-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将SPGI的12个月目标价上调35美元至500美元，基于2027年预期收益，远期市盈率为22.7倍，高于同业平均水平20.8倍，因为其盈利稳定性更高。我们将2026年每股收益预期上调0.19美元至19.70美元，并将2027年每股收益预期上调0.06美元至22.05美元。我们认为第一季度业绩略有改善。有利因素包括：SPGI的核心评级部门加速了营收增长；由于超大规模企业投资人工智能数据中心，投资级债券发行量增加，推动了人工智能基础设施支出，公司也从中受益。然而，尽管第一季度业绩强劲，SPGI仍维持2026年营收和每股收益预期不变，这令人失望。此外，人工智能带来的颠覆性影响持续对该股的估值倍数构成压力。值得一提的是，SPGI宣布出售能源部门的地球科学和石油工程软件资产，公司简化业务组合的计划正在稳步推进；同时，移动出行业务的剥离计划也按计划进行，预计将于2026年中期完成。
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