S&P Global recently expanded its S&P Capital IQ Pro platform by integrating With Intelligence's private markets data and editorial insights, following its 2025 acquisition, while also reporting higher second-quarter 2026 revenue, earnings and updated full‑year 2026 guidance including expected GAAP revenue growth, diluted EPS and operating margin expansion.
This combination of deeper private markets coverage and AI‑enabled workflows means users can manage the full private investment lifecycle within one platform, reducing reliance on fragmented data sources.
We'll now examine how integrating With Intelligence's private markets data into S&P Capital IQ Pro could reshape S&P Global's broader investment narrative.
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To own S&P Global, I think you need to believe in its ability to compound value from data, indices and workflow tools across public and private markets. The With Intelligence integration deepens that toolkit, but does not materially change the near term dependency on healthy issuance in Ratings, nor the execution risk around returns from ongoing AI and product investments.
Among the recent announcements, the new 2026 guidance stands out: S&P Global now expects GAAP revenue growth of 5.9% to 7.9%, GAAP diluted EPS of US$16.35 to US$16.60 and operating margin expansion of 335 to 360 basis points. Against that backdrop, the expanded Capital IQ Pro private markets capabilities could matter most if they help offset any pressure on issuance driven, more cyclical parts of the business.
Yet investors should also weigh how higher AI and product spend could squeeze margins if the uplift from these new platforms...
Read the full narrative on S&P Global (it's free!)
S&P Global's narrative projects $17.2 billion revenue and $6.0 billion earnings by 2029. This requires 2.9% yearly revenue growth and a $1.2 billion earnings increase from $4.8 billion today.
Uncover how S&P Global's forecasts yield a $518.72 fair value, a 27% upside to its current price.
Fifteen fair value estimates from the Simply Wall St Community span roughly US$380 to US$528.51, highlighting how widely views on S&P Global can differ. You can set those against the current focus on AI driven product expansion and the risk that these investments may not translate into the margin improvement some shareholders might be hoping for, and then explore how different investors are thinking about the company's future.
Explore 15 other fair value estimates on S&P Global - why the stock might be worth 7% less than the current price!
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
A great starting point for your S&P Global research is our analysis highlighting 4 key rewards that could impact your investment decision.
Our free S&P Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate S&P Global's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SPGI.
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