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:
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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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美東時間10月26日,多家華爾街大行更新了$標普全球 (SPGI.US)$的評級,目標價介於564美元至599美元。
摩根士丹利分析師Toni Kaplan維持買入評級,維持目標價570美元。
摩根大通分析師Andrew Steinerman維持買入評級,並將目標價從600美元下調至585美元。
Evercore分析師David Motemaden維持買入評級,維持目標價599美元。
BMO資本市場分析師Jeffrey Silber維持買入評級,並將目標價從589美元下調至564美元。
奧本海默控股分析師Owen Lau維持買入評級,維持目標價590美元。
此外,綜合報道,$標普全球 (SPGI.US)$近期主要分析師觀點如下:
標普全球業務在公佈第三季度業績後落後,儘管大多數部門表現強勁,指引有所提升。然而,在市場情報板塊表現不及預期的情況下,此季度被掩蓋,儘管僅佔營業收入的20%-25%,但在IHS Markit收購後已有顯著擴張,並被預期通過協同效應推動增長。預計領導層變動可能提升業績,即使在具有挑戰性的環境中,業務多樣化被視爲有助於在未來一年實現吸引人的收入增長,還有更多潛力有待挖掘。
標普全球在盈利中表現突出,與共識相比表現突出,儘管預期業績增長。然而,投資者已經認識到發行業務的實力,由於對影響下一年評級前景的潛在動態的擔憂,股價出現拋售。
標普全球被視爲一個多元化的高質量複合增長器,大多數部門表現良好。短期展望似乎略顯積極,股票爲多年風險調整後複利提供了吸引人的進入點。
以下爲今日5位分析師對$標普全球 (SPGI.US)$的最新投資評級及目標價:
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