SPGI's subscription revenues and acquisitions fuel growth, but rising costs, liquidity strain and fierce competition cloud its outlook.
MCO heads into Feb. 18 earnings with healthy Q4 loan and bond issuance driving MIS growth, while Analytics demand and rising acquisition costs shape results.
S&P Global ( NYSE:SPGI ) shares have plunged due to the so-called “SaaS-pocalypse” sell-off that hit software-as-a-service stocks hard.
SPRY's main product is Neffy, which is a needle-free epinephrine spray. Its sales are ramping quickly, and Q3 2025 sales hit $31.3 million. My core thesis is that Neffy's more convenient delivery mechanism will resonate with patients far better than injections. Also, a convenient nasal spray is a much simpler administration method that should reduce user error and unlock diagnosed-but-untreated anaphylaxis demographics.
Apollo Global Management is upgraded to "Buy" after a 20% share price decline, despite robust recurring revenue and strong fundraising. APO's Q4 saw record fee-related earnings, 25% AUM growth to $938 billion, and $42 billion in quarterly inflows, supporting double-digit growth visibility. Credit risk concerns, especially in software and private credit, appear overdone given APO's low sector exposure and predominantly investment-grade portfolio.
Grupo Cibest S.A. stands out as a leading Colombian banking group, combining strong growth prospects, high profitability, and attractive valuation versus Latam peers. CIB benefits from a flexible holding structure, robust digital platforms like Nequi, and a strategic focus on core markets and digital expansion. Recent and expected interest rate hikes in Colombia are poised to boost CIB's net interest income and profitability, with ROE likely exceeding previous guidance.
Mastercard just distributed $0.87 per share to shareholders on February 9, 2026, marking the payment network's latest quarterly dividend.
BASF advances its Global Business Services overhaul with a new India hub to boost efficiency, resilience and scalable support worldwide.
S&P Global (SPGI) stock could be a promising purchase at this moment. Why is that?
Oakmark Global All Cap Strategy portfolio's return was 4.99% (net) for the reporting period vs. MSCI World Index that returned 3.12% for the same period. Contributors in the quarter were DSV, IQVIA Holdings and Samsung Electronics Pfd. Detractors in the quarter were Alibaba Group, CNH Industrial and Dassault Systemes.
The International Energy Agency lowered its forecast for 2026 global oil demand growth in its latest monthly oil market report on Thursday, citing the impact of higher prices on consumption.
American International Group, Inc. is rated hold/neutral once again, reflecting strong operating margins and dividend growth but limited near-term upside, too. Macro headwinds, muted sector outlook, and weaker competitive metrics constrain AIG's growth relative to peers, despite recent earnings beats. AIG's robust balance sheet, low leverage, high credit rating, and declining expense ratio support financial resilience and continued dividend growth.