Wolters Kluwer drops as AI fears overshadow in-line Q1

Wolters Kluwer

06/05/2026 08:28

** Shares in Dutch Software and information services provider Wolters Kluwer WLSNc.AS fall over 9% as concerns over AI competition overshadow in-line Q1 performance in a challenging currency environment

** JPM remains cautious given the company's greater exposure to software and workflows, which will face AI competition from either new AI entrants or customers using AI tools

** JPM adds that its analysis suggests the company's clinical solution UpToDate will see negative growth in the medium term due to customer churn and pricing pressure

** Out of 17 analysts that cover Wolters Kluwer NV, 13 rate the stock "strong buy" or "buy," ​three rate "hold" and one rates the stock "sell" - LSEG data

 (Reporting by Leo Marchandon in Gdansk)

 ((leo.marchandon@thomsonreuters.com))