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Although the revenue and EPS for S&P Global (SPGI) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Financial intelligence company S&P Global (NYSE:SPGI) beat Wall Street’s revenue expectations in Q3 2026, with revenue up 6.8% year on year to $3.68 billion. Its non-GAAP profit of $4.58 per share was 3.7% above analysts’ consensus estimates.

S&P Global (SPGI) delivered earnings and revenue surprises of +3.39% and +1.12%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

NEW YORK (AP) — NEW YORK (AP) — S&P Global Inc. (SPGI) on Tuesday reported third-quarter net income of $1.

S&P Global (NYSE: SPGI) today reported third quarter results. The Company's earnings release and supplemental materials are available at http://investor.spglobal.com/Quarterly-Earnings.

S&P Global (NYSE:SPGI) reported third-quarter financial results on Tuesday. The transcript from the company’s third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs.

S&P Global (NYSE:SPGI) unit S&P Dow Jones Indices agreed to supply indices for Kalshi event contracts in regulated prediction markets. The arrangement positions S&P DJI benchmarks as the reference for payout settlement on Kalshi's CFTC-regulated event contracts platform. Through this agreement, S&P Global gains access to Kalshi's prediction market data and a new pool of end users for its indices. The use of S&P indices in Kalshi prediction markets is important, yet investors still need to...
DULLES, Va., Oct. 23, 2026 (GLOBE NEWSWIRE) -- National Rural Utilities Cooperative Finance Corporation (CFC) has announced that S&P Global Ratings (S&P) has upgraded its long-term issuer credit rating to “A” from “A-” with a Stable Outlook. S&P also upgraded CFC’s senior secured and senior unsecured debt ratings to “A” from “A-” and its subordinated debt rating to “BBB+” from “BBB.” In announcing the upgrade, S&P cited CFC’s consistently strong credit performance, exceptional asset quality and

S&P Global Ratings, the world's leading provider of independent credit ratings, today launched a new interactive dashboard providing a dynamic view of its rated North American data center universe across Project Finance, and Corporates, and Structured Finance asset-backed securities (SF ABS).
S&P Global's Q3 earnings face pressure despite expected growth in Indices, Market Intelligence and Ratings, led by AI demand, ETF inflows and debt issuance.


Evaluate the expected performance of S&P Global (SPGI) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

S&P Global (NYSE: SPGI) today announced expanded AI-powered capabilities across its private markets ecosystem, including new iLEVEL enhancements that embed AI directly into private markets workflows and enable customers to securely connect their iLEVEL data and capabilities to AI tools such as Copilot and Claude through iLEVEL's MCP server, while maintaining their existing access controls and permissions. These enhancements bring together native AI capabilities, including an iLEVEL Agent, with v
S&P Global (NYSE:SPGI) reported fresh analysis on how recent disruptions are pressuring global food and agriculture supply chains. The firm highlighted security risks in the Strait of Hormuz that could affect fuel shipments critical to global farm logistics. Analysts pointed to surging diesel and fertilizer prices, alongside a strong El Niño, as key stress points for crop production and transport. There is more to S&P Global than its warning on conflicts, diesel, fertilizer and El Niño...

S&P Global Inc. (NYSE:SPGI) wants its data to remain essential as financial research moves into AI workflows. Adaptive Retrieval lets customers’ AI systems assemble licensed information through natural-language requests. The investment question is whether new data fees exceed delivery costs and subscription income they replace. S&P Global Inc. (NYSE:SPGI) looks fairly valued at a forward […]
S&P Global recently made Visible Alpha's detailed sell side consensus data available through the S&P Global AI Data Portal, giving customers API based access to estimates, financial line items and segment forecasts across more than 8,000 companies. This move deepens S&P Global's AI workflow offering by tying granular consensus data to Deterministic Retrieval. This can support tasks like earnings prep, valuation work and investor relations benchmarking in a single, verifiable data...

S&P Global (NYSE:SPGI) added Visible Alpha data to its AI Data Portal, giving clients AI-ready sell-side consensus figures. The integration provides granular broker estimates and detailed earnings line items in a machine readable format for institutional users. Clients can use the combined dataset for AI supported workflows in earnings preparation, portfolio monitoring, and equity research processes. The Visible Alpha integration into the S&P Global AI Data Portal is one piece of a broader...
S&P Global (NYSE: SPGI) today announced that Visible Alpha data is now available through the S&P Global AI Data Portal, a solution that enables customers to access verifiable data via MCP-enabled AI applications. The addition brings Visible Alpha's granular view of sell-side consensus into S&P Global's AI data delivery ecosystem, enabling customers to build AI-powered workflows grounded in high-quality, trusted S&P Global data.

S&P Global Ratings previously revised its outlook on Brinker International to positive from stable, affirming a BB+ issuer credit rating and citing strong traffic growth, reduced debt, and above-industry operational performance. At the same time, Chili's product innovation, such as the Chicken Parm Big Crispy sandwich following very large growth in chicken sandwich orders, underscores how menu refreshes are supporting Brinker's operating momentum that S&P highlighted. We’ll now examine how...
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The Jenga Global Master Fund returned 8.10% in Q3 2026, significantly outperforming the MSCI World Index’s 1.88% return. Year-to-date, the Fund’s return stands at 4.49% compared to the benchmark’s 11.75%. The portfolio’s […]

JP Morgan analyst Andrew Steinerman maintains S&P Global (NYSE:SPGI) with a Overweight and lowers the price target from $530 to $520.

