S&P Global Stock Price, News & Analysis

S&P Global (NYSE: SPGI) released the report Big Picture 2026 AI Outlook: Unleashing Agentic Potential on Nov 5, 2025, finding 58% of organizations are actively pursuing agent capabilities.

Key takeaways: agentic AI shifts systems from chat to autonomous workflows, driving a critical infrastructure overhaul, security rethinking, broader data-provenance needs, and higher sustainability pressures. The report cites GPU shipment projections up >500% versus original 2023 estimates for the 2025–2026 timeframe as a primary indicator of investment demand.

CARFAX (ticker SPGI) reports that average used car prices reached their highest level in 18 months at just under $25,000, about $1,300 higher than 18 months ago. Inventory remains below pre-pandemic levels, tightening supply and narrowing price gaps between new and used models. CARFAX data shows some 2023 models (Honda Civic, Ford Bronco, Kia Seltos, Toyota Corolla Cross) are priced within roughly 10% of their new 2025 counterparts.

Example: average 2023 Civic at $24,300 vs new 2025 Civic at $27,400; estimated 72‑month payments are about $372 (used, 7%) vs $397 (new, 4.99%). Data are based on CARFAX Car Listings from September–October 2025.

Expert.ai and S&P Global Commodity Insights (SPGI) expanded their strategic partnership on November 4, 2025 to accelerate AI-driven content intelligence across energy and commodities markets.

Under the agreement, expert.ai will continue applying its hybrid AI approach across the S&P Global Commodity Insights platform to improve automated extraction and structuring of information from real-time transactions, market reports, commentaries, news, research and fundamental analyses, aiming to deliver consistent, high-quality data to market professionals.

S&P Global (SPGI) analysis finds construction of the proposed 135-mile Constitution pipeline could deliver up to $11.6 billion in total energy savings to the U.S. Northeast over a 15-year contract term (2028–2043), with $8.5 billion net savings after an assumed cost of service.

The report estimates up to 6% lower local gas prices in peak months, nearly 2,000 average annual jobs supported, a $4.4 billion boost to regional gross state product across CT, MA, NY and RI, and up to $432 million in federal and state tax revenues. S&P Global notes the pipeline could reduce extreme winter price spikes and enable fuel switching from heating oil to natural gas.

S&P Global (NYSE: SPGI) will host an Investor Day on November 13, 2025 in New York City. CEO Martina Cheung and CFO Eric Aboaf, along with other senior leaders, will discuss the company’s strategy with emphasis on go-to-market initiatives, technology, and updates to financial targets.

The event is in-person by invitation; a live webcast starts November 13 at 1:00 p.m. ET and is expected to conclude at 4:00 p.m. ET. The webcast will be available live and on replay for one year at https://investor.spglobal.com/investor-presentations. Presenters’ slides will be posted at the start of the presentations. Discussions may include forward-looking information.

S&P Global (NYSE: SPGI) reported third quarter results on October 30, 2025. The company's earnings release and supplemental materials are posted on its Investor Relations website.

Senior management will review the Q3 2025 results on a conference call and webcast scheduled for October 30, 2025 at 8:30 a.m. EDT. The live webcast and replay, plus supplemental slide content, are available at the company's investor site: http://investor.spglobal.com/Quarterly-Earnings.

S&P Global Commodity Insights (SPGI) reports that absolute greenhouse gas emissions from Canadian oil sands rose by less than 1 MMtCO2e in 2024 while production increased by 150,000 barrels per day. The analysis shows the average GHG intensity fell 3% to 57 kgCO2e/bbl in 2024 and has declined 28% since 2009 (about 22 kgCO2e/bbl). Since 2019, absolute emissions rose ~5 MMtCO2e (avg 1% annually) as production grew ~400,000 b/d. S&P GI expects modest continued emissions growth unless future production slows.

S&P Cotality Case-Shiller (SPGI) reported that the U.S. National Home Price NSA Index rose 1.5% year-over-year in August 2025, down from 1.6% in July. The 10-City Composite increased 2.1% and the 20-City Composite increased 1.6%. Nineteen of 20 metros declined month-to-month before seasonal adjustment, with only Chicago posting a monthly gain.

Housing wealth fell in real terms for a fourth consecutive month as the 1.5% nominal gain lagged the ~3% inflation rate. Major declines were reported in Tampa (-3.3% YoY), Phoenix (-1.7% YoY) and several Western markets; New York led metros with a 6.1% annual gain. S&P DJI noted mortgage rates above 6.5% as a primary drag on demand.

Carbon Measures and the International Chamber of Commerce announced formation of a Technical Expert Panel on Carbon Accounting on October 27, 2025 to develop global carbon emissions accounting guidelines based on financial accounting principles.

The panel, co-chaired by Amy Brachio and Karthik Ramanna, includes academics, accountants, industry and civil society experts. S&P Global Commodity Insights (SPGI) will serve as independent knowledge partner. The panel will inventory existing methods, define guiding principles, create product-level implementation roadmaps, recommend data and governance improvements, and propose adoption pathways for standard-setters and policymakers.