SPGI - S&P Global Inc.
S&P Global is rated a BUY, as AI disruption risks are overstated and unfairly discounted across the business. Ratings and Indices segments generate nearly two-thirds of adjusted segment profit, are highly regulated, and are resilient to AI threats. Market Intelligence, contributing 22% of profits, faces the most AI risk but remains profitable and strategically important despite modest growth.
NEW YORK, July 14, 2026 /PRNewswire/ -- S&P SmallCap 600 constituent BrightSpring Health Services Inc. (NASD: BTSG) will replace Chart Industries Inc. (NYSE: GTLS) in the S&P MidCap 400, and Karman Holdings Inc. (NYSE: KRMN) will replace BrightSpring Health Services in the S&P SmallCap 600 effective prior to the opening of trading on Friday, July 17. S&P 500 constituent Baker Hughes Co. (NASD: BKR) is to acquire Chart Industries in a deal expected to close July 16, pending final closing conditions.
S&P Global is now a leaner, post-spin company focused on Ratings, Indices, Energy, and Market Intelligence. SPGI targets margin expansion, driven by higher-than-expected debt issuance and surging API call volumes linked to AI adoption. API usage is scaling non-linearly, signaling a structural shift to programmatic data consumption and potentially stickier, higher-growth revenues.
SPGI's subscription model, AI-powered offerings and steady segment growth support its outlook as recurring revenues remain resilient.
NEW YORK, July 9, 2026 /PRNewswire/ -- Solaris Energy Infrastructure Inc. (NYSE: SEI) will replace Catalyst Pharmaceuticals Inc. (NASD: CPRX) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, July 15. Angelini Pharma S.p.A.
Markets have become more volatile as investors debate whether big tech companies are getting enough return on their AI spending. The S&P 500 momentum index has outperformed the wider market by more than 70% since 2024, close to levels seen during the 1990s dot-com era.
S&P Global offers investors and institutions critical stock and stock market analysis. Its customers demand -- and pay for -- critical and constantly updated information.
NEW YORK, July 6, 2026 /PRNewswire/ -- S&P Global's (NYSE: SPGI) second quarter 2026 results will be issued on Tuesday, July 28, 2026 via news release at approximately 7:15 a.m. Eastern Daylight Time.
NEW YORK, July 6, 2026 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the new Market Intelligence operating model. This evolution is designed to better align the business with changing customer needs and to position the company for growth in an AI-driven market, pairing its unmatched breadth and depth of data and deep domain expertise with more integrated AI-powered tools, workflows and experiences.
New reported business lines for Energy and Market Intelligence Updated allocated expenses and margins for the enterprise and all four divisions 2026 guidance reflecting the spin-off of Mobility to be provided with 2Q 2026 Earnings on July 28 NEW YORK, July 6, 2026 /PRNewswire/ -- S&P Global (NYSE: SPGI) is providing recast financial results, excluding the contribution from the Mobility division ("Mobility"). In a previous release dated July 1, 2026, the Company announced the successful completion of the spin of Mobility into an independent, public company – Mobility Global (NYSE: MBGL).
That morning, it completed the spinoff of Mobility Global. This is an automotive data and analysis specialist, most well-known for its Carfax service.
NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, July 1, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.
NEW YORK, July 1, 2026 /PRNewswire/ -- S&P Global Inc. (NYSE: SPGI) announced today that it has completed the separation of its Mobility division into an independent, public company, Mobility Global Inc. ("Mobility Global"). Mobility Global common stock will begin regular-way trading today on the New York Stock Exchange under the ticker symbol "MBGL".
NEW YORK, July 1, 2026 /PRNewswire/ -- Mobility Global Inc. (NYSE: MBGL) announced today that it has completed its separation from S&P Global Inc. and is now an independent, public company. Mobility Global shares will begin trading today on the New York Stock Exchange under the ticker symbol "MBGL.
The S&P Cotality Case-Shiller U.S. National Home Price NSA Index posted a 0.8% annual gain for April 2026, up from a 0.7% rise in the previous month. For the 11th consecutive month, U.S. home values fell in real terms, as April's 3.8% inflation ran roughly 3 percentage points above the 0.8% home price gain.
S&P Global (SPGI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Market data and ratings outfit S&P Global is reshaping itself into something even more promising, even if the stock doesn't yet indicate it. Chipmaker Qualcomm has quietly been waiting for the AI hardware market to evolve into what it's finally now becoming.
NETSTREIT Set to Join S&P SmallCap 600 PR Newswire NEW YORK, June 24, 2026 NEW YORK
S&P Global (NYSE:SPGI | SPGI Price Prediction) screens as a multi-decade compounder candidate because it operates a legally protected toll booth on global capital markets that almost every borrower, asset manager, and index fund is structurally required to pay.
Higher interest rates could create tailwinds for its subscription-based businesses. But they could create headwinds for its higher-margin credit rating services segment.