Pearson (PSON.L): Initial thoughts on share price reaction to Anthropic’s Claude for Teachers announcement

Research evidence excerpt

Pearson (PSON.L): Initial thoughts on share price reaction to Anthropic’s Claude for Teachers announcement

Equity Research

15 July 2026 | 5:00AM BST

Pearson (PSON.L): Initial thoughts on share price reaction to Anthropic’s

Claude for Teachers announcement

On Jul 14, Anthropic introduced Claude for Teachers, providing verified K-12 James Tate

+44(20)7774-3705 | james.tate@gs.com

teachers in the US free access to premium Claude capabilities, a library of teaching Goldman Sachs International

skills, and a direct connection to evidence-based curricula, according to a company Adam Berlin

press release. Pearson shares traded down ~-5% following the press release. +44(20)7051-1586adam.berlin@gs.com|

Goldman Sachs International

Pearson’s largest remaining exposure to K-12 is through its Virtual Schools business Pulkit Gubgotra

(14%/13% of 2025 revenue/ adj. operating profit), while it also provides K-12 +1(332)245-7520pulkit.gubgotra@gs.com|

assessments and testing in certain markets (mainly within A&Q). Goldman Sachs India SPL

We do not believe that Anthropic’s teacher-support tool competes with Pearson’s

Virtual Schools business model, which provides an end-to-end service to US states

for online schooling. Pearson’s Virtual Schools services include: the hiring of

teachers, digital learning platform and marketing to students. The state contracts are

multi-year with public funding allocated on a per-pupil basis. Pearson does provide

digital curriculum and platform tools (including some AI-based tools) to the teachers

at its online schools, which we believe are included within the per-pupil funding from

the state, rather than being directly monetised and are a small part of the offering.

We also note that Pearson completed the sale of its US K-12 courseware business in

2020.