S&P Global is rated a 'buy' as it trades below historical valuation despite robust growth, strong margins, and a 53-year dividend increase streak. SPGI's spin-off of the Mobility segment and ongoing AI investments are expected to enhance growth, margins, and business focus, with a July 2026 completion for the spin-off. Q1 2026 results exceeded expectations, with revenue up 10.3% and non-GAAP EPS up 14%, yet shares have declined 18.8% YTD amid AI disruption fears.