Added to YB: 2026-05-05
Pitch date: 2026-05-05
SPGI [bullish]
S&P Global Inc.
+10.37%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
S&P Global Inc., together with its subsidiaries, provides benchmarks, data, analytics, and workflow solutions in the global capital, energy and commodity, and automotive markets.
Market Cap
$122.8B
Pitch Price
$398.57
Price Target
N/A
Dividend
0.94%
EV/EBITDA
17.53
P/E
26.27
EV/Sales
8.90
Sector
Capital Markets
Category
value
Top insider trades (Tue, May 5) - S&P Global Inc. (SPGI)
SPGI (added to position): First-ever CEO buy $998K, cluster of 3 insiders; trades 20.9x NTM P/E, lowest since COVID on overblown AI-disruption fears. Bull: AI is tailwind (API calls +5x QoQ), buybacks up to 100% FCF; only 6% rev in vulnerable CapIQ workstation. 40-50% upside to median P/E. Bear: value trap if AI fears persist.
Read full article (4 min)