Evercore ISI Trims S&P Global Inc. (SPGI) Price Target, Maintains Bullish Rating

S&P Global Inc. (NYSE:SPGI) is included among the 13 Best Roth IRA Stocks to Buy Now.

On February 11, Evercore ISI analyst David Motemaden trimmed his price recommendation on S&P Global Inc. (NYSE:SPGI) to $625 from $632. The firm maintained an Outperform rating on the stock. The adjustment followed the company’s latest quarterly results, which led the firm to revisit its estimates.

On the earnings call, Martina Cheung, President, CEO, and Director, pointed to what she described as strong revenue growth, meaningful margin expansion, and 14% growth in EPS for Q4 2025. She said every division delivered revenue within or above its initial guidance range. Margins also landed at or above the high end of expectations. In her view, that performance reflected steady execution across the business rather than a one-off boost from any single segment.

Cheung also walked through the company’s strategic progress. She highlighted developments in private markets, continued expansion in energy-related offerings, and ongoing investment in AI capabilities. The integration of With Intelligence, the launch of private equity benchmarks, and partnerships with Cambridge Associates and Mercer were presented as steps that strengthened the firm’s competitive position.

Looking ahead, she outlined three priorities: reinforcing market leadership, moving deeper into high-growth adjacencies such as private markets and decentralized finance, and enhancing enterprise-wide capabilities. She stressed that more than 95% of revenue is tied to proprietary benchmarks, differentiated datasets, and mission-critical workflow tools, and said management expects that percentage to increase over time.

S&P Global Inc. (NYSE:SPGI)  operates as a provider of financial intelligence and data. Its business is organized into five segments: Market Intelligence, Ratings, Commodity Insights, Mobility, and S&P Dow Jones Indices.

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