Experian Share Discussion Threads

[imperial3] 16/1/2024 10:09:31

Certainly encouraging.

[hotfinance14] 16/1/2024 07:24:53

Very positive trading update today.

[hotfinance14] 14/1/2024 09:02:52

Oroactive artice :

[hotfinance14] 03/1/2024 19:21:43

Citi has lifted its target price for data analytics and consumer credit reporting group Experian from 2,893.0p to 3,122.0p after a near-30% jump in the stock in the past two months but maintained a 'neutral' rating on the stock.

Citi said back in August that while US non-mortgage credit flows had moderated, the full impact of increases in credit card rates may not have been seen. Historical analysis suggests that credit flows may not have yet bottomed out, driving its cautious stance on Experian's outlook.

Since the start of November – which Citi pointed out was when the ten-year US Treasury yield peaked around the 5% mark – Experian's share price has surged by 29%. The outperformance means the stock's price-to-earnings ratio has risen from around 22x to 26x, near its peak see in the spring of 2022.

"Our new analysis of historical interest rate hike cycles suggests that it is likely that credit flows will trough after the Fed Funds rates starts to fall," Citi said. "With this in mind, we reduce our organic growth forecast for FY25E from 6.3% to 5.6%—below company-compiled consensus at 6.9%."

[imperial3] 14/12/2023 10:30:45

Shooting up.

[imperial3] 11/12/2023 15:37:21

Absolutely!

[davenpd] 11/12/2023 14:54:01

Flying again!

[imperial3] 09/12/2023 00:05:44

Momentum being maintained.

[imperial3] 06/12/2023 14:06:14

Wow! Storming ahead currently.

[imperial3] 06/12/2023 10:58:32

£30 breached for now.

[hotfinance14] 16/11/2023 08:49:15

Should see an share price of £30 very soon.

[imperial3] 15/11/2023 16:53:26

What a wonderful share price performance today.Nothing more to be said by DaybyDay!

[hotfinance14] 15/11/2023 08:43:17

Excellent results announed today.

[imperial3] 25/10/2023 22:04:16

From todays Daily Mail.French research company DaybyDay downgraded the credit scorer from "hold " to "sell". I hope they are proved wrong!

[dov] 24/10/2023 16:35:41

Transunion down 25% must have been pretty shocking

[bulltradept] 24/10/2023 16:29:58

I was probably putting the poor bank results together and extrapolating .

[dov] 24/10/2023 16:18:26

Barclays thing ?

[bulltradept] 24/10/2023 15:46:45

I suppose the Barclays trhing has messed it up.

[liam1om] 24/10/2023 15:38:41

Related to US peer TransUnion poor results today.

[bulltradept] 24/10/2023 15:30:00

On a technical basis, there is a gap to be closed at £24.56, if you believe in that?

[bulltradept] 24/10/2023 15:28:59

No idea, took my lumps and got out!

[dov] 24/10/2023 15:28:44

How can a stock be down nearly 8% and only the boys in the dark glasses would seem to be in the know

[dov] 24/10/2023 15:07:15

Some drop who knows what ?

[edwardt] 24/10/2023 14:48:21

anyone seen a reason for the drop??