SPGI S&P Global Inc. Loading... : Bullish and Bearish Analyst Opinions
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20:02
Sep 02
Sep 02
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.
MED
22:21
Sep 01
Sep 01
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.
MED
20:15
Sep 01
Sep 01
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
Aug 30
Aug 30
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.
HIGH
21:16
Aug 27
Aug 27
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.
MED
03:12
Aug 24
Aug 24
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.
HIGH
00:22
Aug 17
Aug 17
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.
HIGH
11:18
Aug 15
Aug 15
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.
MED
23:11
Aug 13
Aug 13
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.
MED
14:58
Aug 13
Aug 13
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
Aug 13
Aug 13
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
Aug 13
Aug 13
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.
MED
15:01
Aug 11
Aug 11
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.
HIGH
16:24
Aug 10
Aug 10
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.
MED
12:30
Aug 07
Aug 07
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.
MED
07:01
Aug 04
Aug 04
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.
LOW
20:30
Jul 30
Jul 30
Management references S&P's view to underline that the credit and economic impact of wildfire risk is wider than the utility sector.
HIGH
08:29
Jul 30
Jul 30
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
Jul 28
Jul 28
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
Jul 28
Jul 28
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.
HIGH
16:15
Jul 12
Jul 12
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.
HIGH
01:19
Jul 08
Jul 08
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.
MED
14:13
Jul 05
Jul 05
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.
LOW
18:44
Jul 04
Jul 04
Author explicitly lists SPGI as a current portfolio holding in a monthly holdings update.
LOW
18:40
Jul 04
Jul 04
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.
MED
13:24
Jul 02
Jul 02
Goldman cut price target on S&P Global to $490, reflecting negative analyst sentiment.
MED
23:48
Jul 01
Jul 01
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.
MED
23:34
Jul 01
Jul 01
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.
LOW
08:04
Jun 26
Jun 26
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
Jun 20
Jun 20
Buy SPGI as a quality compounder trading at a 5-year valuation low despite revenue nearly.
Buy SPGI as a quality compounder trading at a 5-year valuation low despite revenue nearly doubling over that period — price/fundamental divergence creates a compelling entry while the market chases AI/semis.
HIGH
About SPGI Analyst Coverage
Buzzberg tracks SPGI (S&P Global Inc.) across 27 sources. 36 bullish vs 0 bearish calls from 41 analysts. Sentiment: predominantly bullish (53%). 68 total trade ideas tracked. Past 7 days: 2 bullish, 3 watch. Latest voices: Liana Baker, BarbarianCap, Bloomberg.