RELX stock highlights AI expansion as STM growth reaches 6%

RELX highlighted the growth potential of its Scientific, Technical & Medical division at an investor seminar on Tuesday, November 3, with artificial intelligence at the center of its product strategy. Elsevier Chief Executive Kumsal Bayazit said the division has lifted its revenue growth rate to 6% from the 2% to 4% range discussed at the previous seminar, according to MarketBeat.

STM represented 28% of RELX revenue and 30% of adjusted operating profit in the first half of 2026. Nearly 80% of the division's revenue comes from subscriptions, mainly through multiyear contracts. Primary Research contributes slightly more than half of revenue, while Decision Support Tools account for about 40%.

Elsevier scales research technology

LeapSpace, Elsevier's AI-enabled research workspace, combines full-text content, Scopus information, funding data and customer materials. Its features include Trust Cards linking findings to source passages and Claim Radar, which identifies evidence supporting, contradicting or producing mixed results around a claim.

Nearly 1,000 institutional customers have subscribed to LeapSpace, and more than 1 million users have engaged with at least one feature. In a user survey, 97% reported saving time, while more than half said they saved more than 50% of their time. The product remains small relative to Elsevier's overall revenue, making continued adoption and monetization important milestones for investors.

In healthcare education, Sherpath AI reached 100,000 students in 2026, equivalent to 20% of US nursing students, according to the seminar account. The platform combines Elsevier nursing content, adaptive questions, predictive analytics and AI-supported study tools. RELX said it aims to expand customer adoption across its modular product suite rather than rely on price increases.

Publishing scale supports the model

Elsevier receives 4.2 million article submissions annually and published more than 800,000 articles in 2025. Fewer than 20% of submissions are accepted, reflecting the company's emphasis on editorial quality and research integrity as artificial intelligence increases both productivity and the risk of fabricated or low-quality manuscripts.

The company also said it uses more than 120 approved AI models from providers including Anthropic, Google, OpenAI and Mistral. Its technology strategy combines scientific content, extracted information, taxonomies and knowledge graphs to make AI outputs more traceable. Elsevier said it does not use customer data to train its models, while optimization reduced Sherpath AI token costs by nearly 50% during the year as usage increased.

RELX stock traded at 35.73 euros on Lang & Schwarz at 11:09 CET on Wednesday, November 4, 2026. Investors can follow the real-time quote of RELX stock.

The FTSE 100 market backdrop remains the relevant UK equity context for London-listed RELX shares.

For investors, the next test is whether LeapSpace, Sherpath AI and other evidence-based tools can convert strong user adoption into recurring revenue and faster profit growth. The company describes AI as a way to raise productivity and increase demand for trusted content, while the subscription base provides visibility as new products mature. More news and analyses on RELX stock.