Seeking Alpha upgraded S&P Global to Buy on February 6, 2026.
The analyst labeled the recent stock decline an irrational market reaction and a compelling entry point. Strong fundamentals support the upgrade, including margin expansion and upwardly revised full-year guidance. The analyst further noted that the price drop related to the Mobility segment's rebranding was overblown.
S&P Global shares suffered a 14% week-to-date loss as of Thursday’s close. This decline represents the stock's worst weekly performance since March 2020.
Investor fears regarding artificial intelligence tools, such as those from startup Anthropic, triggered a broader sell-off in financial-data stocks. Markets remain concerned that these tools could disrupt the industry by automating financial analysis and modeling.