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S&P Global (SPGI) Offers Attractive Entry Point

S&P Global (NYSE:SPGI) is one of the 12 oversold financial stocks to invest in according to hedge funds.

On February 12, the price target on S&P Global (NYSE:SPGI) was reduced from $601 to $482 by BMO Capital analyst Jeffrey Silber, who maintained an Outperform rating on the stock after its minor earnings miss in the fourth quarter. His revised estimates still offer almost 18% upside potential from the current level.

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Silber noted that the company’s 2026 outlook was below consensus, primarily due to softer expectations for Market Intelligence and Ratings revenue growth, along with slightly weaker margins. Despite the tempered outlook, the analyst stated that current valuation levels offer an attractive entry point.

On February 11, Stifel analyst Shlomo Rosenbaum maintained his Buy rating on S&P Global (NYSE:SPGI). The analyst lowered the price target from $599 to $489, which now results in an upside potential of over 19%. Even though the latest quarterly figures and 2026 guidance missed expectations, the analyst attributed the recent bearish trend in share price to ongoing AI-linked skepticism.

Rosenbaum views it as “a narrative that is tough to fight,” characterized with market’s overreaction. He acknowledged the impact of such sentiment, as it makes it more difficult for the stock to gain momentum in the short term.

S&P Global (NYSE:SPGI) is a provider of benchmarking solutions, financial intelligence, data & analytics, and ratings covering automotive, commodity, energy, and capital markets across the globe. The business is structured around 5 distinct segments, i.e., S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy, S&P Global Mobility, and S&P Dow Jones Indices.

While we acknowledge the risk and potential of SPGI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SPGI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 15 Most Promising Mid-Cap Healthcare Stocks Under $50 and 11 Most Promising Small-Cap Industrial Stocks Under $50.

Disclosure: None. This article is originally published at Insider Monkey.

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…

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