Informa plc (LSE:INF) shares gained about 2% on Tuesday after the company reaffirmed its 2025 guidance, following a robust trading update covering the first ten months of the year. The British events and academic publishing group reported 6.6% like-for-like (LFL) revenue growth, or 7.6% when including its stake in TechTarget, reflecting strong operational momentum across all divisions.

The company’s B2B Events division, which contributes roughly two-thirds of total revenue, saw growth accelerate to 8.7%, exceeding market expectations. Meanwhile, its Academic Publishing arm, Taylor & Francis, delivered a solid 3% increase over the same period. TechTarget — in which Informa holds a 57% stake — returned to positive growth in the third quarter after a weak first half and reiterated its guidance for flat full-year revenues. Analysts noted that this suggests a stronger fourth quarter, following a 2.7% decline in the first ten months.

Informa maintained its full-year guidance for underlying revenue growth above 6% and adjusted EPS expansion of at least 10%, alongside a 2025 revenue target of around £4 billion. Analysts at Kepler Cheuvreux, led by Conor O’Shea, described the results as “a very reassuring trading update” that could prompt upgrades to 2025 forecasts and further share price appreciation. O’Shea also highlighted that, after a strong year-to-date share performance driven by robust organic growth and resilience against AI-related disruption in its core B2B business, valuation multiples of about 17x 2025 earnings appear fair but fully priced.

More about Informa plc

Informa plc is a UK-based international events, publishing, and business intelligence group, operating through divisions including Informa Markets, Informa Connect, and Taylor & Francis. The company delivers data-driven insights, specialist content, and large-scale B2B events across global industries. Listed on the London Stock Exchange and a constituent of the FTSE 100, Informa continues to capitalize on the recovery of the global events market while strengthening its position in academic and digital information services.

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