Technology, Media & Telecoms Sector Investment Insights

TMT Insights

Market cap

Date (published)

thematic

TMT

20.10.25

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

thematic

TMT

04.09.25

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

TMT | Flash

09.01.26

1Spatial — Withdrawal of estimates

TMT | Flash

16.12.25

Filtronic — Another defence win

TMT | Flash

12.12.25

Filtronic — H126 trading on track

TMT | Outlook

11.12.25

discoverIE Group — Back in growth mode

insight

TMT

21.11.23

Team Internet: EKF 2023 QuickView

insight

Consumer

06.10.23

Deutsches Eigenkapitalforum (EKF) 2022 CMT

insight

Consumer

26.07.22

Deutsches Eigenkapitalforum (EKF) 2022

insight

TMT

29.04.22

Seven things every investor needs to know about SenSen

Equities

Region

Market cap

GB Group (GBG)

Latest price

GBP2.48

▾ −2.00 (−0.80)

As at 09/01/2026

Market capitalisation: GBP594m

View equity

Quickview

TMT

10.06.25

GB Group — FY25 focuses on fundamentals over growth

Update

TMT

01.12.22

GB Group — H123 performance masks strategic progress

research

20.10.22

GB Group — FY23 outlook maintained

GlobalData (DATA)

Latest price

GBP1.23

▾ 2.50 (2.07)

As at 09/01/2026

Market capitalisation: GBP922m

View equity

Quickview

TMT

10.03.25

GlobalData — Connected intelligence platform

QuickView

TMT

25.01.24

GlobalData — New three-year growth plan

Informa (INF)

Latest price

GBP9.01

▾ 10.60 (1.19)

As at 09/01/2026

Market capitalisation: GBP11,464m

View equity

Quickview

TMT

10.03.25

Informa — FY25–28 plan for leveraging B2B platform

QuickView

TMT

11.03.24

Informa — FY24 off to a good start

IntelliAM AI (INT)

Latest price

GBP1.15

— 0.00 (0.00)

As at 09/01/2026

Market capitalisation: GBP23m

View equity

Update

TMT

26.11.25

IntelliAM AI — H126 – AI momentum growing as predicted

Flash

TMT

02.10.25

IntelliAM AI — Growing AI impact

Update

TMT

30.09.25

IntelliAM AI — Partnership with global manufacturer

IP Group (IPO)

Latest price

GBP0.57

▾ 0.10 (0.18)

As at 09/01/2026

Market capitalisation: GBP501m

View equity

Update

TMT

24.10.25

IP Group — Pfizer-Metsera deal offers upside potential

Flash

TMT

18.09.25

IP Group — Exit target of over £250m by end-FY27 reiterated

Update

TMT

22.04.25

Kainos Group (KNOS)

Latest price

GBP10.22

▾ −2.00 (−0.20)

As at 09/01/2026

Market capitalisation: GBP1,225m

View equity

Quickview

TMT

27.05.25

Kainos Group — Green shoots of growth

Knowit (KNOW)

Latest price

SEK121.20

▾ 1.00 (0.83)

As at 09/01/2026

Market capitalisation: SEK3,295m

View equity

Quickview

TMT

14.02.25

Knowit — Positive signs amid strong headwinds

Kooth (KOO)

Latest price

GBP1.14

— 0.00 (0.00)

As at 09/01/2026

Market capitalisation: GBP42m

View equity

Kyivstar (KYIV)

Latest price

USD12.48

▾ 0.08 (0.65)

As at 09/01/2026

Market capitalisation: USD2,863m

View equity

LBG Media (LBG)

Latest price

GBP0.85

▾ 6.10 (7.78)

As at 09/01/2026

Market capitalisation: GBP164m

View equity

Quickview

TMT

25.06.25

LBG Media — Building trust and reach

M&C Saatchi (SAA)

Latest price

GBP1.31

▾ −1.50 (−1.13)

As at 09/01/2026

Market capitalisation: GBP162m

View equity

Quickview

TMT

28.03.25

M&C Saatchi — Progress in net revenue and margin

QuickView

TMT

11.04.24

M&C Saatchi — Moving into alignment

QuickView

TMT

15.09.23

M&C Saatchi — Margin momentum into H223

Nano Dimension (NNDM)

Latest price

USD1.69

▾ 0.01 (0.60)

