Pearson's transformation under CEO Omar Abbosh from textbook publisher to digital learning platform is mid-cycle. The Higher Education courseware business continues to decline structurally but Workforce Skills, English Language Learning (Pearson Test of English), and Virtual Schools are growing double digits. Generative AI is both a threat (ChatGPT tutoring) and an opportunity (Pearson+ AI tutor). Capital return via buybacks supports the equity floor.
Thesis reviewed May 29, 2026
Pearson PLC is headquartered in United Kingdom, which is currently showing moderate signals.
🇬🇧United Kingdom52NEUTRALView United Kingdom risk detail →💻Technology26WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HUBS | HubSpot Inc. | 33 | +10% | ↓8% | EARLY |
| BABA | Alibaba Group Holding Ltd | 30 | +17% | ↓8% | EARLY |
| NTES | NetEase Inc | 30 | +10% | ↓8% | EARLY |
| SAP | SAP SE | 30 | +8% | ↓8% | EARLY |
| PSO | Pearson PLC | 30 | +10% | ↓8% | NEUTRAL |
| ACN | Accenture plc | 30 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 30 | +11% | ↓8% | EARLY |
Investors who hold PSO may also have indirect exposure through these country funds.
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Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 30, 26 |