S&P Global Inc. (NYSE:SPGI), featuring a net income margin of 32.76% and upside potential of 29.40%, secures a spot on our list of the best extremely profitable stocks to buy according to Wall Street analysts. The company reported net income of $4.47 billion for the recently completed fiscal year (FY25).
First-quarter 2026 results reported on April 28, 2026, showed the core business holding up well ahead of the split of the Mobility division.
Revenue reached $4.171 billion, up 10% year-over-year. Adjusted diluted EPS came in at $4.97, a 14% increase, and adjusted operating margin hit 51.8%, expanding 100 basis points.
JPMorgan lifted its price target on S&P Global Inc. (NYSE:SPGI) to $550 from $530 following those results, keeping an “Overweight” rating. The Q1 beat, the firm said, left the 2026 outlook looking de-risked.
Meanwhile, S&P Global Inc. (NYSE:SPGI) filed a Form 10 registration statement on May 7, 2026, for the spin-off of its Mobility division into Mobility Global Inc.
The separation, targeted for mid-2026 pending customary approvals, moves CARFAX, Polk Automotive Solutions, automotiveMastermind, and Market Scan out of S&P Global Inc. (NYSE:SPGI)’s portfolio. What remains is a business built around financial data, ratings, benchmarks, indices, and commodity intelligence. Morningstar assigned that business a wide economic moat, citing intangible assets and network effects. The ratings, indexes, and energy segments, Morningstar adds, are relatively insulated from AI disruption.
Mobility Global made an independent move on May 18, launching a $2 billion private senior notes offering across three tranches, with maturities in 2029, 2031, and 2036, and entering into a $500 million senior unsecured revolving credit facility as it builds out its own balance sheet ahead of the separation.
S&P Global Inc. (NYSE:SPGI) provides credit ratings, benchmarks, indices, market intelligence, commodity data, analytics, and financial information services for businesses, governments, investors, and institutions.
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.
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