As at 09/01/2026

Market capitalisation: USD365m

View equity

Update

TMT

30.09.24

Nano Dimension — Creating a leader in additive manufacturing

Flash note

TMT

05.07.24

Nano Dimension — Agreement to acquire Desktop Metal

Nanoco Group (NANO)

Latest price

GBP0.08

▾ −0.14 (−1.72)

As at 09/01/2026

Market capitalisation: GBP16m

View equity

Spotlight — flash

TMT

19.11.25

Nanoco Group — Sensing initiatives progress and expand

Spotlight — flash

TMT

19.08.25

Nanoco Group — Encouraging commercial progress continues

Spotlight — flash

TMT

28.04.25

Nanoco Group — Litigation against LG and new JDA agreement

Next 15 Group (NFG)

Latest price

GBP3.62

▾ 20.00 (5.85)

As at 09/01/2026

Market capitalisation: GBP346m

View equity

Quickview

TMT

16.04.25

Next 15 Group — Adapting in a volatile market

NFON (NFN)

Latest price

EUR3.86

▾ 0.04 (1.05)

As at 09/01/2026

Market capitalisation: EUR64m

View equity

Quickview

TMT

20.11.25

NFON — Q325 – No-one said this would be easy

Quickview

TMT

21.08.25

NFON — H125 – a reminder that patience is required

Quickview

TMT

22.05.25

NFON — Q125 highlights platform strength

Noctiluca (NCL)

Latest price

PLN97.20

▾ −0.40 (−0.41)

As at 09/01/2026

Market capitalisation: PLN145m

TMT

Gartner unveils our latest Hype Cycle™ for Emerging Technologies featuring 25 ‘must-know’ innovations to drive competitive differentiation and efficiency 💯 They are not only expected to greatly impact business and society over the next 2️⃣ to 🔟 years, but will especially enable CIOs and IT leaders to deliver on digital business transformation. Find out more here. #GartnerIT #EmergingTech #IT #CIO #DigitalBusiness

Read article

Thematics

thematic

TMT

06.06.24

MediaWatch – Glimpses of positivity

thematic

TMT

02.02.24

MediaWatch – Rinse and repeat

thematic

Consumer

21.11.23

Equities

Equities by Sector

Sectors

Thematics

Latest

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Audiovisual

Latest

Bull, Bear & Beyond – Card Factory: executive interview

Pan American Silver – equity proposition

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About Edison

About Edison

Careers

TMT

Vection Technologies

8.57%

TMT Insights

Edison explains: AI’s bubble watch – central banks flag dot-com-level valuations

MediaWatch – A two-tier story

Edison explains: Small modular reactors – why governments and tech giants are embracing SMRs

Latest

1Spatial — Withdrawal of estimates

Filtronic — Another defence win

Filtronic — H126 trading on track

discoverIE Group — Back in growth mode

Team Internet: EKF 2023 QuickView

The Meta Quest 3

Deutsches Eigenkapitalforum (EKF) 2022 CMT

Deutsches Eigenkapitalforum (EKF) 2022

Software-as-a-service

Seven things every investor needs to know about SenSen

Equities

GB Group (GBG)

GBP2.48

GB Group — FY25 focuses on fundamentals over growth

GB Group — H123 performance masks strategic progress

GB Group — FY23 outlook maintained

See morecontent on

GlobalData (DATA)

GBP1.23

GlobalData — Connected intelligence platform

GlobalData — New three-year growth plan

See morecontent on

Informa (INF)

GBP9.01

Informa — FY25–28 plan for leveraging B2B platform

Informa — FY24 off to a good start

See morecontent on

IntelliAM AI (INT)

GBP1.15

IntelliAM AI — H126 – AI momentum growing as predicted

IntelliAM AI — Growing AI impact

IntelliAM AI — Partnership with global manufacturer

See morecontent on

IP Group (IPO)

GBP0.57

IP Group — Pfizer-Metsera deal offers upside potential

IP Group — Exit target of over £250m by end-FY27 reiterated

IP Group — Roadmap to value

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Kainos Group (KNOS)

GBP10.22

Kainos Group — Green shoots of growth

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Knowit (KNOW)

SEK121.20

Knowit — Positive signs amid strong headwinds

See morecontent on

Kooth (KOO)

GBP1.14

Kyivstar (KYIV)

USD12.48

LBG Media (LBG)

GBP0.85

LBG Media — Building trust and reach

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M&C Saatchi (SAA)

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