SPGI

S&P Global Inc. (SPGI) | Rumor.io

S&P Global

SPGI

Attention (50-day avg)0.02%

Attention rank (50-day avg)#259

Bullish sentiment (50-day avg)86%

Price to earnings ratio24.6

Market capitalization116.7B

Earnings per share16.4

Dividend yield (TTM)0.98%

Revenue (annual)15.3B

Net income (annual)4.8B

Social

What share of all stock conversation is about SPGI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.32% +0.21	0.05% +0.04	0.02% 0	0.09% +0.05

Sep 30

S&P Global Inc.'s stock price has slipped below its 200-week average, with a pending monthly sell signal indicating serious downside risk.
The company's credit rating agency business model is seen as resistant to competition, as potential new entrants would face higher costs of capital.
S&P Global's stock is performing poorly, with the company's ticker being mentioned in a post about its potential for downside risk.

Generated by AI

Sentiment

Of the messages about SPGI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +1.42	93.33% +32.46	81.83% -11.03	26.68% -71.58
Bearish	0% -1.42	6.67% -32.46	18.17% +11.03	73.32% +71.58

Bullish· Aug 10

The company's strong fundamentals, including growing revenue and profit margins, and its ability to invest and acquire businesses to combat AI disruption, make it an attractive buy.
The stock's current price of around $410 with a 25 P/E ratio is below its historic average, making it a potential buying opportunity.
Despite a 20% YTD decline due to lowered EPS guidance and restructuring noise, the company's management has been buying, and insider data suggests a strong commitment to the company's future.

Bearish· Feb 21

The author acquired additional shares of $SPGI during the recent drawdown, indicating a potential opportunity for further price decline.
The author's interest in the ROIC topic after the IHS acquisition may indicate concerns about the asset's financial performance.
The decision to spin off the mobility business could be seen as a negative development for $SPGI.

Generated by AI

Topics

Of the messages about SPGI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	90.48%	97.33%	92.24%	1.32%
Macro	9.52%	2.5%	4.49%	71.33%
Technical Analysis	0%	0.18%	2.99%	0.32%
Analysts	0%	0%	0%	17.63%
Earnings	0%	0%	0.19%	9.35%
Controversies	0%	0%	0.09%	0.04%

Earnings· Jul 28

S&P Global reported Q2 revenue of $4.15B, a 10% YoY increase, and adjusted EPS of $4.83, a 23% YoY increase.
The company's adjusted operating margin expanded to 54.3%, a 200bps YoY increase, driven by strong results in Ratings and Indices.
S&P Global's FY26 guidance calls for adjusted EPS of $17.50-$17.75, below the $18.32 estimate, and revenue growth of 5.9%-7.9%.

Analysts· Feb 19

Analysts are using S&P Global for market dips.
S&P Global is a reliable investment principle.
S&P Global is a busy investment opportunity.

Announcements· Feb 4

S&P Global's stock price dropped in response to an announcement about rebranding its Mobility division and spinning it off into a separate public company.
The rebranding and spin-off of Mobility Global, Inc. may be sparking investor uncertainty and concerns about the impact on S&P Global's earnings report.
The financial data sector, including S&P Global and other companies, is facing a paradigm shift due to the challenges posed by AI disruption to legacy data models, potentially leading to a volume spike.

Controversies· Oct 11

S&P Global Ratings estimates Boeing is losing over $1 billion a month due to the ongoing factory strike.
Boeing has withdrawn a contract offer and tensions are rising between the manufacturer and the union.
The strike, which began on September 13, has resulted in Boeing's decision to cut 17,000 jobs.

Macro· May 6

S&P Global expects global copper demand to rise from 28 million tonnes to 42 million tonnes by 2040, indicating a potential supply challenge.
The demand for copper is driven by data centers, power lines, transformers, cooling systems, EVs, and electricity infrastructure, with AI scaling being a key factor.
New mines take years to develop, making exploration-stage companies positioned to identify new resources earlier a focus of attention in the market.

Generated by AI

Community

Of the messages about SPGI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	4.83%	13.86%	54.31%	21.88%
Newcomers	95.17%	86.14%	45.69%	78.12%

Regulars· Sep 1

S&P Global Inc. ($SPGI) is considering a spin-off of its flagship data and research platform, Capital IQ Pro, which could value the business in the high single-digit billions.
The spin-off would effectively reverse part of the company's strategic positioning since the announcement, and some analysts are mixed on the news, citing concerns about the potential impact on the business.
S&P Global Inc. ($SPGI) holds a ~50% market share in one of the most durable oligopolies in the history of capitalism, yet the stock is currently in a ~20% drawdown, largely driven by fears that AI could disrupt parts of its business.

