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Investing.com - Stifel has reduced its price target on Moody’s Corp (NYSE:MCO) to $471.00 from $526.00 while maintaining a Hold rating on the stock. The company, currently trading at $473.12, shows a high P/E ratio of 37.7x and trades above its InvestingPro Fair Value.
The firm cited lower valuations in the Information Services comparison group as the primary reason for the target reduction, despite a more positive debt issuance outlook heading into 2026.
Stifel noted that Moody’s is placing greater emphasis on margin expansion in its Moody’s Analytics (MA) segment, even as organic revenue growth in that division continues to slow.
The updated Stifel estimates incorporate a more optimistic outlook for Moody’s Investors Service (MIS), balanced against a slightly more conservative revenue projection for the Analytics segment, albeit with higher expected margins.
Moody’s provides credit ratings, research, tools and analysis that contribute to transparent financial markets globally, with operations divided between its ratings service and analytics segments.
In other recent news, Moody’s Corporation reported its Q3 2025 earnings, which exceeded analysts’ expectations. The company achieved an adjusted earnings per share (EPS) of $3.92, surpassing the projected $3.67. Additionally, Moody’s revenue reached a record $2 billion, outperforming the anticipated $1.95 billion. Despite these strong financial results, BMO Capital adjusted its price target for Moody’s from $534 to $507, while maintaining a Market Perform rating. This decision was made even though Moody’s showed better-than-expected performance in leveraged loan, high-yield, and private credit markets. These developments reflect the company’s recent financial achievements and analyst evaluations.
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