Wall Street expects Moody's to report Q2 2026 consensus revenue of $2.08 billion and EPS of $4.23, with the stock currently trading at $506.46 against an average analyst target of $551.10. The primary focus for investors is the recovery in global debt issuance volumes and its direct impact on Moody's Investors Service (MIS) ratings revenue. Analysts are also monitoring the integration of generative AI within Moody's Analytics to drive high-margin recurring revenue growth.
Recent performance has been strong, with Q1 earnings beating expectations on record ratings activity and expanding operating margins. Persistent demand for private credit assessments continues to provide a significant tailwind for the firm’s ratings business.