SPGI

In the past six months, S&P Global Inc. (SPGI) stock was impacted by several key events. The company spun off its Mobility Global division as a standalone public company on July 1, 2026, a strategic move that led to a 10% single-day drop in SPGI's shares following the brand name announcement in February 2026. Since early 2026, the stock has experienced a significant de-rating, falling approximately 20% from its highs due to investor concerns about potential AI disruption, particularly in the Market Intelligence segment. For earnings, Q1 FY26 reported an EPS of $4.97 and revenue of $4.17 billion, both exceeding estimates, while Q2 FY26 reported an EPS of $4.83 (missing estimates) and revenue of $4.15 billion (beating estimates), with management lowering its full-year Adjusted EPS guidance. Overall, between October 6, 2025, and October 2, 2026, the share price declined by 14.65%, with its 52-week range between $381.61 and $552.25.