Following the 11.27% stock drop on February 3, an analyst maintained a 'Buy' rating on S&P Global (SPGI), arguing that the recent sell-off has improved the valuation and provided a margin of safety.
- The steep drop was driven by the announcement of the Mobility division's rebranding ahead of its spin-off.
- The analyst noted that SPGI's forward P/E of 26.7x for 2026 is now below its historical average.