Our Data & Information Services Monthly Update from the Solomon Partners Technology group provides a concise look at public market trends, valuations and transaction activity.
Data & Information Services Key Takeaways
- Public markets rebounded: Data & Information Services equities broadly strengthened during October, although many companies remain below year-ago trading levels.
- Valuations remain differentiated: Non-cyclical growth and defensibility continue to command valuation premiums.
- Proprietary data remains in demand: Recent M&A activity highlights continued appetite for differentiated data assets.
Explore the update for public company comparables, valuation and operating metrics, market commentary, and notable M&A and investment activity from October 2026.
