Moody's Ratings projected that the AI and cloud computing boom will necessitate at least $3 trillion in global data center investments by 2030, heavily relying on credit markets, a positive outlook that prompted an analyst upgrade for MCO.
- Evercore ISI raised its price target on MCO from $540 to $620, while maintaining an Outperform rating.
- The upgrade reflects expectations of heavier debt issuance in 2026, reinforcing the growth narrative for Moody's analytical services.