On Oct 26, major Wall Street analysts update their ratings for $S&P Global (SPGI.US)$, with price targets ranging from $564 to $599.
Morgan Stanley analyst Toni Kaplan maintains with a buy rating, and maintains the target price at $570.
J.P. Morgan analyst Andrew Steinerman maintains with a buy rating, and adjusts the target price from $600 to $585.
Evercore analyst David Motemaden maintains with a buy rating, and maintains the target price at $599.
BMO Capital analyst Jeffrey Silber maintains with a buy rating, and adjusts the target price from $589 to $564.
Oppenheimer analyst Owen Lau maintains with a buy rating, and maintains the target price at $590.
Furthermore, according to the comprehensive report, the opinions of $S&P Global (SPGI.US)$'s main analysts recently are as follows:
S&P Global has been lagging behind post-Q3 announcements, despite robust performance in most divisions and an uplift in guidance. This was overshadowed by another quarter that fell short of expectations in the Market Intelligence sector, which, although only contributing to 20%-25% of the operating income, has expanded significantly following the IHS Markit acquisition and was anticipated to propel growth through synergies. It is expected that a change at the helm could enhance performance, even amidst challenging conditions, and the diversified nature of the business is seen as conducive to appealing earnings growth in the upcoming year, with further potential yet to be tapped.
S&P Global delivered a notable outperformance compared to the consensus, even as expectations were heightened into the earnings. Nevertheless, investors had already recognized the strength in issuance, and the stock experienced a sell-off due to concerns over the potential forward dynamics affecting Ratings in the following year.
S&P Global is viewed as a diversified high-quality compounder with most segments performing well. The near-term outlook appears modestly positive, and the stock presents an appealing entry point for multi-year risk-adjusted compounding.
Here are the latest investment ratings and price targets for $S&P Global (SPGI.US)$ from 5 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美东时间10月26日,多家华尔街大行更新了$标普全球 (SPGI.US)$的评级,目标价介于564美元至599美元。
摩根士丹利分析师Toni Kaplan维持买入评级,维持目标价570美元。
摩根大通分析师Andrew Steinerman维持买入评级,并将目标价从600美元下调至585美元。
Evercore分析师David Motemaden维持买入评级,维持目标价599美元。
BMO资本市场分析师Jeffrey Silber维持买入评级,并将目标价从589美元下调至564美元。
奥本海默控股分析师Owen Lau维持买入评级,维持目标价590美元。
此外,综合报道,$标普全球 (SPGI.US)$近期主要分析师观点如下:
标普环球虽然在大部分部门表现强劲且指引提升的情况下,落后于Q3发布后,这一表现被市场情报板块的另一个未达预期的季度所掩盖。尽管市场情报板块只占营收的20%-25%,随着IHS Markit收购后得到显著扩张,并预期通过协同效应推动增长。有望在挑战条件下通过换帅来提高表现,业务多样化被认为有助于在未来一年实现盈利增长,并有进一步潜力待开发。
与共识相比,标普环球取得了引人注目的超额表现,即便市场对盈利预期提高。然而,投资者已经认识到发行实力,本股票因担心可能影响下一年评级的前瞻动态而经历了抛售。
标普环球被视为一个业务多样化、高质量的合成物,大部分部门表现良好。短期展望看起来略呈积极态势,这支股票为多年风险调整复利提供了吸引人的入市点。
以下为今日5位分析师对$标普全球 (SPGI.US)$的最新投资评级及目标价:
提示:
TipRanks为独立第三方,提供金融分析师的分析数据,并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议,仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级,分析师星级代表分析师所有推荐的过往表现,通过分析师的总胜率和平均回报率综合计算得出,星星越多,则该分析师过往表现越优异,最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否,取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合,并根据评级变化对组合进行调整,在近一年中该投资组合所获得的回报率。