S&P Global's Analyst Sets $599 Price Target Amid Debt Financing Optimism
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 06 2026
0mins
Should l Buy SPGI?
Source: NASDAQ.COM
- Stock Price Surge: S&P Global's shares rose by 4% on the first trading day of 2026, outperforming the S&P 500's 0.6% gain, reflecting market optimism particularly after an analyst reiterated a buy recommendation.
- Analyst Optimism: Stifel's analyst Shlomo Rosenbaum reaffirmed a buy rating on S&P Global with a price target of $599 per share, believing the company will benefit from an increase in debt financing in the coming months.
- Strong Debt Market: Rosenbaum highlighted the robust debt issuance in Q4 2025 as a key reason for his optimism, noting that this trend is expected to continue throughout 2026, especially with lower interest rates and a backlog of IPOs.
- Sustained Capital Demand: As lower interest rates attract capital-seekers to debt markets, S&P Global's debt rating services will continue to be a major revenue stream, further solidifying its position in the financial markets.
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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: 419.380
Low
546.00
Averages
617.77
High
675.00
Current: 419.380
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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- 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.
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- 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.
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