S&P Global Price Targets Slashed to $482 and $489 Despite 18-19% Upside
BMO Capital reduced S&P Global’s 2026 price target from $601 to $482 while affirming an Outperform rating, citing a minor Q4 earnings miss but noting 18% upside potential. Stifel also cut its target from $599 to $489 despite maintaining Buy, attributing the 19% upside to market overreaction and AI-linked skepticism.
1. Analysts Cut 2026 Targets but See Double-Digit Upside
On February 12, BMO Capital analyst Jeffrey Silber lowered S&P Global’s price target from $601 to $482 while maintaining an Outperform rating, citing a minor Q4 earnings miss but projecting 18% upside. On February 11, Stifel’s Shlomo Rosenbaum cut his target from $599 to $489 yet upheld a Buy rating, highlighting market overreaction driven by AI-linked skepticism.
2. Trade Tracker: Karen Firestone’s SPGI Position
On February 18, portfolio strategist Karen Firestone outlined her latest allocations involving S&P Global, indicating adjustments to her SPGI holdings as part of a broader equity strategy, though she did not disclose specific trade sizes or timing.