Ticker brief
SPGI S&P GLOBAL INC
Consumer, Non-cyclical · Commercial Services
last close
$450.31
1 day
-0.6%
14 days
+10.4%
mkt cap
$130.2B
signals 14d
72
authors 14d
36
crowd 14d
+0.2σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 31% mid · 68 pctile own 1y | IV/HV 1.39× |
| Skew — 25Δ RR 30d | -0.019 82 pctile own 1y | calls bid vs puts (call skew rich) |
| Net dealer OI (NDOI) | -0.00 thin | 5-session Δ +0.07 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-05-06 (z=3.6) |
| Next earnings | 2026-10-27 (proj) | in 1d |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now -0.30 (−1 bearish … +1 bullish)
Who spoke36
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @DividendDynasty | C | +0.40 | 12 | +0.56 |
| @DeepIceValue | C | +0.29 | 7 | +0.47 |
| @BourbonCap | B | -1.57 | 6 | +0.49 |
| @WillBiddy_ | B | +1.23 | 6 | +0.23 |
| @DividendTalks | C | +1.41 | 3 | +0.03 |
| @qualityequities | A | +0.65 | 3 | +0.53 |
| @FinanceJack44 | C | -0.37 | 3 | +0.63 |
| @DDBlakeFischer | A | -0.47 | 2 | +0.10 |
| @0xtechquity | B | +0.46 | 2 | +0.38 |
| @cleverhandeln | C | -0.28 | 2 | +0.28 |
| @watoulsky | C | -0.17 | 1 | +0.45 |
| @TheWiseIC | B | +0.46 | 1 | -0.55 |
| @MikeJTrades | C | · | 1 | +0.00 |
| @dissectmarkets | C | -0.91 | 1 | +0.90 |
| @CryptoNewsHntrs | C | +0.71 | 1 | +0.10 |
| @InvestVerified | C | +0.45 | 1 | +0.45 |
| @CapitalFaktory | A | -0.34 | 1 | +0.35 |
| @carbonfinancex | C | -0.14 | 1 | +0.65 |
| @nanalyzetweets | B | +5.59 | 1 | +0.25 |
| @DimitryNakhla | A | -1.33 | 1 | +0.30 |
| @AparicioCadiz | A | +0.15 | 1 | +0.75 |
| @InversionistaM1 | C | -1.22 | 1 | +0.20 |
| @Apollo_21mil | B | -1.41 | 1 | +0.70 |
| @stocksnipa | C | +2.26 | 1 | +0.25 |
| @ScorEnterprises | C | +0.74 | 1 | +0.30 |
Recent signals30of 72 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @FluentInQuality | -0.30 | Notes SPGI's difficult five-year performance. | +4.8% | tweet ↗ |
| 2026-10-15 | @DividendDynasty | +0.85 | Discloses a long SPGI position and a multi-year bullish refinancing thesis. | +6.0% | tweet ↗ |
| 2026-10-15 | @dividendology | +0.65 | Bullish valuation thesis cites passive-investing and AI-financing tailwinds for S&P Global. | +6.0% | tweet ↗ |
| 2026-10-15 | @BourbonCap | +0.70 | Calls SPGI and MA unusually contrarian opportunities despite viewing them as exceptional companies. | +6.0% | tweet ↗ |
| 2026-10-15 | @DividendDynasty | +0.20 | Recaps the day's positive portfolio contributors and progress toward a £50,000 milestone. | +6.0% | tweet ↗ |
| 2026-10-15 | @DustinHuntwn | +0.10 | Lists percentage weights from a concentrated third-party portfolio. | +6.0% | tweet ↗ |
| 2026-10-15 | @AnalizandoaWS | +0.80 | Long-term bullish thesis that proprietary data makes SPGI an AI beneficiary. | +6.0% | tweet ↗ |
| 2026-10-14 | @realroseceline | +0.45 | Uses CoreWeave's 15% bond yield to explain credit risk and the durable rating-agency business model. | +10.2% | tweet ↗ |
| 2026-10-14 | @UnHedgedChatter | +0.00 | References a convergence-and-tokens thesis concerning SPGI, but requires linked context. | +10.2% | tweet ↗ |
| 2026-10-13 | @Capitol_Forum | -0.30 | Warns that automotive-data pricing tools may create antitrust risk. | +9.8% | tweet ↗ |
