Does S&P Global (SPGI) Have a Long Runway for Growth?

In its third-quarter 2025 capitalist letter, Baron Durable Advantage Fund highlighted stocks specified arsenic S&P Global Inc. (NYSE:SPGI). S&P Global Inc. (NYSE:SPGI) provides recognition ratings, benchmarks, analytics, and workflow solutions. The one-month instrumentality of S&P Global Inc. (NYSE:SPGI) was 1.07%, and its shares mislaid 2.66% of their worth implicit the past 52 weeks. On November 17, 2025, S&P Global Inc. (NYSE:SPGI) banal closed astatine $488.95 per share, with a marketplace capitalization of $149.276 billion.

Baron Durable Advantage Fund stated the pursuing regarding S&P Global Inc. (NYSE:SPGI) successful its 3rd 4th 2025 capitalist letter:

"Shares of standing bureau and information provider,S&P Global Inc. (NYSE:SPGI), declined 7.5% successful the 4th owed to cautious commentary from a rival astir marketplace request and margins, starring to a broader pullback crossed accusation services stocks aft manufacture bellwether FactSet mentioned “tight lawsuit budgets” and a “challenging environment” connected its quarterly net call. However, these headwinds were antecedently discussed by the company, and absorption aboriginal clarified that these trends stay stable. FactSet besides noted borderline headwinds from a step-up successful maturation investments, which investors viewed arsenic an denotation of an AI spending rhythm that could unit margins crossed the broader accusation services sector. We presumption these concerns arsenic overblown and expect S&P Global to study bully results, driven by elevated indebtedness issuance and tailwinds from the superior marketplace recovery. We proceed to ain the banal owed to the company’s agelong runway for maturation and important competitory advantages."

S&P Global Inc. (NYSE:SPGI) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 106 hedge money portfolios held S&P Global Inc. (NYSE:SPGI) astatine the extremity of the 2nd quarter, which was 108 successful the erstwhile quarter. In the 3rd quarter, S&P Global Inc.’s (NYSE:SPGI) gross accrued 9% year-over-year, with subscription gross expanding 6%. While we admit the imaginable of S&P Global Inc. (NYSE:SPGI) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.