"S&P Global ( ) shares have plunged due to the so-called "SaaS-pocalypse" sell-off that hit software-as-a-service stocks hard . That was followed by another sharp drop after the global ratings and index provider's fourth-quarter earnings report. While it beat revenue expectations, guidance for 2026 came in below forecasts. Still, the company showed solid growth across segments and strong cash flow."
"S&P Global's revenue hit $3.92 billion, up 9% year-over-year and above the $3.91 billion expected. Non-GAAP earnings rose 14% to $4.30 per share, just shy of the $4.32 per share forecast. Adjusted full-year 2025 EPS reached $17.83. Importantly, all business segments expanded margins and grew revenue at upper single-digit rates. This shows the company's core operations remain resilient despite economic uncertainty and negative investor mood."
S&P Global experienced a roughly 25% share decline after a SaaS-sector sell-off and weaker 2026 guidance despite beating revenue expectations. Revenue reached $3.92 billion, up 9% year-over-year, and non-GAAP earnings rose 14% to $4.30 per share, with adjusted 2025 EPS at $17.83. All segments grew revenue at upper single-digit rates and expanded margins. Gross margin has been around 69–70% for a decade. Free cash flow margin was about 39%, supporting dividends, investments, and possible buybacks. The company has more than 50 years of dividend increases and strong data-driven businesses.
Read at 24/7 Wall St.
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