Analysts expect Moody’s to report Q1 2026 revenue of $2.07 billion and EPS of $4.41, with the stock currently trading at $452.35 against an average price target of $535.55.
The primary focus for investors is the recovery in global debt issuance volumes, which directly drives transaction revenue within the Moody’s Investors Service (MIS) segment.
Credit markets have shown signs of thawing as corporate refinancing needs accelerate, leading analysts to anticipate a significant jump in ratings activity compared to last year. Furthermore, investors are looking for continued growth in Moody’s Analytics (MA) as recurring subscription revenue remains a critical hedge against market volatility.