Newcomers· Sep 30

Newcomers to discussing $SPGI are focused on the stock's performance, specifically its decline below the 200-week average.
The asset's pending monthly sell signal is being viewed as a serious downside risk.
Some users are interested in learning more about the situation, as indicated by a request to click for more details.

Generated by AI

News

S&P Global Declares Fourth Quarter Dividend

14h agoS&P Global

Canadian Oil Sands Production Expected to Grow for 25th Straight Year, Reaching New Record

22h agoMorningstar

Cboe, S&P DJI extend exclusive licensing agreement by 25 years (CBOE:BATS)

Cboe extends exclusive S&P 500 (SPX) options licensing through 2051; shares jump and royalty fees reset in 2027.

23h agoSeeking Alpha

Tata leadership transition, IPO unlikely to impact ratings, S&P Global says

1d agoReuters

S&P Global (SPGI) Brings RatingsXpress Credit Data Into Its AI Data Portal

S&P Global (NYSE:SPGI) is adding its RatingsXpress credit data feed into the S&P Global AI Data Portal. The change makes S&P Global's credit ratings directly available for use inside AI-powered analytics and workflow tools. Customers can now pull RatingsXpress information through the AI portal alongside other structured datasets from S&P Global. The integration of RatingsXpress into the AI Data Portal comes alongside a wider set of shifts our research tracks. Our analysis turns up 4 other...

1d agoYahoo Finance

Apollo-Backed Michaels Wins S&P Ratings Lift After Cutting Debt

1d agoBloomberg

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S&P Global Inc.

Financial Services
Financial Data & Stock Exchanges

S&P Global Inc. is a financial information and analytics company that provides essential intelligence to participants across global capital, energy and commodity, and automotive markets. The firm delivers benchmarks, data, analytics, and workflow solutions that help investors, lenders, corporations, and governments assess risk, value assets, and make informed decisions. Its operations span five main business segments: S&P Global Market Intelligence, offering data platforms, research, and analytics; S&P Global Ratings, providing credit ratings and related research; S&P Global Energy, focused on energy and commodity insights; S&P Global Mobility, delivering automotive and transportation data; and S&P Dow Jones Indices, which maintains widely used equity and multi-asset benchmarks. Customers include asset managers, banks, insurance companies, corporates, and public-sector institutions that rely on its information, benchmarks, and analytical tools for pricing risk, regulatory reporting, portfolio management, and strategic planning. Founded in 1860 and headquartered in New York City, S&P Global today plays a central role in the infrastructure of modern financial markets and real-economy decision-making.

Website

Location

55 Water Street

New York, NY, 10041

United States

Social

What share of all stock conversation is about SPGI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.32% +0.21	0.05% +0.04	0.02% 0	0.09% +0.05

Sep 30

S&P Global Inc.'s stock price has slipped below its 200-week average, with a pending monthly sell signal indicating serious downside risk.
The company's credit rating agency business model is seen as resistant to competition, as potential new entrants would face higher costs of capital.
S&P Global's stock is performing poorly, with the company's ticker being mentioned in a post about its potential for downside risk.

Generated by AI

Sentiment

Of the messages about SPGI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% +1.42	93.33% +32.46	81.83% -11.03	26.68% -71.58
Bearish	0% -1.42	6.67% -32.46	18.17% +11.03	73.32% +71.58

Bullish· Aug 10

The company's strong fundamentals, including growing revenue and profit margins, and its ability to invest and acquire businesses to combat AI disruption, make it an attractive buy.
The stock's current price of around $410 with a 25 P/E ratio is below its historic average, making it a potential buying opportunity.
Despite a 20% YTD decline due to lowered EPS guidance and restructuring noise, the company's management has been buying, and insider data suggests a strong commitment to the company's future.

Bearish· Feb 21

The author acquired additional shares of $SPGI during the recent drawdown, indicating a potential opportunity for further price decline.
The author's interest in the ROIC topic after the IHS acquisition may indicate concerns about the asset's financial performance.
The decision to spin off the mobility business could be seen as a negative development for $SPGI.

