Morgan Stanley named S&P Global a top pick for 2026 within the business and information services sector.
The investment bank anticipates improving conditions across the capital markets. This environment is expected to drive stronger credit issuance. MS projects this will lead to above-consensus growth for S&P Global's ratings revenue.
Morgan Stanley's favorable outlook is driven by several specific factors. These include an expected recovery in mergers and acquisitions (M&A) and increased refinancing activity. The bank also cites financing related to AI data centers as a key catalyst.
This positive view from the prominent analyst could attract investor attention to the company’s growth prospects heading into the new year.