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.
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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季度的表現出現了下行，儘管大多數業務板塊表現良好，並且預測指引上調。這被Market Intelligence在一個不太理想的季度所掩蓋，儘管它僅貢獻了20%-25%的營業收入，但預計由於IHS Markit收購和預期的協同效應，將促進增長。隨着領導層變動，人們對即使在困難條件下也會實現更佳表現充滿樂觀，並且業務的多樣性被視爲有利於吸引人的收入增長，未來一年更有潛力可挖。
標普全球'強勁'的Q3超預期表現主要得益於Ratings業務，該業務受益於強勁的債務發行量。這得到了穩健的Indices業績的支持。在發佈收益後的觀察導致該公司的Q4和2025年估值增加。
儘管對盈利做出了預期性的正向調整，標普全球打敗沽出預期是巨大的。然而，發行方面的公認實力導致股票拋售，因爲前瞻性動態影響了即將到來的一年中Ratings的情況。
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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。
