4% for two consecutive repo...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case26%100 / 10026.0
Base case49%62 / 10030.4
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • Multiple Buy reiterations from Citi, RBC, Morgan Stanley, Jefferies, Deutsche Bank and UBS with price targets implying 29-51% upside
  • Positive stock price forecast with average analyst target of $61.50 representing +60% increase
  • Dominant market position as one of two largest global credit bureaus with $7.1 billion 2024 revenue ahead of TransUnion
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.