Clarkson shares jump 8% as brokers lift forecasts after profit upgrade

What Brokers Say Industry & Services Written by: Ephrem Joseph 03:52 Tue 06 Oct 2026 --> Disclaimer No investment advice About this content Editorial Standards & Policies Share article About this content × About Ephrem Joseph Ephrem began his journalistic journey at Proactive in June 2021. With a strong academic background in Information Technology, his expertise particularly lies in the field of Cyber Security, Management Information Systems and Computer Forensics. Before joining Proactive, Ephrem worked as a researcher and lecturer at a number of leading universities, including the University of Portsmouth's Institute of Criminal Justice Studies, the University of Winchester’s Institute of Policing, and Jain... Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and actionable business and finance news content to a global investment audience. All our content is produced independently by our experienced and qualified teams of news journalists. Proactive news team spans the world’s key finance and investing hubs with bureaus and studios in London, New York, Toronto, Vancouver, Sydney and Perth. We are experts in medium and small-cap markets, we also keep our community up to date with blue-chip companies, commodities and broader investment stories. This is content that excites and engages motivated private investors. The team delivers news and unique insights across the market including but not confined to: biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto and emerging digital and EV technologies. Use of technology Proactive has always been a forward looking and enthusiastic technology adopter. Our human content creators are equipped with many decades of valuable expertise and experience. The team also has access to and use technologies to assist and enhance workflows. Proactive will on occasion use automation and software tools, including generative AI. Nevertheless, all content published by Proactive is edited and authored by humans, in line with best practice in regard to content production and search engine optimisation. Clarkson PLC ( LSE:CKN ) View Price & Profile Clarkson shares jump 8% as brokers lift forecasts after profit upgrade Published: 03:52 06 Oct 2026 EDT Clarkson PLC (LSE:CKN) shares jumped as much as 8.4% to an intraday high of 5,475p after the shipping services group upgraded its full-year profit outlook , prompting positive reactions from Peel Hunt and Panmure Liberum. The company now expects underlying profit before tax of at least £135 million for 2026 following very strong trading in August and September, driven by record freight rates in parts of the shipping market. Peel Hunt said the new guidance was around 17% ahead of the £115.3 million FactSet consensus and implied earnings per share of roughly 325p. The broker, which has its recommendation under review, said second-half profit growth was now implied at around 44%, with full-year growth of approximately 49%. Panmure Liberum maintained its Buy rating and raised its target price to 5,730p from 5,620p after increasing its 2026 profit before tax forecast by 19% to £135.5 million. The broker said Clarkson’s Broking and Financial divisions were benefiting from unusually strong market conditions, while additions to the forward order book should support revenue in later years. Panmure cautioned against assuming current freight market strength would persist, raising its 2027 and 2028 forecasts by only 1%. Clarkson said geopolitical complexity had increased volatility across commodity and freight markets, supporting both freight rates and vessel asset prices. Continue reading