S&P Global Receives Buy Rating from Analyst
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 7 hours ago
0mins
Should l Buy SPGI?
Source: Fool
- Analyst Rating Upgrade: Joshua Dennerlein from Bank of America reinstated coverage of S&P Global with a buy recommendation and a price target of $575 per share, which is expected to drive stock price appreciation and bolster investor confidence.
- Stock Performance: Following the analyst update, S&P Global's stock rose 0.2% to $410.22, outperforming the S&P 500's 0.1% increase, indicating a positive market reaction to its outlook.
- Growth Potential: Dennerlein believes the company's conservative guidance can be exceeded, particularly due to significant debt refinancing and M&A activities, which will enhance overall performance across its diversified business segments.
- Market Environment: Given the robust U.S. economy and active securities markets, the analyst maintains an optimistic view on S&P Global's future growth, suggesting that the company is actively seeking growth opportunities while achieving solid performance.
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Analyst Views on SPGI
Wall Street analysts forecast SPGI stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 409.540
Low
546.00
Averages
617.77
High
675.00
Current: 409.540
Low
546.00
Averages
617.77
High
675.00
About SPGI
S&P Global Inc. provides essential intelligence. Its operations consist of five businesses: S&P Global Market Intelligence (Market Intelligence), S&P Global Ratings (Ratings), S&P Global Commodity Insights (Commodity Insights), S&P Global Mobility (Mobility) and S&P Dow Jones Indices (Indices). Market Intelligence is a global provider of multi-asset-class data and analytics integrated with purpose-built workflow solutions. Ratings is an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings and benchmarks. Commodity Insights is an independent provider of information and benchmark prices for the commodity and energy markets. Mobility is a provider of solutions serving the full automotive value chain, including vehicle manufacturers and retailers. Indices is a global index provider that maintains a variety of valuation and index benchmarks for investment advisors, wealth managers and institutional investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stock Performance: Following the analyst update, S&P Global's stock rose 0.2% to $410.22, outperforming the S&P 500's 0.1% increase, indicating a positive market reaction to its outlook.
- Growth Potential: Dennerlein believes the company's conservative guidance can be exceeded, particularly due to significant debt refinancing and M&A activities, which will enhance overall performance across its diversified business segments.
- Market Environment: Given the robust U.S. economy and active securities markets, the analyst maintains an optimistic view on S&P Global's future growth, suggesting that the company is actively seeking growth opportunities while achieving solid performance.
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- Memory Shortage Risk: Should Nvidia's management indicate that memory supply issues could impact GPU sales during the earnings call, it could trigger panic among investors, leading to a stock price drop, reflecting the market's heightened concern over supply chain challenges.
- AI ROI Skepticism: With increasing skepticism regarding the return on investment from AI spending, Nvidia faces additional challenges; similar to Microsoft and Alphabet, which reported strong earnings but saw stock declines due to rising AI expenditures, Nvidia may also be affected by this trend.
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- Analyst Rating Upgrade: Joshua Dennerlein from Bank of America reinstated coverage of S&P Global with a buy recommendation and a price target of $575 per share, which is expected to drive stock price appreciation and bolster investor confidence.
- Stock Performance: Following the analyst update, S&P Global's stock rose 0.2% to $410.22, outperforming the S&P 500's 0.1% increase, indicating a positive market reaction to its outlook.
- Growth Potential: Dennerlein believes the company's conservative guidance can be exceeded, particularly due to significant debt refinancing and M&A activities, which will enhance overall performance across its diversified business segments.
- Market Environment: Given the robust U.S. economy and active securities markets, the analyst maintains an optimistic view on S&P Global's future growth, suggesting that the company is actively seeking growth opportunities while achieving solid performance.
See More
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- Significant Investment: Ackman's Pershing Square has invested 10% of its capital in Meta Platforms, reflecting his strong confidence in Meta's growth potential in artificial intelligence, despite the stock trading at over 21 times forward earnings, which he believes undervalues its long-term prospects.
- Capital Expenditure Strategy: Meta is projected to increase its capital expenditures to $135 billion by 2026, primarily for superintelligence development, and Ackman is unconcerned, asserting that Meta's financial health can support these investments while its core advertising business remains a cash cow.
- Positive Market Reaction: Following Ackman's investment announcement, Meta's stock jumped 11% in 2025, and despite volatility in 2026, the company still expects solid year-over-year operating income growth, indicating increasing market confidence in its AI investments.
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- Liquidity Outlook Analysis: The report by S&P Global Ratings highlights the potential impact of increasing leverage at nonbank financial institutions on market volatility, emphasizing that this trend could lead to liquidity risks that affect the stability of credit markets.
- Fed Policy Outlook: The report indicates that the Federal Reserve is likely to pursue measured rate cuts in 2026, while its strong institutional foundation will continue to bolster confidence in its independence, providing greater policy transparency for market participants.
- Impact of Japanese Yields: Analysts believe that rising Japanese bond yields are unlikely to have a major, sustained impact on global bond markets, offering crucial insights for investors making decisions in the global landscape.
- Role of Private Credit: The report explores whether private credit will act as a competitor or complement to broadly syndicated lending in 2026, highlighting the significance of this sector in future credit markets, which could influence capital allocation and financing strategies.
See More
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- Record Tech Debt Issuance: In 2025, tech sector debt issuance accounted for 16.7% of global non-financial corporate bond issuance, up from 11.6% the previous year, reflecting the ongoing capital expenditure needs driven by AI infrastructure development among tech companies.
- Increased Refinancing Pressure: U.S. maturities of 'B-' and below-rated debt are projected to surge to $215 billion by 2028, up from $56.6 billion in 2026, creating significant refinancing pressure for leveraged borrowers, which could lead to increased market volatility.
- Data Center Securitization Growth: Global data center securitization volumes topped $30 billion in 2025, nearly tripling from just over $10 billion in 2024, indicating strong demand for data center financing and suggesting that this growth trend is likely to continue.
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