Moody's Q1 2026 beats estimates with strong revenue and EPS growth, leveraging AI to boost analytics.

Moody's reported strong Q1 2026 results, surpassing revenue and earnings estimates with 8% revenue growth and 13% adjusted EPS growth. Its analytics segment showed resilience with annual recurring revenue up 8% and Decision Solutions up 12%, benefiting from proprietary data and regulatory integration. Despite concerns about AI disruption, Moody's is using AI to expand its market reach and strengthen its competitive advantage. The analyst maintains a Buy rating, expecting the stock to re-rate to a low 30x earnings multiple, with a price target of $520–$550 supported by solid guidance and capital returns.