Updated
Updated · Yahoo Finance UK · Aug 8
S&P Global Lifts 2026 EPS View to $16.60 as Capital IQ Pro Adds Private Markets Data
Updated
Updated · Yahoo Finance UK · Aug 8

S&P Global Lifts 2026 EPS View to $16.60 as Capital IQ Pro Adds Private Markets Data

3 articles · Updated · Yahoo Finance UK · Aug 8

Summary

  • S&P Global raised its 2026 outlook to 5.9%-7.9% GAAP revenue growth, diluted EPS of $16.35-$16.60 and 335-360 basis points of operating-margin expansion after reporting higher second-quarter 2026 revenue and earnings.
  • The company also expanded S&P Capital IQ Pro by integrating With Intelligence data and editorial content, extending coverage across the private investment lifecycle within a single platform.
  • That deeper private-markets offering follows S&P Global's 2025 acquisition of With Intelligence and is aimed at reducing clients' reliance on fragmented data sources while embedding more AI-enabled workflows.
  • The move could help balance S&P Global's continued exposure to issuance-driven Ratings revenue, though the company still faces execution risk if heavier AI and product spending fails to deliver the expected margin gains.

Insights

Will S&P Global's massive AI investment in private markets actually deliver expected margin gains, or will development costs erode short-term profits?
How will S&P Global's new dual-mode AI portal handle the notorious opacity of private market data without hallucinating critical financial metrics?
Could S&P's push to illuminate private markets with AI destroy the very information asymmetry that generates alpha for alternative investors?