Jefferies has upgraded its recommendation on Experian (LSE:EXPN), moving to 'buy' from 'hold' while increasing its price target to 4,020p.
This recalibration is founded on the credit checking agency's accelerated growth trajectory in Brazil and the business-to-consumer segment.
This advance is anticipated to lead to an almost 14% compound annual growth rate between 2025 and 2027, outstripping the industry consensus.
The expectation of heightened M&A activity, coupled with Experian (LSE:EXPN)'s advantageous trading position — currently at a considerable discount relative to its peers — further underscores Jefferies 'buy' case.
Experian shares were changing hands for 3,376p, up 28p.