SPGI

Zacks analysts published research on 12 major stocks on October 21, 2026. Salesforce maintains a balanced risk-reward profile with growth drivers from Agentforce and Data 360 offsetting macroeconomic sensitivity.

S&P Global faces elevated costs and debt but benefits from recurring revenues and AI adoption. Intuit shows underperformance due to fiscal 2027 reset toward customer acquisition, though long-term growth levers remain. Microcap stocks Kewaunee Scientific and Key Tronic face profitability challenges but benefit from portfolio expansion and supply chain repositioning respectively.

S&P Global is expected to report a year-over-year decline in earnings and revenues for Q3 2026, with consensus EPS estimates of $4.43 (down 6.3%) and revenues of $3.64 billion (down 6.5%). With a negative Earnings ESP of -0.56% and Zacks Rank #3, the stock is not considered a compelling earnings-beat candidate. In contrast, Nasdaq is expected to report earnings growth of 15.9% and has a positive Earnings ESP of +0.14%, making it more likely to beat consensus estimates.

S&P Global reported Q2 2026 adjusted EPS of $4.83, up 23% YoY and beating consensus by 7.6%, with pro-forma revenues rising 11% to $3.68B. The company raised its 2026 share buyback target to over $7B and achieved nearly 60% of its $100M AI-driven cost savings target. However, rising competition, AI-driven shifts in customer demand, and potential pricing pressure in credit ratings and market data could challenge future growth and margins.