SPGI S&P Global Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
Загрузка графика...
Лучшие сигналы
Лента
20:02
02 сен
02 сен
S&P Global spinoff could unlock value.
S&P Global is exploring separating Capital IQ Pro into a standalone public company; the data is proprietary, the stock ticked up on the report, and a strategic process may lead to a sale, though the situation is early.
Сред.
22:21
01 сен
01 сен
S&P Global explores spin-off, event only.
S&P Global exploring potential spin-off of its Capital IQ Pro platform; this is an M&A/restructuring event with no directional thesis stated.
Сред.
20:15
01 сен
01 сен
S&P Global is considering spinning out its Capital IQ Pro data platform into a standalone firm.
S&P Global is considering spinning out its Capital IQ Pro data platform into a standalone firm worth billions of dollars.
16:15
30 авг
30 авг
Ratings and index franchise at cheap valuation
S&P Global combines two unique unregulated businesses: debt ratings and indices. Both have strong brand moats and pricing power, AI is likely a cost-reduction tailwind, margins are expanding, EPS grew 23%, and the stock trades near its cheapest 5-year valuation despite flat share-price performance.
Выс.
21:16
27 авг
27 авг
AI debt boom benefits S&P Global.
S&P Global has visibility into higher debt issuance scenarios from hyperscaler AI spending, with ratings and index revenue strong, refinancing walls and M&A backlogs supporting durable issuance activity, and AI acting as a revenue accelerant through higher retention and more usage; the company also upsized its buyback and completed the Mobility spinoff.
Сред.
03:12
24 авг
24 авг
Mobility spun off July 1; new guidance reflects continuing ops only, not a true cut. Market misread the spin as deterioration, creating a valuation reset on a faster-growing, higher-margin core. SPGI’s Ratings/Indices moats justify a re-rate once investors separate continuing ops from Mobility. Continued macro slowdown hurting issuance volumes, or multiple compression if market stays focused on headline guidance.
Выс.
00:22
17 авг
17 авг
Rating agencies will remain durable franchises.
Credit rating agencies are a stubborn oligopoly because investors and mandates need a common language of credit; their letter ratings are more accurate than critics think, the designation is enshrined in law, and AI is unlikely to displace the need for a Moody's or S&P rating brand.
Выс.
11:18
15 авг
15 авг
SPGI ranks second in superinvestor portfolio concentration at 0.19%. High concentration among top investors points to a strong moat in ratings and financial data. SPGI is a quality compounder favored by value investors; follow but build a full valuation case. Regulatory pressure, ratings cyclicality, and competition in data services.
Сред.
23:11
13 авг
13 авг
S&P Global 200-week MA discount buy
Buy S&P Global at its 200-weekly moving average, a long-term support level the author frames as a discounted entry into a high-quality financial data compounder.
Сред.
14:58
13 авг
13 авг
Bill Ackman's Pershing Square disclosed six new holdings including Netflix, Visa, Mastercard.
Bill Ackman's Pershing Square disclosed six new holdings including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global in a regulatory filing.
12:20
13 авг
13 авг
Bill Ackman revamps his portfolio by adding six new holdings including Netflix, Visa.
Bill Ackman revamps his portfolio by adding six new holdings including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global, expecting strong earnings growth to drive long-term value.
01:05
13 авг
13 авг
Ackman's Pershing Square initiates S&P Global long
Pershing Square initiates a new long position in S&P Global as part of its Q2 portfolio update; institutional initiation by a major value investor signals conviction in the financial data and ratings franchise.
Сред.
15:01
11 авг
11 авг
Moody's and S&P immune to AI disruption
Rating agencies like Moody's and S&P Global are not susceptible to AI disruption because their ratings carry regulatory trust and standardization that a chatbot cannot replace. They also own valuable data that LLMs must pay for, making them strong bounce candidates.
Выс.
16:24
10 авг
10 авг
SPGI trades at ~25x P/E vs ~35x historical average, with growing revenue, margins, and durable competitive moats. If earnings grow and the multiple normalizes after macro fears fade, upside toward $500+ becomes plausible. Long-term accumulation opportunity around $410, though near-term weakness could offer a better entry if waiting. Softer guidance, rising yields, energy crisis, and AI disruption to Market Intelligence could push the stock lower short-term.
Сред.
