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Barclays Cuts S&P Global (SPGI) Price Target but Maintains Overweight Rating

S&P Global Inc. (NYSE:SPGI) is included among the 13 Best Strong Buy Dividend Stocks to Invest in.

On February 23, Barclays analyst Manav Patnaik lowered his price recommendation on S&P Global Inc. (NYSE:SPGI) to $565 from $620. The analyst maintained an Overweight rating on the shares. He said AI has “exacerbated investor concerns around what was already an intensely competitive market data vendor industry.” This reflects growing pressure across the sector as companies compete to differentiate their data and analytics offerings.

During the Q4 2025 earnings call, President, CEO, and Director Martina Cheung said the company delivered solid results. Revenue grew across the business, operating margins expanded meaningfully, and earnings per share increased 14%. She also noted that every division reported revenue growth within or above its original guidance range. Operating margins followed a similar pattern, coming in at or above the high end of expectations.

Cheung also discussed the company’s progress in key strategic areas. She pointed to developments in private markets, energy, and artificial intelligence as important drivers. The integration of With Intelligence, the launch of private equity benchmarks, and new partnerships with Cambridge Associates and Mercer stood out as meaningful steps. These moves are intended to deepen the company’s reach and strengthen its long-term position.

She said the company’s strategy continues to focus on three main priorities. These include reinforcing its leadership in core markets, expanding into high-growth adjacent areas like private markets and decentralized finance, and improving its enterprise-wide capabilities. Cheung also noted that more than 95% of the company’s revenue comes from proprietary benchmarks, differentiated data, and essential workflow tools. She expects that share to grow further over time.

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

While we acknowledge the potential of SPGI to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SPGI and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 13 Best NASDAQ Dividend Stocks to Buy Now and 14 Best Low Volatility Dividend Stocks to Invest In

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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