"SPGI’s order-book/productivity commentary is framed as clearly non-bearish because gains in output/order inflow are among the strongest in years and expectations improved for the year ahead."
@ ~$674.15→ $675.003mo
"REVOLT"
$SPGI
S&P Global Inc.
5 analysts · 0 active debates
SENTIMENT
80% BULL
STANCE FLIPS · 7d
0
LAST VERDICT
EXTREME BULL
NEXT EARNINGS
See filings
Just In
Latest analyst takes
Meet KevinBULLSPGI’s order-book/productivity commentary is framed as clearly non-bearish because gains in output/order inflow are among the strongest in years and expectations improved for the year ahead.10d ago
Joseph Carlson After HoursBEARSPGI is at risk of valuation damage because Claude appears to be disrupting its market-intelligence growth trajectory, making investors doubt the post-earnings narrative versus the already-proven steadiness of Moody’s in credit.13d ago
Joseph CarlsonBULLSPGI is a solid hold-to-buy opportunity (about +19%) because its analytics/data offering is positioned as decision-grade infrastructure that institutions can rely on even as AI disruption fears circulate.18d ago
STANCE FLASH · SPGI
— NO STANCE CHANGES THIS WEEK · ANALYSTS STEADY —
ANALYST COVERAGE
What is the latest research on SPGI?
COMPLETE ANALYSIS HISTORY · 3 TAKES
"SPGI is at risk of valuation damage because Claude appears to be disrupting its market-intelligence growth trajectory, making investors doubt the post-earnings narrative versus the already-proven steadiness of Moody’s in credit."
"This Week Could Be A Disaster"
"SPGI is a solid hold-to-buy opportunity (about +19%) because its analytics/data offering is positioned as decision-grade infrastructure that institutions can rely on even as AI disruption fears circulate."
@ ~$655.11
"Stocks Are About To Take Off, Here’s why"