Stifel analyst Shlomo Rosenbaum maintains $S&P Global (SPGI.US)$ with a buy rating, and adjusts the target price from $540 to $560.
According to TipRanks data, the analyst has a success rate of 60.1% and a total average return of 8.6% over the past year.
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 seen underperformance subsequent to Q3 results despite solid performance in most segments and an upward revision in guidance. This was eclipsed by a less than stellar quarter for Market Intelligence, which, despite only contributing to 20%-25% of operating income, was anticipated to bolster growth due to the IHS Markit acquisition and expected synergies. With a change in leadership, there is optimism for enhanced performance even under challenging conditions, and the diverse nature of the business is seen as favorable for attractive earnings growth in the upcoming year, with additional potential yet to be realized.
The 'strong' Q3 outperformance of S&P Global was primarily fueled by the Ratings business, which benefited from robust debt issuance volumes. This was supplemented by solid Indices results. Post-earnings observations have led to an increase in Q4 and 2025 estimates for the company.
S&P Global's beat to consensus was significant despite anticipatory positive adjustments to earnings. However, the well-recognized strength in issuance led to a sell-off in the stock due to the forward-looking dynamic affecting Ratings in the forthcoming year.
Note:
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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.
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斯迪富分析师Shlomo Rosenbaum维持$标普全球 (SPGI.US)$买入评级，并将目标价从540美元上调至560美元。
根据TipRanks数据显示，该分析师近一年总胜率为60.1%，总平均回报率为8.6%。
此外，综合报道，$标普全球 (SPGI.US)$近期主要分析师观点如下：
标普环球在第三季度业绩表现坚实，大多数板块表现良好且业务指引上调，但由于市场情报业务一季度表现不佳，被视为次级，尽管仅对经营收入的20%至25%做出贡献，市场预期由于IHS Markit收购及预期的协同效应，这将促进增长。随着领导层的变动，人们对在充满挑战的条件下提升业绩充满乐观，业务的多元性被认为是有利的，有望在未来一年实现吸引人的盈利增长，尚有未实现的额外潜力。
虽然预期中的正面收益调整，标普环球的第三季度业绩表现较强主要受到评级业务的推动，受益于强劲的债券发行量。这得到了固定收益业务稳固的增长。业绩发布后的观察导致公司2024年第四季度和2025年的估值增加。
尽管预期中的正面调整，标普环球的业绩超越共识是显著的，但由于发行实力带来的盈利预期落后的前瞻性动态影响，导致股票抛售，这影响了未来一年债券评级的动向。
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