Analysis: S&P Global Inc.

US:SPGI

Why is S&P Global Inc. stock rising?

  • Planned acquisition of datacenterHawk to combine with 451 Research and energy forecasting assets for data-center intelligence.
  • Agreement to acquire a majority stake in Agusto & Company, extending credit ratings operations into Nigeria, Kenya, Rwanda and Ghana.
  • Official launch of the AI-native CERA Titan upstream data platform later in 2026.
  • Raised 2026 issuance assumptions for hyperscalers and M&A-related debt, supporting Ratings transaction revenue.
  • Ratings revenue growth guidance raised to 5%-8% for 2026.

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