S&P Global has recovered approximately 4.5% from its recent lows to trade near $419.03, rebounding after a sharp selloff triggered by conservative 2026 guidance. Analyst sentiment remains overwhelmingly bullish, with 21 of 22 major Wall Street analysts maintaining Buy or Outperform ratings.
- BMO Capital and Stifel view the recent volatility as an attractive entry point, suggesting the initial 25% decline was an overreaction to guidance rather than a fundamental deterioration.
- The stock is currently trading down slightly (-0.08%) today, aligning with broader market weakness and cautious Fed messaging.
- Key catalysts for future growth include Q1 2026 earnings, which will focus on validating margin expansion targets and private credit market opportunities.