London, Feb 9, 2026, 08:04 GMT — Regular session
- RELX shares ticked up early Monday, coming off a choppy period for data and software stocks.
- With RELX’s full-year numbers coming up on Feb. 12, investors are shifting positions.
- Traders are still grappling with how to value subscription-based information businesses as AI-driven uncertainty lingers.
Shares of RELX PLC (REL.L) ticked up 0.3% to 2,152 pence as of 0804 GMT, up from a 2,145 finish last session. The day’s range runs from 2,126.8 to 2,154, keeping the stock hovering just above its 52-week low of 2,115 pence.
RELX is set to release its 2025 results on Feb. 12, and investors are eyeing the report as a key gauge of how information providers reliant on subscriptions are faring with artificial intelligence (AI) tools gaining traction.
Markets have seen a sharp pivot, with investors dumping crowded tech names and piling into lower-priced stocks as risk appetite shifts again—even though hefty AI spending plans linger in the background. “Now, they’re all chasing to buy cheaper companies, perhaps indiscriminately,” said Tim Murray, capital markets strategy at T. Rowe Price. But uncertainty isn’t going anywhere. “People are going to have strong doubts and questions going forward,” added Thierry Wizman, global FX and rates strategist at Macquarie Group. Reuters
RELX generates most of its revenue by selling data and decision tools to professional clients, heavily relying on recurring subscriptions. This setup has typically been seen as a defensive play. The real question now: Do AI agents threaten to undercut pricing by cheapening certain workflows, or could they actually fuel demand for more integrated solutions?
Monday saw a modest uptick, but it barely moved the needle. Shares remain stuck close to their recent lows, and with sentiment this shaky, short-term moves can reverse in a hurry.
Heading into Thursday’s report, investors are zeroed in on guidance and what management says about product investment, pricing, and competitors. Comments on how AI is driving sales—or where it’s causing the company to give ground—might have more impact on the stock than the top-line figures themselves.
If growth falls short or management sounds wary about demand, the selloff could flare up again — shares are already hovering near 52-week lows. AI, meanwhile, is evolving at breakneck speed. Investors are still sorting out the winners from the disrupted.
Still, recurring renewals and reliable cash flows might pull the spotlight back to RELX’s shareholder returns—plus the staying power of its franchises—even as the broader tech sector remains choppy.
