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Get what investors say about SPGI next
1 investor call on SPGI in the last 90 days (1 bullish, 0 bearish). Follow SPGI free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what SPGI did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about SPGI
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-04 | Dan SkellyHead of Market Research & Strategy, Morgan Stanley Wealth Management | Bullish | The Compound | Market priced SPGI's data business for AI obsolescence, but the issuance business is a direct beneficiary of… |
| 2026-02-18 | Karen Firestone (Aureus)CEO, Aureus Asset Management | Bullish | CNBC Halftime Final Trades | S&P Global sold off 25% in the software wave despite being the dominant fixed-income ratings franchise at a… |
| 2026-01-31 | Unknown | Bullish | Barron's Roundtable | S&P Global trades at just 26.5x forward earnings versus a historical average near 40x despite solid financial… |
| 2026-01-22 | Unknown Panelist | Bullish | CNBC Halftime Final Trades | S&P Global is a direct beneficiary of the strong debt issuance and capital markets cycle pickup expected this… |
| 2025-08-27 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Chit Chat Stocks Podcast | S&P Global's ratings duopoly has structural pricing power because issuers pay 30–50bps more in interest… |
| 2024-12-05 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | The Investor’s Podcast | S&P Global's ratings business is a toll collector on all debt issuance — cyclical volume troughs are… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Oct 2026 | before the open | 4.58 vs 4.52 | -0.6% |
Notable options days
Sessions in the last 120 where SPGI’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-28 | ||||||
| 2026-09-10 | ||||||
| 2026-09-01 | ||||||
| 2026-07-06 | ||||||
| 2026-06-30 | ||||||
| 2026-06-22 | ||||||
| 2026-06-17 |
SPGI on the Wheel
SPGI did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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