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Stifel analyst Shlomo Rosenbaum raised the firm's price target on S&P Global to $422 from $407 and keeps a Buy rating on the shares. S&P Global continues to execute well, with revenue guidance increased in three of five business units and maintained in the other two, the analyst tells investors. The company's annual guidance was maintained despite the Engineering Solutions divestiture coming two months early, which Stifel says is an "implicit raise of the core business guidance."

BMO Capital raised the firm's price target on S&P Global to $410 from $404 and keeps an Outperform rating on the shares. The analyst cites the company's Q1 earnings beat with better-than-expected revenues and margins across most segments, though its guidance was largely unchanged on some "end-market conservatism".

UBS analyst Alex Kramm raised the firm's price target on S&P Global to $420 from $400 and keeps a Buy rating on the shares. S&P Global outperformed following Q1 results as the company beat on the top- and bottom-line, and while the company's EPS guidance remained unchanged, the core top-line outlook improved marginally despite incremental headwinds, the analyst tells investors in a research note.

Oppenheimer raised the firm's price target on S&P Global to $406 from $405 and keeps an Outperform rating on the shares. S&P Global reported strong Q1 results, driven by higher revenue from Commodity Insights, MI and Ratings, partially offset by higher expenses, the analyst tells investors in a research note. The competitive advantage of S&P Global has increased with more implementation and commercialization of Kensho, the firm contends.

Morgan Stanley analyst Toni Kaplan raised the firm's price target on Moody's (MCO) to $296 from $293 and keeps an Equal Weight rating on the shares. While raising the firm's Q1 Ratings revenue growth estimates at Moody's and S&P Global (SPGI) by 3.6% and 3.7%, respectively, on the back of solid Q1 issuance, the firm is lowering its 2023 Ratings revenue growth estimates at each company by close to 2% on the back of tighter market conditions and decelerating issuance in March. After its model updates Morgan Stanley maintains an Overweight rating and $398 price target on S&P Global.