
S&P Global (SPGI) Stock Forecast & Price Target
S&P Global (SPGI) Analyst Ratings
Bulls say
S&P Global's stock outlook is supported by significant growth in its key sectors, with average ETF assets under management (AUM) increasing 26% year-over-year, highlighting a robust demand for financial market products. In addition, the Ratings segment is anticipated to maintain strong growth through the fourth quarter, driven by increased billed issuance and emerging merger and acquisition activity, which should bolster revenues. The Market Intelligence segment is also experiencing accelerated growth due to operational optimizations, contributing to improved margins and a potential upward valuation towards the average of its peer group in the Information Services sector.
Bears say
S&P Global's stock price has experienced a significant decline of 9.7%, driven largely by fears surrounding AI disruption and weaker-than-expected revenue and margin performance in its Market Intelligence segment. The company has revised its 2026 revenue and earnings per share estimates downwards from $16.605 billion and $20.38 to $16.496 billion and $19.59, highlighting growing margin pressures and increased interest expenses. Additionally, the outlook for ratings sales growth has been downgraded to 4% to 7%, amid challenging comparisons and the impact of external factors such as sanctions, adding to concerns about S&P Global's near-term financial resilience.
This aggregate rating is based on analysts' research of S&P Global and is not a guaranteed prediction by Public.com or investment advice.
S&P Global (SPGI) Analyst Forecast & Price Prediction
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