Investing.com -- S&P Global Ratings has revised its outlook on Brinker International Inc (NYSE:EAT) to positive from stable, signaling potential upward momentum for the restaurant operator as robust traffic growth and debt reduction strengthen its credit profile. At the same time, the rating agency affirmed the Dallas-based company’s 'BB+' issuer credit rating, pointing to above-industry-average operational performance and a formal commitment to maintain lower debt levels.
S&P Global is scheduled to report its third-quarter results later this month, and analysts expect a single-digit earnings decrease.

The analyst fair value estimate for Cboe Global Markets has shifted from US$312.36 to US$320.47, giving investors an updated reference point for what some see as the stock’s longer term potential. This adjustment appears alongside recent Street commentary that highlights the extended S&P licensing agreement, index options trends, new KPI binary contracts, and ongoing valuation questions. As you read on, you will see how these moving pieces fit together and what to watch as the narrative on...
Bond markets are stealing the spotlight as yields jump in France, the US, and Japan, pulling money across borders and shaking up how debt is traded. When market swings hit this hard, the pipes that carry trades can see more activity, and that can create both potential winners and risks for investors. This article walks through three stocks exposed to that bond market story and explains why their role in this volatility may matter to your portfolio thinking. The three stocks covered next are...
SAN FRANCISCO, October 08, 2026--BRIDGE Housing announced today that S&P Global Ratings has upgraded the company’s credit rating to AA from AA-, earning it the highest rating assigned to a nonprofit housing provider.
Over the past twelve months, S&P Global (SPGI) stock has lost 12.3%, trailing a 2.8% decline for Intercontinental Exchange. Investors typically buy both companies to capture the recurring fees generated by global financial markets. S&P Global collects those fees from credit ratings and indices, while Intercontinental Exchange relies on its exchanges and bond data. In July, however, S&P Global lowered its 2026 forecasts for revenue growth and earnings. So is that a reason to look at Intercontinen
Workiva (WK) is back on investor radars after being added to several S&P indices, including the S&P Composite 1500 and S&P 600. This shift can influence institutional flows. Workiva’s inclusion in several S&P indices lands at a moment when momentum is mixed, with the 90‑day share price return up 36.69% and the 30‑day move down 6.56%, while the 1‑year total shareholder return is down 19.40% and the 5‑year total shareholder return is down 47.97%. This points to a stock trying to rebuild...
In early October 2026, S&P Global announced past updates to its Capital IQ Pro platform, led by an expanded ChatIQ conversational AI experience that unifies multi-source analysis, screening, charting and AI-powered research, modeling and presentation tools across valuation, private markets, fixed income, credit and portfolio analytics. This deeper AI integration is important because it aims to concentrate more of a financial professional’s workflow inside Capital IQ Pro, potentially...
S&P Global (NYSE: SPGI) today announced the latest updates to S&P Capital IQ Pro, led by an expanded ChatIQ experience that brings conversational AI deeper into the platform. The enhanced ChatIQ helps financial professionals ask natural-language questions and quickly access S&P Global data and insights in one place.

Investing.com -- S&P Global Ratings upgraded its issuer credit rating on Tenable Holdings Inc (NASDAQ:TENB) to 'BB+' from 'BB', citing steady revenue expansion and a notable margin turnaround driven by the rapid adoption of its exposure management platform. Following the action, the rating agency subsequently withdrew the credit rating at the cybersecurity firm's request, leaving the outlook stable at the time of withdrawal.
Freshworks Inc. (NASD: FRSH) will replace BioLife Solutions Inc. (NASD:BLFS) in the S&P SmallCap 600 effective prior to the open of trading on Thursday, October 8. S&P MidCap 400 constituent Repligen Corp. (NASD:RGEN) is acquiring BioLife Solutions in a deal expected to be completed soon, pending final closing conditions.
S&P Global Ratings (NYSE: $SPGI) is launching a tool aimed at assessing blockchain-based lending vaults that no...

Growth in the US services sector decelerated sequentially in September, Institute for Supply Managem
S&P Global Ratings launches a framework to grade crypto lending vaults, now holding $10 billion. See how its six-factor risk score works.

Amid rising business activity, U.S. companies this year have grown more pessimistic about future inflation.

S&P Global will release on Wednesday its preliminary September Purchasing Managers' Indices (PMIs) for the United States.
S&P Global (SPGI) is in focus after highlighting rapid uptake of its AI tools, with 500 customers using model context protocol connectors and a very large jump in data usage through APIs and large language model calls. S&P Global’s recent AI push comes at a more challenging time for the stock, with the share price down 6.7% over the past month and 21.5% year to date. A 1-year total shareholder return decline of 13.6% contrasts with a positive 3-year total shareholder return of 19.7%, which...

UiPath (PATH) has fallen about 27% from its one-month high, though it is still up 34% over three months. The stock trades at 19.5 times earnings, against an S&P 500 median of 22.6. For a software company growing faster than most of the market, that looks like a gift. The question is whether investors see an AI threat the numbers do not show yet.
In a move that signals the final maturation of digital asset infrastructure, S&P Global announced on September 17, 2026, its acquisition of OpenZeppelin. This is not merely a corporate consolidation; it is the formal emergence of a ‘credit rating for code’—a necessary evolution for institutional tokenization to move from experimental sandbox to the bedrock of […]

UiPath (PATH) trades at about $14, some 29% below its high of the past year, and it has lost 11.7% over the past month. Its results are not what did that. The fall is recent: the stock is still up 34.5% over the past three months, and over the past twelve months it returned 18.9% against 17.0% for the S&P 500. What matters is how far a stock like this falls in a real shock.







