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S&P Global focuses on Ratings and AI-driven growth, raising FY27 EPS forecast with 15% upside potential.

Analyst Insights
13 Jul 2026
Seeking Alpha
View Source
Bullish
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S&P Global has restructured post-spin-off to concentrate on Ratings, Indices, Energy, and Market Intelligence, aiming to expand margins through increased debt issuance and rising API usage linked to AI adoption. The surge in API calls indicates a shift toward programmatic data consumption, potentially leading to more stable and higher-growth revenues. Analyst Luca Socci remains optimistic, raising the FY27 earnings per share estimate and setting a $500 price target, suggesting a 15% upside for investors.

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