Generated by AI

Topics

Of the messages about SPGI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	90.48%	97.33%	92.24%	1.32%
Macro	9.52%	2.5%	4.49%	71.33%
Technical Analysis	0%	0.18%	2.99%	0.32%
Analysts	0%	0%	0%	17.63%
Earnings	0%	0%	0.19%	9.35%
Controversies	0%	0%	0.09%	0.04%

Earnings· Jul 28

S&P Global reported Q2 revenue of $4.15B, a 10% YoY increase, and adjusted EPS of $4.83, a 23% YoY increase.
The company's adjusted operating margin expanded to 54.3%, a 200bps YoY increase, driven by strong results in Ratings and Indices.
S&P Global's FY26 guidance calls for adjusted EPS of $17.50-$17.75, below the $18.32 estimate, and revenue growth of 5.9%-7.9%.

Analysts· Feb 19

Analysts are using S&P Global for market dips.
S&P Global is a reliable investment principle.
S&P Global is a busy investment opportunity.

Announcements· Feb 4

S&P Global's stock price dropped in response to an announcement about rebranding its Mobility division and spinning it off into a separate public company.
The rebranding and spin-off of Mobility Global, Inc. may be sparking investor uncertainty and concerns about the impact on S&P Global's earnings report.
The financial data sector, including S&P Global and other companies, is facing a paradigm shift due to the challenges posed by AI disruption to legacy data models, potentially leading to a volume spike.

Controversies· Oct 11

S&P Global Ratings estimates Boeing is losing over $1 billion a month due to the ongoing factory strike.
Boeing has withdrawn a contract offer and tensions are rising between the manufacturer and the union.
The strike, which began on September 13, has resulted in Boeing's decision to cut 17,000 jobs.

Macro· May 6

S&P Global expects global copper demand to rise from 28 million tonnes to 42 million tonnes by 2040, indicating a potential supply challenge.
The demand for copper is driven by data centers, power lines, transformers, cooling systems, EVs, and electricity infrastructure, with AI scaling being a key factor.
New mines take years to develop, making exploration-stage companies positioned to identify new resources earlier a focus of attention in the market.

Generated by AI

Community

Of the messages about SPGI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	4.83%	13.86%	54.31%	21.88%
Newcomers	95.17%	86.14%	45.69%	78.12%

Regulars· Sep 1

S&P Global Inc. ($SPGI) is considering a spin-off of its flagship data and research platform, Capital IQ Pro, which could value the business in the high single-digit billions.
The spin-off would effectively reverse part of the company's strategic positioning since the announcement, and some analysts are mixed on the news, citing concerns about the potential impact on the business.
S&P Global Inc. ($SPGI) holds a ~50% market share in one of the most durable oligopolies in the history of capitalism, yet the stock is currently in a ~20% drawdown, largely driven by fears that AI could disrupt parts of its business.

Newcomers· Sep 30

Newcomers to discussing $SPGI are focused on the stock's performance, specifically its decline below the 200-week average.
The asset's pending monthly sell signal is being viewed as a serious downside risk.
Some users are interested in learning more about the situation, as indicated by a request to click for more details.

Generated by AI

S&P Global

Social

Sep 30

Bullish· Aug 10

Bearish· Feb 21

Earnings· Jul 28

Analysts· Feb 19

Announcements· Feb 4

Controversies· Oct 11

Macro· May 6

Regulars· Sep 1

Newcomers· Sep 30

S&P Global Declares Fourth Quarter Dividend

Canadian Oil Sands Production Expected to Grow for 25th Straight Year, Reaching New Record

Cboe, S&P DJI extend exclusive licensing agreement by 25 years (CBOE:BATS)

Tata leadership transition, IPO unlikely to impact ratings, S&P Global says

S&P Global (SPGI) Brings RatingsXpress Credit Data Into Its AI Data Portal

Apollo-Backed Michaels Wins S&P Ratings Lift After Cutting Debt

Also Discussed

S&P Global Inc.

Company Information

Location

S&P Global Declares Fourth Quarter Dividend

Canadian Oil Sands Production Expected to Grow for 25th Straight Year, Reaching New Record

Cboe, S&P DJI extend exclusive licensing agreement by 25 years (CBOE:BATS)

Tata leadership transition, IPO unlikely to impact ratings, S&P Global says

S&P Global (SPGI) Brings RatingsXpress Credit Data Into Its AI Data Portal

Apollo-Backed Michaels Wins S&P Ratings Lift After Cutting Debt

Also Discussed

Social

Sep 30

Bullish· Aug 10

Bearish· Feb 21

Earnings· Jul 28

Analysts· Feb 19

Announcements· Feb 4

Controversies· Oct 11

Macro· May 6

Regulars· Sep 1

Newcomers· Sep 30