FTSE 100 news / Companies and sectors / Media and technology / 30 September 2026
Media and technology: sector news on Wednesday 30 September 2026
Average tone +3.1 (positive) across 5 companies with relevant coverage, from 31 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| Informa | +5.0 | 11 | Coverage was mainly Goldman Sachs naming Informa among its top picks in European media and internet, alongside routine news of Informa events and the TechTarget AI product launch. |
| Sage Group | +0.8 | 8 | Coverage was mostly routine director share awards and option exercises, plus a make-whole amount set for EUR 500 million notes. |
| RELX | +7.5 | 6 | Coverage was mainly analyst support, with UBS keeping its buy rating and 3,600p target and Goldman Sachs including RELX among its top picks. |
| Pearson | +5.7 | 4 | Coverage centred on Pearson agreeing to acquire the AI skills platform Workera, which is framed as strengthening its offering. |
| Autotrader Group | −3.3 | 2 | Coverage was dominated by a report on the share price falling amid AI fears for online marketplaces. |
| Computacenter | – | 0 |
Strongest stories in the sector
- +9.2 UBS says AI fears overstate threat to RELX as it keeps 3,600p target
UBS keeps buy and 3,600p target, says AI fears overdone - +8.7 Pearson (PSO) to Acquire AI Skills Platform Workera, Enhancing W
Acquiring AI skills platform seen as enhancing workforce offering. - +8.7 UBS maintains buy on RELX, sees AI fears as ove...
UBS maintains buy, sees AI fears as overstated - −7.5 Why Did Auto Trader (LSE:AUTO) Stock Fall As AI Fears Hit Online Marketplaces?
Share price fall on AI fears hitting online marketplaces. - +7.5 Goldman Sachs names six top picks in European Media & Internet after conferences
Goldman Sachs names Informa among top picks. - +7.5 Goldman Sachs flags Publicis, Scout24, Informa, JCDecaux, RELX and Auto Trader after European conferences
Goldman Sachs flags Informa as a favoured stock. - +7.5 Prediction: this FTSE 100 stock will be an AI winner, not a loser
Commentary tips a FTSE 100 stock as AI winner, likely RELX - +7.5 Prediction: this FTSE 100 stock will be an AI winner, not a loser
Opinion piece calls Sage an AI winner, not a loser. - +6.7 Goldman Sachs names six top picks in European Media & Internet after conferences
Named among Goldman's six top picks, though in a list - +6.7 Goldman Sachs flags Publicis, Scout24, Informa, JCDecaux, RELX and Auto Trader after European conferences
Goldman flags RELX among favoured media stocks - +6.3 IMA leads as latest ‘It’s Time for Autotrader’ campaign targets 80% reach
Brand marketing campaign targeting wide reach, mildly positive. - +6.0 Pearson plc agreed to acquire Workera Corp.
Pearson agreed to acquire Workera, a strategic expansion.
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