S&P Global (SPGI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
S&P Global (NYSE:SPGI | SPGI Price Prediction) screens as a multi-decade compounder candidate because it operates a legally protected toll booth on global capital markets that almost every borrower, asset manager, and index fund is structurally required to pay.
S&P Global leverages recurring subscription revenues, AI adoption and acquisitions to drive growth, even as rising costs and a Mobility spin-off pose risks.
S&P Global Inc. (SPGI) Presents at Mizuho Technology Conference 2026 Transcript
S&P Global (SPGI) reported earnings 30 days ago. What's next for the stock?
S&P Global Inc. (SPGI) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
SPGI beats its industry as subscription revenues climb, RPE rebounds after IHS Markit and buybacks/dividends rise despite liquidity risks.
S&P Global Inc. (SPGI) Shareholder/Analyst Call Prepared Remarks Transcript
S&P Global Inc. (SPGI) Analyst/Investor Day Transcript
S&P Global Inc. (SPGI) Presents at Barclays 18th Annual Americas Select Conference Transcript
S&P Global remains a buy, supported by robust Q1 2026 results and resilient business fundamentals. SPGI delivered 10% revenue growth and a 3.1% EPS beat, with margin expansion to 51.8%, dispelling recent bearish sentiment. Ratings and Indices divisions drive performance, while Market Intelligence shows stable 6% subscription growth amid AI disruption fears.
S&P Global (SPGI) came out with quarterly earnings of $4.97 per share, beating the Zacks Consensus Estimate of $4.82 per share. This compares to earnings of $4.37 per share a year ago.