12:30
07 авг
07 авг
AIG's AI underwriting tools are now analyzing broker-level performance, enabling it to pivot resources toward the most profitable relationships to improve efficiency. — This data-driven approach could lead to AIG shifting business away from less profitable brokers, impacting brokerage volumes and market share.
Сред.
07:01
04 авг
04 авг
Author praises SPGI's business model and fundamentals but expresses no forward-looking position.
Author praises SPGI's business model and fundamentals but expresses no forward-looking position or trade intent.
Низ.
20:30
30 июл
30 июл
Management references S&P's view to underline that the credit and economic impact of wildfire risk is wider than the utility sector.
Выс.
08:29
30 июл
30 июл
Multiple financial institutions have issued updates to their price targets for a wide range.
Multiple financial institutions have issued updates to their price targets for a wide range of publicly traded companies across various sectors today.
18:55
28 июл
28 июл
S&P Global reported quarterly results that missed analysts' estimates due to challenges.
S&P Global reported quarterly results that missed analysts' estimates due to challenges from the US-Iran War affecting pricing in its energy data and news unit.
12:30
28 июл
28 июл
Management's tone is optimistic, driven by strong performance in benchmark businesses (ratings and indices), which is leading to raised revenue and EPS guidance with margin expansion and aggressive buybacks.
Выс.
16:15
12 июл
12 июл
Quality stocks unusually cheap now.
Many high-quality, world-class businesses with durable competitive advantages are currently trading at unusually attractive multiples (often below 20x earnings) due to short-term concerns. Examples include Microsoft (19x), Visa (21x), S&P Global (18x), Adobe (11x), Progressive (12x), Danaher, Johnson & Johnson, Thermo Fisher, McDonald's (21x), KKR, Union Pacific (20x), and Blackstone. This provides a rare long-term opportunity to buy quality at a discount.
Выс.
01:19
08 июл
08 июл
Buy SPGI — a short-biased picker built a 4% position and is considering adding.
Buy SPGI — a short-biased picker built a 4% position and is considering adding, citing indiscriminate selling driven by mobility spinoff and intelligence segment concerns as a mispricing in a structurally moated ratings and indices franchise.
Сред.
14:13
05 июл
05 июл
Author lists this ticker as part of their current portfolio and asks for critique.
Author lists this ticker as part of their current portfolio and asks for critique; under current-position semantics this is a long/held position, though no fresh catalyst is stated.
Низ.
18:44
04 июл
04 июл
Author explicitly lists SPGI as a current portfolio holding in a monthly holdings update.
Низ.
18:40
04 июл
04 июл
Author holds S&P Global, viewing the June SaaS/data correction as a long-term entry.
Author holds S&P Global, viewing the June SaaS/data correction as a long-term entry; same institutional rotation headwind (long semis/short SaaS) seen as temporary and reversible.
Сред.
13:24
02 июл
02 июл
Goldman cut price target on S&P Global to $490, reflecting negative analyst sentiment.
Сред.
23:48
01 июл
01 июл
Hold SPGI as the cheapest compounder in the basket.
Hold SPGI as the cheapest compounder in the basket; author maintains a 4% concentrated position based on relative valuation.
Сред.
23:34
01 июл
01 июл
Author notes a portfolio win from correlated short book gains but does not state.
Author notes a portfolio win from correlated short book gains but does not state a forward-looking position or explicit short thesis on any ticker.
Низ.
08:04
26 июн
26 июн
The tweet notes that SPGI's valuation is not as cheap as recent chatter suggests relative.
The tweet notes that SPGI's valuation is not as cheap as recent chatter suggests relative to its 20-year history, but the author does not state a position or forward call.
12:03
20 июн
20 июн
Покупайте SPGI как качественный инструмент для наращивания капитала.
Покупайте SPGI как качественный инструмент для наращивания капитала, торгующийся на 5-летнем минимуме оценки, несмотря на то, что за этот период выручка почти удвоилась — расхождение между ценой и фундаментальными показателями создает привлекательную точку входа, пока рынок гонится за ИИ/полупроводниками.
Выс.
Об аналитическом покрытии SPGI
Buzzberg отслеживает SPGI (S&P Global Inc.) в 27 источниках. Бычьих сигналов: 36, медвежьих: 0, от 41 аналитиков. Сентимент преимущественно бычий (53%). Всего отслеживается 68 торговых идей. За последние 7 дней: бычьих: 2, наблюдение: 3. Последние спикеры: Liana Baker, BarbarianCap, Bloomberg.