UBS keeps target for LSE Group stock as AI proof remains key

Published on 10/13/2026 at 10:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached GBP 4.98 billion and net profit GBP 814.0 million. LSE Group stock stood at EUR 104.95 on October 13, 2026.

UBS maintained its Buy rating and GBp 11,700 price target for LSE Group on October 8, 2026.
LSEG reported GBP 4.98 billion in second-quarter 2026 revenue and GBP 814.0 million in net profit.
The Lang & Schwarz quote stood at EUR 104.95 on October 13, 2026 at 10:00 a.m. CEST.
LSEG's Q3 2026 results webcast is scheduled for October 22, 2026.

Flatlay: Aktienzertifikat, ISIN-Karte und Börsenbulle auf Holztisch — Flatlay mit Aktienzertifikat und ISIN-Karte illustriert das Geschäftsfeld von London Stock Exchange Group, ISIN GB00B0SWJX34, Illustration mit AI erstellt.

LSE Group (ISIN GB00B0SWJX34) was quoted at EUR 104.95 at Lang & Schwarz on October 13, 2026 at 10:00 a.m. CEST. UBS kept its Buy rating and GBp 11,700 price target on October 8, while warning that LSEG needs visible revenue from its artificial intelligence strategy, Yahoo Finance reported.

UBS keeps the target unchanged

UBS expects currency-adjusted subscription revenue growth of 6.60 percent in the third quarter of 2026 and retains a 6.50 percent full-year target, according to the October 8 report. The bank also sees annual revenue growth of 6.00 percent to 7.00 percent and earnings-per-share growth of 14.00 percent to 15.00 percent, but expects AI-related profit to remain limited in the near term.

The valuation case depends on execution. UBS said LSEG's forward price-to-earnings multiple was at its lowest level in more than 12 years and argued that investors want evidence that AI tools can generate material revenue, Yahoo Finance reported on October 8, 2026.

Revenue provides the operating test

For the second quarter of 2026, LSEG reported revenue of GBP 4.98 billion and net profit of GBP 814.0 million. Markets Insider said the figures compared with GBP 4.65 billion in revenue and GBP 649.0 million in net profit for the year-earlier period, giving investors a quantified growth reference, Markets Insider reported on October 5, 2026.

Three dated signals for the stock

On June 30, 2026, LSEG reported the GBP 4.98 billion quarterly revenue figure and GBP 814.0 million net profit cited by Markets Insider. On October 5, Jefferies maintained its Buy rating and GBp 11,000 target, according to Markets Insider. On October 8, UBS retained its GBp 11,700 target and highlighted 6.60 percent third-quarter subscription growth, Yahoo Finance reported.

When is the next results date?

LSEG's investor-relations page schedules the Q3 2026 results webcast for October 22, 2026, with Chief Executive Officer David Schwimmer and Chief Financial Officer Michel-Alain Proch due to host the presentation, according to LSEG. The revenue update will test whether the subscription trajectory can support UBS's 6.50 percent full-year objective.

Stock price and investor benchmark

The LSE Group quote was EUR 104.95 at Lang & Schwarz on October 13, 2026 at 10:00 a.m. CEST. The company had a market capitalization of GBP 43.2 billion as of October 13, 2026, while the primary listing is on the London Stock Exchange in GBp. The further course of trading is shown by the continuously updated real-time quote of LSE Group stock.