| 2026-10-13 | @BramVGenechten | +0.30 | The tweet compares expected 2028 operating profit of $9B with a current $120B market cap. | +9.8% | tweet ↗ |
| 2026-10-13 | @AshCrypto | +0.20 | Reports S&P completing its first blockchain-based derivatives swap. | +9.8% | tweet ↗ |
| 2026-10-13 | @SOU_BTC | +0.10 | Reports S&P's first on-chain derivatives swap on Canton between Marex and DRW. | +9.8% | tweet ↗ |
| 2026-10-12 | @WillBiddy_ | +0.75 | Adding to SPGI for expected market outperformance over the coming decade — Explicitly adds to SPGI based on valuation, FCF growth and a decade-long thesis | +9.2% | tweet ↗ |
| 2026-10-11 | @WillBiddy_ | +0.20 | May exit ISRG after more upside and is considering additions to the listed stocks. — Describes a conditional ISRG exit and a forward watch list for reallocating proceeds. | +10.4% | tweet ↗ |
| 2026-10-11 | @MacroGekko | +0.25 | SPGI introduces two Capital IQ Pro AI capabilities, including an Excel financial-modeling assistant. | +10.4% | tweet ↗ |
| 2026-10-11 | @ScorEnterprises | +0.30 | SPGI is expanding ChatIQ within Capital IQ Pro as a unified conversational research interface. | +10.4% | tweet ↗ |
| 2026-10-11 | @WillBiddy_ | +0.20 | Discloses portfolio holdings and percentage weights for six long positions. | +10.4% | tweet ↗ |
| 2026-10-11 | @qualityequities | +0.55 | Highlights SPGI's durable toll-like business and strong revenue and EPS growth after a share decline. | +10.4% | tweet ↗ |
| 2026-10-11 | @DividendTalks | +0.00 | Provides a broad watchlist of stocks near 52-week lows with current price levels but no entry intent. | +10.4% | tweet ↗ |
| 2026-10-10 | @stocksnipa | +0.25 | S&P Global introduced AI-powered Portfolio Insights in a Capital IQ Pro expansion. | +10.4% | tweet ↗ |
| 2026-10-10 | @DeepIceValue | +0.00 | Contrasts two long-term stock baskets and asks which will outperform; capped at six tickers. | +10.4% | tweet ↗ |
| 2026-10-10 | @FinanceJack44 | +0.55 | Argues high-quality financial infrastructure companies are unusually cheap after sector underperformance. | +10.4% | tweet ↗ |
| 2026-10-10 | @DeepIceValue | +0.50 | Proposes a valuation-based portfolio Berkshire might build; output is capped at six tickers. | +10.4% | tweet ↗ |
| 2026-10-10 | @Apollo_21mil | +0.70 | Added to ROAD and SPGI positions. — Explicitly reports adding to ROAD and SPGI holdings | +10.4% | tweet ↗ |
| 2026-10-09 | @FinanceJack44 | +0.70 | Discloses a hypothetical $30,000 SPGI allocation based on moat and long-term outperformance. | +10.4% | tweet ↗ |
| 2026-10-09 | @InversionistaM1 | +0.20 | Lists six stocks trading below Trump's reported July purchase prices. | +10.4% | tweet ↗ |
| 2026-10-09 | @DividendDynasty | +0.60 | Praises both firms for rising dividends and falling share counts. | +10.4% | tweet ↗ |
| 2026-10-09 | @DividendDynasty | +0.60 | The author updates portfolio performance, holdings, current addition priorities and an AXP watch-list candidate. | +10.4% | tweet ↗ |
| 2026-10-08 | @AparicioCadiz | +0.75 | Presents four durable compounders as long-term wealth generators and future buying opportunities. | +11.8% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.