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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. |
|---|---|---|---|
| Scott Wurtzel | Wolfe Research | 6 | 0% |
| Manav Patnaik | Barclays | 6 | 0% |
| Faiza Alwy | Deutsche Bank | 6 | 0% |
| Jeff Silber | BMO Capital Markets | 6 | 17% |
| Jason Haas | Wells Fargo | 6 | 0% |
| Craig Huber | Huber Research Partners | 6 | 0% |
| Jeff Meuler | Robert W. Baird | 6 | 17% |
| Toni Kaplan | Morgan Stanley | 6 | 17% |
| Ashish Sabadra | RBC Capital Markets | 6 | 0% |
| Alex Kramm | UBS | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 6 | 17% |
| JPMorgan | 2 | 6 | 17% |
| Barclays | 1 | 6 | 0% |
| Huber Research Partners |
| 1 |
| 6 |
| 0% |
| Deutsche Bank | 1 | 6 | 0% |
| BMO Capital Markets | 1 | 6 | 17% |
| Goldman Sachs | 2 | 6 | 0% |
| RBC Capital Markets | 1 | 6 | 0% |
S&P Global grew Q1 2026 revenue 10% (9% organic constant currency) with adjusted EPS surging 14% year-over-year, as Ratings demonstrated resilience amid macro volatility and Indices delivered double-digit growth across all product lines. Enterprise guidance was reiterated unchanged at 6-8% organic revenue growth and adjusted EPS of $19.40-$19.65, with AI distribution driving customer value and monetization. Private markets grew strongly with near-term caution, the Mobility spin-off progressed, and accelerated capital return continued, while Iran conflict pressured the energy division outlook.
Revenue Growth | Cloud & AI | Competitive Dynamics | Demand | Credit | Margin | M&A | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 5 | 6 | 5 | 2 | 2 | 3 |
| 2025Q1 | 7 | 1 | 3 | 7 | 3 | 3 | 2 | |
| 2025Q2 | 5 | 2 | 6 | 5 | 3 | 3 | 1 | |
| 2025Q3 | 9 | 7 | 4 | 2 | 2 | 3 | ||
| 2025Q4 | 6 | 8 | 4 | 2 | 3 | 4 | 2 | 1 |
| 2026Q1 | 8 | 7 | 3 | 4 | 1 | 2 | 2 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 7 | 5 | 9 | 6 | 8 |
| Cloud & AI | 3 | 1 | 2 | 7 | 8 | 7 |
| Competitive Dynamics | 5 | 3 | 6 | 4 | 4 | 3 |
| Demand | 6 | 7 | 5 | 2 | 4 | |
| Credit | 5 | 3 | 3 | 2 | 3 | 1 |
| Margin | 2 | 3 | 3 | 2 | 4 | 2 |
| M&A | 2 | 2 | 3 | 2 | 2 | |
| Innovation & R&D | 3 | 1 | 1 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SPGI S&P Global | 8 | +10.4% | |
| 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% | |
| MCO Moody's Corporation | 7 | +8.1% | |
| MSCI MSCI | 8 | +14.1% | |
| NDAQ Nasdaq, Inc. | 8 | +2.3% |