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:
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.
斯迪富分析師Shlomo Rosenbaum維持$標普全球 (SPGI.US)$買入評級，並將目標價從540美元上調至560美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.1%，總平均回報率為8.6%。
此外，綜合報道，$標普全球 (SPGI.US)$近期主要分析師觀點如下：
標普全球在Q3業績表現良好，儘管大多數業務板塊表現強勁，指導預期上調。但由於市場情報部門的糟糕季度，表現欠佳，僅貢獻20%-25%的營收，此前預計由於IHS Markit收購和預期的協同效應，有望提振增長。隨着領導層變動，人們對在挑戰條件下的表現有樂觀預期，並且認爲業務的多樣化性對於未來一年的盈利增長有利，還有待發掘的額外潛力。
標普全球Q3強勁業績主要受益於評級業務，得益於強勁的債券發行量。這得到了實質性指數業績的補充。業績公佈後的觀察導致公司Q4和2025年估值上調。
儘管對收入進行了積極調整，標普全球的超越共識仍然顯著。然而，債券發行領域的實力導致股票遭遇拋售，由於影響未來一年評級業務的前瞻動態。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
