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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Alex Kramm | UBS | 6 | 33% |
| Owen Lau | Clear Street | 5 | 40% |
| Jeff Silber | BMO Capital Markets | 5 | 40% |
| Toni Kaplan | Morgan Stanley | 5 | 20% |
| Craig Huber | Huber Research Partners | 5 | 40% |
| George Tong | Goldman Sachs | 4 | 0% |
| Scott Wurtzel | Wolfe Research | 4 | 0% |
| Russell Quelch | Redburn Atlantic | 4 | 75% |
| Andy Steinerman | JPMorgan | 4 | 25% |
| Ashish Sabadra | RBC Capital Markets | 4 | 50% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 1 | 6 | 33% |
| BMO Capital Markets | 1 | 5 | 40% |
| Huber Research Partners | 1 | 5 | 40% |
| Clear Street |
| 1 |
| 5 |
| 40% |
| JPMorgan | 2 | 5 | 20% |
| Morgan Stanley | 1 | 5 | 20% |
| RBC Capital Markets | 1 | 4 | 50% |
| Goldman Sachs | 1 | 4 | 0% |
Both MIS and MA grew revenues 8% with adjusted EPS of $4.33 up 13%, as ARR reached $3.6 billion growing 8% year-over-year. Record rated issuance was driven by AI infrastructure financing while private credit demand continued accelerating. Full-year guidance was maintained unchanged with the buyback guidance increased by $500 million.
Demand | Revenue Growth | Subscriber Growth | Cloud & AI | Guidance Reliability | Competitive Dynamics | Innovation & R&D | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 6 | 2 | 4 | 4 | 1 | 1 | |
| 2025Q1 | 6 | 2 | 2 | 1 | 3 | 1 | 1 | 1 |
| 2025Q2 | 3 | 2 | 5 | 2 | 2 | 1 | 2 | |
| 2025Q3 | 7 | 1 | 3 | 2 | 2 | 2 | 1 | 3 |
| 2025Q4 | 1 | 1 | 1 | 4 | 2 | 4 | 2 | |
| 2026Q1 | 1 | 7 | 1 | 1 | 2 | 1 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 6 | 3 | 7 | 1 | 1 |
| Revenue Growth | 6 | 2 | 2 | 1 | 1 | 7 |
| Subscriber Growth | 2 | 2 | 5 | 3 | 1 | 1 |
| Cloud & AI | 4 | 1 | 2 | 2 | 4 | 1 |
| Guidance Reliability | 4 | 3 | 2 | 2 | 2 | |
| Competitive Dynamics | 1 | 1 | 2 | 2 | 4 | 1 |
| Innovation & R&D | 1 | 1 | 1 | 1 | 2 | 3 |
| Credit | 1 | 2 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MCO Moody's Corporation | 7 | +8.1% | |
| CBOE Cboe Global Markets | 10 | +6.5% | |
| CME CME Group | 7 | +14.5% | |
| COIN Coinbase Global | 1 | -30.5% | |
| FDS FactSet | 6 | +7.1% | |
| ICE Intercontinental Exchange | 9 | +13.5% | |
| MSCI MSCI | 8 | +14.1% | |
| NDAQ Nasdaq, Inc. | 8 | +2.3% | |
| SPGI S&P Global | 8 | +10.4% |