-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將SPGI的12個月目標價上調35美元至500美元，基於2027年預期收益，遠期市盈率為22.7倍，高於同業平均水平20.8倍，因為其盈利穩定性更高。我們將2026年每股收益預期上調0.19美元至19.70美元，並將2027年每股收益預期上調0.06美元至22.05美元。我們認為第一季業績略有改善。有利因素包括：SPGI的核心評等部門加速了營收成長；由於超大規模企業投資人工智慧資料中心，投資等級債券發行量增加，推動了人工智慧基礎設施支出，公司也從中受益。然而，儘管第一季業績強勁，SPGI仍維持2026年營收和每股盈餘預期不變，令人失望。此外，人工智慧帶來的顛覆性影響持續對該股的估值倍數構成壓力。值得一提的是，SPGI宣佈出售能源部門的地球科學和石油工程軟體資產，公司簡化業務組合的計劃正在穩步推進；同時，移動出行業務的剝離計劃也按計劃進行，預計將於2026年中期完成。
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